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 |
| ALCON INC | ORD SHS | H01301128 | 44,137 | 868,502 | SH | SOLE | 868,502 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 37,833 | 347,573 | SH | SOLE | 347,573 | 0 | 0 | ||
| ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 7,635 | 181,786 | SH | SOLE | 181,786 | 0 | 0 | ||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 19,117 | 2,246,401 | SH | SOLE | 2,246,401 | 0 | 0 | ||
| BELLRING BRANDS INC | COM CL A | 079823100 | 1,705 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 6,013 | 889,497 | SH | SOLE | 889,497 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 53,283 | 896,873 | SH | SOLE | 896,873 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 39,032 | 89,459 | SH | SOLE | 89,459 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 6,242 | 23,183 | SH | SOLE | 23,183 | 0 | 0 | ||
| DICERNA PHARMACEUTICALS INC | COM | 253031108 | 30,850 | 1,679,344 | SH | SOLE | 1,679,344 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 3,600 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| ELDORADO RESORTS INC | COM | 28470R102 | 19,504 | 1,354,466 | SH | SOLE | 1,354,466 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 16,309 | 424,277 | SH | SOLE | 424,277 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 26,661 | 459,904 | SH | SOLE | 459,904 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 56,947 | 997,145 | SH | SOLE | 997,145 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 34,742 | 386,667 | SH | SOLE | 386,667 | 0 | 0 | ||
| HILL ROM HLDGS INC | COM | 431475102 | 19,157 | 190,426 | SH | SOLE | 190,426 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 31,248 | 426,708 | SH | SOLE | 426,708 | 0 | 0 | ||
| IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 15,585 | 1,544,590 | SH | SOLE | 1,544,590 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 14,049 | 111,157 | SH | SOLE | 111,157 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 9,398 | 87,833 | SH | SOLE | 87,833 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 3,171 | 116,440 | SH | SOLE | 116,440 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 26,185 | 1,276,708 | SH | SOLE | 1,276,708 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 33,026 | 2,798,796 | SH | SOLE | 2,798,796 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 33,098 | 973,461 | SH | SOLE | 973,461 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 46,427 | 1,554,808 | SH | SOLE | 1,554,808 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 47,794 | 576,043 | SH | SOLE | 576,043 | 0 | 0 | ||
| PRETIUM RES INC | COM | 74139C102 | 7,974 | 1,406,412 | SH | SOLE | 1,406,412 | 0 | 0 | ||
| QUANTERIX CORP | COM | 74766Q101 | 5,579 | 303,703 | SH | SOLE | 303,703 | 0 | 0 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 44,824 | 91,797 | SH | SOLE | 91,797 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 16,988 | 450,144 | SH | SOLE | 450,144 | 0 | 0 | ||
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 16,418 | 611,713 | SH | SOLE | 611,713 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 13,470 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| TG THERAPEUTICS INC | COM | 88322Q108 | 8,346 | 848,221 | SH | SOLE | 848,221 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 36,755 | 147,384 | SH | SOLE | 147,384 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 31,084 | 172,604 | SH | SOLE | 172,604 | 0 | 0 | ||