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
AFLAC INC COM 001055102 63,686 1,063,197 SH   SOLE   1,063,197 0 0
AETNA INC NEW COM 00817Y108 134,837 1,247,101 SH   SOLE   1,247,101 0 0
BANK NEW YORK MELLON CORP COM 064058100 362,964 8,805,531 SH   SOLE   8,805,531 0 0
BIOGEN INC COM 09062X103 113,001 368,864 SH   SOLE   368,864 0 0
BROADCOM CORP CL A 111320107 1,951,264 33,747,218 SH   SOLE   33,747,218 0 0
CABOT OIL & GAS CORP COM 127097103 237,227 13,410,258 SH   SOLE   13,410,258 0 0
CALPINE CORP COM NEW 131347304 70,635 4,881,477 SH   SOLE   4,881,477 0 0
CANADIAN PAC RY LTD COM 13645T100 510,603 4,001,587 SH   SOLE   4,001,587 0 0
CHENIERE ENERGY INC COM NEW 16411R208 593,039 15,920,523 SH   SOLE   15,920,523 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 330,800 689,383 SH   SOLE   689,383 0 0
CITIGROUP INC COM NEW 172967424 221,074 4,271,971 SH   SOLE   4,271,971 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 258,993 2,995,866 SH   SOLE   2,995,866 0 0
AIR PRODS & CHEMS INC COM 009158106 700,701 5,385,451 SH   SOLE   5,385,451 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 174,532 3,767,142 SH   SOLE   3,767,142 0 0
DENTSPLY INTL INC NEW COM 249030107 62,996 1,035,264 SH   SOLE   1,035,264 0 0
DOVER CORP COM 260003108 32,272 526,369 SH   SOLE   526,369 0 0
ENCANA CORP COM 292505104 20,352 3,998,444 SH   SOLE   3,998,444 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 23,460 1,707,427 SH   SOLE   1,707,427 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 202,782 7,808,316 SH   SOLE   7,808,316 0 0
58 COM INC SPON ADR REP A 31680Q104 123,197 1,867,746 SH   SOLE   1,867,746 0 0
GULFPORT ENERGY CORP COM NEW 402635304 16,478 670,667 SH   SOLE   670,667 0 0
HALLIBURTON CO COM 406216101 226,947 6,667,076 SH   SOLE   6,667,076 0 0
HUMANA INC COM 444859102 773,294 4,331,936 SH   SOLE   4,331,936 0 0
AKORN INC COM 009728106 68,701 1,841,346 SH   SOLE   1,841,346 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 28,049 375,639 SH   SOLE   375,639 0 0
KITE PHARMA INC COM 49803L109 136,008 2,207,203 SH   SOLE   2,207,203 0 0
KRAFT HEINZ CO COM 500754106 151,537 2,082,693 SH   SOLE   2,082,693 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 396,725 3,208,708 SH   SOLE   3,208,708 0 0
LEGG MASON INC COM 524901105 96,860 2,469,033 SH   SOLE   2,469,033 0 0
MARSH & MCLENNAN COS INC COM 571748102 88,278 1,592,022 SH   SOLE   1,592,022 0 0
MASTERCARD INC CL A 57636Q104 15,798 162,264 SH   SOLE   162,264 0 0
MCDONALDS CORP COM 580135101 61,910 524,043 SH   SOLE   524,043 0 0
MCKESSON CORP COM 58155Q103 544,748 2,761,995 SH   SOLE   2,761,995 0 0
MONSANTO CO NEW COM 61166W101 88,254 895,800 SH   SOLE   895,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 132,392 1,629,041 SH   SOLE   1,629,041 0 0
NETFLIX INC COM 64110L106 896,999 7,842,269 SH   SOLE   7,842,269 0 0
NIKE INC CL B 654106103 328,916 5,262,662 SH   SOLE   5,262,662 0 0
PFIZER INC COM 717081103 239,669 7,424,690 SH   SOLE   7,424,690 0 0
PIONEER NAT RES CO COM 723787107 1,174,949 9,371,105 SH   SOLE   9,371,105 0 0
PRICELINE GRP INC COM NEW 741503403 501,328 393,214 SH   SOLE   393,214 0 0
PRUDENTIAL FINL INC COM 744320102 98,816 1,213,808 SH   SOLE   1,213,808 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 449,490 8,522,747 SH   SOLE   8,522,747 0 0
RANGE RES CORP COM 75281A109 39,216 1,593,510 SH   SOLE   1,593,510 0 0
SHIRE PLC SPONSORED ADR 82481R106 28,126 137,198 SH   SOLE   137,198 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 3,799 34,671 SH   SOLE   34,671 0 0
ALPHABET INC CAP STK CL C 02079K107 870,007 1,146,435 SH   SOLE   1,146,435 0 0
SOUTHWESTERN ENERGY CO COM 845467109 82,999 11,673,609 SH   SOLE   11,673,609 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,643,873 25,043,775 SH   SOLE   25,043,775 0 0
TEXTRON INC COM 883203101 244,382 5,817,245 SH   SOLE   5,817,245 0 0
TRANSDIGM GROUP INC COM 893641100 365,549 1,600,128 SH   SOLE   1,600,128 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 792,199 7,793,397 SH   SOLE   7,793,397 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 178,889 1,421,673 SH   SOLE   1,421,673 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,087,557 12,771,497 SH   SOLE   12,771,497 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 19,333 247,191 SH   SOLE   247,191 0 0
ALLERGAN PLC SHS G0177J108 1,868,148 5,978,075 SH   SOLE   5,978,075 0 0
ENDO INTL PLC SHS G30401106 276,773 4,520,954 SH   SOLE   4,520,954 0 0
ALPHABET INC CAP STK CL A 02079K305 1,442,010 1,853,460 SH   SOLE   1,853,460 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 810,606 9,328,028 SH   SOLE   9,328,028 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 5,049 581,668 SH   SOLE   581,668 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,069,014 7,364,891 SH   SOLE   7,364,891 0 0
AMAZON COM INC COM 023135106 1,735,311 2,567,446 SH   SOLE   2,567,446 0 0
ANADARKO PETE CORP COM 032511107 223,030 4,590,975 SH   SOLE   4,590,975 0 0
ANTHEM INC COM 036752103 932,430 6,686,965 SH   SOLE   6,686,965 0 0
ACE LTD SHS H0023R105 97,191 831,759 SH   SOLE   831,759 0 0