Q1 2015 Holdings
Filed 2015-05-15 | 15 holdings | $15.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $1.9K | 10,808 | 11.7% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $1.8K | 15,453 | 11.4% |
| Cynosure Inc | CL A | 232577205 | $1.3K | 43,729 | 8.4% |
| Humana Inc(HUM) | COM | 444859102 | $1.1K | 6,403 | 7.2% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $1.1K | 8,540 | 6.8% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $1.1K | 2,392 | 6.8% |
| Thoratec Corp | COM NEW | 885175307 | $1.0K | 24,765 | 6.5% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $1.0K | 14,192 | 6.5% |
| Dexcom Inc(DXCM) | COM | 252131107 | $1.0K | 16,332 | 6.4% |
| Medicines Co | COM | 584688105 | $974 | 34,744 | 6.1% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $764 | 6,717 | 4.8% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $723 | 5,735 | 4.5% |
| Incyte Corp(INCY) | COM | 45337C102 | $710 | 7,742 | 4.5% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $683 | 14,747 | 4.3% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $638 | 3,680 | 4.0% |