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

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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
ATYR PHARMA INC COM 002120103 8,978 1,777,784 SH   SOLE   1,777,784 0 0
ANTHEM INC COM 036752103 165,853 873,464 SH   SOLE   873,464 0 0
AUTODESK INC COM 052769106 272,721 2,429,369 SH   SOLE   2,429,369 0 0
AVEXIS INC COM 05366U100 57,202 591,360 SH   SOLE   591,360 0 0
BANK AMER CORP COM 060505104 185,851 7,334,276 SH   SOLE   7,334,276 0 0
CABOT OIL & GAS CORP COM 127097103 108,741 4,065,094 SH   SOLE   4,065,094 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 41,336 2,624,533 SH   SOLE   2,624,533 0 0
CANADIAN PAC RY LTD COM 13645T100 576,293 3,429,705 SH   SOLE   3,429,705 0 0
D R HORTON INC COM 23331A109 61,082 1,529,716 SH   SOLE   1,529,716 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 47,314 2,491,542 SH   SOLE   2,491,542 0 0
DEERE & CO COM 244199105 385,740 3,071,419 SH   SOLE   3,071,419 0 0
DENTSPLY SIRONA INC COM 24906P109 212,536 3,553,517 SH   SOLE   3,553,517 0 0
DOMINOS PIZZA INC COM 25754A201 71,238 358,790 SH   SOLE   358,790 0 0
EQT CORP COM 26884L109 162,260 2,487,125 SH   SOLE   2,487,125 0 0
EDITAS MEDICINE INC COM 28106W103 41,043 1,709,401 SH   SOLE   1,709,401 0 0
ENCANA CORP COM 292505104 1,100,074 93,384,875 SH   SOLE   93,384,875 0 0
EQUIFAX INC COM 294429105 57,002 537,806 SH   SOLE   537,806 0 0
FACEBOOK INC CL A 30303M102 751,772 4,399,672 SH   SOLE   4,399,672 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 156,959 1,014,142 SH   SOLE   1,014,142 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 71,434 703,856 SH   SOLE   703,856 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 38,170 2,238,720 SH   SOLE   2,238,720 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 55,459 575,483 SH   SOLE   575,483 0 0
JD COM INC SPON ADR CL A 47215P106 134,577 3,522,966 SH   SOLE   3,522,966 0 0
LENNAR CORP CL A 526057104 502,188 9,511,145 SH   SOLE   9,511,145 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 457,080 12,000,000 SH   SOLE   12,000,000 0 0
LINCOLN NATL CORP IND COM 534187109 73,157 995,600 SH   SOLE   995,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 303,623 2,150,301 SH   SOLE   2,150,301 0 0
MICROSOFT CORP COM 594918104 751,421 10,087,538 SH   SOLE   10,087,538 0 0
MOHAWK INDS INC COM 608190104 37,366 150,969 SH   SOLE   150,969 0 0
MOLINA HEALTHCARE INC COM 60855R100 133,890 1,947,207 SH   SOLE   1,947,207 0 0
ALBEMARLE CORP COM 012653101 73,075 536,095 SH   SOLE   536,095 0 0
NETFLIX INC COM 64110L106 711,136 3,921,345 SH   SOLE   3,921,345 0 0
NEWELL BRANDS INC COM 651229106 114,441 2,682,011 SH   SOLE   2,682,011 0 0
NUVASIVE INC COM 670704105 121,832 2,196,752 SH   SOLE   2,196,752 0 0
PARKER HANNIFIN CORP COM 701094104 15,967 91,228 SH   SOLE   91,228 0 0
PARSLEY ENERGY INC CL A 701877102 208,055 7,898,810 SH   SOLE   7,898,810 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 269,918 3,200,735 SH   SOLE   3,200,735 0 0
RICE ENERGY INC COM 762760106 210,354 7,268,612 SH   SOLE   7,268,612 0 0
SALESFORCE COM INC COM 79466L302 335,838 3,594,930 SH   SOLE   3,594,930 0 0
SHIRE PLC SPONSORED ADR 82481R106 79,738 520,685 SH   SOLE   520,685 0 0
SPARK THERAPEUTICS INC COM 84652J103 21,678 243,140 SH   SOLE   243,140 0 0
ALIGN TECHNOLOGY INC COM 016255101 108,403 581,967 SH   SOLE   581,967 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 542,804 9,641,054 SH   SOLE   9,641,054 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 270,220 10,243,384 SH   SOLE   10,243,384 0 0
UNITED TECHNOLOGIES CORP COM 913017109 485,076 4,178,808 SH   SOLE   4,178,808 0 0
UNITEDHEALTH GROUP INC COM 91324P102 412,131 2,104,322 SH   SOLE   2,104,322 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 132,450 1,193,887 SH   SOLE   1,193,887 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 183,661 3,711,065 SH   SOLE   3,711,065 0 0
VISA INC COM CL A 92826C839 1,075,596 10,220,406 SH   SOLE   10,220,406 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 37,452 485,000 SH   SOLE   485,000 0 0
WELLS FARGO CO NEW COM 949746101 104,669 1,897,895 SH   SOLE   1,897,895 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 175,129 1,197,466 SH   SOLE   1,197,466 0 0
ALPHABET INC CAP STK CL A 02079K305 1,436,456 1,475,225 SH   SOLE   1,475,225 0 0
JOHNSON CTLS INTL PLC SHS G51502105 40,442 1,003,761 SH   SOLE   1,003,761 0 0
CHUBB LIMITED COM H1467J104 9,012 63,218 SH   SOLE   63,218 0 0
BROADCOM LTD SHS Y09827109 522,899 2,155,930 SH   SOLE   2,155,930 0 0
AMAZON COM INC COM 023135106 384,297 399,747 SH   SOLE   399,747 0 0
ANADARKO PETE CORP COM 032511107 151,812 3,107,713 SH   SOLE   3,107,713 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 187,197 1,569,126 SH   SOLE   1,569,126 0 0