Expo Capital Management

Expo Capital Management as of Dec. 31, 2010

Portfolio Holdings for Expo Capital Management

Expo Capital Management holds 29 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Beckman Coulter 4.5 $28M 375k 75.23
Quest Diagnostics Incorporated (DGX) 4.3 $27M 500k 53.97
Mylan 4.2 $26M 1.3M 21.13
Kinetic Concepts 4.2 $26M 625k 41.88
Sirona Dental Systems 4.2 $26M 625k 41.78
VCA Antech 4.1 $26M 1.1M 23.29
Qiagen 4.0 $25M 1.3M 19.55
Charles River Laboratories (CRL) 3.5 $22M 625k 35.54
Shire 3.5 $22M 300k 72.38
Cephalon 3.4 $22M 350k 61.72
Centene Corporation (CNC) 3.4 $22M 850k 25.34
Hologic (HOLX) 3.4 $21M 1.1M 18.82
Cepheid 3.3 $21M 925k 22.75
CVS Caremark Corporation (CVS) 3.3 $21M 600k 34.77
C.R. Bard 3.3 $21M 225k 91.77
PerkinElmer (RVTY) 3.3 $21M 800k 25.82
Allergan 3.3 $21M 300k 68.67
Perrigo Company 3.3 $21M 325k 63.33
DENTSPLY International 3.3 $21M 600k 34.17
Cerner Corporation 3.2 $20M 215k 94.74
Gen-Probe Incorporated 3.2 $20M 350k 58.35
PSS World Medical 3.2 $20M 900k 22.60
Warner Chilcott Plc - 3.2 $20M 900k 22.56
Zimmer Holdings (ZBH) 3.2 $20M 375k 53.68
Medicis Pharmaceutical Corporation 3.2 $20M 750k 26.79
Allscripts Healthcare Solutions (MDRX) 3.1 $19M 1.0M 19.27
American Medical Systems Holdings 3.0 $19M 1.0M 18.86
United Therapeutics Corporation (UTHR) 2.8 $17M 275k 63.22
Thoratec Corporation 2.2 $14M 500k 28.32