| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENDOLOGIX INC | 3,800,000 | 31,768,000 | 11.12% | SH | |
| 2 | QUEST DIAGNOSTICS INC | 365,000 | 26,079,000 | 9.13% | SH | |
| 3 | PATTERSON COS INC | 550,000 | 25,592,000 | 8.96% | SH | |
| 4 | NXSTAGE MED INC COM | 1,700,000 | 25,483,000 | 8.92% | SH | |
| 5 | ALLSCRIPTS HEALTHCARE | 1,650,000 | 21,797,000 | 7.63% | SH | |
| 6 | IMPRIVATA INC | 1,710,000 | 21,597,000 | 7.56% | SH | |
| 7 | MEDTRONIC PLC | 250,000 | 18,750,000 | 6.56% | SH | |
| 8 | ALKERMES PLC SHS | 485,000 | 16,582,000 | 5.80% | SH | |
| 9 | SPECTRANETICS CORP | 1,100,000 | 15,972,000 | 5.59% | SH | |
| 10 | LUMINEX CORP DEL COM | 750,000 | 14,550,000 | 5.09% | SH | |
| 11 | BIO-RAD LABRATORIES | 100,000 | 13,672,000 | 4.79% | SH | |
| 12 | LABORATORY CORP AMER HLDGS | 115,000 | 13,470,000 | 4.71% | SH | |
| 13 | ARIAD PHARMACEUTICALS INC | 1,600,000 | 10,224,000 | 3.58% | SH | |
| 14 | ATRICURE INC | 525,000 | 8,836,000 | 3.09% | SH | |
| 15 | CORIUM INTERNATIONAL INC | 1,385,000 | 5,346,000 | 1.87% | SH | |
| 16 | DEXCOM | 71,000 | 4,822,000 | 1.69% | SH | |
| 17 | AMARIN CORP PLC | 3,100,000 | 4,743,000 | 1.66% | SH | |
| 18 | Intersect ENT Inc | 225,000 | 4,275,000 | 1.50% | SH | |
| 19 | STREAMLINE HEALTH SOLUTIONS COM | 1,138,000 | 1,605,000 | 0.56% | SH | |
| 20 | ISHARES TR | 7,000 | 518,000 | 0.18% | Put | SH |
| 21 | SPDR S&P 500 ETF TR PUT | 1,000 | 18,000 | 0.01% | Put | SH |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001095449-16-000245, filed 2016.05.16).
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.
