TRAXIS PARTNERS LP Information

4 GREENWICH OFFICE PARK, GREENWICH, Connecticut, 06831, (203) 769-8600

Report Date: 06/30/2013

Position Statistics

Total Positions 60
New Positions 23
Increased Positions 34
Decreased Positions 26
Positions with Activity 60
Sold Out Positions 0
Total Mkt Value (in $ millions) 145

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

Sector Weighting

Basic Materials
Capital Goods 1.19%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 10.98%
Healthcare 73.71%
Services 7.83%
Technology 6.29%
Transportation
Utilities

60 Positions as of 06/30/2013

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
LILLY ELI & CO COM 390 390 New 6,452
DENDREON CORP COM 530 530 New 200,000
VIVUS INC COM 536 -11 (1.99) 100,000
MOMENTA PHARMACEUTICALS INC COM 795 795 New 71,628
HMS HLDGS CORP COM 830 -166 (16.67) 50,000
AMN HEALTHCARE SERVICES INC COM 1,138 -8 (0.66) 88,803
CROSS CTRY HEALTHCARE INC COM 1,215 1 .08 171,839
KINDRED HEALTHCARE INC COM 1,221 1,221 New 50,000
HEARTWARE INTL INC COM 1,275 -850 (40) 15,000
VERTEX PHARMACEUTICALS INC COM 1,283 -2,522 (66.27) 20,000
CATAMARAN CORP COM 1,360 202 17.50 34,780
TORNIER N V SHS 1,489 215 16.88 81,000
VCA ANTECH INC COM 1,547 -294 (15.97) 50,000
AGILENT TECHNOLOGIES INC COM 1,640 1,640 New 30,000
HUMANA INC COM 1,676 1,676 New 16,000
CEPHEID COM 1,678 -216 (11.39) 35,000
WRIGHT MED GROUP INC COM 1,705 1,705 New 60,000
PALL CORP COM 1,725 1,725 New 20,000
IDEXX LABS INC COM 1,769 1,769 New 15,000
CAREFUSION CORP COM 1,911 -784 (29.07) 49,649