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 23,216 1,598,630 SH   SOLE   1,598,630 0 0
ABBOTT LABS COM 002824100 68,342 1,405,917 SH   SOLE   1,405,917 0 0
ABIOMED INC COM 003654100 30,093 210,000 SH   SOLE   210,000 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 4,881 175,000 SH   SOLE   175,000 0 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 22,016 804,973 SH   SOLE   804,973 0 0
ACCELERON PHARMA INC COM 00434H108 32,669 1,075,000 SH   SOLE   1,075,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 41,230 333,363 SH   SOLE   333,363 0 0
ACHAOGEN INC COM 004449104 31,737 1,460,496 SH   SOLE   1,460,496 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 36,505 1,346,049 SH   SOLE   1,346,049 0 0
ACTIVISION BLIZZARD INC COM 00507V109 35,197 611,414 SH   SOLE   611,414 0 0
ADOBE SYS INC COM 00724F101 42,391 299,723 SH   SOLE   299,723 0 0
ADVANCED MICRO DEVICES INC COM 007903107 54,054 4,332,533 SH   SOLE   4,332,533 0 0
ADVANCED MICRO DEVICES INC COM 007903107 64,384 5,159,000 SH Call SOLE   5,159,000 0 0
AECOM COM 00766T100 9,142 282,766 SH   SOLE   282,766 0 0
AETNA INC NEW COM 00817Y108 64,869 427,276 SH   SOLE   427,276 0 0
AFFILIATED MANAGERS GROUP COM 008252108 29,396 177,232 SH   SOLE   177,232 0 0
AFLAC INC COM 001055102 17,482 225,050 SH   SOLE   225,050 0 0
AGCO CORP COM 001084102 31,930 473,809 SH   SOLE   473,809 0 0
AGRIUM INC COM 008916108 633 7,000 SH   SOLE   7,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 20,041 164,712 SH   SOLE   164,712 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 86,277 612,279 SH   SOLE   612,279 0 0
ALLEGHANY CORP DEL COM 017175100 46,246 77,750 SH   SOLE   77,750 0 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 26,540 501,700 SH   SOLE   501,700 0 0
ALPHABET INC CAP STK CL C 02079K107 233,377 256,823 SH   SOLE   256,823 0 0
ALPHABET INC CAP STK CL A 02079K305 106,532 114,597 SH   SOLE   114,597 0 0
AMAZON COM INC COM 023135106 87,498 90,410 SH   SOLE   90,410 0 0
AMDOCS LTD SHS G02602103 56,019 869,056 SH   SOLE   869,056 0 0
AMETEK INC NEW COM 031100100 82,882 1,368,362 SH   SOLE   1,368,362 0 0
AMGEN INC COM 031162100 4,736 27,500 SH   SOLE   27,500 0 0
ANAPTYSBIO INC COM 032724106 718 30,000 SH   SOLE   30,000 0 0
ANSYS INC COM 03662Q105 16,230 133,400 SH   SOLE   133,400 0 0
ANTHEM INC COM 036752103 130,154 691,865 SH   SOLE   691,865 0 0
AON PLC SHS CL A G0408V102 71,807 540,102 SH   SOLE   540,102 0 0
APPLE INC COM 037833100 214,386 1,488,582 SH   SOLE   1,488,582 0 0
APPLE INC COM 037833100 86,412 600,000 SH Call SOLE   600,000 0 0
APPLIED MATLS INC COM 038222105 58,490 1,416,035 SH   SOLE   1,416,035 0 0
AQUINOX PHARMACEUTICALS INC COM 03842B101 704 50,000 SH   SOLE   50,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 113,267 1,214,147 SH   SOLE   1,214,147 0 0
ARES CAP CORP COM 04010L103 7,985 487,500 SH   SOLE   487,500 0 0
ARISTA NETWORKS INC COM 040413106 31,046 207,300 SH   SOLE   207,300 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 7,253 1,183,272 SH   SOLE   1,183,272 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 16,488 255,000 SH   SOLE   255,000 0 0
AXON ENTERPRISE INC COM 05464C101 27,791 1,105,875 SH   SOLE   1,105,875 0 0
BAIDU INC SPON ADR REP A 056752108 5,163 28,866 SH   SOLE   28,866 0 0
BANK AMER CORP COM 060505104 58,683 2,418,940 SH   SOLE   2,418,940 0 0
BECTON DICKINSON & CO COM 075887109 57,887 296,697 SH   SOLE   296,697 0 0
BEIGENE LTD SPONSORED ADR 07725L102 4,500 100,000 SH   SOLE   100,000 0 0
BERKLEY W R CORP COM 084423102 34,862 504,000 SH   SOLE   504,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 119,683 706,635 SH   SOLE   706,635 0 0
BIOGEN INC COM 09062X103 8,141 30,000 SH   SOLE   30,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 22,179 244,211 SH   SOLE   244,211 0 0
BIOMARIN PHARMACEUTICAL INC NOTE 1.500%10/1 09061GAF8 12,001 10,000,000 PRN   SOLE   10,000,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,336 249,993 SH   SOLE   249,993 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 31,164 957,718 SH   SOLE   957,718 0 0
BOSTON SCIENTIFIC CORP COM 101137107 8,432 304,266 SH   SOLE   304,266 0 0
BOX INC CL A 10316T104 32,652 1,790,490 SH   SOLE   1,790,490 0 0
BROADCOM LTD SHS Y09827109 14,193 60,919 SH   SOLE   60,919 0 0
BROADSOFT INC COM 11133B409 1,608 37,396 SH   SOLE   37,396 0 0
BROOKDALE SR LIVING INC COM 112463104 883 60,000 SH   SOLE   60,000 0 0
BROWN & BROWN INC COM 115236101 9,732 225,950 SH   SOLE   225,950 0 0
CALLIDUS SOFTWARE INC COM 13123E500 5,252 217,457 SH   SOLE   217,457 0 0
CANADIAN NAT RES LTD COM 136385101 74,645 2,236,056 SH   SOLE   2,236,056 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 25,315 386,074 SH   SOLE   386,074 0 0
CASCADIAN THERAPEUTICS INC COM NEW 14740B606 3,715 1,000,000 SH   SOLE   1,000,000 0 0
CELGENE CORP COM 151020104 88,316 680,041 SH   SOLE   680,041 0 0
CENTENE CORP DEL COM 15135B101 9,783 122,541 SH   SOLE   122,541 0 0
CHUBB LIMITED COM H1467J104 143,543 987,361 SH   SOLE   987,361 0 0
CIGNA CORPORATION COM 125509109 51,266 306,268 SH   SOLE   306,268 0 0
CITIGROUP INC COM NEW 172967424 103,776 1,551,670 SH   SOLE   1,551,670 0 0
CITIZENS FINL GROUP INC COM 174610105 1,007 28,236 SH   SOLE   28,236 0 0
CITRIX SYS INC NOTE 0.500% 4/1 177376AD2 7,218 6,000,000 PRN   SOLE   6,000,000 0 0
COGNEX CORP COM 192422103 30,302 356,956 SH   SOLE   356,956 0 0
COPA HOLDINGS SA CL A P31076105 39,388 336,649 SH   SOLE   336,649 0 0
CRITEO S A SPONS ADS 226718104 26,455 539,401 SH   SOLE   539,401 0 0
CSG SYS INTL INC NOTE 4.250% 3/1 126349AF6 5,388 5,000,000 PRN   SOLE   5,000,000 0 0
CURIS INC COM 231269101 4,324 2,287,623 SH   SOLE   2,287,623 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 42,643 853,718 SH   SOLE   853,718 0 0
DANAHER CORP DEL COM 235851102 60,133 712,560 SH   SOLE   712,560 0 0
DERMIRA INC COM 24983L104 2,914 100,000 SH   SOLE   100,000 0 0
DEXCOM INC COM 252131107 2,933 40,100 SH   SOLE   40,100 0 0
DISCOVER FINL SVCS COM 254709108 3,246 52,200 SH   SOLE   52,200 0 0
DOLBY LABORATORIES INC COM 25659T107 89,029 1,818,467 SH   SOLE   1,818,467 0 0
DYCOM INDS INC NOTE 0.750% 9/1 267475AB7 18,643 16,000,000 PRN   SOLE   16,000,000 0 0
EAST WEST BANCORP INC COM 27579R104 3,660 62,500 SH   SOLE   62,500 0 0
EBAY INC COM 278642103 9,094 260,493 SH   SOLE   260,493 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 27,195 230,000 SH   SOLE   230,000 0 0
ELECTRONIC ARTS INC COM 285512109 27,928 264,168 SH   SOLE   264,168 0 0
ENSCO PLC SHS CLASS A G3157S106 549 106,438 SH   SOLE   106,438 0 0
ESSENT GROUP LTD COM G3198U102 42,514 1,144,700 SH   SOLE   1,144,700 0 0
EVERBRIDGE INC COM 29978A104 22,817 936,976 SH   SOLE   936,976 0 0
EVOLENT HEALTH INC CL A 30050B101 4,342 171,281 SH   SOLE   171,281 0 0
EXELIXIS INC COM 30161Q104 4,680 190,000 SH   SOLE   190,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 42,767 287,126 SH   SOLE   287,126 0 0
FACEBOOK INC CL A 30303M102 233,169 1,544,454 SH   SOLE   1,544,454 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 25,387 297,270 SH   SOLE   297,270 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 10,081 100,718 SH   SOLE   100,718 0 0
FIVE9 INC COM 338307101 20,425 949,272 SH   SOLE   949,272 0 0
FREEPORT-MCMORAN INC CL B 35671D857 23,846 1,985,501 SH   SOLE   1,985,501 0 0
GILEAD SCIENCES INC COM 375558103 6,016 85,000 SH   SOLE   85,000 0 0
GOLDCORP INC NEW COM 380956409 3,731 287,999 SH   SOLE   287,999 0 0
HCA HEALTHCARE INC COM 40412C101 17,513 200,908 SH   SOLE   200,908 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,557 29,403 SH   SOLE   29,403 0 0
HERITAGE INS HLDGS INC COM 42727J102 13,124 1,008,000 SH   SOLE   1,008,000 0 0
HOLOGIC INC COM 436440101 42,016 925,940 SH   SOLE   925,940 0 0
HUBSPOT INC COM 443573100 33,568 510,695 SH   SOLE   510,695 0 0
HUMANA INC COM 444859102 47,021 195,436 SH   SOLE   195,436 0 0
IAC INTERACTIVECORP COM 44919P508 5,525 53,518 SH   SOLE   53,518 0 0
ICON PLC SHS G4705A100 29,537 302,045 SH   SOLE   302,045 0 0
ICU MED INC COM 44930G107 12,252 71,026 SH   SOLE   71,026 0 0
IGNYTA INC COM 451731103 1,035 100,000 SH   SOLE   100,000 0 0
IMAX CORP COM 45245E109 1,875 85,412 SH   SOLE   85,412 0 0
INCYTE CORP COM 45337C102 8,184 65,000 SH   SOLE   65,000 0 0
INOGEN INC COM 45780L104 10,160 106,474 SH   SOLE   106,474 0 0
INPHI CORP COM 45772F107 2,865 83,573 SH   SOLE   83,573 0 0
INTEL CORP COM 458140100 7,681 227,660 SH   SOLE   227,660 0 0
INTEL CORP SDCV 12/1 458140AD2 11,779 9,000,000 SH   SOLE   9,000,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 7,264 60,000 SH   SOLE   60,000 0 0
INTERCEPT PHARMACEUTICALS IN NOTE 3.250% 7/0 45845PAA6 10,746 11,000,000 PRN   SOLE   11,000,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 36,942 1,501,704 SH   SOLE   1,501,704 0 0
J2 GLOBAL INC COM 48123V102 4,255 50,019 SH   SOLE   50,019 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 36,157 232,518 SH   SOLE   232,518 0 0
JOHNSON & JOHNSON COM 478160104 149,724 1,131,752 SH   SOLE   1,131,752 0 0
JPMORGAN CHASE & CO COM 46625H100 68,637 750,937 SH   SOLE   750,937 0 0
KEYCORP NEW COM 493267108 6,831 364,531 SH   SOLE   364,531 0 0
KIRBY CORP COM 497266106 52,370 783,392 SH   SOLE   783,392 0 0
KITE PHARMA INC COM 49803L109 37,321 360,000 SH   SOLE   360,000 0 0
KLA-TENCOR CORP COM 482480100 6,906 75,478 SH   SOLE   75,478 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 15,341 99,532 SH   SOLE   99,532 0 0
LAM RESEARCH CORP COM 512807108 24,890 175,994 SH   SOLE   175,994 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 39,500 731,210 SH   SOLE   731,210 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 21,624 881,160 SH   SOLE   881,160 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 40,919 782,532 SH   SOLE   782,532 0 0
LILLY ELI & CO COM 532457108 32,920 400,000 SH   SOLE   400,000 0 0
LITTELFUSE INC COM 537008104 6,099 36,965 SH   SOLE   36,965 0 0
LOXO ONCOLOGY INC COM 548862101 29,670 370,000 SH   SOLE   370,000 0 0
LUMENTUM HLDGS INC COM 55024U109 19,322 338,795 SH   SOLE   338,795 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 21,063 377,700 SH   SOLE   377,700 0 0
MAIN STREET CAPITAL CORP COM 56035L104 3,416 88,800 SH   SOLE   88,800 0 0
MARKEL CORP COM 570535104 120,406 123,384 SH   SOLE   123,384 0 0
MARSH & MCLENNAN COS INC COM 571748102 86,457 1,109,000 SH   SOLE   1,109,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,697 63,373 SH   SOLE   63,373 0 0
MATERIALISE NV SPONSORED ADS 57667T100 1,680 141,662 SH   SOLE   141,662 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 25,174 321,996 SH   SOLE   321,996 0 0
MEDTRONIC PLC SHS G5960L103 126,296 1,423,080 SH   SOLE   1,423,080 0 0
MERCK & CO INC COM 58933Y105 19,500 304,266 SH   SOLE   304,266 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 700 44,600 SH   SOLE   44,600 0 0
META FINL GROUP INC COM 59100U108 4,944 55,575 SH   SOLE   55,575 0 0
MICROSOFT CORP COM 594918104 140,977 2,045,427 SH   SOLE   2,045,427 0 0
MIMECAST LTD ORD SHS G14838109 23,362 872,353 SH   SOLE   872,353 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 1,937 245,454 SH   SOLE   245,454 0 0
MOHAWK INDS INC COM 608190104 38,079 157,552 SH   SOLE   157,552 0 0
MOODYS CORP COM 615369105 2,094 17,212 SH   SOLE   17,212 0 0
MULESOFT INC CL A 625207105 743 29,847 SH   SOLE   29,847 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 3,722 225,000 SH   SOLE   225,000 0 0
NETEASE INC SPONSORED ADR 64110W102 31,521 104,855 SH   SOLE   104,855 0 0
NEW MTN FIN CORP COM 647551100 2,183 150,000 SH   SOLE   150,000 0 0
NEW RELIC INC COM 64829B100 50,767 1,180,693 SH   SOLE   1,180,693 0 0
NOVADAQ TECHNOLOGIES INC COM 66987G102 2,222 189,611 SH   SOLE   189,611 0 0
NUVASIVE INC COM 670704105 26,922 350,000 SH   SOLE   350,000 0 0
NVIDIA CORP COM 67066G104 33,034 228,564 SH   SOLE   228,564 0 0
OMNICELL INC COM 68213N109 14,504 336,519 SH   SOLE   336,519 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 35,359 2,102,477 SH   SOLE   2,102,477 0 0
PACIFIC PREMIER BANCORP COM 69478X105 6,067 164,590 SH   SOLE   164,590 0 0
PALO ALTO NETWORKS INC COM 697435105 2,771 20,700 SH   SOLE   20,700 0 0
PAYCOM SOFTWARE INC COM 70432V102 10,119 147,910 SH   SOLE   147,910 0 0
PAYLOCITY HLDG CORP COM 70438V106 2,915 64,523 SH   SOLE   64,523 0 0
PAYPAL HLDGS INC COM 70450Y103 36,608 682,089 SH   SOLE   682,089 0 0
PEGASYSTEMS INC COM 705573103 22,747 389,986 SH   SOLE   389,986 0 0
PENNANTPARK FLOATING RATE CA COM 70806A106 6,491 460,000 SH   SOLE   460,000 0 0
PENUMBRA INC COM 70975L107 27,521 313,630 SH   SOLE   313,630 0 0
PEPSICO INC COM 713448108 79,856 691,451 SH   SOLE   691,451 0 0
PERKINELMER INC COM 714046109 36,839 540,619 SH   SOLE   540,619 0 0
PFIZER INC COM 717081103 64,424 1,917,942 SH   SOLE   1,917,942 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,238 74,000 SH   SOLE   74,000 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 18,957 337,500 SH   SOLE   337,500 0 0
POWER INTEGRATIONS INC COM 739276103 1,707 23,429 SH   SOLE   23,429 0 0
PRICELINE GRP INC COM NEW 741503403 11,389 6,089 SH   SOLE   6,089 0 0
PROASSURANCE CORP COM 74267C106 21,347 351,100 SH   SOLE   351,100 0 0
PROGRESSIVE CORP OHIO COM 743315103 36,670 831,700 SH   SOLE   831,700 0 0
PROOFPOINT INC COM 743424103 38,764 446,463 SH   SOLE   446,463 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 1,131 100,000 SH   SOLE   100,000 0 0
PROTO LABS INC COM 743713109 6,127 91,169 SH   SOLE   91,169 0 0
QUOTIENT LTD SHS G73268107 21,926 2,980,000 SH   SOLE   2,980,000 0 0
RA PHARMACEUTICALS INC COM 74933V108 1,406 75,000 SH   SOLE   75,000 0 0
RALPH LAUREN CORP CL A 751212101 10,128 137,229 SH   SOLE   137,229 0 0
RAPID7 INC COM 753422104 5,943 353,315 SH   SOLE   353,315 0 0
RED HAT INC COM 756577102 33,378 348,581 SH   SOLE   348,581 0 0
RED HAT INC NOTE 0.250%10/0 756577AD4 5,559 4,000,000 PRN   SOLE   4,000,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 48,506 98,763 SH   SOLE   98,763 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 33,702 262,500 SH   SOLE   262,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 31,189 224,300 SH   SOLE   224,300 0 0
REVANCE THERAPEUTICS INC COM 761330109 34,220 1,296,371 SH   SOLE   1,296,371 0 0
RINGCENTRAL INC CL A 76680R206 23,590 645,873 SH   SOLE   645,873 0 0
RLI CORP COM 749607107 16,162 295,900 SH   SOLE   295,900 0 0
S&P GLOBAL INC COM 78409V104 66,939 458,520 SH   SOLE   458,520 0 0
SALESFORCE COM INC COM 79466L302 43,764 505,497 SH   SOLE   505,497 0 0
SALESFORCE COM INC NOTE 0.250% 4/0 79466LAD6 3,975 3,000,000 PRN   SOLE   3,000,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 15,589 362,872 SH   SOLE   362,872 0 0
SERVICENOW INC COM 81762P102 30,276 285,680 SH   SOLE   285,680 0 0
SHIRE PLC SPONSORED ADR 82481R106 3,305 20,000 SH   SOLE   20,000 0 0
SM ENERGY CO NOTE 1.500% 7/0 78454LAM2 7,262 8,000,000 PRN   SOLE   8,000,000 0 0
SOLAR CAP LTD COM 83413U100 8,256 377,500 SH   SOLE   377,500 0 0
SPARK THERAPEUTICS INC COM 84652J103 896 15,000 SH   SOLE   15,000 0 0
SPLUNK INC COM 848637104 42,255 742,803 SH   SOLE   742,803 0 0
SQUARE INC CL A 852234103 19,332 824,199 SH   SOLE   824,199 0 0
STERIS PLC SHS USD G84720104 16,300 200,000 SH   SOLE   200,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 58,248 1,723,237 SH   SOLE   1,723,237 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 5,172 120,000 SH   SOLE   120,000 0 0
SVB FINL GROUP COM 78486Q101 5,927 33,724 SH   SOLE   33,724 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,824 80,768 SH   SOLE   80,768 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,172 97,743 SH   SOLE   97,743 0 0
TALEND S A ADS 874224207 23,639 679,860 SH   SOLE   679,860 0 0
TESARO INC COM 881569107 6,993 50,000 SH   SOLE   50,000 0 0
TESLA INC COM 88160R101 1,990 5,500 SH   SOLE   5,500 0 0
TESLA INC NOTE 0.250% 3/0 88160RAB7 5,728 5,000,000 PRN   SOLE   5,000,000 0 0
TESLA INC NOTE 2.375% 3/1 88160RAD3 15,104 12,000,000 PRN   SOLE   12,000,000 0 0
TEXAS INSTRS INC COM 882508104 18,542 241,116 SH   SOLE   241,116 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 10,574 181,441 SH   SOLE   181,441 0 0
TRAVELERS COMPANIES INC COM 89417E109 27,463 217,050 SH   SOLE   217,050 0 0
TWILIO INC CL A 90138F102 4,649 159,886 SH   SOLE   159,886 0 0
TWITTER INC COM 90184L102 1,895 106,125 SH   SOLE   106,125 0 0
UBS GROUP AG SHS H42097107 9,605 564,769 SH   SOLE   564,769 0 0
UNION PAC CORP COM 907818108 71,580 657,243 SH   SOLE   657,243 0 0
UNITED TECHNOLOGIES CORP COM 913017109 52,406 429,167 SH   SOLE   429,167 0 0
UNITEDHEALTH GROUP INC COM 91324P102 67,914 366,300 SH   SOLE   366,300 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 44,711 409,320 SH   SOLE   409,320 0 0
US BANCORP DEL COM NEW 902973304 6,638 127,827 SH   SOLE   127,827 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 83,910 1,614,588 SH   SOLE   1,614,588 0 0
VARONIS SYS INC COM 922280102 5,283 142,404 SH   SOLE   142,404 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 6,444 50,000 SH   SOLE   50,000 0 0
VISA INC COM CL A 92826C839 86,191 919,071 SH   SOLE   919,071 0 0
WASTE CONNECTIONS INC COM 94106B101 9,970 154,769 SH   SOLE   154,769 0 0
WELLS FARGO CO NEW COM 949746101 62,017 1,119,214 SH   SOLE   1,119,214 0 0
WORKDAY INC CL A 98138H101 2,888 29,779 SH   SOLE   29,779 0 0
XILINX INC COM 983919101 36,062 560,665 SH   SOLE   560,665 0 0
YAMANA GOLD INC COM 98462Y100 4,533 1,846,454 SH   SOLE   1,846,454 0 0
ZENDESK INC COM 98936J101 49,605 1,785,830 SH   SOLE   1,785,830 0 0