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
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