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
ABBOTT LABS COM 002824100 9,518 120,616 SH   SOLE   120,616 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 2,537 1,208,329 SH   SOLE   1,208,329 0 0
ACTIVISION BLIZZARD INC COM 00507V109 18,892 317,615 SH   SOLE   317,615 0 0
AFFIMED N V COM N01045108 746 472,037 SH   SOLE   472,037 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 6,208 86,674 SH   SOLE   86,674 0 0
AKEBIA THERAPEUTICS INC COM 00972D105 4,750 626,710 SH   SOLE   626,710 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 19,767 220,149 SH   SOLE   220,149 0 0
ALPHABET INC CAP STK CL A 02079K305 46,514 40,031 SH   SOLE   40,031 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 1,805 451,243 SH   SOLE   451,243 0 0
AMAZON COM INC COM 023135106 9,103 4,669 SH   SOLE   4,669 0 0
AMERISOURCEBERGEN CORP COM 03073E105 12,922 146,007 SH   SOLE   146,007 0 0
AMPHENOL CORP NEW CL A 032095101 33,788 463,606 SH   SOLE   463,606 0 0
ANALOG DEVICES INC COM 032654105 27,770 309,764 SH   SOLE   309,764 0 0
ANTHEM INC COM 036752103 8,411 37,048 SH   SOLE   37,048 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 6,026 224,948 SH   SOLE   224,948 0 0
APPLE INC COM 037833100 13,739 54,027 SH   SOLE   54,027 0 0
APPLIED MATLS INC COM 038222105 45,372 990,233 SH   SOLE   990,233 0 0
APTOSE BIOSCIENCES INC COM NEW 03835T200 327 55,043 SH   SOLE   55,043 0 0
ARCUS BIOSCIENCES INC COM 03969F109 1,367 98,516 SH   SOLE   98,516 0 0
ARISTA NETWORKS INC COM 040413106 4,124 20,361 SH   SOLE   20,361 0 0
ARROW ELECTRS INC COM 042735100 8,761 168,905 SH   SOLE   168,905 0 0
AT&T INC COM 00206R102 8,872 304,349 SH   SOLE   304,349 0 0
BAIDU INC SPON ADR REP A 056752108 29,797 295,630 SH   SOLE   295,630 0 0
BAXTER INTL INC COM 071813109 20,462 252,032 SH   SOLE   252,032 0 0
BECTON DICKINSON & CO COM 075887109 31,554 137,328 SH   SOLE   137,328 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 2,509 1,254,527 SH   SOLE   1,254,527 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 11,336 134,149 SH   SOLE   134,149 0 0
CHANGE HEALTHCARE INC COM 15912K100 3,235 323,806 SH   SOLE   323,806 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 14,688 33,664 SH   SOLE   33,664 0 0
CHIASMA INC COM 16706W102 2,078 569,344 SH   SOLE   569,344 0 0
CIENA CORP COM NEW 171779309 5,112 128,405 SH   SOLE   128,405 0 0
CINEMARK HOLDINGS INC COM 17243V102 3,952 387,843 SH   SOLE   387,843 0 0
CREE INC COM 225447101 1,607 45,330 SH   SOLE   45,330 0 0
DANAHER CORPORATION COM 235851102 5,092 36,787 SH   SOLE   36,787 0 0
DAVITA INC COM 23918K108 9,215 121,157 SH   SOLE   121,157 0 0
DEXCOM INC COM 252131107 4,612 17,126 SH   SOLE   17,126 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 11,612 632,100 SH   SOLE   632,100 0 0
DIODES INC COM 254543101 5,052 124,318 SH   SOLE   124,318 0 0
DISCOVERY INC COM SER A 25470F104 7,040 362,117 SH   SOLE   362,117 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,838 57,461 SH   SOLE   57,461 0 0
ENCOMPASS HEALTH CORP COM 29261A100 6,973 108,900 SH   SOLE   108,900 0 0
EURONET WORLDWIDE INC COM 298736109 7,686 89,667 SH   SOLE   89,667 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,365 113,108 SH   SOLE   113,108 0 0
F5 NETWORKS INC COM 315616102 1,053 9,875 SH   SOLE   9,875 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 36,167 297,331 SH   SOLE   297,331 0 0
FISERV INC COM 337738108 20,366 214,400 SH   SOLE   214,400 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,480 24,017 SH   SOLE   24,017 0 0
GLOBAL PMTS INC COM 37940X102 21,402 148,388 SH   SOLE   148,388 0 0
GLU MOBILE INC COM 379890106 5,554 882,935 SH   SOLE   882,935 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 19,136 218,525 SH   SOLE   218,525 0 0
HARPOON THERAPEUTICS INC COM 41358P106 914 78,940 SH   SOLE   78,940 0 0
HCA HEALTHCARE INC COM 40412C101 3,569 39,718 SH   SOLE   39,718 0 0
HILL ROM HLDGS INC COM 431475102 8,718 86,657 SH   SOLE   86,657 0 0
HOLOGIC INC COM 436440101 5,960 169,806 SH   SOLE   169,806 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 37,721 1,273,494 SH   SOLE   1,273,494 0 0
HUYA INC ADS REP SHS A 44852D108 7,150 421,821 SH   SOLE   421,821 0 0
ICU MED INC COM 44930G107 11,683 57,903 SH   SOLE   57,903 0 0
II VI INC COM 902104108 1,523 53,426 SH   SOLE   53,426 0 0
IMMUNOMEDICS INC COM 452907108 26,168 1,941,213 SH   SOLE   1,941,213 0 0
IMMUNOVANT INC COM 45258J102 5,061 325,183 SH   SOLE   325,183 0 0
INFINERA CORP COM 45667G103 1,420 267,964 SH   SOLE   267,964 0 0
INTEL CORP COM 458140100 15,735 290,745 SH   SOLE   290,745 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 8,397 280,498 SH   SOLE   280,498 0 0
JABIL INC COM 466313103 3,781 153,821 SH   SOLE   153,821 0 0
JD COM INC SPON ADR CL A 47215P106 6,084 150,226 SH   SOLE   150,226 0 0
JUNIPER NETWORKS INC COM 48203R104 5,012 261,861 SH   SOLE   261,861 0 0
KADMON HLDGS INC COM 48283N106 14,545 3,471,350 SH   SOLE   3,471,350 0 0
KNOWLES CORP COM 49926D109 4,358 325,680 SH   SOLE   325,680 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,001 31,658 SH   SOLE   31,658 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,494 20,544 SH   SOLE   20,544 0 0
LILLY ELI & CO COM 532457108 29,186 210,393 SH   SOLE   210,393 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 773 127,081 SH   SOLE   127,081 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,360 51,924 SH   SOLE   51,924 0 0
LYFT INC CL A COM 55087P104 10,657 396,892 SH   SOLE   396,892 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 20,518 906,665 SH   SOLE   906,665 0 0
MCKESSON CORP COM 58155Q103 13,431 99,295 SH   SOLE   99,295 0 0
MERCADOLIBRE INC COM 58733R102 2,056 4,208 SH   SOLE   4,208 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 7,036 10,190 SH   SOLE   10,190 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 474 6,997 SH   SOLE   6,997 0 0
MICRON TECHNOLOGY INC COM 595112103 18,783 446,566 SH   SOLE   446,566 0 0
MIRATI THERAPEUTICS INC COM 60468T105 7,760 100,953 SH   SOLE   100,953 0 0
MOLECULAR TEMPLATES INC COM 608550109 3,209 241,441 SH   SOLE   241,441 0 0
MOLINA HEALTHCARE INC COM 60855R100 9,539 68,276 SH   SOLE   68,276 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 5,409 198,867 SH   SOLE   198,867 0 0
MYLAN NV SHS EURO N59465109 10,396 697,226 SH   SOLE   697,226 0 0
MYOKARDIA INC COM 62857M105 3,015 64,308 SH   SOLE   64,308 0 0
NATIONAL INSTRS CORP COM 636518102 7,407 223,926 SH   SOLE   223,926 0 0
NETFLIX INC COM 64110L106 4,227 11,258 SH   SOLE   11,258 0 0
NOKIA CORP SPONSORED ADR 654902204 3,304 1,065,772 SH   SOLE   1,065,772 0 0
NUTANIX INC CL A 67059N108 7,238 458,115 SH   SOLE   458,115 0 0
NVIDIA CORP COM 67066G104 846 3,211 SH   SOLE   3,211 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,134 13,673 SH   SOLE   13,673 0 0
ON SEMICONDUCTOR CORP COM 682189105 4,375 351,649 SH   SOLE   351,649 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 4,452 591,250 SH   SOLE   591,250 0 0
PACIRA BIOSCIENCES COM 695127100 6,446 192,232 SH   SOLE   192,232 0 0
PFIZER INC COM 717081103 65,677 2,012,155 SH   SOLE   2,012,155 0 0
PIERIS PHARMACEUTICALS INC COM 720795103 2,383 1,045,007 SH   SOLE   1,045,007 0 0
PINTEREST INC CL A 72352L106 5,162 334,310 SH   SOLE   334,310 0 0
PREVAIL THERAPEUTICS INC COM 74140Y101 3,066 251,532 SH   SOLE   251,532 0 0
PRINCIPIA BIOPHARMA INC COM 74257L108 14,416 242,776 SH   SOLE   242,776 0 0
PROTHENA CORP PLC SHS G72800108 4,547 424,916 SH   SOLE   424,916 0 0
PTC THERAPEUTICS INC COM 69366J200 10,496 235,286 SH   SOLE   235,286 0 0
PURE STORAGE INC CL A 74624M102 2,842 231,038 SH   SOLE   231,038 0 0
REGENERON PHARMACEUTICALS COM 75886F107 13,417 27,477 SH   SOLE   27,477 0 0
REGENXBIO INC COM 75901B107 5,007 154,621 SH   SOLE   154,621 0 0
RESMED INC COM 761152107 6,817 46,284 SH   SOLE   46,284 0 0
REVOLUTION MEDICINES INC COM 76155X100 1,202 54,867 SH   SOLE   54,867 0 0
SAGE THERAPEUTICS INC COM 78667J108 4,562 158,827 SH   SOLE   158,827 0 0
SAVARA INC COM 805111101 740 348,946 SH   SOLE   348,946 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 20,657 423,291 SH   SOLE   423,291 0 0
SEATTLE GENETICS INC COM 812578102 42,037 364,333 SH   SOLE   364,333 0 0
SEMTECH CORP COM 816850101 9,332 248,861 SH   SOLE   248,861 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 550 19,023 SH   SOLE   19,023 0 0
SNAP INC CL A 83304A106 4,398 369,898 SH   SOLE   369,898 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 46,766 181,440 SH   SOLE   181,440 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107 5,694 210,893 SH   SOLE   210,893 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 10,093 472,310 SH   SOLE   472,310 0 0
SYNNEX CORP COM 87162W100 9,711 132,844 SH   SOLE   132,844 0 0
SYNOPSYS INC COM 871607107 5,839 45,335 SH   SOLE   45,335 0 0
T MOBILE US INC COM 872590104 12,212 145,550 SH   SOLE   145,550 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 17,701 149,234 SH   SOLE   149,234 0 0
TECH DATA CORP COM 878237106 746 5,702 SH   SOLE   5,702 0 0
TELA BIO INC COM 872381108 315 40,238 SH   SOLE   40,238 0 0
TELADOC HEALTH INC COM 87918A105 4,238 27,343 SH   SOLE   27,343 0 0
TELEFLEX INCORPORATED COM 879369106 9,600 32,780 SH   SOLE   32,780 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 2,645 654,781 SH   SOLE   654,781 0 0
TRIPADVISOR INC COM 896945201 5,927 340,805 SH   SOLE   340,805 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,183 44,843 SH   SOLE   44,843 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 10,687 741,610 SH   SOLE   741,610 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,693 124,448 SH   SOLE   124,448 0 0
WATERS CORP COM 941848103 1,362 7,483 SH   SOLE   7,483 0 0
WESTERN DIGITAL CORP. COM 958102105 8,986 215,897 SH   SOLE   215,897 0 0
ZOETIS INC CL A 98978V103 7,700 65,423 SH   SOLE   65,423 0 0
ZOGENIX INC COM NEW 98978L204 13,630 551,155 SH   SOLE   551,155 0 0
ZYMEWORKS INC COM 98985W102 15,761 444,334 SH   SOLE   444,334 0 0
ZYNGA INC CL A 98986T108 18,386 2,684,053 SH   SOLE   2,684,053 0 0