Q4 2014 Holdings
Filed 2015-02-17 | 52 holdings | $77.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $45.9M | 3,461,200 | 59.0% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $20.3M | 553,500 | 26.1% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $9.8M | 845,254 | 12.7% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $131.2K | 1,325,000 | 0.2% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $117.8K | 1,250,000 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $100.3K | 3,219,100 | 0.1% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $93.0K | 650,000 | 0.1% |
| Agilent Technologies Inc(A)Call | COM | 00846U101 | $73.7K | 1,800,000 | 0.1% |
| Horizon Pharma PLC | SHS | G4617B105 | $72.2K | 5,600,000 | 0.1% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $69.0K | 2,043,826 | 0.1% |
| Illumina Inc(ILMN) | COM | 452327109 | $64.6K | 350,000 | 0.1% |
| Salix Pharmaceuticals Inc | COM | 795435106 | $60.3K | 525,000 | 0.1% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $59.3K | 550,000 | 0.1% |
| Medivation Inc | COM | 58501N101 | $57.3K | 575,000 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $50.1K | 400,000 | 0.1% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $50.1K | 450,000 | 0.1% |
| Omnicare Inc | COM | 681904108 | $49.2K | 675,000 | 0.1% |
| Webmd Health Corp | COM | 94770V102 | $48.4K | 1,225,000 | 0.1% |
| Zimmer Hldgs Inc(ZBH)Call | COM | 98956P102 | $45.4K | 400,000 | 0.1% |
| Halyard Health Inc | COM | 40650V100 | $43.2K | 950,800 | 0.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $40.5K | 76,600 | 0.1% |
| Mylan Inc | COM | 628530107 | $39.4K | 698,800 | 0.1% |
| Tesaro Inc | COM | 881569107 | $39.1K | 1,050,000 | 0.1% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $36.5K | 175,600 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $35.4K | 750,000 | 0.0% |
| Danaher Corp del(DHR)Call | COM | 235851102 | $34.3K | 400,000 | 0.0% |
| Select Sector Spdr TR(XLV)Put | SBI HEALTHCARE | 81369Y209 | $34.2K | 500,000 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $31.1K | 385,200 | 0.0% |
| Zimmer Hldgs Inc(ZBH) | COM | 98956P102 | $30.0K | 264,400 | 0.0% |
| Albany Molecular Resh Inc | COM | 012423109 | $26.0K | 1,600,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $23.5K | 127,100 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $22.1K | 512,500 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $20.3K | 181,600 | 0.0% |
| Versartis Inc | COM | 92529L102 | $19.6K | 875,000 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $16.3K | 284,000 | 0.0% |
| Pfizer Inc(PFE)Call | COM | 717081103 | $15.6K | 500,000 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $11.1K | 125,000 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $9.8K | 239,500 | 0.0% |
| Varian MED SYS Inc(VAREUR)Put | COM | 92220P105 | $8.7K | 100,000 | 0.0% |
| Derma Sciences Inc | COM PAR $.01 | 249827502 | $8.6K | 920,000 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $4.5K | 52,500 | 0.0% |
| Novavax Inc | COM | 670002104 | $3.9K | 649,781 | 0.0% |
| Infinity Pharmaceuticals Inc(INFIQ) | COM | 45665G303 | $3.8K | 223,712 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $3.6K | 808,292 | 0.0% |
| Kythera Biopharmaceuticals I | COM | 501570105 | $3.2K | 91,600 | 0.0% |
| Celldex Therapeutics Inc New | COM | 15117B103 | $3.0K | 163,600 | 0.0% |
| Keryx Biopharmaceuticals Inc | COM | 492515101 | $2.5K | 178,300 | 0.0% |
| Syneron Medical LTD | ORD SHS | M87245102 | $2.5K | 263,400 | 0.0% |
| Xoma Corp del | COM | 98419J107 | $1.6K | 450,000 | 0.0% |
| Achillion Pharmaceuticals in(ACHNEUR)Call | COM | 00448Q201 | $1.2K | 100,000 | 0.0% |