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
AETNA INC NEW COM 00817Y108 78,600 718,401 SH   SOLE   718,401 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 57,248 712,389 SH   SOLE   712,389 0 0
ASSURED GUARANTY LTD COM G0585R106 35,947 1,437,876 SH   SOLE   1,437,876 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 23,090 734,418 SH   SOLE   734,418 0 0
BOISE CASCADE CO DEL COM 09739D100 22,807 904,341 SH   SOLE   904,341 0 0
BOYD GAMING CORP COM 103304101 4,557 279,554 SH   SOLE   279,554 0 0
CENTENE CORP DEL COM 15135B101 63,750 1,175,551 SH   SOLE   1,175,551 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 44,635 253,822 SH   SOLE   253,822 0 0
CHIMERIX INC COM 16934W106 11,757 307,782 SH   SOLE   307,782 0 0
DYAX CORP COM 26746E103 14,306 749,396 SH   SOLE   749,396 0 0
ENDOLOGIX INC COM 29266S106 8,281 675,421 SH   SOLE   675,421 0 0
EXACT SCIENCES CORP COM 30063P105 27,720 1,540,841 SH   SOLE   1,540,841 0 0
FACEBOOK INC CL A 30303M102 42,649 474,409 SH   SOLE   474,409 0 0
GRUBHUB INC COM 400110102 20,711 850,900 SH   SOLE   850,900 0 0
HCA HOLDINGS INC COM 40412C101 56,458 729,813 SH   SOLE   729,813 0 0
INSULET CORP COM 45784P101 56,117 2,165,850 SH   SOLE   2,165,850 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 49,482 4,748,776 SH   SOLE   4,748,776 0 0
KYTHERA BIOPHARMACEUTICALS I COM 501570105 48,065 641,036 SH   SOLE   641,036 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 64,809 597,487 SH   SOLE   597,487 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302 13,880 1,292,368 SH   SOLE   1,292,368 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 22,422 435,892 SH   SOLE   435,892 0 0
MARATHON PETE CORP COM 56585A102 5,138 110,890 SH   SOLE   110,890 0 0
MEDICINES CO COM 584688105 93,617 2,466,205 SH   SOLE   2,466,205 0 0
MGM RESORTS INTERNATIONAL COM 552953101 65,444 3,547,076 SH   SOLE   3,547,076 0 0
NIVALIS THERAPEUTICS INC COM 65481J109 381 33,159 SH   SOLE   33,159 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 28,417 1,776,073 SH   SOLE   1,776,073 0 0
POST HLDGS INC COM 737446104 85,639 1,449,045 SH   SOLE   1,449,045 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 31,565 3,020,580 SH   SOLE   3,020,580 0 0
SEASPINE HLDGS CORP COM 81255T108 10,023 618,684 SH   SOLE   618,684 0 0
SERES THERAPEUTICS INC COM 81750R102 5,971 201,447 SH   SOLE   201,447 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 107,519 1,904,346 SH   SOLE   1,904,346 0 0
TG THERAPEUTICS INC COM 88322Q108 30,783 3,053,916 SH   SOLE   3,053,916 0 0
TROVAGENE INC COM NEW 897238309 18,723 3,290,587 SH   SOLE   3,290,587 0 0
UNITEDHEALTH GROUP INC COM 91324P102 73,496 633,535 SH   SOLE   633,535 0 0
VERISIGN INC COM 92343E102 43,429 615,494 SH   SOLE   615,494 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 54,934 637,428 SH   SOLE   637,428 0 0
WRIGHT MED GROUP INC COM 98235T107 43,799 2,083,679 SH   SOLE   2,083,679 0 0