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
2U INC COM 90214J101 25,092 298,623 SH   SOLE   298,623 0 0
8X8 INC NEW COM 282914100 36,237 1,945,425 SH   SOLE   1,945,425 0 0
ABBOTT LABS COM 002824100 88,532 1,477,500 SH   SOLE   1,477,500 0 0
ACCELERON PHARMA INC COM 00434H108 41,950 1,072,898 SH   SOLE   1,072,898 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 43,269 281,880 SH   SOLE   281,880 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 28,921 1,650,715 SH   SOLE   1,650,715 0 0
ACTIVISION BLIZZARD INC COM 00507V109 53,219 789,067 SH   SOLE   789,067 0 0
ADOBE SYS INC COM 00724F101 68,432 316,699 SH   SOLE   316,699 0 0
ADVANCED MICRO DEVICES INC COM 007903107 57,147 5,686,234 SH   SOLE   5,686,234 0 0
ADVANCED MICRO DEVICES INC COM 007903107 40,200 4,000,000 SH Call SOLE   4,000,000 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 2,320 400,000 SH   SOLE   400,000 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,628 30,000 SH   SOLE   30,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 31,800 167,740 SH   SOLE   167,740 0 0
AFLAC INC COM 001055102 20,502 468,500 SH   SOLE   468,500 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 9,034 135,000 SH   SOLE   135,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 13,933 125,000 SH   SOLE   125,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 123,831 674,629 SH   SOLE   674,629 0 0
ALIGN TECHNOLOGY INC COM 016255101 4,202 16,732 SH   SOLE   16,732 0 0
ALLEGHANY CORP DEL COM 017175100 76,805 125,000 SH   SOLE   125,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 52,551 441,232 SH   SOLE   441,232 0 0
ALPHABET INC CAP STK CL C 02079K107 315,543 305,839 SH   SOLE   305,839 0 0
ALPHABET INC CAP STK CL A 02079K305 172,954 166,823 SH   SOLE   166,823 0 0
ALTABA INC COM 021346101 63,109 852,369 SH   SOLE   852,369 0 0
ALTERYX INC COM CL A 02156B103 35,733 1,047,051 SH   SOLE   1,047,051 0 0
ALTRIA GROUP INC COM 02209S103 58,699 941,891 SH   SOLE   941,891 0 0
AMAZON COM INC COM 023135106 189,935 131,310 SH   SOLE   131,310 0 0
AMDOCS LTD SHS G02602103 54,822 821,668 SH   SOLE   821,668 0 0
AMETEK INC NEW COM 031100100 54,031 711,217 SH   SOLE   711,217 0 0
ANALOG DEVICES INC COM 032654105 2,523 27,688 SH   SOLE   27,688 0 0
ANSYS INC COM 03662Q105 50,536 322,557 SH   SOLE   322,557 0 0
ANTHEM INC COM 036752103 129,424 589,096 SH   SOLE   589,096 0 0
AON PLC SHS CL A G0408V102 45,607 325,000 SH   SOLE   325,000 0 0
APPIAN CORP CL A 03782L101 3,264 129,778 SH   SOLE   129,778 0 0
APPLE INC COM 037833100 252,466 1,504,263 SH   SOLE   1,504,263 0 0
APPLE INC COM 037833100 100,668 600,000 SH Call SOLE   600,000 0 0
APPLIED MATLS INC COM 038222105 34,169 614,435 SH   SOLE   614,435 0 0
APTIV PLC SHS G6095L109 9,675 113,870 SH   SOLE   113,870 0 0
ARCH CAP GROUP LTD ORD G0450A105 203,163 2,373,683 SH   SOLE   2,373,683 0 0
ARES CAP CORP COM 04010L103 11,613 731,732 SH   SOLE   731,732 0 0
ARISTA NETWORKS INC COM 040413106 37,398 146,488 SH   SOLE   146,488 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 3,270 50,000 SH   SOLE   50,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 19,055 241,541 SH   SOLE   241,541 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 13,528 275,300 SH   SOLE   275,300 0 0
ATLASSIAN CORP PLC CL A G06242104 7,441 138,025 SH   SOLE   138,025 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 12,975 2,500,000 SH   SOLE   2,500,000 0 0
AVEO PHARMACEUTICALS INC COM 053588109 22,845 7,877,429 SH   SOLE   7,877,429 0 0
AXON ENTERPRISE INC COM 05464C101 33,109 842,373 SH   SOLE   842,373 0 0
BAIDU INC SPON ADR REP A 056752108 39,003 174,752 SH   SOLE   174,752 0 0
BANK AMER CORP COM 060505104 92,350 3,079,745 SH   SOLE   3,079,745 0 0
BAXTER INTL INC COM 071813109 50,731 780,000 SH   SOLE   780,000 0 0
BECTON DICKINSON & CO COM 075887109 16,686 77,000 SH   SOLE   77,000 0 0
BEIGENE LTD SPONSORED ADR 07725L102 8,400 50,000 SH   SOLE   50,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,288 327,291 SH   SOLE   327,291 0 0
BIO RAD LABS INC CL A 090572207 59,519 238,000 SH   SOLE   238,000 0 0
BIOGEN INC COM 09062X103 24,644 90,000 SH   SOLE   90,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 17,209 212,300 SH   SOLE   212,300 0 0
BIOMARIN PHARMACEUTICAL INC NOTE 0.599% 8/0 09061GAH4 15,513 16,500,000 SH   SOLE   16,500,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,261 321,103 SH   SOLE   321,103 0 0
BOOKING HLDGS INC COM 09857L108 7,294 3,507 SH   SOLE   3,507 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 75,695 1,954,945 SH   SOLE   1,954,945 0 0
BOX INC CL A 10316T104 28,495 1,386,601 SH   SOLE   1,386,601 0 0
BROADCOM LTD SHS Y09827109 8,500 36,069 SH   SOLE   36,069 0 0
BROWN & BROWN INC COM 115236101 56,969 2,239,334 SH   SOLE   2,239,334 0 0
CANADIAN NAT RES LTD COM 136385101 102,863 2,847,021 SH   SOLE   2,847,021 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 33,279 507,460 SH   SOLE   507,460 0 0
CATERPILLAR INC DEL COM 149123101 4,568 30,992 SH   SOLE   30,992 0 0
CELGENE CORP COM 151020104 17,842 200,000 SH   SOLE   200,000 0 0
CENTENE CORP DEL COM 15135B101 11,482 107,500 SH   SOLE   107,500 0 0
CHEGG INC COM 163092109 2,926 141,694 SH   SOLE   141,694 0 0
CHUBB LIMITED COM H1467J104 182,372 1,333,406 SH   SOLE   1,333,406 0 0
CISCO SYS INC COM 17275R102 13,889 325,200 SH   SOLE   325,200 0 0
CITIGROUP INC COM NEW 172967424 125,809 1,860,246 SH   SOLE   1,860,246 0 0
CITIZENS FINL GROUP INC COM 174610105 6,521 155,588 SH   SOLE   155,588 0 0
COGNEX CORP COM 192422103 44,566 857,210 SH   SOLE   857,210 0 0
COPA HOLDINGS SA CL A P31076105 29,667 230,642 SH   SOLE   230,642 0 0
CORNING INC COM 219350105 6,682 239,676 SH   SOLE   239,676 0 0
CREE INC COM 225447101 12,463 309,243 SH   SOLE   309,243 0 0
CSG SYS INTL INC NOTE 4.250% 3/1 126349AF6 5,444 5,000,000 SH   SOLE   5,000,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 31,180 611,136 SH   SOLE   611,136 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 1,299 100,000 SH   SOLE   100,000 0 0
DANAHER CORP DEL COM 235851102 17,868 182,560 SH   SOLE   182,560 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 2,760 137,700 SH   SOLE   137,700 0 0
DESPEGAR COM CORP ORD SHS G27358103 1,192 38,136 SH   SOLE   38,136 0 0
DISH NETWORK CORP NOTE 3.375% 8/1 25470MAB5 15,623 16,250,000 SH   SOLE   16,250,000 0 0
DOLBY LABORATORIES INC COM 25659T107 139,815 2,199,739 SH   SOLE   2,199,739 0 0
DROPBOX INC CL A 26210C104 3,165 101,000 SH   SOLE   101,000 0 0
DYCOM INDS INC NOTE 0.750% 9/1 267475AB7 9,256 7,300,000 SH   SOLE   7,300,000 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 9,809 494,149 SH   SOLE   494,149 0 0
EAST WEST BANCORP INC COM 27579R104 3,642 58,252 SH   SOLE   58,252 0 0
EBAY INC COM 278642103 9,615 238,948 SH   SOLE   238,948 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 53,715 385,000 SH   SOLE   385,000 0 0
ELECTRONIC ARTS INC COM 285512109 41,037 338,474 SH   SOLE   338,474 0 0
EMERSON ELEC CO COM 291011104 5,724 83,814 SH   SOLE   83,814 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 909 19,392 SH   SOLE   19,392 0 0
ESQUIRE FINL HLDGS INC COM 29667J101 435 17,844 SH   SOLE   17,844 0 0
ESSENT GROUP LTD COM G3198U102 70,224 1,650,000 SH   SOLE   1,650,000 0 0
EVERBRIDGE INC COM 29978A104 32,646 892,123 SH   SOLE   892,123 0 0
EVEREST RE GROUP LTD COM G3223R108 23,756 92,500 SH   SOLE   92,500 0 0
EXELIXIS INC COM 30161Q104 37,352 1,686,400 SH   SOLE   1,686,400 0 0
EXPEDIA GROUP INC COM NEW 30212P303 58,188 527,021 SH   SOLE   527,021 0 0
FACEBOOK INC CL A 30303M102 250,010 1,564,579 SH   SOLE   1,564,579 0 0
FANHUA INC SPONSORED ADR 30712A103 210 7,754 SH   SOLE   7,754 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 12,202 131,799 SH   SOLE   131,799 0 0
FIVE9 INC COM 338307101 29,470 989,396 SH   SOLE   989,396 0 0
FLEX LTD ORD Y2573F102 70,111 4,293,388 SH   SOLE   4,293,388 0 0
FOUNDATION MEDICINE INC COM 350465100 13,623 173,000 SH   SOLE   173,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 33,603 1,912,536 SH   SOLE   1,912,536 0 0
GCI LIBERTY INC COM CLASS A 36164V305 37,704 713,271 SH   SOLE   713,271 0 0
GILEAD SCIENCES INC COM 375558103 11,309 150,000 SH   SOLE   150,000 0 0
GLYCOMIMETICS INC COM 38000Q102 16,703 1,029,125 SH   SOLE   1,029,125 0 0
GOLDCORP INC NEW COM 380956409 8,765 648,525 SH   SOLE   648,525 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,002 3,980 SH   SOLE   3,980 0 0
GOLUB CAP BDC INC COM 38173M102 4,014 224,364 SH   SOLE   224,364 0 0
GRUBHUB INC COM 400110102 22,803 224,730 SH   SOLE   224,730 0 0
HCA HEALTHCARE INC COM 40412C101 65,955 680,000 SH   SOLE   680,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,504 25,354 SH   SOLE   25,354 0 0
HERITAGE INS HLDGS INC COM 42727J102 19,695 1,300,000 SH   SOLE   1,300,000 0 0
HILL ROM HLDGS INC COM 431475102 32,233 370,493 SH   SOLE   370,493 0 0
HMS HLDGS CORP COM 40425J101 3,115 185,000 SH   SOLE   185,000 0 0
HONEYWELL INTL INC COM 438516106 8,601 59,517 SH   SOLE   59,517 0 0
HUBSPOT INC COM 443573100 32,397 299,197 SH   SOLE   299,197 0 0
HUMANA INC COM 444859102 64,634 240,436 SH   SOLE   240,436 0 0
IAC INTERACTIVECORP COM 44919P508 14,867 95,072 SH   SOLE   95,072 0 0
ICON PLC SHS G4705A100 35,704 302,216 SH   SOLE   302,216 0 0
ICU MED INC COM 44930G107 31,552 125,006 SH   SOLE   125,006 0 0
II VI INC COM 902104108 4,085 100,000 SH   SOLE   100,000 0 0
ILLUMINA INC COM 452327109 21,278 90,000 SH   SOLE   90,000 0 0
INCYTE CORP COM 45337C102 8,333 100,000 SH   SOLE   100,000 0 0
INSMED INC NOTE 1.750% 1/1 457669AA7 7,080 8,000,000 SH   SOLE   8,000,000 0 0
INSULET CORP COM 45784P101 31,200 359,946 SH   SOLE   359,946 0 0
INTEL CORP COM 458140100 84,526 1,627,806 SH   SOLE   1,627,806 0 0
INTERPUBLIC GROUP COS INC COM 460690100 32,712 1,420,387 SH   SOLE   1,420,387 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,548 11,016 SH   SOLE   11,016 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 20,300 322,489 SH   SOLE   322,489 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 9,059 60,000 SH   SOLE   60,000 0 0
JPMORGAN CHASE & CO COM 46625H100 93,300 848,466 SH   SOLE   848,466 0 0
KEYCORP NEW COM 493267108 7,478 382,512 SH   SOLE   382,512 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 32,012 611,029 SH   SOLE   611,029 0 0
KIRBY CORP COM 497266106 69,327 900,931 SH   SOLE   900,931 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 46,575 2,671,207 SH   SOLE   2,671,207 0 0
KVH INDS INC COM 482738101 1,900 185,397 SH   SOLE   185,397 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 34,089 867,858 SH   SOLE   867,858 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 14,351 570,173 SH   SOLE   570,173 0 0
LILLY ELI & CO COM 532457108 14,624 189,000 SH   SOLE   189,000 0 0
LITTELFUSE INC COM 537008104 11,100 53,354 SH   SOLE   53,354 0 0
LIVANOVA PLC SHS G5509L101 32,012 361,714 SH   SOLE   361,714 0 0
LOXO ONCOLOGY INC COM 548862101 55,918 484,693 SH   SOLE   484,693 0 0
LUMENTUM HLDGS INC COM 55024U109 28,896 453,049 SH   SOLE   453,049 0 0
M D C HLDGS INC COM 552676108 19,714 706,075 SH   SOLE   706,075 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 23,358 200,000 SH   SOLE   200,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 13,314 714,835 SH   SOLE   714,835 0 0
MARKEL CORP COM 570535104 145,232 124,103 SH   SOLE   124,103 0 0
MARSH & MCLENNAN COS INC COM 571748102 124,407 1,506,322 SH   SOLE   1,506,322 0 0
MASTERCARD INCORPORATED CL A 57636Q104 12,297 70,227 SH   SOLE   70,227 0 0
MATERIALISE NV SPONSORED ADS 57667T100 1,638 141,662 SH   SOLE   141,662 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 34,608 551,032 SH   SOLE   551,032 0 0
MEDTRONIC PLC SHS G5960L103 43,036 536,477 SH   SOLE   536,477 0 0
MERCK & CO INC COM 58933Y105 68,088 1,250,000 SH   SOLE   1,250,000 0 0
META FINL GROUP INC COM 59100U108 6,098 55,841 SH   SOLE   55,841 0 0
MICRON TECHNOLOGY INC COM 595112103 46,970 901,025 SH   SOLE   901,025 0 0
MICROSOFT CORP COM 594918104 315,595 3,458,576 SH   SOLE   3,458,576 0 0
MIMECAST LTD ORD SHS G14838109 32,068 905,097 SH   SOLE   905,097 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 5,363 345,567 SH   SOLE   345,567 0 0
MOHAWK INDS INC COM 608190104 71,044 305,933 SH   SOLE   305,933 0 0
MOLINA HEALTHCARE INC COM 60855R100 33,284 410,000 SH   SOLE   410,000 0 0
MONGODB INC CL A 60937P106 1,736 40,000 SH   SOLE   40,000 0 0
MULESOFT INC CL A 625207105 37,238 846,993 SH   SOLE   846,993 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 2,943 391,919 SH   SOLE   391,919 0 0
NETEASE INC SPONSORED ADR 64110W102 28,769 102,605 SH   SOLE   102,605 0 0
NEW MTN FIN CORP COM 647551100 4,077 310,000 SH   SOLE   310,000 0 0
NEW RELIC INC COM 64829B100 39,499 533,082 SH   SOLE   533,082 0 0
NUTANIX INC CL A 67059N108 24,396 496,783 SH   SOLE   496,783 0 0
NVIDIA CORP COM 67066G104 58,650 252,850 SH   SOLE   252,850 0 0
NXP SEMICONDUCTORS N V DBCV 1.000%12/0 62952QAB6 4,975 4,000,000 SH   SOLE   4,000,000 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 31,121 2,500,022 SH   SOLE   2,500,022 0 0
PACIFIC PREMIER BANCORP COM 69478X105 8,375 208,766 SH   SOLE   208,766 0 0
PAYPAL HLDGS INC COM 70450Y103 54,066 712,366 SH   SOLE   712,366 0 0
PEGASYSTEMS INC COM 705573103 37,696 621,792 SH   SOLE   621,792 0 0
PENNANTPARK FLOATING RATE CA COM 70806A106 10,298 786,685 SH   SOLE   786,685 0 0
PERKINELMER INC COM 714046109 10,744 141,887 SH   SOLE   141,887 0 0
PFIZER INC COM 717081103 73,007 2,057,126 SH   SOLE   2,057,126 0 0
PNC FINL SVCS GROUP INC COM 693475105 15,694 103,793 SH   SOLE   103,793 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 329,868 2,060,000 SH Put SOLE   2,060,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 46,966 566,142 SH   SOLE   566,142 0 0
PROASSURANCE CORP COM 74267C106 18,813 387,500 SH   SOLE   387,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 62,149 1,020,000 SH   SOLE   1,020,000 0 0
PROOFPOINT INC COM 743424103 39,666 349,047 SH   SOLE   349,047 0 0
PROTO LABS INC COM 743713109 10,091 85,873 SH   SOLE   85,873 0 0
PTC INC COM 69370C100 6,558 84,070 SH   SOLE   84,070 0 0
QUDIAN INC ADR 747798106 653 55,832 SH   SOLE   55,832 0 0
QUOTIENT LTD SHS G73268107 21,317 4,527,294 SH   SOLE   4,527,294 0 0
RAPID7 INC COM 753422104 9,293 363,569 SH   SOLE   363,569 0 0
RED HAT INC COM 756577102 52,295 349,857 SH   SOLE   349,857 0 0
REGENERON PHARMACEUTICALS COM 75886F107 12,914 37,500 SH   SOLE   37,500 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 46,200 300,000 SH   SOLE   300,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 59,559 430,000 SH   SOLE   430,000 0 0
RESMED INC COM 761152107 16,404 166,592 SH   SOLE   166,592 0 0
RINGCENTRAL INC CL A 76680R206 25,337 399,117 SH   SOLE   399,117 0 0
RLI CORP COM 749607107 19,454 306,900 SH   SOLE   306,900 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,039 23,188 SH   SOLE   23,188 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,279 18,807 SH   SOLE   18,807 0 0
S&P GLOBAL INC COM 78409V104 90,482 473,580 SH   SOLE   473,580 0 0
SALESFORCE COM INC COM 79466L302 57,712 496,324 SH   SOLE   496,324 0 0
SCHWAB CHARLES CORP NEW COM 808513105 54,234 1,038,563 SH   SOLE   1,038,563 0 0
SERVICENOW INC COM 81762P102 50,106 302,917 SH   SOLE   302,917 0 0
SHIRE PLC SPONSORED ADR 82481R106 4,108 27,500 SH   SOLE   27,500 0 0
SILICON LABORATORIES INC NOTE 1.375% 3/0 826919AB8 7,179 6,200,000 SH   SOLE   6,200,000 0 0
SOLAR CAP LTD COM 83413U100 10,222 503,278 SH   SOLE   503,278 0 0
SPIRIT AIRLS INC COM 848577102 67,229 1,779,498 SH   SOLE   1,779,498 0 0
SPLUNK INC COM 848637104 44,678 454,136 SH   SOLE   454,136 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 5,705 373,285 SH   SOLE   373,285 0 0
STERICYCLE INC COM 858912108 31,678 541,221 SH   SOLE   541,221 0 0
STERIS PLC SHS USD G84720104 32,338 346,384 SH   SOLE   346,384 0 0
STRYKER CORP COM 863667101 67,458 419,200 SH   SOLE   419,200 0 0
SUMMIT THERAPEUTICS PLC SPONS ADS 86627R102 4,515 350,000 SH   SOLE   350,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 56,320 1,419,018 SH   SOLE   1,419,018 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 12,595 275,000 SH   SOLE   275,000 0 0
SVB FINL GROUP COM 78486Q101 5,573 23,221 SH   SOLE   23,221 0 0
SYNOPSYS INC COM 871607107 5,419 65,101 SH   SOLE   65,101 0 0
TABLEAU SOFTWARE INC CL A 87336U105 23,785 294,322 SH   SOLE   294,322 0 0
TABULA RASA HEALTHCARE INC COM 873379101 3,915 100,900 SH   SOLE   100,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,876 111,227 SH   SOLE   111,227 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 19,725 847,290 SH   SOLE   847,290 0 0
TELADOC INC COM 87918A105 34,320 851,700 SH   SOLE   851,700 0 0
TELEFLEX INC COM 879369106 46,046 180,588 SH   SOLE   180,588 0 0
TESARO INC COM 881569107 11,428 200,000 SH   SOLE   200,000 0 0
TESLA INC COM 88160R101 7,231 27,180 SH   SOLE   27,180 0 0
TEXAS INSTRS INC COM 882508104 27,426 264,068 SH   SOLE   264,068 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,442 55,422 SH   SOLE   55,422 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 15,382 235,860 SH   SOLE   235,860 0 0
TRAVELERS COMPANIES INC COM 89417E109 49,295 355,000 SH   SOLE   355,000 0 0
TWILIO INC CL A 90138F102 28,991 759,453 SH   SOLE   759,453 0 0
UBS GROUP AG SHS H42097107 18,865 1,072,414 SH   SOLE   1,072,414 0 0
UNION PAC CORP COM 907818108 82,300 612,216 SH   SOLE   612,216 0 0
UNITED TECHNOLOGIES CORP COM 913017109 66,974 532,300 SH   SOLE   532,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,972 91,300 SH   SOLE   91,300 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 18,313 181,317 SH   SOLE   181,317 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 23,682 200,000 SH   SOLE   200,000 0 0
US BANCORP DEL COM NEW 902973304 6,562 129,948 SH   SOLE   129,948 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 30,353 450,000 SH   SOLE   450,000 0 0
VARIAN MED SYS INC COM 92220P105 9,076 74,000 SH   SOLE   74,000 0 0
VARONIS SYS INC COM 922280102 2,479 41,014 SH   SOLE   41,014 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 2,000 100,000 SH   SOLE   100,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 80,268 492,500 SH   SOLE   492,500 0 0
VIKING THERAPEUTICS INC COM 92686J106 3,278 750,000 SH   SOLE   750,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 468 28,188 SH   SOLE   28,188 0 0
VISA INC COM CL A 92826C839 121,297 1,014,027 SH   SOLE   1,014,027 0 0
VIVEVE MED INC COM NEW 92852W204 2,928 800,000 SH   SOLE   800,000 0 0
W R BERKLEY CORPORATION COM 084423102 79,243 1,090,000 SH   SOLE   1,090,000 0 0
WELLS FARGO CO NEW COM 949746101 49,404 942,652 SH   SOLE   942,652 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 24,148 668,462 SH   SOLE   668,462 0 0
XILINX INC COM 983919101 56,794 786,179 SH   SOLE   786,179 0 0
YAHOO INC NOTE 12/0 984332AF3 6,981 5,000,000 SH   SOLE   5,000,000 0 0
ZENDESK INC COM 98936J101 79,532 1,661,529 SH   SOLE   1,661,529 0 0
ZOGENIX INC COM NEW 98978L204 17,939 447,954 SH   SOLE   447,954 0 0