The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
8X8 INC NEW COM 282914100 22,339 1,562,151 SH   SOLE   1,562,151 0 0
ABBOTT LABS COM 002824100 48,397 1,260,000 SH   SOLE   1,260,000 0 0
ABBVIE INC COM 00287Y109 7,514 120,000 SH   SOLE   120,000 0 0
ABIOMED INC COM 003654100 22,311 198,000 SH   SOLE   198,000 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 577 20,000 SH   SOLE   20,000 0 0
ACCELERON PHARMA INC COM 00434H108 13,719 537,588 SH   SOLE   537,588 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 39,566 337,795 SH   SOLE   337,795 0 0
ACHAOGEN INC COM 004449104 22,785 1,750,000 SH   SOLE   1,750,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 19,232 532,593 SH   SOLE   532,593 0 0
ADOBE SYS INC COM 00724F101 33,613 326,496 SH   SOLE   326,496 0 0
ADVANCED MICRO DEVICES INC COM 007903107 42,677 3,764,668 SH   SOLE   3,764,668 0 0
ADVANCED MICRO DEVICES INC COM 007903107 32,855 2,897,300 SH Call SOLE   2,897,300 0 0
ADVANCED MICRO DEVICES INC NOTE 2.125% 9/0 007903BD8 9,462 6,000,000 SH   SOLE   6,000,000 0 0
AECOM COM 00766T100 24,758 680,925 SH   SOLE   680,925 0 0
AETNA INC NEW COM 00817Y108 34,661 279,500 SH   SOLE   279,500 0 0
AFFILIATED MANAGERS GROUP COM 008252108 26,075 179,459 SH   SOLE   179,459 0 0
AFLAC INC COM 001055102 13,990 201,000 SH   SOLE   201,000 0 0
AGCO CORP COM 001084102 27,737 479,376 SH   SOLE   479,376 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 15,992 351,000 SH   SOLE   351,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 14,927 223,856 SH   SOLE   223,856 0 0
ALDER BIOPHARMACEUTICALS INC COM 014339105 2,080 100,000 SH   SOLE   100,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 56,422 461,150 SH   SOLE   461,150 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 46,794 532,980 SH   SOLE   532,980 0 0
ALIGN TECHNOLOGY INC COM 016255101 11,723 121,947 SH   SOLE   121,947 0 0
ALLEGHANY CORP DEL COM 017175100 42,720 70,250 SH   SOLE   70,250 0 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 25,915 482,500 SH   SOLE   482,500 0 0
ALPHABET INC CAP STK CL C 02079K107 222,133 287,774 SH   SOLE   287,774 0 0
ALPHABET INC CAP STK CL A 02079K305 101,011 127,450 SH   SOLE   127,450 0 0
AMAZON COM INC COM 023135106 72,078 96,110 SH   SOLE   96,110 0 0
AMDOCS LTD SHS G02602103 57,312 983,902 SH   SOLE   983,902 0 0
AMEDISYS INC COM 023436108 16,484 386,696 SH   SOLE   386,696 0 0
AMETEK INC NEW COM 031100100 59,132 1,216,714 SH   SOLE   1,216,714 0 0
AMGEN INC COM 031162100 256 1,750 SH   SOLE   1,750 0 0
ANTHEM INC COM 036752103 110,265 766,956 SH   SOLE   766,956 0 0
AON PLC SHS CL A G0408V102 53,791 482,304 SH   SOLE   482,304 0 0
APPLE INC COM 037833100 143,328 1,237,393 SH   SOLE   1,237,393 0 0
APPLIED MATLS INC COM 038222105 36,729 1,138,193 SH   SOLE   1,138,193 0 0
AQUINOX PHARMACEUTICALS INC COM 03842B101 578 35,000 SH   SOLE   35,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 114,875 1,331,266 SH   SOLE   1,331,266 0 0
ARDELYX INC COM 039697107 710 50,000 SH   SOLE   50,000 0 0
ARES CAP CORP COM 04010L103 9,238 560,000 SH   SOLE   560,000 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 15,363 1,235,000 SH   SOLE   1,235,000 0 0
ARISTA NETWORKS INC COM 040413106 23,131 239,034 SH   SOLE   239,034 0 0
ATHENAHEALTH INC COM 04685W103 5,383 51,187 SH   SOLE   51,187 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 16,585 254,100 SH   SOLE   254,100 0 0
BAIDU INC SPON ADR REP A 056752108 16,657 101,318 SH   SOLE   101,318 0 0
BANK AMER CORP COM 060505104 36,115 1,633,306 SH   SOLE   1,633,306 0 0
BARD C R INC COM 067383109 27,406 121,991 SH   SOLE   121,991 0 0
BAXTER INTL INC COM 071813109 38,798 875,000 SH   SOLE   875,000 0 0
BECTON DICKINSON & CO COM 075887109 3,311 20,000 SH   SOLE   20,000 0 0
BEIGENE LTD SPONSORED ADR 07725L102 1,822 60,000 SH   SOLE   60,000 0 0
BERKLEY W R CORP COM 084423102 28,233 424,500 SH   SOLE   424,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 114,159 700,449 SH   SOLE   700,449 0 0
BIOGEN INC COM 09062X103 6,522 23,000 SH   SOLE   23,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 34,337 414,500 SH   SOLE   414,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 6,374 235,817 SH   SOLE   235,817 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 37,356 1,035,651 SH   SOLE   1,035,651 0 0
BOSTON SCIENTIFIC CORP COM 101137107 33,851 1,565,000 SH   SOLE   1,565,000 0 0
BOX INC CL A 10316T104 12,473 900,210 SH   SOLE   900,210 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 8,766 150,000 SH   SOLE   150,000 0 0
BROADCOM LTD SHS Y09827109 6,363 35,987 SH   SOLE   35,987 0 0
BROOKDALE SR LIVING INC COM 112463104 745 60,000 SH   SOLE   60,000 0 0
BROWN & BROWN INC COM 115236101 9,051 201,750 SH   SOLE   201,750 0 0
CANADIAN NAT RES LTD COM 136385101 65,818 1,724,211 SH   SOLE   1,724,211 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 23,642 454,130 SH   SOLE   454,130 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 1,570 317,260 SH   SOLE   317,260 0 0
CELGENE CORP COM 151020104 46,533 402,000 SH   SOLE   402,000 0 0
CENTENE CORP DEL COM 15135B101 3,786 67,000 SH   SOLE   67,000 0 0
CHUBB LIMITED COM H1467J104 129,845 982,760 SH   SOLE   982,760 0 0
CIGNA CORPORATION COM 125509109 19,616 147,055 SH   SOLE   147,055 0 0
CIRRUS LOGIC INC COM 172755100 24,954 441,375 SH   SOLE   441,375 0 0
CISCO SYS INC COM 17275R102 15,834 523,745 SH   SOLE   523,745 0 0
CITIGROUP INC COM NEW 172967424 101,818 1,713,243 SH   SOLE   1,713,243 0 0
CITIZENS FINL GROUP INC COM 174610105 446 12,517 SH   SOLE   12,517 0 0
CITRIX SYS INC NOTE 0.500% 4/1 177376AD2 6,949 6,000,000 SH   SOLE   6,000,000 0 0
COPA HOLDINGS SA CL A P31076105 2,863 31,520 SH   SOLE   31,520 0 0
CRITEO S A SPONS ADS 226718104 24,744 602,216 SH   SOLE   602,216 0 0
CTRIP COM INTL LTD NOTE 1.990% 7/0 22943FAH3 8,945 8,600,000 SH   SOLE   8,600,000 0 0
CURIS INC COM 231269101 4,682 1,520,126 SH   SOLE   1,520,126 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 30,623 673,105 SH   SOLE   673,105 0 0
DANAHER CORP DEL COM 235851102 29,929 384,500 SH   SOLE   384,500 0 0
DEXCOM INC COM 252131107 19,796 331,598 SH   SOLE   331,598 0 0
DISCOVER FINL SVCS COM 254709108 5,227 72,500 SH   SOLE   72,500 0 0
DOLBY LABORATORIES INC COM 25659T107 28,962 641,330 SH   SOLE   641,330 0 0
DYCOM INDS INC NOTE 0.750% 9/1 267475AB7 9,861 9,000,000 SH   SOLE   9,000,000 0 0
DYNEGY INC NEW DEL UNIT 07/01/20191 26817R405 12,967 208,300 SH   SOLE   208,300 0 0
EAST WEST BANCORP INC COM 27579R104 3,558 70,000 SH   SOLE   70,000 0 0
EBAY INC COM 278642103 5,753 193,781 SH   SOLE   193,781 0 0
ELECTRONIC ARTS INC COM 285512109 28,404 360,643 SH   SOLE   360,643 0 0
ESSENT GROUP LTD COM G3198U102 33,056 1,021,200 SH   SOLE   1,021,200 0 0
EVERBRIDGE INC COM 29978A104 13,226 717,169 SH   SOLE   717,169 0 0
EXELIXIS INC COM 30161Q104 2,460 165,000 SH   SOLE   165,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 21,157 186,769 SH   SOLE   186,769 0 0
FACEBOOK INC CL A 30303M102 124,218 1,079,232 SH   SOLE   1,079,232 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 27,046 357,559 SH   SOLE   357,559 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 10,275 111,513 SH   SOLE   111,513 0 0
FIVE9 INC COM 338307101 19,805 1,395,671 SH   SOLE   1,395,671 0 0
FREEPORT-MCMORAN INC CL B 35671D857 16,205 1,225,489 SH   SOLE   1,225,489 0 0
GILEAD SCIENCES INC COM 375558103 4,153 58,000 SH   SOLE   58,000 0 0
GLOBANT S A COM L44385109 12,482 374,282 SH   SOLE   374,282 0 0
HAEMONETICS CORP COM 405024100 17,046 424,024 SH   SOLE   424,024 0 0
HCA HOLDINGS INC COM 40412C101 6,588 89,000 SH   SOLE   89,000 0 0
HCP INC COM 40414L109 2,975 100,000 SH   SOLE   100,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,801 29,683 SH   SOLE   29,683 0 0
HEALTHCARE RLTY TR COM 421946104 1,819 60,000 SH   SOLE   60,000 0 0
HEALTHCARE SVCS GRP INC COM 421906108 1,504 38,372 SH   SOLE   38,372 0 0
HERITAGE INS HLDGS INC COM 42727J102 12,990 829,000 SH   SOLE   829,000 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 10,085 1,670,977 SH   SOLE   1,670,977 0 0
HUBSPOT INC COM 443573100 22,125 470,966 SH   SOLE   470,966 0 0
IAC INTERACTIVECORP COM 44919P508 3,468 53,518 SH   SOLE   53,518 0 0
ICON PLC SHS G4705A100 34,984 465,217 SH   SOLE   465,217 0 0
INCYTE CORP COM 45337C102 44,871 447,500 SH   SOLE   447,500 0 0
INOGEN INC COM 45780L104 4,175 62,155 SH   SOLE   62,155 0 0
INSTRUCTURE INC COM 45781U103 5,126 261,555 SH   SOLE   261,555 0 0
INTEL CORP COM 458140100 87,640 2,415,955 SH   SOLE   2,415,955 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 3,640 33,500 SH   SOLE   33,500 0 0
INTERCEPT PHARMACEUTICALS IN NOTE 3.250% 7/0 45845PAA6 10,747 12,000,000 SH   SOLE   12,000,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 26,430 1,129,025 SH   SOLE   1,129,025 0 0
IONIS PHARMACEUTICALS INC COM 462222100 10,044 210,000 SH   SOLE   210,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 255 7,293 SH   SOLE   7,293 0 0
J2 GLOBAL INC COM 48123V102 4,375 53,507 SH   SOLE   53,507 0 0
JOHNSON & JOHNSON COM 478160104 18,438 160,000 SH   SOLE   160,000 0 0
JPMORGAN CHASE & CO COM 46625H100 82,028 950,539 SH   SOLE   950,539 0 0
KEYCORP NEW COM 493267108 4,267 233,560 SH   SOLE   233,560 0 0
KLA-TENCOR CORP COM 482480100 6,917 87,935 SH   SOLE   87,935 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 30,940 241,000 SH   SOLE   241,000 0 0
LAM RESEARCH CORP COM 512807108 16,780 158,704 SH   SOLE   158,704 0 0
LAZARD LTD SHS A G54050102 14,491 352,676 SH   SOLE   352,676 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 26,080 1,305,291 SH   SOLE   1,305,291 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 46,419 1,258,983 SH   SOLE   1,258,983 0 0
LILLY ELI & CO COM 532457108 5,518 75,000 SH   SOLE   75,000 0 0
LOXO ONCOLOGY INC COM 548862101 2,254 70,182 SH   SOLE   70,182 0 0
MAIN STREET CAPITAL CORP COM 56035L104 4,229 115,000 SH   SOLE   115,000 0 0
MARKEL CORP COM 570535104 104,187 115,187 SH   SOLE   115,187 0 0
MARSH & MCLENNAN COS INC COM 571748102 64,042 947,500 SH   SOLE   947,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,577 102,409 SH   SOLE   102,409 0 0
MATERIALISE NV SPONSORED ADS 57667T100 1,285 167,742 SH   SOLE   167,742 0 0
MCKESSON CORP COM 58155Q103 21,911 156,007 SH   SOLE   156,007 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 2,458 200,000 SH   SOLE   200,000 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 19,548 393,592 SH   SOLE   393,592 0 0
MEDNAX INC COM 58502B106 26,944 404,194 SH   SOLE   404,194 0 0
MEDTRONIC PLC SHS G5960L103 35,598 499,733 SH   SOLE   499,733 0 0
MERCK & CO INC COM 58933Y105 39,159 665,184 SH   SOLE   665,184 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 789 44,600 SH   SOLE   44,600 0 0
META FINL GROUP INC COM 59100U108 5,260 51,161 SH   SOLE   51,161 0 0
METHANEX CORP COM 59151K108 22,558 515,014 SH   SOLE   515,014 0 0
MICROCHIP TECHNOLOGY INC NOTE 1.625% 2/1 595017AD6 7,028 5,400,000 SH   SOLE   5,400,000 0 0
MICRON TECHNOLOGY INC COM 595112103 42,219 1,926,040 SH   SOLE   1,926,040 0 0
MICRON TECHNOLOGY INC NOTE 3.000%11/1 595112AY9 3,003 3,000,000 SH   SOLE   3,000,000 0 0
MICROSOFT CORP COM 594918104 127,491 2,051,677 SH   SOLE   2,051,677 0 0
MINDBODY INC COM CL A 60255W105 4,515 212,449 SH   SOLE   212,449 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 2,598 418,988 SH   SOLE   418,988 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 6,377 700,000 SH   SOLE   700,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 4,240 111,227 SH   SOLE   111,227 0 0
MOODYS CORP COM 615369105 2,100 22,278 SH   SOLE   22,278 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 4,126 185,000 SH   SOLE   185,000 0 0
NATIONAL HEALTH INVS INC COM 63633D104 1,854 25,000 SH   SOLE   25,000 0 0
NATIONAL INSTRS CORP COM 636518102 5,258 170,543 SH   SOLE   170,543 0 0
NETEASE INC SPONSORED ADR 64110W102 28,319 131,509 SH   SOLE   131,509 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 23,114 597,256 SH   SOLE   597,256 0 0
NEW MTN FIN CORP COM 647551100 2,358 167,250 SH   SOLE   167,250 0 0
NEW RELIC INC COM 64829B100 22,240 787,264 SH   SOLE   787,264 0 0
NIMBLE STORAGE INC COM 65440R101 13,418 1,694,146 SH   SOLE   1,694,146 0 0
NOVADAQ TECHNOLOGIES INC COM 66987G102 2,585 364,611 SH   SOLE   364,611 0 0
NVIDIA CORP COM 67066G104 19,769 185,216 SH   SOLE   185,216 0 0
NXSTAGE MEDICAL INC COM 67072V103 10,484 400,000 SH   SOLE   400,000 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 1,562 50,000 SH   SOLE   50,000 0 0
OPUS BK IRVINE CALIF COM 684000102 399 13,291 SH   SOLE   13,291 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 25,899 1,732,603 SH   SOLE   1,732,603 0 0
PACIFIC PREMIER BANCORP COM 69478X105 4,293 121,447 SH   SOLE   121,447 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 808 25,000 SH   SOLE   25,000 0 0
PALO ALTO NETWORKS INC COM 697435105 12,800 102,362 SH   SOLE   102,362 0 0
PAYCOM SOFTWARE INC COM 70432V102 6,594 144,963 SH   SOLE   144,963 0 0
PAYLOCITY HLDG CORP COM 70438V106 2,317 77,296 SH   SOLE   77,296 0 0
PAYPAL HLDGS INC COM 70450Y103 3,870 98,037 SH   SOLE   98,037 0 0
PEGASYSTEMS INC COM 705573103 21,270 591,214 SH   SOLE   591,214 0 0
PENNANTPARK FLOATING RATE CA COM 70806A106 6,873 487,500 SH   SOLE   487,500 0 0
PEPSICO INC COM 713448108 73,269 700,272 SH   SOLE   700,272 0 0
PERKINELMER INC COM 714046109 23,729 455,000 SH   SOLE   455,000 0 0
PFIZER INC COM 717081103 96,914 2,983,576 SH   SOLE   2,983,576 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,509 81,300 SH   SOLE   81,300 0 0
POWER INTEGRATIONS INC COM 739276103 22,474 331,323 SH   SOLE   331,323 0 0
PRICELINE GRP INC COM NEW 741503403 6,202 4,230 SH   SOLE   4,230 0 0
PRICELINE GRP INC NOTE 0.350% 6/1 741503AS5 7,011 5,500,000 SH   SOLE   5,500,000 0 0
PROASSURANCE CORP COM 74267C106 18,349 326,500 SH   SOLE   326,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 17,005 479,000 SH   SOLE   479,000 0 0
PROOFPOINT INC COM 743424103 33,801 478,427 SH   SOLE   478,427 0 0
PROTO LABS INC COM 743713109 1,531 29,823 SH   SOLE   29,823 0 0
QUALCOMM INC COM 747525103 6,523 100,024 SH   SOLE   100,024 0 0
RADIUS HEALTH INC COM NEW 750469207 1,902 50,000 SH   SOLE   50,000 0 0
RALPH LAUREN CORP CL A 751212101 22,471 248,794 SH   SOLE   248,794 0 0
RAPID7 INC COM 753422104 4,542 373,554 SH   SOLE   373,554 0 0
RED HAT INC COM 756577102 26,602 381,669 SH   SOLE   381,669 0 0
REGENERON PHARMACEUTICALS COM 75886F107 11,472 31,250 SH   SOLE   31,250 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 30,841 245,100 SH   SOLE   245,100 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 27,271 200,200 SH   SOLE   200,200 0 0
REVANCE THERAPEUTICS INC COM 761330109 26,826 1,296,371 SH   SOLE   1,296,371 0 0
RINGCENTRAL INC CL A 76680R206 18,549 900,433 SH   SOLE   900,433 0 0
RLI CORP COM 749607107 14,141 224,000 SH   SOLE   224,000 0 0
S&P GLOBAL INC COM 78409V104 44,577 414,512 SH   SOLE   414,512 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 1,831 75,000 SH   SOLE   75,000 0 0
SALESFORCE COM INC COM 79466L302 30,807 449,959 SH   SOLE   449,959 0 0
SALESFORCE COM INC NOTE 0.250% 4/0 79466LAD6 5,235 4,500,000 SH   SOLE   4,500,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 14,506 367,510 SH   SOLE   367,510 0 0
SEATTLE GENETICS INC COM 812578102 1,583 30,000 SH   SOLE   30,000 0 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 1,893 100,000 SH   SOLE   100,000 0 0
SERVICENOW INC COM 81762P102 18,344 246,733 SH   SOLE   246,733 0 0
SHIRE PLC SPONSORED ADR 82481R106 2,896 17,000 SH   SOLE   17,000 0 0
SHOPIFY INC CL A 82509L107 10,218 238,346 SH   SOLE   238,346 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 13,088 308,096 SH   SOLE   308,096 0 0
SM ENERGY CO NOTE 1.500% 7/0 78454LAM2 8,162 7,000,000 SH   SOLE   7,000,000 0 0
SOLAR CAP LTD COM 83413U100 8,575 412,000 SH   SOLE   412,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 292,713 1,309,500 SH Put SOLE   1,309,500 0 0
SPECTRANETICS CORP COM 84760C107 29,027 1,185,000 SH   SOLE   1,185,000 0 0
SPLUNK INC COM 848637104 41,519 811,703 SH   SOLE   811,703 0 0
SQUARE INC CL A 852234103 1,995 146,379 SH   SOLE   146,379 0 0
STRYKER CORP COM 863667101 21,566 180,000 SH   SOLE   180,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 99,947 2,576,151 SH   SOLE   2,576,151 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 3,914 155,000 SH   SOLE   155,000 0 0
SVB FINL GROUP COM 78486Q101 5,724 33,345 SH   SOLE   33,345 0 0
SYNCHRONY FINL COM 87165B103 10,559 291,131 SH   SOLE   291,131 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,379 48,282 SH   SOLE   48,282 0 0
TALEND S A ADS 874224207 17,613 793,380 SH   SOLE   793,380 0 0
TASER INTL INC COM 87651B104 21,216 875,240 SH   SOLE   875,240 0 0
TE CONNECTIVITY LTD REG SHS H84989104 25,213 363,936 SH   SOLE   363,936 0 0
TESARO INC COM 881569107 4,572 34,000 SH   SOLE   34,000 0 0
TESLA MTRS INC COM 88160R101 1,214 5,680 SH   SOLE   5,680 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 11,421 315,000 SH   SOLE   315,000 0 0
TEXAS INSTRS INC COM 882508104 20,365 279,085 SH   SOLE   279,085 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 23,936 169,642 SH   SOLE   169,642 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 10,440 176,742 SH   SOLE   176,742 0 0
TRAVELERS COMPANIES INC COM 89417E109 22,158 181,000 SH   SOLE   181,000 0 0
TRIPADVISOR INC COM 896945201 16,925 365,000 SH Call SOLE   365,000 0 0
TRIPADVISOR INC COM 896945201 1,886 40,682 SH   SOLE   40,682 0 0
TWILIO INC CL A 90138F102 2,022 70,000 SH   SOLE   70,000 0 0
TWITTER INC COM 90184L102 16,830 1,032,500 SH Call SOLE   1,032,500 0 0
UBS GROUP AG SHS H42097107 5,070 303,500 SH   SOLE   303,500 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 7,108 38,973 SH   SOLE   38,973 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 23,288 331,220 SH   SOLE   331,220 0 0
UNION PAC CORP COM 907818108 60,044 579,126 SH   SOLE   579,126 0 0
UNISYS CORP COM NEW 909214306 3,348 223,947 SH   SOLE   223,947 0 0
UNITEDHEALTH GROUP INC COM 91324P102 49,054 306,500 SH   SOLE   306,500 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 17,743 315,155 SH   SOLE   315,155 0 0
US BANCORP DEL COM NEW 902973304 6,273 122,101 SH   SOLE   122,101 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 89,280 1,622,981 SH   SOLE   1,622,981 0 0
VASCO DATA SEC INTL INC COM 92230Y104 8,083 592,870 SH   SOLE   592,870 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,105 15,000 SH   SOLE   15,000 0 0
VISA INC COM CL A 92826C839 70,229 899,923 SH   SOLE   899,923 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 34,097 412,000 SH   SOLE   412,000 0 0
WASTE CONNECTIONS INC COM 94106B101 21,324 271,335 SH   SOLE   271,335 0 0
WELLS FARGO & CO NEW COM 949746101 11,369 206,268 SH   SOLE   206,268 0 0
WORKDAY INC CL A 98138H101 3,422 51,779 SH   SOLE   51,779 0 0
XILINX INC COM 983919101 21,856 362,074 SH   SOLE   362,074 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 5,440 125,000 SH   SOLE   125,000 0 0
ZENDESK INC COM 98936J101 33,009 1,557,039 SH   SOLE   1,557,039 0 0