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
ADEPTUS HEALTH INC CL A 006855100 6,916 124,529 SH   SOLE   124,529 0 0
AETNA INC NEW COM 00817Y108 62,926 560,087 SH   SOLE   560,087 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 50,041 797,212 SH   SOLE   797,212 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 14,072 739,444 SH   SOLE   739,444 0 0
BOYD GAMING CORP COM 103304101 19,795 958,111 SH   SOLE   958,111 0 0
CANCER GENETICS INC COM 13739U104 149 52,508 SH   SOLE   52,508 0 0
CENTENE CORP DEL COM 15135B101 37,593 610,566 SH   SOLE   610,566 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 51,381 253,822 SH   SOLE   253,822 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 31,849 67,625 SH   SOLE   67,625 0 0
COHERUS BIOSCIENCES INC COM 19249H103 7,242 341,121 SH   SOLE   341,121 0 0
DEXCOM INC COM 252131107 56,651 834,203 SH   SOLE   834,203 0 0
FACEBOOK INC CL A 30303M102 47,990 420,598 SH   SOLE   420,598 0 0
GRUBHUB INC COM 400110102 41,602 1,655,468 SH   SOLE   1,655,468 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 17,817 648,825 SH   SOLE   648,825 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 56,654 5,178,628 SH   SOLE   5,178,628 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 56,586 662,207 SH   SOLE   662,207 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 77,658 663,004 SH   SOLE   663,004 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302 12,308 1,029,926 SH   SOLE   1,029,926 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 25,351 435,892 SH   SOLE   435,892 0 0
MEDICINES CO COM 584688105 98,528 3,101,298 SH   SOLE   3,101,298 0 0
MGM RESORTS INTERNATIONAL COM 552953101 84,880 3,958,970 SH   SOLE   3,958,970 0 0
NEKTAR THERAPEUTICS COM 640268108 48,359 3,517,011 SH   SOLE   3,517,011 0 0
OPKO HEALTH INC COM 68375N103 13,863 1,334,306 SH   SOLE   1,334,306 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 34,823 4,096,877 SH   SOLE   4,096,877 0 0
POST HLDGS INC COM 737446104 76,513 1,112,589 SH   SOLE   1,112,589 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 15,391 1,632,180 SH   SOLE   1,632,180 0 0
SEASPINE HLDGS CORP COM 81255T108 9,058 618,684 SH   SOLE   618,684 0 0
SERES THERAPEUTICS INC COM 81750R102 18,890 711,227 SH   SOLE   711,227 0 0
SPECTRANETICS CORP COM 84760C107 10,870 748,642 SH   SOLE   748,642 0 0
ST JUDE MED INC COM 790849103 50,105 911,008 SH   SOLE   911,008 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 25,113 868,044 SH   SOLE   868,044 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 59,320 1,108,574 SH   SOLE   1,108,574 0 0
TG THERAPEUTICS INC COM 88322Q108 28,503 3,345,469 SH   SOLE   3,345,469 0 0
TROVAGENE INC COM NEW 897238309 15,301 3,290,587 SH   SOLE   3,290,587 0 0
UNITEDHEALTH GROUP INC COM 91324P102 50,273 390,016 SH   SOLE   390,016 0 0
VERISIGN INC COM 92343E102 36,446 411,637 SH   SOLE   411,637 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 1,799 123,831 SH   SOLE   123,831 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 4,359 300,000 SH Put SOLE   300,000 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 30,469 328,503 SH   SOLE   328,503 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 59,372 3,576,649 SH   SOLE   3,576,649 0 0