Q4 2015 Holdings
Filed 2016-02-12 | 24 holdings | $65.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $25.9M | 1,403,360 | 39.3% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $23.1M | 75,300 | 35.0% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $16.6M | 119,830 | 25.2% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $35.8K | 937,600 | 0.1% |
| Baxalta Inc | COM | 07177M103 | $35.8K | 916,000 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $34.2K | 406,390 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $31.1K | 302,930 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $22.9K | 1,974,421 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $21.8K | 406,630 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $16.8K | 247,433 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $14.7K | 116,633 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $14.6K | 212,490 | 0.0% |
| Cigna Corporation | COM | 125509109 | $13.2K | 90,020 | 0.0% |
| Owens & Minor Inc New(ACH) | COM | 690732102 | $12.0K | 334,302 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $11.9K | 287,863 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $10.1K | 113,430 | 0.0% |
| Medivation Inc | COM | 58501N101 | $8.0K | 166,353 | 0.0% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $7.8K | 258,090 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $7.8K | 99,865 | 0.0% |
| ST Jude MED Inc | COM | 790849103 | $7.1K | 114,570 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $6.4K | 32,300 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $6.3K | 424,536 | 0.0% |
| Community Health SYS Inc(CYH) | COM | 203668108 | $4.9K | 183,970 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $458 | 76,000 | 0.0% |