| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Anthem, Inc. | 145,800 | 15,690,000 | 8.83% | ||
| 2 | THORATEC LABS CORP | 440,366 | 15,351,000 | 8.64% | ||
| 3 | MAGELLAN HEALTH INC COM NEW | 242,192 | 15,074,000 | 8.49% | ||
| 4 | CHARLES RIV LABS INTL INC | 278,013 | 14,879,000 | 8.38% | ||
| 5 | ALLIANCE HEALTHCARE SRVCS IN COM PAR | 490,378 | 13,240,000 | 7.45% | ||
| 6 | AETNA INC NEW | 131,400 | 10,654,000 | 6.00% | ||
| 7 | LIFEPOINT HOSPS INC | 166,100 | 10,315,000 | 5.81% | ||
| 8 | MEDTRONIC INC | 159,900 | 10,195,000 | 5.74% | ||
| 9 | HILL ROM HLDGS INC | 239,200 | 9,929,000 | 5.59% | ||
| 10 | GILEAD SCIENCES INC | 118,500 | 9,825,000 | 5.53% | ||
| 11 | CareFusion | 219,600 | 9,739,000 | 5.48% | ||
| 12 | CARDINAL HEALTH INC | 135,700 | 9,304,000 | 5.24% | ||
| 13 | HOLOGIC INC | 321,920 | 8,161,000 | 4.60% | ||
| 14 | EXPRESS SCRIPTS HLDG CO | 107,500 | 7,453,000 | 4.20% | ||
| 15 | SKILLED HEALTHCARE GROUP | 1,112,885 | 7,000,000 | 3.94% | ||
| 16 | TRIPLE S MGMT CORP CL B | 354,675 | 6,359,000 | 3.58% | ||
| 17 | CRYOLIFE INC | 413,364 | 3,700,000 | 2.08% | ||
| 18 | BIOANALYTICAL SYS INC | 155,097 | 392,000 | 0.22% | ||
| 19 | IMMUCELL CORP | 78,477 | 345,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-007196, filed 2014.07.17).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
