Q3 2013 Holdings
Filed 2013-11-14 | 35 holdings | $61.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conmed Corp(CNMD) | COM | 207410101 | $34.0M | 1,000,000 | 55.1% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $17.5M | 1,327,500 | 28.4% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $9.3M | 1,540,000 | 15.1% |
| Teva Pharmaceutical Inds LTD(TEVA)Call | ADR | 881624209 | $75.6K | 2,000,000 | 0.1% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $75.6K | 2,000,000 | 0.1% |
| Mylan Inc | COM | 628530107 | $72.5K | 1,900,000 | 0.1% |
| Wellpoint Inc | COM | 94973V107 | $71.1K | 850,000 | 0.1% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $49.4K | 800,000 | 0.1% |
| Volcano Corporation | COM | 928645100 | $47.2K | 1,975,000 | 0.1% |
| Masimo Corp(MASI) | COM | 574795100 | $46.6K | 1,750,000 | 0.1% |
| Hologic Inc(HOLX) | COM | 436440101 | $46.5K | 2,250,000 | 0.1% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $39.1K | 750,000 | 0.1% |
| Humana Inc(HUM) | COM | 444859102 | $37.3K | 400,000 | 0.1% |
| Mako Surgical Corp | COM | 560879108 | $35.4K | 1,200,000 | 0.1% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $33.1K | 750,000 | 0.1% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $32.1K | 750,000 | 0.1% |
| Given Imaging | ORD SHS | M52020100 | $28.8K | 1,500,000 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $26.0K | 500,000 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $25.6K | 500,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $23.6K | 500,000 | 0.0% |
| Wright MED Group Inc | COM | 98235T107 | $18.5K | 711,000 | 0.0% |
| Novavax Inc | COM | 670002104 | $14.9K | 4,711,009 | 0.0% |
| Arrowhead Resh Corp | COM | 042797209 | $14.2K | 2,499,999 | 0.0% |
| Derma Sciences Inc | COM PAR $.01 | 249827502 | $11.8K | 950,000 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $11.5K | 950,000 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $11.5K | 800,000 | 0.0% |
| Magellan Health Svcs Inc | COM NEW | 559079207 | $10.5K | 175,000 | 0.0% |
| Protalix Biotherapeutics Inc | COM | 74365A101 | $8.1K | 1,790,000 | 0.0% |
| Intermune Inc | COM | 45884X103 | $7.7K | 500,000 | 0.0% |
| Biolase Inc | COM | 090911108 | $5.1K | 2,688,172 | 0.0% |
| Universal Amern Corp New | COM | 91338E101 | $5.1K | 670,600 | 0.0% |
| Xenoport Inc | COM | 98411C100 | $4.6K | 809,943 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $4.0K | 150,000 | 0.0% |
| Anthera Pharmaceuticals Inc | WARRANT | 03674U102 | $0 | 400,000 | 0.0% |