| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SELECT MED HLDGS CORP | 13,000,000 | 210,600,000 | 15.20% | ||
| 2 | Teva Pharmaceutical Industries | 3,000,000 | 177,300,000 | 12.80% | ||
| 3 | AMEDISYS INC | 4,000,000 | 158,920,000 | 11.47% | ||
| 4 | KINDRED HEALTHCARE INC | 5,000,000 | 101,450,000 | 7.32% | ||
| 5 | SUPERVALU INC | 12,500,000 | 101,125,000 | 7.30% | ||
| 6 | MYLAN NV | 1,000,000 | 67,860,000 | 4.90% | ||
| 7 | COMMUNITY HEALTH SYS INC NEW | 1,000,000 | 62,970,000 | 4.55% | ||
| 8 | GILEAD SCIENCES INC | 500,000 | 58,540,000 | 4.23% | ||
| 9 | ALMOST FAMILY INC | 1,250,000 | 49,888,000 | 3.60% | ||
| 10 | ORTHOFIX INTL N V | 1,500,000 | 49,680,000 | 3.59% | ||
| 11 | Hercules Offshore Inc | 3,850,000 | 46,123,000 | 3.33% | ||
| 12 | ST JUDE MEDICAL INC | 500,000 | 36,535,000 | 2.64% | ||
| 13 | QUEST DIAGNOSTIC INC | 500,000 | 36,260,000 | 2.62% | ||
| 14 | MAGELLAN HEALTH INC | 500,000 | 35,035,000 | 2.53% | ||
| 15 | SYNERON MEDICAL LTD | 3,000,000 | 31,860,000 | 2.30% | ||
| 16 | Align Technology Inc. | 500,000 | 31,355,000 | 2.26% | ||
| 17 | IMS HEALTH HLDS INC | 1,000,000 | 30,650,000 | 2.21% | ||
| 18 | Laboratory Corp America Holdin | 250,000 | 30,305,000 | 2.19% | ||
| 19 | VIVUS INC | 12,500,000 | 29,500,000 | 2.13% | ||
| 20 | AEGERION PHARMACEUTICALS INC | 1,000,000 | 18,970,000 | 1.37% | ||
| 21 | Quality Systems Inc. | 1,000,000 | 16,570,000 | 1.20% | ||
| 22 | BIOSCRIP INC | 1,000,000 | 3,630,000 | 0.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-032072, filed 2015.08.14).
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.