MARCH ALTUS CAPITAL MANAGEMENT LP Information

55 RAILROAD AVENUE, GREENWICH, Connecticut, 06830, (203) 983-4900

Report Date: 03/31/2015

Position Statistics

Total Positions 25
New Positions 3
Increased Positions 3
Decreased Positions 22
Positions with Activity 25
Sold Out Positions 10
Total Mkt Value (in $ millions) 17

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 6.81%
Healthcare 86.73%
Services
Technology
Transportation
Utilities

25 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNITED THERAPEUTICS CORP DEL COM 1,972 -19,029 (90.61) 10,808
UNIVERSAL HLTH SVCS INC CL B 1,958 -13,612 (87.43) 15,453
CYNOSURE INC CL A 1,527 -9,498 (86.15) 43,729
REGENERON PHARMACEUTICALS COM 1,212 -13,795 (91.92) 2,392
HUMANA INC COM 1,139 -9,815 (89.6) 6,403
THORATEC CORP COM NEW 1,126 1,126 New 24,765
DEXCOM INC COM 1,121 -17,214 (93.89) 16,332
MALLINCKRODT PUB LTD CO SHS 1,081 -17,281 (94.11) 8,540
LILLY ELI & CO COM 1,055 -10,494 (90.87) 14,192
MEDICINES CO COM 942 -10,878 (92.03) 34,744
INCYTE CORP COM 831 -4,450 (84.27) 7,742
AMERISOURCEBERGEN CORP COM 759 759 New 6,717
ZOETIS INC CL A 707 -4,367 (86.06) 14,747
LABORATORY CORP AMER HLDGS COM NEW 687 687 New 5,735
ALEXION PHARMACEUTICALS INC COM 611 -10,335 (94.42) 3,680
ALIGN TECHNOLOGY INC COM -11,639 Sold Out 0
AMAG PHARMACEUTICALS INC COM -7,401 Sold Out 0
AMGEN INC COM -12,816 Sold Out 0
ENZYMOTEC LTD SHS -6,491 Sold Out 0
FLAMEL TECHNOLOGIES SA SPONSORED ADR -6,903 Sold Out 0


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