Tamarack Capital Management, LLC — Q4 2013 13F Holdings

Name: Tamarack Capital Management, LLC — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001537996

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	21.87%	-15.97%	EXIT
2	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	8.20%	-7.80%	EXIT
3	ALKS	Alkermes plc	Stock-Healthcare	6.64%	-2.55%	EXIT
4	✓	Auxilium Pharmaceuticals	Stock-Other	6.14%	—	+138.10%
5	✓	Volcano Corporation	Stock-Other	6.08%	—	+115.97%
6	✓	Spectranetics CORP	Stock-Other	4.56%	-1.10%	EXIT
7	✓		Stock-Other	4.34%	—	+104.44%
8	✓	Greatbatch INC Com	Stock-Other	4.19%	-4.70%	EXIT
9	ATRC	Atricure INC	Stock-Other	3.72%	-2.15%	EXIT
10	✓	Allergan INC	Stock-Other	3.29%	—	—
11	✓		Stock-Other	3.06%	—	+15.15%
12	VAREUR	Varian Medical Systems INC	Stock-Other	3.04%	—	+32.00%
13	VCRAUSD	Vocera Communications INC	Stock-Other	2.77%	—	+76.47%
14	DXCM	Dexcom INC	Stock-Healthcare	2.60%	—	-5.14%
15	MDXG	Mimedx Group INC	Stock-Other	2.48%	—	—
16	INSYEUR	Insys Therapeutics INC	Stock-Other	2.15%	—	—
17	WELL	Welltower Inc.	Stock-Real Estate	2.09%	—	—
18	✓	Nxstage Medical INC	Stock-Other	2.09%	-3.75%	EXIT
19	✓	Biomed Realty Trust INC	Stock-Other	1.93%	—	—
20	RTIXEUR	Rti Surgical Hds INC	Stock-Other	1.45%	-1.32%	EXIT
21	✓	Streamline Health Solutions	Stock-Other	1.31%	-0.31%	EXIT
22	OXLC	Oxford Lane Capital Corp.	Stock-Other	1.26%	-0.60%	EXIT
23	✓		Stock-Other	1.12%	—	—
24	PCRX	Pacira Biosciences INC	Stock-Other	1.02%	—	-80.00%
25	✓	Luminex CORP	Stock-Other	0.92%	-1.91%	EXIT
26	BIOSEUR	Bioscrip INC	Stock-Other	0.88%	—	—
27	CNMD	Conmed CORP	Stock-Other	0.57%	—	-27.21%
28	✓	Discovery Laboratories INC N	Stock-Other	0.13%	—	—
29	OSUR	Orasure Technologies INC	Stock-Other	0.09%	—	—

Holding changes this quarter

Position changes disclosed by Tamarack Capital Management, LLC for the quarter ending Q4 2013, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Auxilium Pharmaceuticals	+3.6%	+138.10%	Add
2	✓	Volcano Corporation	+2.6%	+115.97%	Add
3	✓		+2.1%	+104.44%	Add
4	✓	Nxstage Medical INC	+2%	+3428.00%	Add
5	✓	Spectranetics CORP	+1.3%	+5.52%	Add
6	ATRC	Atricure INC	+1.1%	-6.49%	Trim
7	ALKS	Alkermes plc	+1.1%	+10.40%	Add
8	VCRAUSD	Vocera Communications INC	+0.7%	+76.47%	Add
9	VAREUR	Varian Medical Systems INC	+0.6%	+32.00%	Add
10	✓	Greatbatch INC Com	+0.5%	-2.44%	Trim
11	✓		+0.4%	+15.15%	Add
12	✓	Allergan INC	+0.3%	—	Unchanged
13	DXCM	Dexcom INC	+0.2%	-5.14%	Trim
14	CNMD	Conmed CORP	-0.1%	-27.21%	Trim
15	RTIXEUR	Rti Surgical Hds INC	-0.7%	-21.52%	Trim
16	PCRX	Pacira Biosciences INC	-3.8%	-80.00%	Trim
17	SPY	Ss Spdr S&p 500 ETF Trust-us	-4.8%	-16.67%	Trim
18	IWM	Ishares Russell 2000 ETF	—	NEW	New buy
19	DGX	Quest Diagnostics INC	—	EXIT	Sold out
20	✓	Viropharma INC	—	EXIT	Sold out
21	✓	Medassets INC	—	EXIT	Sold out
22	MDXG	Mimedx Group INC	—	NEW	New buy
23	TEVA	Teva Pharmaceutical-sp Adr	—	EXIT	Sold out
24	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
25	INSYEUR	Insys Therapeutics INC	—	NEW	New buy
26	WELL	Welltower Inc.	—	NEW	New buy
27	BABYEUR	Natus Medical INC	—	EXIT	Sold out
28	✓	Biomed Realty Trust INC	—	NEW	New buy
29	PRGO	Perrigo Company plc	—	EXIT	Sold out
30	EW	Edwards Lifesciences CORP	—	EXIT	Sold out
31	✓	Streamline Health Solutions	—	NEW	New buy
32	OXLC	Oxford Lane Capital Corp.	—	NEW	New buy
33	✓		—	NEW	New buy
34	✓	Laboratory CORP Amer Hldgs	—	EXIT	Sold out
35	✓	Luminex CORP	—	NEW	New buy
36	BIOSEUR	Bioscrip INC	—	NEW	New buy
37	BRKR	Bruker CORP	—	EXIT	Sold out
38	✓	Solta Med INC	—	EXIT	Sold out
39	HSTM	Healthstream INC	—	EXIT	Sold out
40	CHE	Chemed CORP	—	EXIT	Sold out
41	✓	Gentiva Health Svcs INC Com	—	EXIT	Sold out
42	LAB	Standard Biotools INC	—	EXIT	Sold out
43	✓	Discovery Laboratories INC N	—	NEW	New buy
44	OSUR	Orasure Technologies INC	—	NEW	New buy