The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 686 | 1,384,300 | SH | SOLE | 1,384,300 | 0 | 0 | ||
| ABEONA THERAPEUTICS INC | COM | 00289Y107 | 2,096 | 293,518 | SH | SOLE | 293,518 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 629,280 | 2,781,472 | SH | SOLE | 2,781,472 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,395,988 | 10,184,489 | SH | SOLE | 10,184,489 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 117,511 | 561,100 | SH | SOLE | 561,100 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 158,152 | 152,714 | SH | SOLE | 152,714 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 810,857 | 775,969 | SH | SOLE | 775,969 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 996,984 | 663,784 | SH | SOLE | 663,784 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 184,935 | 5,759,432 | SH | SOLE | 5,759,432 | 0 | 0 | ||
| AMNEAL PHARMACEUTICALS INC | COM STK CL A | 03168L105 | 31,839 | 2,353,204 | SH | SOLE | 2,353,204 | 0 | 0 | ||
| ANAPTYSBIO INC | COM | 032724106 | 47,590 | 746,037 | SH | SOLE | 746,037 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 1,338,953 | 5,098,247 | SH | SOLE | 5,098,247 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 262,235 | 5,517,250 | SH | SOLE | 5,517,250 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 433,553 | 5,091,637 | SH | SOLE | 5,091,637 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 64,709 | 1,200,322 | SH | SOLE | 1,200,322 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 179,621 | 556,964 | SH | SOLE | 556,964 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 183,833 | 5,201,828 | SH | SOLE | 5,201,828 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 84,445 | 475,427 | SH | SOLE | 475,427 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 49,215 | 1,578,431 | SH | SOLE | 1,578,431 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 110,832 | 961,252 | SH | SOLE | 961,252 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 34,201 | 884,422 | SH | SOLE | 884,422 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 5,311 | 196,286 | SH | SOLE | 196,286 | 0 | 0 | ||
| DAVITA INC | COM | 23918K108 | 134,343 | 2,610,629 | SH | SOLE | 2,610,629 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 140,453 | 1,515,140 | SH | SOLE | 1,515,140 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 371,231 | 3,385,596 | SH | SOLE | 3,385,596 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 312,868 | 5,850,184 | SH | SOLE | 5,850,184 | 0 | 0 | ||
| EDITAS MEDICINE INC | COM | 28106W103 | 21,189 | 931,401 | SH | SOLE | 931,401 | 0 | 0 | ||
| EIDOS THERAPEUTICS INC | COM | 28249H104 | 27,330 | 1,986,201 | SH | SOLE | 1,986,201 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 51,977 | 8,992,541 | SH | SOLE | 8,992,541 | 0 | 0 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 249,877 | 3,960,011 | SH | SOLE | 3,960,011 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 628,799 | 4,796,694 | SH | SOLE | 4,796,694 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 88,499 | 1,200,799 | SH | SOLE | 1,200,799 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 343,106 | 1,143,954 | SH | SOLE | 1,143,954 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 65,844 | 4,427,950 | SH | SOLE | 4,427,950 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 9,821 | 250,845 | SH | SOLE | 250,845 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 334,239 | 10,887,257 | SH | SOLE | 10,887,257 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 781,072 | 13,236,261 | SH | SOLE | 13,236,261 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,337,886 | 13,172,062 | SH | SOLE | 13,172,062 | 0 | 0 | ||
| MIDDLEBY CORP | COM | 596278101 | 63,707 | 620,141 | SH | SOLE | 620,141 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 260,829 | 17,081,164 | SH | SOLE | 17,081,164 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 810,939 | 3,029,736 | SH | SOLE | 3,029,736 | 0 | 0 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 208,738 | 3,459,941 | SH | SOLE | 3,459,941 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 185,536 | 2,493,428 | SH | SOLE | 2,493,428 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 708,764 | 5,174,593 | SH | SOLE | 5,174,593 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 29,599 | 849,566 | SH | SOLE | 849,566 | 0 | 0 | ||
| SYNEOS HEALTH INC | CL A | 87166B102 | 69,112 | 1,756,350 | SH | SOLE | 1,756,350 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 219,639 | 3,452,893 | SH | SOLE | 3,452,893 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 122,616 | 547,906 | SH | SOLE | 547,906 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 743,619 | 6,983,646 | SH | SOLE | 6,983,646 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 710,830 | 2,853,362 | SH | SOLE | 2,853,362 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 808,919 | 6,130,962 | SH | SOLE | 6,130,962 | 0 | 0 | ||
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 132,309 | 560,418 | SH | SOLE | 560,418 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 83,233 | 1,425,950 | SH | SOLE | 1,425,950 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 146,880 | 4,651,037 | SH | SOLE | 4,651,037 | 0 | 0 | ||
| AON PLC | SHS CL A | G0408V102 | 76,141 | 523,807 | SH | SOLE | 523,807 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 113,670 | 916,992 | SH | SOLE | 916,992 | 0 | 0 | ||
| MYLAN N V | SHS EURO | N59465109 | 52,881 | 1,929,968 | SH | SOLE | 1,929,968 | 0 | 0 | ||