The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 AG | ORD SHS | H01301128 | 48,637 | 848,518 | SH | SOLE | 848,518 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 53,206 | 359,234 | SH | SOLE | 359,234 | 0 | 0 | ||
ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 33,790 | 536,782 | SH | SOLE | 536,782 | 0 | 0 | ||
ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 26,019 | 1,785,784 | SH | SOLE | 1,785,784 | 0 | 0 | ||
BELLRING BRANDS INC | COM CL A | 079823100 | 1,994 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | RIGHT 99/99/9999 | 110122157 | 6,537 | 1,826,003 | SH | SOLE | 1,826,003 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 57,160 | 899,448 | SH | SOLE | 899,448 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 45,628 | 89,459 | SH | SOLE | 89,459 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 15,369 | 37,910 | SH | SOLE | 37,910 | 0 | 0 | ||
DICERNA PHARMACEUTICALS INC | COM | 253031108 | 37,429 | 1,473,568 | SH | SOLE | 1,473,568 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 54,260 | 1,354,466 | SH | SOLE | 1,354,466 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 25,814 | 243,004 | SH | SOLE | 243,004 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 9,974 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 36,636 | 459,904 | SH | SOLE | 459,904 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 73,121 | 997,145 | SH | SOLE | 997,145 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 35,657 | 342,950 | SH | SOLE | 342,950 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 14,501 | 166,636 | SH | SOLE | 166,636 | 0 | 0 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 19,846 | 1,923,033 | SH | SOLE | 1,923,033 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 54,579 | 328,571 | SH | SOLE | 328,571 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 10,732 | 87,833 | SH | SOLE | 87,833 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 3,692 | 116,440 | SH | SOLE | 116,440 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 33,450 | 1,276,708 | SH | SOLE | 1,276,708 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 16,086 | 957,528 | SH | SOLE | 957,528 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 39,463 | 817,030 | SH | SOLE | 817,030 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 72,482 | 1,453,707 | SH | SOLE | 1,453,707 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 50,473 | 576,043 | SH | SOLE | 576,043 | 0 | 0 | ||
PRETIUM RES INC | COM | 74139C102 | 11,814 | 1,406,412 | SH | SOLE | 1,406,412 | 0 | 0 | ||
QUANTERIX CORP | COM | 74766Q101 | 6,742 | 246,162 | SH | SOLE | 246,162 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 34,957 | 56,053 | SH | SOLE | 56,053 | 0 | 0 | ||
SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 19,018 | 611,713 | SH | SOLE | 611,713 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 18,495 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
TG THERAPEUTICS INC | COM | 88322Q108 | 13,438 | 689,821 | SH | SOLE | 689,821 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 20,202 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 42,953 | 145,627 | SH | SOLE | 145,627 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 35,700 | 172,604 | SH | SOLE | 172,604 | 0 | 0 |