Tamarack Capital Management, LLC — Q3 2014 13F Holdings

Name: Tamarack Capital Management, LLC — 13F Holdings, Q3 2014
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	21.84%	-15.97%	EXIT
2	✓	Endologix INC	Stock-Other	7.75%	-5.91%	EXIT
3	✓	Spectranetics CORP	Stock-Other	6.77%	-1.10%	EXIT
4	MDT	Medtronic plc	Stock-Healthcare	5.08%	—	—
5	✓		Stock-Other	5.02%	—	-42.86%
6	✓	Greatbatch INC Com	Stock-Other	4.48%	-4.70%	EXIT
7	✓	Auxilium Pharmaceuticals	Stock-Other	4.30%	—	-31.11%
8	ALKS	Alkermes plc	Stock-Healthcare	4.28%	-2.55%	EXIT
9	PDCOEUR	Patterson Cos INC	Stock-Other	3.40%	-6.31%	EXIT
10	✓	Nxstage Medical INC	Stock-Other	3.20%	-3.75%	EXIT
11	MDXG	Mimedx Group INC	Stock-Other	3.16%	—	+12.68%
12	PM	Philip Morris International	Stock-Consumer Staples	2.77%	—	—
13	TEVA	Teva Pharmaceutical-sp Adr	Stock-Healthcare	2.74%	-1.34%	EXIT
14	PFE	Pfizer INC	Stock-Healthcare	2.62%	—	—
15	✓	Luminex CORP	Stock-Other	2.38%	-1.91%	EXIT
16	RTIXEUR	Rti Surgical Hds INC	Stock-Other	2.33%	-1.32%	EXIT
17	ATRC	Atricure INC	Stock-Other	2.28%	-2.15%	EXIT
18	BIO	Bio-rad Laboratories-a	Stock-Healthcare	2.10%	-1.76%	EXIT
19	BABYEUR	Natus Medical INC	Stock-Other	1.80%	—	+78.92%
20	✓	Cubist Pharmaceuticals INC	Stock-Other	1.62%	—	—
21	INGN	Inogen INC	Stock-Other	1.19%	—	—
22	✓	Volcano Corporation	Stock-Other	1.18%	—	-75.23%
23	✓	Streamline Health Solutions	Stock-Other	1.17%	-0.31%	EXIT
24	ICUI	Icu Medical INC	Stock-Other	1.14%	—	—
25	✓	Imprivata INC	Stock-Other	1.03%	-3.01%	EXIT
26	BDX	Becton Dickinson And Co	Stock-Healthcare	1.01%	-4.34%	EXIT
27	DXCM	Dexcom INC	Stock-Healthcare	0.93%	—	—
28	HNGRUSD	Hanger INC	Stock-Other	0.91%	—	—
29	✓	Corium Intl INC	Stock-Other	0.91%	-1.47%	EXIT
30	✓	Discovery Laboratories INC N	Stock-Other	0.61%	—	—

Holding changes this quarter

Position changes disclosed by Tamarack Capital Management, LLC for the quarter ending Q3 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BIO	Bio-rad Laboratories-a	+1.7%	+409.37%	Add
2	PDCOEUR	Patterson Cos INC	+1.6%	+64.44%	Add
3	✓	Spectranetics CORP	+1.4%	—	Unchanged
4	BABYEUR	Natus Medical INC	+1%	+78.92%	Add
5	✓	Endologix INC	+0.9%	+38.95%	Add
6	✓	Greatbatch INC Com	+0.8%	+28.34%	Add
7	✓	Luminex CORP	+0.7%	+10.00%	Add
8	MDXG	Mimedx Group INC	+0.7%	+12.68%	Add
9	✓	Auxilium Pharmaceuticals	+0.6%	-31.11%	Trim
10	RTIXEUR	Rti Surgical Hds INC	+0.4%	+2.33%	Add
11	✓	Imprivata INC	+0.4%	+53.41%	Add
12	✓	Nxstage Medical INC	+0.3%	+4.76%	Add
13	ATRC	Atricure INC	+0.3%	+19.34%	Add
14	✓	Streamline Health Solutions	+0.1%	+11.02%	Add
15	✓	Discovery Laboratories INC N	0%	—	Unchanged
16	TEVA	Teva Pharmaceutical-sp Adr	0%	-6.69%	Trim
17	✓	Corium Intl INC	-0.1%	+6.36%	Add
18	ALKS	Alkermes plc	-0.9%	-14.29%	Trim
19	✓		-3%	-42.86%	Trim
20	✓	Volcano Corporation	-5.7%	-75.23%	Trim
21	IWM	Ishares Russell 2000 ETF	—	EXIT	Sold out
22	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
23	MDT	Medtronic plc	—	NEW	New buy
24	✓		—	EXIT	Sold out
25	✓		—	EXIT	Sold out
26	PM	Philip Morris International	—	NEW	New buy
27	PFE	Pfizer INC	—	NEW	New buy
28	✓	Aegerion Pharmaceuticals INC	—	EXIT	Sold out
29	IRWD	Ironwood Pharmaceuticals INC	—	EXIT	Sold out
30	VCRAUSD	Vocera Communications INC	—	EXIT	Sold out
31	✓	Cubist Pharmaceuticals INC	—	NEW	New buy
32	INGN	Inogen INC	—	NEW	New buy
33	ICUI	Icu Medical INC	—	NEW	New buy
34	BDX	Becton Dickinson And Co	—	NEW	New buy
35	DXCM	Dexcom INC	—	NEW	New buy
36	HNGRUSD	Hanger INC	—	NEW	New buy
37	CNMD	Conmed CORP	—	EXIT	Sold out
38	AMAG	Amag Pharmaceuticals INC	—	EXIT	Sold out