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 |
ADIENT PLC | ORD SHS | G0084W101 | 38,307 | 527,133 | SH | SOLE | 527,133 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 66,850 | 279,799 | SH | SOLE | 279,799 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 37,263 | 727,091 | SH | SOLE | 727,091 | 0 | 0 | ||
ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 57,630 | 1,251,456 | SH | SOLE | 1,251,456 | 0 | 0 | ||
ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 28,953 | 1,408,905 | SH | SOLE | 1,408,905 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 59,991 | 841,854 | SH | SOLE | 841,854 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 45,199 | 138,087 | SH | SOLE | 138,087 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 36,365 | 81,624 | SH | SOLE | 81,624 | 0 | 0 | ||
COHERUS BIOSCIENCES INC | COM | 19249H103 | 6,966 | 329,345 | SH | SOLE | 329,345 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 32,598 | 384,723 | SH | SOLE | 384,723 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 30,961 | 1,635,978 | SH | SOLE | 1,635,978 | 0 | 0 | ||
ENVISION HEALTHCARE CORP | COM | 29414D100 | 87,018 | 1,419,083 | SH | SOLE | 1,419,083 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 45,670 | 321,505 | SH | SOLE | 321,505 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 69,671 | 1,025,775 | SH | SOLE | 1,025,775 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 50,657 | 1,336,589 | SH | SOLE | 1,336,589 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 43,123 | 1,311,137 | SH | SOLE | 1,311,137 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 56,670 | 274,908 | SH | SOLE | 274,908 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 37,117 | 277,674 | SH | SOLE | 277,674 | 0 | 0 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 26,761 | 1,568,622 | SH | SOLE | 1,568,622 | 0 | 0 | ||
ISLE OF CAPRI CASINOS INC | COM | 464592104 | 5,415 | 205,440 | SH | SOLE | 205,440 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 56,344 | 392,725 | SH | SOLE | 392,725 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 33,210 | 390,292 | SH | SOLE | 390,292 | 0 | 0 | ||
MEDICINES CO | COM | 584688105 | 88,924 | 1,818,488 | SH | SOLE | 1,818,488 | 0 | 0 | ||
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 13,525 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 55,422 | 2,022,700 | SH | SOLE | 2,022,700 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 39,000 | 910,359 | SH | SOLE | 910,359 | 0 | 0 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 68,937 | 2,937,255 | SH | SOLE | 2,937,255 | 0 | 0 | ||
OPKO HEALTH INC | COM | 68375N103 | 12,185 | 1,523,125 | SH | SOLE | 1,523,125 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 93,828 | 1,072,070 | SH | SOLE | 1,072,070 | 0 | 0 | ||
PRETIUM RES INC | COM | 74139C102 | 17,686 | 1,651,328 | SH | SOLE | 1,651,328 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 96,345 | 552,977 | SH | SOLE | 552,977 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 41,024 | 883,003 | SH | SOLE | 883,003 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADR | 881624209 | 58,996 | 1,838,440 | SH | SOLE | 1,838,440 | 0 | 0 | ||
TG THERAPEUTICS INC | COM | 88322Q108 | 53,855 | 4,622,749 | SH | SOLE | 4,622,749 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 42,251 | 485,036 | SH | SOLE | 485,036 | 0 | 0 | ||
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 35,370 | 252,265 | SH | SOLE | 252,265 | 0 | 0 | ||
WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 82,632 | 2,655,256 | SH | SOLE | 2,655,256 | 0 | 0 |