Q4 2013 Holdings
Filed 2014-01-10 | 57 holdings | $14.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | Cash Securities | 00287Y109 | $3.2M | 60,000 | 22.1% |
| Biogen Idec Inc(BIIB) | Cash Securities | 09062X103 | $2.8M | 10,000 | 19.5% |
| Boston Scientific Corp(BSX) | Cash Securities | 101137107 | $2.4M | 200,000 | 16.8% |
| Acadia Healthcare Co Inc(ACHC) | Cash Securities | 00404A109 | $2.1M | 45,000 | 14.9% |
| Cross Country Healthcare Inc(CCRN) | Cash Securities | 227483104 | $1.5M | 150,000 | 10.4% |
| AMN Healthcare Services Inc(AMN) | Cash Securities | 001744101 | $1.4M | 92,964 | 9.5% |
| Biomarin Pharmaceutical Inc(BMRN) | Cash Securities | 09061G101 | $844.0K | 12,000 | 5.9% |
| HCA Holdings Inc(HCA) | Cash Securities | 40412C101 | $5.2K | 110,000 | 0.0% |
| Centene Corp(CNC) | Cash Securities | 15135B101 | $4.9K | 83,954 | 0.0% |
| Universal Health Services(UHS) | Cash Securities | 913903100 | $4.6K | 56,000 | 0.0% |
| Lifepoint Hospitals Inc | Cash Securities | 53219L109 | $4.2K | 80,000 | 0.0% |
| Community Health Systems Inc(CYH) | Cash Securities | 203668108 | $4.1K | 104,300 | 0.0% |
| Tenet Healthcare Corp(THC) | Cash Securities | 88033G407 | $4.0K | 95,000 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | Cash Securities | 110122108 | $4.0K | 75,000 | 0.0% |
| Humana Inc(HUM) | Cash Securities | 444859102 | $3.6K | 35,000 | 0.0% |
| CVS Caremark Corp(CVS) | Cash Securities | 126650100 | $3.6K | 50,000 | 0.0% |
| Molina Healthcare Inc(MOH) | Cash Securities | 60855R100 | $3.5K | 100,000 | 0.0% |
| Gilead Sciences Inc(GILD) | Cash Securities | 375558103 | $3.4K | 45,000 | 0.0% |
| Celgene Corp(CELG) | Cash Securities | 151020104 | $3.4K | 20,000 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | Cash Securities | 883556102 | $3.3K | 30,000 | 0.0% |
| Medivation Inc | Cash Securities | 58501N101 | $3.2K | 50,000 | 0.0% |
| Express Scripts Holding Co | Cash Securities | 30219G108 | $3.1K | 44,700 | 0.0% |
| Amerisourcebergen Corp(COR) | Cash Securities | 03073E105 | $3.1K | 44,099 | 0.0% |
| Forest Laboratories Inc | Cash Securities | 345838106 | $3.0K | 50,000 | 0.0% |
| Mckesson Corp(MCK) | Cash Securities | 58155Q103 | $2.9K | 18,000 | 0.0% |
| Walgreen Co | Cash Securities | 931422109 | $2.9K | 50,000 | 0.0% |
| Smith & Nephew PLC(SNN) | Cash Securities | 83175M205 | $2.9K | 40,000 | 0.0% |
| Agilent Technologies Inc(A) | Cash Securities | 00846U101 | $2.9K | 50,000 | 0.0% |
| Zimmer Holdings Inc(ZBH) | Cash Securities | 98956P102 | $2.8K | 30,000 | 0.0% |
| Aetna Inc | Cash Securities | 00817Y108 | $2.7K | 40,000 | 0.0% |
| Cardinal Health Inc(CAH) | Cash Securities | 14149Y108 | $2.7K | 40,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | Cash Securities | 91324P102 | $2.6K | 35,000 | 0.0% |
| ST Jude Medical Inc | Cash Securities | 790849103 | $2.5K | 40,000 | 0.0% |
| Perkinelmer Inc(RVTY) | Cash Securities | 714046109 | $2.5K | 60,000 | 0.0% |
| Teva Pharmaceutical(TEVA) | Cash Securities | 881624209 | $2.4K | 60,000 | 0.0% |
| Rite AID Corp | Cash Securities | 767754104 | $2.3K | 450,000 | 0.0% |
| Davita Healthcare Partners I(DVA) | Cash Securities | 23918K108 | $2.2K | 35,000 | 0.0% |
| Cigna Corp | Cash Securities | 125509109 | $2.2K | 25,000 | 0.0% |
| Actavis PLC | Cash Securities | G0083B108 | $2.2K | 13,000 | 0.0% |
| Tornier NV | Cash Securities | N87237108 | $2.0K | 109,000 | 0.0% |
| Endo Health Solutions Inc | Cash Securities | 29264F205 | $2.0K | 30,000 | 0.0% |
| Wellcare Health Plans Inc | Cash Securities | 94946T106 | $1.9K | 27,300 | 0.0% |
| Hospira Inc | Cash Securities | 441060100 | $1.7K | 40,000 | 0.0% |
| VCA Antech Inc | Cash Securities | 918194101 | $1.6K | 50,000 | 0.0% |
| Mallinckrodt PLC | Cash Securities | G5785G107 | $1.6K | 30,000 | 0.0% |
| Allergan Inc | Cash Securities | 018490102 | $1.4K | 13,000 | 0.0% |
| Becton Dickinson and Co(BDX) | Cash Securities | 075887109 | $1.4K | 13,000 | 0.0% |
| Heartware International Inc | Cash Securities | 422368100 | $1.4K | 15,000 | 0.0% |
| Cepheid Inc | Cash Securities | 15670R107 | $1.4K | 30,000 | 0.0% |
| Bruker Corp(BRKR) | Cash Securities | 116794108 | $1.4K | 70,000 | 0.0% |