Q4 2013 Holdings
Filed 2014-02-14 | 37 holdings | $92.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conmed Corp(CNMD) | COM | 207410101 | $58.9M | 1,385,000 | 63.7% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $17.2M | 1,000,000 | 18.6% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $15.4M | 1,540,000 | 16.6% |
| Teva Pharmaceutical IND LTD(TEVA)Call | ADR | 881624209 | $90.2K | 2,250,000 | 0.1% |
| Teva Pharmaceutical IND LTD(TEVA) | ADR | 881624209 | $80.2K | 2,000,000 | 0.1% |
| Mylan Inc | COM | 628530107 | $76.0K | 1,750,000 | 0.1% |
| Wellpoint Inc | COM | 94973V107 | $73.9K | 800,000 | 0.1% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $59.6K | 1,250,000 | 0.1% |
| Mallinckrodt PUB LTD Co | COM | G5785G107 | $52.3K | 1,000,000 | 0.1% |
| Volcano Corporation | COM | 928645100 | $51.3K | 2,350,000 | 0.1% |
| Merck & Co. Inc New(MRK) | COM | 58933Y105 | $49.6K | 990,300 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $48.9K | 650,000 | 0.1% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $46.3K | 1,100,000 | 0.1% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $42.8K | 800,000 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $41.7K | 1,425,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $41.3K | 400,000 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $35.8K | 5,250,000 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $33.5K | 1,500,000 | 0.0% |
| Agilent Technologies, Inc(A) | COM | 00846U101 | $28.6K | 500,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $23.0K | 350,000 | 0.0% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $19.6K | 500,000 | 0.0% |
| Universal Amern Corp New | COM | 91338E101 | $18.3K | 2,500,000 | 0.0% |
| Novavax Inc | COM | 670002104 | $17.9K | 3,500,000 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $16.7K | 8,500,000 | 0.0% |
| Arrowhead Resh Corp | COM | 042797209 | $16.3K | 1,500,000 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $14.1K | 800,000 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $12.6K | 950,000 | 0.0% |
| Nxstage Medical Inc | COM | 67072V103 | $8.2K | 820,535 | 0.0% |
| Protalix Biotherapeutics Inc | COM | 74365A101 | $7.8K | 2,000,000 | 0.0% |
| Biolase Inc | COM | 090911108 | $7.6K | 2,701,612 | 0.0% |
| Geron Corp(GERN) | COM | 374163103 | $7.1K | 1,500,000 | 0.0% |
| Xenoport Inc | COM | 98411C100 | $5.8K | 1,000,000 | 0.0% |
| Derma Sciences Inc | COM | 249827502 | $5.4K | 497,000 | 0.0% |
| Tornier N V | COM | N87237108 | $4.7K | 250,000 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $4.3K | 206,900 | 0.0% |
| Targacept Inc | COM | 87611R306 | $768 | 185,100 | 0.0% |