Q2 2013 Holdings
Filed 2013-08-14 | 47 holdings | $258.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $192.8M | 14,900,000 | 74.5% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $64.6M | 300,000 | 24.9% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $107.7K | 2,100,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $93.6K | 185,000 | 0.0% |
| Arthrocare Corp | COM | 043136100 | $77.7K | 2,250,000 | 0.0% |
| Wright MED Group Inc | COM | 98235T107 | $72.7K | 2,775,000 | 0.0% |
| Mylan Inc | COM | 628530107 | $65.9K | 2,125,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $62.0K | 775,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $60.0K | 650,000 | 0.0% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $57.9K | 1,200,000 | 0.0% |
| Medicines Co | COM | 584688105 | $51.5K | 1,675,000 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $51.2K | 2,252,119 | 0.0% |
| Carefusion Corp | COM | 14170T101 | $49.7K | 1,350,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $46.2K | 4,000,000 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $46.1K | 1,000,000 | 0.0% |
| Monster Beverage Corp | COM | 611740101 | $45.6K | 750,000 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $35.9K | 1,450,000 | 0.0% |
| Medivation Inc | COM | 58501N101 | $32.0K | 650,000 | 0.0% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $30.5K | 650,000 | 0.0% |
| Intermune Inc | COM | 45884X103 | $29.8K | 3,100,000 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $28.8K | 800,000 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $27.0K | 725,000 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $26.2K | 275,000 | 0.0% |
| Catamaran Corp | COM | 148887102 | $25.6K | 525,000 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $23.7K | 825,000 | 0.0% |
| Celldex Therapeutics Inc New | COM | 15117B103 | $22.6K | 1,450,000 | 0.0% |
| Corvel Corp(CRVL) | COM | 221006109 | $22.2K | 756,922 | 0.0% |
| Dynavax Technologies Corp | COM | 268158102 | $19.4K | 17,600,000 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $17.2K | 250,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $17.1K | 775,000 | 0.0% |
| Whitewave Foods Co | COM CL A | 966244105 | $16.8K | 1,030,966 | 0.0% |
| Impax Laboratories Inc | COM | 45256B101 | $16.5K | 826,300 | 0.0% |
| Cynosure Inc | CL A | 232577205 | $15.6K | 600,000 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $13.3K | 401,800 | 0.0% |
| AIR Methods Corp | COM PAR $.06 | 009128307 | $13.1K | 385,400 | 0.0% |
| Chimerix Inc(CMRXEUR) | COM | 16934W106 | $11.7K | 483,072 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $10.5K | 125,000 | 0.0% |
| Theravance Inc | COM | 88338T104 | $8.6K | 223,700 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $8.4K | 125,000 | 0.0% |
| Team Health Holdings Inc | COM | 87817A107 | $8.2K | 200,000 | 0.0% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $8.1K | 600,000 | 0.0% |
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | $8.0K | 126,700 | 0.0% |
| Whitewave Foods Co | COM CL B | 966244204 | $7.2K | 470,680 | 0.0% |
| HCP Inc | COM | 40414L109 | $2.0K | 44,600 | 0.0% |
| Health Care REIT Inc | COM | 42217K106 | $1.4K | 20,700 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $905 | 7,600 | 0.0% |
| Universal Health Rlty Incm T(UHT) | SH BEN INT | 91359E105 | $612 | 14,200 | 0.0% |