The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 85,521 | 973,930 | SH | SOLE | 973,930 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 544,137 | 1,918,812 | SH | SOLE | 1,918,812 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 631,028 | 27,013,169 | SH | SOLE | 27,013,169 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 328,593 | 2,301,553 | SH | SOLE | 2,301,553 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 93,448 | 1,653,652 | SH | SOLE | 1,653,652 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167107 | 160,505 | 22,863,982 | SH | SOLE | 22,863,982 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 603,584 | 3,937,015 | SH | SOLE | 3,937,015 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 959,411 | 9,311,050 | SH | SOLE | 9,311,050 | 0 | 0 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 96,995 | 1,680,154 | SH | SOLE | 1,680,154 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 250,510 | 2,403,665 | SH | SOLE | 2,403,665 | 0 | 0 | ||
DOW CHEM CO | COM | 260543103 | 1,124,481 | 19,651,893 | SH | SOLE | 19,651,893 | 0 | 0 | ||
ALLSTATE CORP | COM | 020002101 | 89,497 | 1,207,455 | SH | SOLE | 1,207,455 | 0 | 0 | ||
EDITAS MEDICINE INC | COM | 28106W103 | 27,744 | 1,709,401 | SH | SOLE | 1,709,401 | 0 | 0 | ||
EMERSON ELEC CO | COM | 291011104 | 16,470 | 295,425 | SH | SOLE | 295,425 | 0 | 0 | ||
ENCANA CORP | COM | 292505104 | 1,042,376 | 88,788,457 | SH | SOLE | 88,788,457 | 0 | 0 | ||
ENVISION HEALTHCARE CORP | COM | 29414D100 | 114,203 | 1,804,445 | SH | SOLE | 1,804,445 | 0 | 0 | ||
EXTRACTION OIL AND GAS INC | COM | 30227M105 | 54,239 | 2,706,555 | SH | SOLE | 2,706,555 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 2,183,438 | 18,978,163 | SH | SOLE | 18,978,163 | 0 | 0 | ||
58 COM INC | SPON ADR REP A | 31680Q104 | 10,895 | 389,117 | SH | SOLE | 389,117 | 0 | 0 | ||
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 101,785 | 910,831 | SH | SOLE | 910,831 | 0 | 0 | ||
GULFPORT ENERGY CORP | COM NEW | 402635304 | 136,318 | 6,299,375 | SH | SOLE | 6,299,375 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 150,566 | 737,962 | SH | SOLE | 737,962 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 832,834 | 1,079,052 | SH | SOLE | 1,079,052 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 44,810 | 349,965 | SH | SOLE | 349,965 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 73,242 | 730,452 | SH | SOLE | 730,452 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 104,794 | 1,857,390 | SH | SOLE | 1,857,390 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 958,616 | 37,681,432 | SH | SOLE | 37,681,432 | 0 | 0 | ||
MANULIFE FINL CORP | COM | 56501R106 | 95,361 | 5,355,525 | SH | SOLE | 5,355,525 | 0 | 0 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 114,687 | 1,696,801 | SH | SOLE | 1,696,801 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 444,460 | 4,304,695 | SH | SOLE | 4,304,695 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 1,363,976 | 21,950,056 | SH | SOLE | 21,950,056 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 800,901 | 6,469,312 | SH | SOLE | 6,469,312 | 0 | 0 | ||
NUVASIVE INC | COM | 670704105 | 46,863 | 695,707 | SH | SOLE | 695,707 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,432,576 | 1,807,781 | SH | SOLE | 1,807,781 | 0 | 0 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 61,235 | 1,724,942 | SH | SOLE | 1,724,942 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 106,637 | 3,103,533 | SH | SOLE | 3,103,533 | 0 | 0 | ||
RICE ENERGY INC | COM | 762760106 | 239,264 | 11,206,758 | SH | SOLE | 11,206,758 | 0 | 0 | ||
SCHWAB CHARLES CORP NEW | COM | 808513105 | 318,033 | 8,057,576 | SH | SOLE | 8,057,576 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 156,682 | 919,604 | SH | SOLE | 919,604 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 98,564 | 1,311,908 | SH | SOLE | 1,311,908 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 483,594 | 8,408,861 | SH | SOLE | 8,408,861 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 26,230 | 1,309,544 | SH | SOLE | 1,309,544 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 344,536 | 12,287,292 | SH | SOLE | 12,287,292 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 217,656 | 2,099,301 | SH | SOLE | 2,099,301 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,219,490 | 1,626,269 | SH | SOLE | 1,626,269 | 0 | 0 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 59,353 | 541,446 | SH | SOLE | 541,446 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 354,206 | 2,213,236 | SH | SOLE | 2,213,236 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 37,307 | 350,693 | SH | SOLE | 350,693 | 0 | 0 | ||
VCA INC | COM | 918194101 | 37,473 | 545,862 | SH | SOLE | 545,862 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 378,123 | 4,846,485 | SH | SOLE | 4,846,485 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 653,800 | 7,899,951 | SH | SOLE | 7,899,951 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 95,471 | 1,405,015 | SH | SOLE | 1,405,015 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 122,719 | 1,418,557 | SH | SOLE | 1,418,557 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 167,457 | 2,495,999 | SH | SOLE | 2,495,999 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 150,618 | 4,923,750 | SH | SOLE | 4,923,750 | 0 | 0 | ||
ARCH COAL INC | CL A | 039380407 | 33,179 | 425,101 | SH | SOLE | 425,101 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 146,235 | 4,923,750 | SH | SOLE | 4,923,750 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 196,013 | 2,285,070 | SH | SOLE | 2,285,070 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 781,132 | 4,418,919 | SH | SOLE | 4,418,919 | 0 | 0 | ||
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 78,111 | 2,859,129 | SH | SOLE | 2,859,129 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 208,446 | 9,431,935 | SH | SOLE | 9,431,935 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 115,848 | 1,398,457 | SH | SOLE | 1,398,457 | 0 | 0 |