0000919574-18-005458.txt : 20180814 0000919574-18-005458.hdr.sgml : 20180814 20180814095232 ACCESSION NUMBER: 0000919574-18-005458 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RUDMAN ERROL M CENTRAL INDEX KEY: 0000860189 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02596 FILM NUMBER: 181014822 MAIL ADDRESS: STREET 1: 712 FIFTH AVENUE STREET 2: 28TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000860189 XXXXXXXX 06-30-2018 06-30-2018 false RUDMAN ERROL M

712 Fifth Avenue 28th Floor New York NY 10019

13F HOLDINGS REPORT 028-02596 N Errol M. Rudman 212-521-5160 /s/ Errol M. Rudman New York NY 08-14-2018 0 43 214821297 INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 1699800 1000 SH SOLE 1000 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1385790 7000 SH SOLE 7000 0 0 BARCLAYS PLC ADR 06738E204 911326 90860 SH SOLE 90860 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3279750 75000 SH SOLE 75000 0 0 CABOT MICROELECTRONICS CORP COM 12709P103 2581440 24000 SH SOLE 24000 0 0 CAL MAINE FOODS INC COM NEW 128030202 1517635 33100 SH SOLE 33100 0 0 CENTENE CORP DEL COM 15135B101 18382932 149200 SH SOLE 149200 0 0 CENTURYLINK INC COM 156700106 6800636 364841 SH SOLE 364841 0 0 CHINA BIOLOGIC PRODS HLDGS I COM G21515104 860794 8666 SH SOLE 8666 0 0 CIGNA CORPORATION COM 125509109 7307850 43000 SH SOLE 43000 0 0 CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 1075944 211800 SH SOLE 211800 0 0 CVS HEALTH CORP COM 126650100 4549802 70704 SH SOLE 70704 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 10027391 202410 SH SOLE 202410 0 0 DENTSPLY SIRONA INC COM 24906P109 3991255 91187 SH SOLE 91187 0 0 ENTEGRIS INC COM 29362U104 1898400 56000 SH SOLE 56000 0 0 ESPERION THERAPEUTICS INC NE COM 29664W105 1959500 50000 SH SOLE 50000 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 7236584 93726 SH SOLE 93726 0 0 FACEBOOK INC CL A 30303M102 2914800 15000 SH SOLE 15000 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 5766430 116895 SH SOLE 116895 0 0 GENERAL ELECTRIC CO COM 369604103 1810130 133000 SH SOLE 133000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 4486394 20340 SH SOLE 20340 0 0 HCA HEALTHCARE INC COM 40412C101 8204922 79970 SH SOLE 79970 0 0 ISHARES TR NASDAQ BIOTECH 464287556 3843700 35000 SH SOLE 35000 0 0 LAZARD LTD SHS A G54050102 4083398 83488 SH SOLE 83488 0 0 MARTIN MARIETTA MATLS INC COM 573284106 1786640 8000 SH SOLE 8000 0 0 MOHAWK INDS INC COM 608190104 8399384 39200 SH SOLE 39200 0 0 MOLINA HEALTHCARE INC COM 60855R100 2771702 28300 SH SOLE 28300 0 0 MONGODB INC CL A 60937P106 4268180 86000 SH SOLE 86000 0 0 ROCKWELL AUTOMATION INC COM 773903109 4986900 30000 SH SOLE 30000 0 0 RUSH ENTERPRISES INC CL A 781846209 4771800 110000 SH SOLE 110000 0 0 SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 2767253 58160 SH SOLE 58160 0 0 SHERWIN WILLIAMS CO COM 824348106 3260560 8000 SH SOLE 8000 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 3509390 81500 SH SOLE 81500 0 0 STIFEL FINL CORP COM 860630102 2408725 46100 SH SOLE 46100 0 0 SUMMIT MATLS INC CL A 86614U100 1575000 60000 SH SOLE 60000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1553550 7500 SH SOLE 7500 0 0 TOPBUILD CORP COM 89055F103 4234982 54059 SH SOLE 54059 0 0 TRANSDIGM GROUP INC COM 893641100 31171664 90316 SH SOLE 90316 0 0 UNITED CONTL HLDGS INC COM 910047109 15674119 224783 SH SOLE 224783 0 0 VERSUM MATLS INC COM 92532W103 4283395 115300 SH SOLE 115300 0 0 VULCAN MATLS CO COM 929160109 1935900 15000 SH SOLE 15000 0 0 WABTEC CORP COM 929740108 5274030 53500 SH SOLE 53500 0 0 ZAYO GROUP HLDGS INC COM 98919V105 3611520 99000 SH SOLE 99000 0 0