RUDMAN ERROL M Information

712 FIFTH AVENUE, NEW YORK, New York, 10019,

Report Date: 03/31/2015

Position Statistics

Total Positions 46
New Positions 8
Increased Positions 18
Decreased Positions 10
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 298

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

Sector Weighting

Basic Materials 1%
Capital Goods 9.67%
Conglomerates 1.29%
Consumer Cyclical 5.08%
Consumer/Non-Cyclical
Energy
Financial 10.73%
Healthcare 25.82%
Services 30.88%
Technology 7.86%
Transportation 7.65%
Utilities

46 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRANSDIGM GROUP INC COM 19,110 New 83,895
LEVEL 3 COMMUNICATIONS INC COM NEW 17,295 New 329,867
COMMUNITY HEALTH SYS INC NEW COM 15,976 3,133 24.39 255,000
MOHAWK INDS INC COM 12,779 New 66,025
CHINA BIOLOGIC PRODS INC COM 12,719 New 110,201
AMN HEALTHCARE SERVICES INC COM 12,083 New 405,200
BANK AMER CORP COM 12,003 1,192 11.03 704,800
UNITED CONTL HLDGS INC COM 11,752 -52 (0.44) 228,200
DELTA AIR LINES INC DEL COM NEW 11,056 -80 (0.72) 276,410
EXPRESS SCRIPTS HLDG CO COM 10,729 New 120,226
CROSS CTRY HEALTHCARE INC COM 9,995 578 6.14 783,309
SIRONA DENTAL SYSTEMS INC COM 9,916 2,999 43.35 99,200
THERMO FISHER SCIENTIFIC INC COM 9,428 New 72,000
HCA HOLDINGS INC COM 9,159 -815 (8.17) 101,200
LAZARD LTD SHS A 8,383 1,116 15.36 150,176
CVS HEALTH CORP COM 8,328 New 78,904
INTERNATIONAL BUSINESS MACHS COM 8,255 New 50,000
REALOGY HLDGS CORP COM 7,666 1,437 23.08 160,000
VCA INC COM 7,247 -81 (1.11) 133,500
RITCHIE BROS AUCTIONEERS COM 6,772 4,162 159.43 235,950