Traxis Partners

Traxis Partners as of Dec. 31, 2012

Portfolio Holdings for Traxis Partners

Traxis Partners holds 45 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hca Holdings (HCA) 4.2 $4.4M 145k 30.17
HeartWare International 4.1 $4.3M 51k 83.94
Express Scripts Holding 3.9 $4.0M 75k 54.00
WellCare Health Plans 3.5 $3.6M 74k 48.68
Team Health Holdings 3.5 $3.6M 125k 28.77
Health Management Associates 3.4 $3.5M 374k 9.32
Cardinal Health (CAH) 3.3 $3.4M 83k 41.18
Agilent Technologies Inc C ommon (A) 3.3 $3.4M 83k 40.94
Centene Corporation (CNC) 3.2 $3.4M 82k 40.99
Molina Healthcare (MOH) 3.2 $3.4M 124k 27.06
McKesson Corporation (MCK) 3.1 $3.2M 33k 96.97
Universal Health Services (UHS) 3.1 $3.2M 66k 48.35
Covidien 3.0 $3.1M 54k 57.73
Baxter International (BAX) 2.9 $3.0M 46k 66.65
AmerisourceBergen (COR) 2.8 $2.9M 66k 43.18
Zimmer Holdings (ZBH) 2.7 $2.8M 41k 66.65
Walgreen Company 2.5 $2.6M 70k 37.01
PerkinElmer (RVTY) 2.4 $2.5M 79k 31.74
Biogen Idec (BIIB) 2.3 $2.4M 17k 146.35
Gilead Sciences (GILD) 2.3 $2.4M 33k 73.45
Vertex Pharmaceuticals Incorporated (VRTX) 2.2 $2.3M 55k 41.90
Hospira 2.2 $2.3M 74k 31.24
Stryker Corporation (SYK) 2.2 $2.3M 42k 54.83
Health Net 2.1 $2.2M 91k 24.30
Community Health Systems (CYH) 2.1 $2.2M 71k 30.74
Allergan 2.0 $2.1M 23k 91.73
Medivation 2.0 $2.1M 41k 51.17
St. Jude Medical 1.9 $2.0M 56k 36.14
Insulet Corporation (PODD) 1.9 $2.0M 92k 21.22
Celgene Corporation 1.9 $1.9M 25k 78.47
Teva Pharmaceutical Industries (TEVA) 1.8 $1.9M 50k 37.33
Cepheid 1.6 $1.7M 50k 33.87
Charles River Laboratories (CRL) 1.5 $1.6M 42k 37.46
Waters Corporation (WAT) 1.4 $1.4M 17k 87.13
Humana (HUM) 1.4 $1.4M 21k 68.62
Varian Medical Systems 1.2 $1.3M 19k 70.21
Hill-Rom Holdings 1.1 $1.2M 42k 28.51
Owens & Minor (OMI) 1.1 $1.2M 42k 28.51
Tornier Nv 1.1 $1.2M 69k 16.78
Vivus 1.1 $1.1M 83k 13.42
CareFusion Corporation 1.0 $1.0M 36k 28.58
Idenix Pharmaceuticals 0.9 $970k 200k 4.85
Vanguard Health Systems 0.8 $837k 68k 12.25
AMN Healthcare Services (AMN) 0.3 $362k 31k 11.55
Cross Country Healthcare (CCRN) 0.3 $347k 72k 4.80