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
21VIANET GROUP INC SPONSORED ADR 90138A103 228 23,529 SH   SOLE   23,529 0 0
2U INC COM 90214J101 31,281 374,356 SH   SOLE   374,356 0 0
8X8 INC NEW COM 282914100 31,088 1,550,501 SH   SOLE   1,550,501 0 0
ABBOTT LABS COM 002824100 51,118 838,130 SH   SOLE   838,130 0 0
ACCELERON PHARMA INC COM 00434H108 15,729 324,185 SH   SOLE   324,185 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 48,831 298,496 SH   SOLE   298,496 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 32,965 1,650,715 SH   SOLE   1,650,715 0 0
ACTIVISION BLIZZARD INC COM 00507V109 59,864 784,379 SH   SOLE   784,379 0 0
ADOBE SYS INC COM 00724F101 74,202 304,345 SH   SOLE   304,345 0 0
ADVANCED MICRO DEVICES INC COM 007903107 712 47,500 SH Call SOLE   47,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 86,668 5,781,734 SH   SOLE   5,781,734 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 2,120 400,000 SH   SOLE   400,000 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 5,066 75,000 SH   SOLE   75,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 29,534 198,654 SH   SOLE   198,654 0 0
AFLAC INC COM 001055102 18,929 440,000 SH   SOLE   440,000 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 39,167 465,000 SH   SOLE   465,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 13,079 285,381 SH   SOLE   285,381 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 26,692 215,000 SH   SOLE   215,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 153,141 825,427 SH   SOLE   825,427 0 0
ALIGN TECHNOLOGY INC COM 016255101 35,603 104,059 SH   SOLE   104,059 0 0
ALLEGHANY CORP DEL COM 017175100 74,746 130,000 SH   SOLE   130,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 21,175 215,000 SH   SOLE   215,000 0 0
ALPHABET INC CAP STK CL C 02079K107 384,112 344,294 SH   SOLE   344,294 0 0
ALPHABET INC CAP STK CL A 02079K305 206,909 183,237 SH   SOLE   183,237 0 0
ALTABA INC COM 021346101 76,165 1,040,364 SH   SOLE   1,040,364 0 0
ALTERYX INC COM CL A 02156B103 43,857 1,149,280 SH   SOLE   1,149,280 0 0
ALTRIA GROUP INC COM 02209S103 68,069 1,198,609 SH   SOLE   1,198,609 0 0
AMAZON COM INC COM 023135106 250,144 147,161 SH   SOLE   147,161 0 0
AMDOCS LTD SHS G02602103 46,551 703,295 SH   SOLE   703,295 0 0
AMETEK INC NEW COM 031100100 54,592 756,535 SH   SOLE   756,535 0 0
ANALOG DEVICES INC COM 032654105 2,656 27,688 SH   SOLE   27,688 0 0
ANSYS INC COM 03662Q105 47,709 273,909 SH   SOLE   273,909 0 0
ANTHEM INC COM 036752103 94,714 397,908 SH   SOLE   397,908 0 0
AON PLC SHS CL A G0408V102 44,580 325,000 SH   SOLE   325,000 0 0
APPLE INC COM 037833100 236,449 1,277,341 SH   SOLE   1,277,341 0 0
APPLE INC COM 037833100 1,351 7,300 SH Call SOLE   7,300 0 0
APPLIED MATLS INC COM 038222105 11,037 238,946 SH   SOLE   238,946 0 0
APTIV PLC SHS G6095L109 11,057 120,670 SH   SOLE   120,670 0 0
ARCH CAP GROUP LTD ORD G0450A105 205,135 7,752,627 SH   SOLE   7,752,627 0 0
ARES CAP CORP COM 04010L103 12,037 731,732 SH   SOLE   731,732 0 0
ARISTA NETWORKS INC COM 040413106 49,812 193,453 SH   SOLE   193,453 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 3,326 50,000 SH   SOLE   50,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 14,480 156,140 SH   SOLE   156,140 0 0
ASSEMBLY BIOSCIENCES INC COM 045396108 11,975 305,397 SH   SOLE   305,397 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 3,675 100,000 SH   SOLE   100,000 0 0
ATLASSIAN CORP PLC CL A G06242104 3,667 58,656 SH   SOLE   58,656 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 14,639 2,600,200 SH   SOLE   2,600,200 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100 1,340 50,000 SH   SOLE   50,000 0 0
AVEO PHARMACEUTICALS INC COM 053588109 17,069 7,552,666 SH   SOLE   7,552,666 0 0
AXOGEN INC COM 05463X106 13,080 260,290 SH   SOLE   260,290 0 0
AXON ENTERPRISE INC COM 05464C101 36,700 580,876 SH   SOLE   580,876 0 0
BAIDU INC SPON ADR REP A 056752108 36,774 151,335 SH   SOLE   151,335 0 0
BANK AMER CORP COM 060505104 85,300 3,025,913 SH   SOLE   3,025,913 0 0
BAXTER INTL INC COM 071813109 31,087 421,000 SH   SOLE   421,000 0 0
BECTON DICKINSON & CO COM 075887109 20,842 87,000 SH   SOLE   87,000 0 0
BEIGENE LTD SPONSORED ADR 07725L102 11,530 75,000 SH   SOLE   75,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 65,166 349,137 SH   SOLE   349,137 0 0
BIO RAD LABS INC CL A 090572207 65,138 225,750 SH   SOLE   225,750 0 0
BIOGEN INC COM 09062X103 21,768 75,000 SH   SOLE   75,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 7,888 199,600 SH   SOLE   199,600 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 19,923 211,500 SH   SOLE   211,500 0 0
BIOMARIN PHARMACEUTICAL INC NOTE 0.599% 8/0 09061GAH4 2,389,081 23,500,000 SH   SOLE   23,500,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,246 318,494 SH   SOLE   318,494 0 0
BOOKING HLDGS INC COM 09857L108 9,742 4,806 SH   SOLE   4,806 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 70,362 1,609,008 SH   SOLE   1,609,008 0 0
BRIGHT SCHOLAR ED HLDGS LTD SPONSORED ADS 109199109 467 28,081 SH   SOLE   28,081 0 0
BROADCOM INC COM 11135F101 9,255 38,144 SH   SOLE   38,144 0 0
BROWN & BROWN INC COM 115236101 61,429 2,215,256 SH   SOLE   2,215,256 0 0
CANADIAN NAT RES LTD COM 136385101 161,989 3,413,883 SH   SOLE   3,413,883 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 29,083 507,460 SH   SOLE   507,460 0 0
CATERPILLAR INC DEL COM 149123101 4,205 30,992 SH   SOLE   30,992 0 0
CELGENE CORP COM 151020104 25,812 325,000 SH   SOLE   325,000 0 0
CENTENE CORP DEL COM 15135B101 50,208 407,500 SH   SOLE   407,500 0 0
CERNER CORP COM 156782104 3,062 51,211 SH   SOLE   51,211 0 0
CHEGG INC COM 163092109 5,386 193,796 SH   SOLE   193,796 0 0
CHUBB LIMITED COM H1467J104 188,033 1,480,340 SH   SOLE   1,480,340 0 0
CIRRUS LOGIC INC COM 172755100 5,175 135,000 SH   SOLE   135,000 0 0
CISCO SYS INC COM 17275R102 19,015 441,896 SH   SOLE   441,896 0 0
CITIGROUP INC COM NEW 172967424 136,777 2,043,894 SH   SOLE   2,043,894 0 0
CITIZENS FINL GROUP INC COM 174610105 6,882 176,919 SH   SOLE   176,919 0 0
COGNEX CORP COM 192422103 49,292 1,104,964 SH   SOLE   1,104,964 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 54,399 688,687 SH   SOLE   688,687 0 0
COPA HOLDINGS SA CL A P31076105 35,779 378,132 SH   SOLE   378,132 0 0
CORNING INC COM 219350105 6,102 221,796 SH   SOLE   221,796 0 0
COUPA SOFTWARE INC COM 22266L106 1,738 27,928 SH   SOLE   27,928 0 0
CREE INC COM 225447101 8,542 205,491 SH   SOLE   205,491 0 0
CSG SYS INTL INC NOTE 4.250% 3/1 126349AF6 1,159,895 11,000,000 SH   SOLE   11,000,000 0 0
CTRIP COM INTL LTD NOTE 1.250%10/1 22943FAD2 609,255 5,000,000 SH   SOLE   5,000,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 24,864 394,924 SH   SOLE   394,924 0 0
DANAHER CORP DEL COM 235851102 18,015 182,560 SH   SOLE   182,560 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 23,396 594,551 SH   SOLE   594,551 0 0
DERMIRA INC NOTE 3.000% 5/1 24983LAB0 743,931 9,000,000 SH   SOLE   9,000,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 2,372 113,097 SH   SOLE   113,097 0 0
DOLBY LABORATORIES INC COM 25659T107 131,946 2,138,862 SH   SOLE   2,138,862 0 0
DROPBOX INC CL A 26210C104 31,043 957,536 SH   SOLE   957,536 0 0
DYCOM INDS INC NOTE 0.750% 9/1 267475AB7 290,325 2,500,000 SH   SOLE   2,500,000 0 0
EAST WEST BANCORP INC COM 27579R104 6,181 94,797 SH   SOLE   94,797 0 0
EBAY INC COM 278642103 64,792 1,786,870 SH   SOLE   1,786,870 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 41,173 282,838 SH   SOLE   282,838 0 0
ELECTRONIC ARTS INC COM 285512109 53,514 379,480 SH   SOLE   379,480 0 0
EMERSON ELEC CO COM 291011104 6,210 89,814 SH   SOLE   89,814 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,953 43,600 SH   SOLE   43,600 0 0
ENTERPRISE FINL SVCS CORP COM 293712105 672 12,453 SH   SOLE   12,453 0 0
ESQUIRE FINL HLDGS INC COM 29667J101 1,011 38,310 SH   SOLE   38,310 0 0
ESSENT GROUP LTD COM G3198U102 61,790 1,725,000 SH   SOLE   1,725,000 0 0
EVERBRIDGE INC COM 29978A104 24,250 511,382 SH   SOLE   511,382 0 0
EVEREST RE GROUP LTD COM G3223R108 22,472 97,500 SH   SOLE   97,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 72,274 601,335 SH   SOLE   601,335 0 0
FACEBOOK INC CL A 30303M102 346,627 1,783,795 SH   SOLE   1,783,795 0 0
FANHUA INC SPONSORED ADR 30712A103 628 22,020 SH   SOLE   22,020 0 0
FERRARI N V COM N3167Y103 18,212 156,326 SH   SOLE   156,326 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 11,970 123,670 SH   SOLE   123,670 0 0
FIVE9 INC COM 338307101 25,534 738,628 SH   SOLE   738,628 0 0
FLEX LTD ORD Y2573F102 70,706 5,011,024 SH   SOLE   5,011,024 0 0
FREEPORT-MCMORAN INC CL B 35671D857 35,877 2,078,635 SH   SOLE   2,078,635 0 0
GILEAD SCIENCES INC COM 375558103 13,530 191,000 SH   SOLE   191,000 0 0
GLYCOMIMETICS INC COM 38000Q102 16,898 1,047,615 SH   SOLE   1,047,615 0 0
GOLDCORP INC NEW COM 380956409 18,309 1,335,451 SH   SOLE   1,335,451 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 917 4,157 SH   SOLE   4,157 0 0
GOLUB CAP BDC INC COM 38173M102 4,106 224,364 SH   SOLE   224,364 0 0
GRUBHUB INC COM 400110102 92,496 881,674 SH   SOLE   881,674 0 0
HCA HEALTHCARE INC COM 40412C101 62,586 610,000 SH   SOLE   610,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,702 25,733 SH   SOLE   25,733 0 0
HERITAGE INS HLDGS INC COM 42727J102 21,671 1,300,000 SH   SOLE   1,300,000 0 0
HILL ROM HLDGS INC COM 431475102 39,783 455,493 SH   SOLE   455,493 0 0
HONEYWELL INTL INC COM 438516106 7,118 49,413 SH   SOLE   49,413 0 0
HUBSPOT INC COM 443573100 30,822 245,788 SH   SOLE   245,788 0 0
HUMANA INC COM 444859102 71,561 240,436 SH   SOLE   240,436 0 0
IAC INTERACTIVECORP COM 44919P508 9,177 60,182 SH   SOLE   60,182 0 0
ICON PLC SHS G4705A100 46,906 353,931 SH   SOLE   353,931 0 0
ICU MED INC COM 44930G107 32,453 110,515 SH   SOLE   110,515 0 0
ILLUMINA INC COM 452327109 25,136 90,000 SH   SOLE   90,000 0 0
INCYTE CORP COM 45337C102 41,875 625,000 SH   SOLE   625,000 0 0
INSMED INC NOTE 1.750% 1/1 457669AA7 6,881 7,500,000 SH   SOLE   7,500,000 0 0
INSULET CORP COM 45784P101 17,140 200,000 SH   SOLE   200,000 0 0
INTEL CORP COM 458140100 63,858 1,284,606 SH   SOLE   1,284,606 0 0
INTERPUBLIC GROUP COS INC COM 460690100 32,769 1,397,994 SH   SOLE   1,397,994 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 47,677 99,643 SH   SOLE   99,643 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 4,446 25,900 SH Put SOLE   25,900 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 21,257 262,011 SH   SOLE   262,011 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 17,230 100,000 SH   SOLE   100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 87,520 839,922 SH   SOLE   839,922 0 0
KEYCORP NEW COM 493267108 7,474 382,512 SH   SOLE   382,512 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 27,341 463,170 SH   SOLE   463,170 0 0
KIRBY CORP COM 497266106 63,889 764,225 SH   SOLE   764,225 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 74,366 2,671,207 SH   SOLE   2,671,207 0 0
KVH INDS INC COM 482738101 2,484 185,397 SH   SOLE   185,397 0 0
LHC GROUP INC COM 50187A107 20,713 242,000 SH   SOLE   242,000 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 40,512 921,976 SH   SOLE   921,976 0 0
LIBERTY MEDIA CORP DELAWARE NOTE 1.000% 1/3 531229AF9 526,572 4,500,000 SH   SOLE   4,500,000 0 0
LILLY ELI & CO COM 532457108 18,943 222,000 SH   SOLE   222,000 0 0
LITTELFUSE INC COM 537008104 12,807 56,127 SH   SOLE   56,127 0 0
LIVANOVA PLC SHS G5509L101 23,298 233,400 SH   SOLE   233,400 0 0
LOXO ONCOLOGY INC COM 548862101 89,754 517,371 SH   SOLE   517,371 0 0
LUMENTUM HLDGS INC COM 55024U109 24,166 417,376 SH   SOLE   417,376 0 0
M D C HLDGS INC COM 552676108 28,399 922,948 SH   SOLE   922,948 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 14,726 714,835 SH   SOLE   714,835 0 0
MARKEL CORP COM 570535104 133,324 122,953 SH   SOLE   122,953 0 0
MARSH & MCLENNAN COS INC COM 571748102 131,260 1,601,322 SH   SOLE   1,601,322 0 0
MASTERCARD INCORPORATED CL A 57636Q104 39,109 199,009 SH   SOLE   199,009 0 0
MATERIALISE NV SPONSORED ADS 57667T100 2,285 176,005 SH   SOLE   176,005 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 42,711 530,171 SH   SOLE   530,171 0 0
MEDTRONIC PLC SHS G5960L103 91,431 1,068,000 SH   SOLE   1,068,000 0 0
MERCK & CO INC COM 58933Y105 17,755 292,500 SH   SOLE   292,500 0 0
META FINL GROUP INC COM 59100U108 3,664 37,618 SH   SOLE   37,618 0 0
MICRON TECHNOLOGY INC COM 595112103 50,778 968,305 SH   SOLE   968,305 0 0
MICROSOFT CORP COM 594918104 367,297 3,724,746 SH   SOLE   3,724,746 0 0
MIMECAST LTD ORD SHS G14838109 28,274 686,098 SH   SOLE   686,098 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 4,820 272,022 SH   SOLE   272,022 0 0
MOHAWK INDS INC COM 608190104 87,033 406,186 SH   SOLE   406,186 0 0
MOLINA HEALTHCARE INC COM 60855R100 25,533 260,700 SH   SOLE   260,700 0 0
MONOLITHIC PWR SYS INC COM 609839105 29,052 217,340 SH   SOLE   217,340 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 6,840 500,000 SH   SOLE   500,000 0 0
NEVRO CORP COM 64157F103 3,194 40,000 SH   SOLE   40,000 0 0
NEW MTN FIN CORP COM 647551100 4,216 310,000 SH   SOLE   310,000 0 0
NEW RELIC INC COM 64829B100 24,853 247,074 SH   SOLE   247,074 0 0
NOVAGOLD RES INC COM NEW 66987E206 7,806 1,754,096 SH   SOLE   1,754,096 0 0
NUTANIX INC CL A 67059N108 32,535 630,883 SH   SOLE   630,883 0 0
NVIDIA CORP COM 67066G104 59,900 252,850 SH   SOLE   252,850 0 0
NXP SEMICONDUCTORS N V NOTE 1.000%12/0 62952QAB6 542,250 4,500,000 SH   SOLE   4,500,000 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 32,225 2,500,022 SH   SOLE   2,500,022 0 0
PACIFIC PREMIER BANCORP COM 69478X105 6,597 172,912 SH   SOLE   172,912 0 0
PAYPAL HLDGS INC COM 70450Y103 72,866 875,063 SH   SOLE   875,063 0 0
PEGASYSTEMS INC COM 705573103 37,938 692,292 SH   SOLE   692,292 0 0
PENNANTPARK FLOATING RATE CA COM 70806A106 10,746 786,685 SH   SOLE   786,685 0 0
PERKINELMER INC COM 714046109 12,010 164,000 SH   SOLE   164,000 0 0
PFIZER INC COM 717081103 81,051 2,234,047 SH   SOLE   2,234,047 0 0
PNC FINL SVCS GROUP INC COM 693475105 13,441 99,488 SH   SOLE   99,488 0 0
PRA HEALTH SCIENCES INC COM 69354M108 52,855 566,142 SH   SOLE   566,142 0 0
PROASSURANCE CORP COM 74267C106 18,611 525,000 SH   SOLE   525,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 60,333 1,020,000 SH   SOLE   1,020,000 0 0
PROOFPOINT INC COM 743424103 29,323 254,293 SH   SOLE   254,293 0 0
PROTO LABS INC COM 743713109 8,694 73,086 SH   SOLE   73,086 0 0
PTC INC COM 69370C100 7,340 78,245 SH   SOLE   78,245 0 0
PURE STORAGE INC CL A 74624M102 40,191 1,683,045 SH   SOLE   1,683,045 0 0
QUOTIENT LTD SHS G73268107 32,045 3,990,713 SH   SOLE   3,990,713 0 0
RAPID7 INC COM 753422104 6,939 245,877 SH   SOLE   245,877 0 0
RED HAT INC COM 756577102 50,388 374,993 SH   SOLE   374,993 0 0
REGENERON PHARMACEUTICALS COM 75886F107 13,800 40,000 SH   SOLE   40,000 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 43,715 327,500 SH   SOLE   327,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 54,144 450,000 SH   SOLE   450,000 0 0
RINGCENTRAL INC CL A 76680R206 22,998 326,904 SH   SOLE   326,904 0 0
RLI CORP COM 749607107 20,314 306,900 SH   SOLE   306,900 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,477 32,951 SH   SOLE   32,951 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,361 19,430 SH   SOLE   19,430 0 0
S&P GLOBAL INC COM 78409V104 106,386 521,730 SH   SOLE   521,730 0 0
SAGE THERAPEUTICS INC COM 78667J108 11,740 75,000 SH   SOLE   75,000 0 0
SALESFORCE COM INC COM 79466L302 81,097 594,551 SH   SOLE   594,551 0 0
SAREPTA THERAPEUTICS INC COM 803607100 29,080 220,000 SH   SOLE   220,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 56,375 1,103,233 SH   SOLE   1,103,233 0 0
SERVICENOW INC COM 81762P102 47,329 274,417 SH   SOLE   274,417 0 0
SIENTRA INC COM 82621J105 11,042 565,968 SH   SOLE   565,968 0 0
SOLAR CAP LTD COM 83413U100 10,287 503,278 SH   SOLE   503,278 0 0
SPIRIT AIRLS INC COM 848577102 64,685 1,779,498 SH   SOLE   1,779,498 0 0
SPLUNK INC COM 848637104 27,957 282,085 SH   SOLE   282,085 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 46,741 900,592 SH   SOLE   900,592 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 30,697 1,912,605 SH   SOLE   1,912,605 0 0
STERICYCLE INC COM 858912108 58,907 902,237 SH   SOLE   902,237 0 0
STERIS PLC SHS USD G84720104 25,202 240,000 SH   SOLE   240,000 0 0
STRYKER CORP COM 863667101 62,190 368,295 SH   SOLE   368,295 0 0
SUMMIT THERAPEUTICS PLC SPONS ADS 86627R102 858 350,000 SH   SOLE   350,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 119,856 2,240,295 SH   SOLE   2,240,295 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 14,963 250,000 SH   SOLE   250,000 0 0
SVB FINL GROUP COM 78486Q101 6,692 23,175 SH   SOLE   23,175 0 0
SYNOPSYS INC COM 871607107 5,571 65,101 SH   SOLE   65,101 0 0
TABLEAU SOFTWARE INC CL A 87336U105 25,397 259,814 SH   SOLE   259,814 0 0
TABULA RASA HEALTHCARE INC COM 873379101 7,787 122,000 SH   SOLE   122,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,430 71,227 SH   SOLE   71,227 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 33,115 1,593,612 SH   SOLE   1,593,612 0 0
TELADOC INC COM 87918A105 10,330 177,950 SH   SOLE   177,950 0 0
TELEFLEX INC COM 879369106 45,596 170,000 SH   SOLE   170,000 0 0
TESLA INC COM 88160R101 5,934 17,302 SH   SOLE   17,302 0 0
TEXAS INSTRS INC COM 882508104 25,602 232,220 SH   SOLE   232,220 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 66,039 318,812 SH   SOLE   318,812 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 17,835 234,397 SH   SOLE   234,397 0 0
TRAVELERS COMPANIES INC COM 89417E109 45,878 375,000 SH   SOLE   375,000 0 0
TWILIO INC CL A 90138F102 31,058 554,404 SH   SOLE   554,404 0 0
TWITTER INC COM 90184L102 3,867 88,553 SH   SOLE   88,553 0 0
UBS GROUP AG SHS H42097107 16,435 1,072,414 SH   SOLE   1,072,414 0 0
UNION PAC CORP COM 907818108 77,594 547,672 SH   SOLE   547,672 0 0
UNITED TECHNOLOGIES CORP COM 913017109 87,770 701,992 SH   SOLE   701,992 0 0
UNITEDHEALTH GROUP INC COM 91324P102 22,400 91,300 SH   SOLE   91,300 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 20,190 234,767 SH   SOLE   234,767 0 0
US BANCORP DEL COM NEW 902973304 8,101 161,948 SH   SOLE   161,948 0 0
VARIAN MED SYS INC COM 92220P105 3,576 31,444 SH   SOLE   31,444 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 1,366 100,000 SH   SOLE   100,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 29,743 175,000 SH   SOLE   175,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 419 38,613 SH   SOLE   38,613 0 0
VISA INC COM CL A 92826C839 145,905 1,101,586 SH   SOLE   1,101,586 0 0
VIVEVE MED INC COM NEW 92852W204 3,264 1,200,000 SH   SOLE   1,200,000 0 0
W R BERKLEY CORPORATION COM 084423102 78,927 1,090,000 SH   SOLE   1,090,000 0 0
WELLS FARGO CO NEW COM 949746101 51,738 933,226 SH   SOLE   933,226 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 49,042 673,462 SH   SOLE   673,462 0 0
XILINX INC COM 983919101 62,322 954,980 SH   SOLE   954,980 0 0
ZENDESK INC COM 98936J101 65,357 1,199,436 SH   SOLE   1,199,436 0 0
ZOGENIX INC COM NEW 98978L204 24,236 548,319 SH   SOLE   548,319 0 0