Tavio Capital LLC — Q1 2020 13F Holdings

Name: Tavio Capital LLC — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001672526

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MOH	Molina Healthcare INC	Stock-Healthcare	29.61%	-21.58%	EXIT
2	MCK	Mckesson CORP	Stock-Healthcare	23.06%	-20.25%	EXIT
3	CI	THE Cigna Group	Stock-Healthcare	18.01%	-18.69%	EXIT
4	CNC	Centene CORP	Stock-Healthcare	17.60%	-1.57%	EXIT
5	ZBH	Zimmer Biomet Holdings INC	Stock-Healthcare	10.54%	-20.22%	EXIT
6	HCA	Hca Healthcare INC	Stock-Healthcare	1.18%	—	-95.96%

Position changes disclosed by Tavio Capital LLC for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MOH	Molina Healthcare INC	+20.1%	-23.02%	Trim
2	MCK	Mckesson CORP	+15.7%	-17.78%	Trim
3	CNC	Centene CORP	+6.4%	-57.53%	Trim
4	CI	THE Cigna Group	+6.3%	-54.65%	Trim
5	ZBH	Zimmer Biomet Holdings INC	-5.5%	-75.17%	Trim
6	HCA	Hca Healthcare INC	-11.1%	-95.96%	Trim
7	✓	Laboratory CORP Amer Hldgs	—	EXIT	Sold out
8	HUM	Humana INC	—	EXIT	Sold out
9	BAX	Baxter International INC	—	EXIT	Sold out
10	PRAH	Pra Health Sciences INC	—	EXIT	Sold out
11	BSX	Boston Scientific CORP	—	EXIT	Sold out
12	PDCOEUR	Patterson Cos INC	—	EXIT	Sold out