Q1 2014 Holdings
Filed 2014-05-15 | 39 holdings | $70.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conmed Corp(CNMD) | COM | 207410101 | $60.2M | 1,385,000 | 85.5% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $6.5M | 411,930 | 9.2% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $2.5M | 308,542 | 3.5% |
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $233.8K | 1,250,000 | 0.3% |
| Teva Pharmaceutical Inds LTD(TEVA) | COM | 881624209 | $87.2K | 1,650,000 | 0.1% |
| Wellpoint Inc | COM | 94973V107 | $79.6K | 800,000 | 0.1% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $72.8K | 1,700,000 | 0.1% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $63.7K | 1,100,000 | 0.1% |
| Community Health SYS Inc(CYH) | COM | 203668108 | $49.0K | 1,250,000 | 0.1% |
| Volcano Corporation | COM | 928645100 | $48.3K | 2,450,000 | 0.1% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $42.0K | 800,000 | 0.1% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $41.2K | 650,000 | 0.1% |
| Haemonetics Corp(HAE) | COM | 405024100 | $39.2K | 1,202,000 | 0.1% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $36.8K | 375,000 | 0.1% |
| Masimo Corp(MASI) | COM | 574795100 | $34.8K | 1,275,000 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $32.3K | 1,500,000 | 0.0% |
| Universal Amern Corp New | COM | 91338E101 | $29.5K | 4,178,259 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $24.6K | 300,000 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $24.2K | 3,000,000 | 0.0% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $23.1K | 600,000 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $23.1K | 600,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $22.5K | 200,000 | 0.0% |
| Keryx Biopharmaceuticals Inc | COM | 492515101 | $21.3K | 1,250,000 | 0.0% |
| Amarin Corp PLC | SPONSOR ADR NEW | 023111206 | $19.9K | 11,000,000 | 0.0% |
| Genomic Health Inc(GHDX) | COM | 37244C101 | $19.8K | 750,000 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $16.1K | 706,900 | 0.0% |
| Furiex Pharmaceuticals Inc | COM | 36106P101 | $13.1K | 150,000 | 0.0% |
| Tornier N V | COM | N87237108 | $13.0K | 613,655 | 0.0% |
| Mylan Inc | COM | 628530107 | $12.2K | 250,000 | 0.0% |
| Nxstage Medical Inc | COM | 67072V103 | $10.5K | 820,535 | 0.0% |
| Novavax Inc | COM | 670002104 | $10.2K | 2,250,000 | 0.0% |
| Geron Corp(GERN) | COM | 374163103 | $9.8K | 4,700,000 | 0.0% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $9.5K | 300,000 | 0.0% |
| Protalix Biotherapeutics Inc | COM | 74365A101 | $9.2K | 2,000,000 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $9.0K | 908,100 | 0.0% |
| Targacept Inc | COM | 87611R306 | $7.4K | 1,560,000 | 0.0% |
| Sequenom Inc | COM | 817337405 | $7.1K | 2,911,520 | 0.0% |
| Biolase Inc | COM | 090911108 | $6.5K | 2,715,119 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $4.7K | 400,000 | 0.0% |