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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 85,521 973,930 SH   SOLE   973,930 0 0
BIOGEN INC COM 09062X103 544,137 1,918,812 SH   SOLE   1,918,812 0 0
CABOT OIL & GAS CORP COM 127097103 631,028 27,013,169 SH   SOLE   27,013,169 0 0
CANADIAN PAC RY LTD COM 13645T100 328,593 2,301,553 SH   SOLE   2,301,553 0 0
CENTENE CORP DEL COM 15135B101 93,448 1,653,652 SH   SOLE   1,653,652 0 0
CHESAPEAKE ENERGY CORP COM 165167107 160,505 22,863,982 SH   SOLE   22,863,982 0 0
CONSTELLATION BRANDS INC CL A 21036P108 603,584 3,937,015 SH   SOLE   3,937,015 0 0
DEERE & CO COM 244199105 959,411 9,311,050 SH   SOLE   9,311,050 0 0
DENTSPLY SIRONA INC COM 24906P109 96,995 1,680,154 SH   SOLE   1,680,154 0 0
DISNEY WALT CO COM DISNEY 254687106 250,510 2,403,665 SH   SOLE   2,403,665 0 0
DOW CHEM CO COM 260543103 1,124,481 19,651,893 SH   SOLE   19,651,893 0 0
ALLSTATE CORP COM 020002101 89,497 1,207,455 SH   SOLE   1,207,455 0 0
EDITAS MEDICINE INC COM 28106W103 27,744 1,709,401 SH   SOLE   1,709,401 0 0
EMERSON ELEC CO COM 291011104 16,470 295,425 SH   SOLE   295,425 0 0
ENCANA CORP COM 292505104 1,042,376 88,788,457 SH   SOLE   88,788,457 0 0
ENVISION HEALTHCARE CORP COM 29414D100 114,203 1,804,445 SH   SOLE   1,804,445 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 54,239 2,706,555 SH   SOLE   2,706,555 0 0
FACEBOOK INC CL A 30303M102 2,183,438 18,978,163 SH   SOLE   18,978,163 0 0
58 COM INC SPON ADR REP A 31680Q104 10,895 389,117 SH   SOLE   389,117 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 101,785 910,831 SH   SOLE   910,831 0 0
GULFPORT ENERGY CORP COM NEW 402635304 136,318 6,299,375 SH   SOLE   6,299,375 0 0
HUMANA INC COM 444859102 150,566 737,962 SH   SOLE   737,962 0 0
ALPHABET INC CAP STK CL C 02079K107 832,834 1,079,052 SH   SOLE   1,079,052 0 0
ILLUMINA INC COM 452327109 44,810 349,965 SH   SOLE   349,965 0 0
INCYTE CORP COM 45337C102 73,242 730,452 SH   SOLE   730,452 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 104,794 1,857,390 SH   SOLE   1,857,390 0 0
JD COM INC SPON ADR CL A 47215P106 958,616 37,681,432 SH   SOLE   37,681,432 0 0
MANULIFE FINL CORP COM 56501R106 95,361 5,355,525 SH   SOLE   5,355,525 0 0
MARSH & MCLENNAN COS INC COM 571748102 114,687 1,696,801 SH   SOLE   1,696,801 0 0
MASTERCARD INCORPORATED CL A 57636Q104 444,460 4,304,695 SH   SOLE   4,304,695 0 0
MICROSOFT CORP COM 594918104 1,363,976 21,950,056 SH   SOLE   21,950,056 0 0
NETFLIX INC COM 64110L106 800,901 6,469,312 SH   SOLE   6,469,312 0 0
NUVASIVE INC COM 670704105 46,863 695,707 SH   SOLE   695,707 0 0
ALPHABET INC CAP STK CL A 02079K305 1,432,576 1,807,781 SH   SOLE   1,807,781 0 0
PROGRESSIVE CORP OHIO COM 743315103 61,235 1,724,942 SH   SOLE   1,724,942 0 0
RANGE RES CORP COM 75281A109 106,637 3,103,533 SH   SOLE   3,103,533 0 0
RICE ENERGY INC COM 762760106 239,264 11,206,758 SH   SOLE   11,206,758 0 0
SCHWAB CHARLES CORP NEW COM 808513105 318,033 8,057,576 SH   SOLE   8,057,576 0 0
SHIRE PLC SPONSORED ADR 82481R106 156,682 919,604 SH   SOLE   919,604 0 0
TJX COS INC NEW COM 872540109 98,564 1,311,908 SH   SOLE   1,311,908 0 0
T MOBILE US INC COM 872590104 483,594 8,408,861 SH   SOLE   8,408,861 0 0
TECK RESOURCES LTD CL B 878742204 26,230 1,309,544 SH   SOLE   1,309,544 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 344,536 12,287,292 SH   SOLE   12,287,292 0 0
UNION PAC CORP COM 907818108 217,656 2,099,301 SH   SOLE   2,099,301 0 0
AMAZON COM INC COM 023135106 1,219,490 1,626,269 SH   SOLE   1,626,269 0 0
UNITED TECHNOLOGIES CORP COM 913017109 59,353 541,446 SH   SOLE   541,446 0 0
UNITEDHEALTH GROUP INC COM 91324P102 354,206 2,213,236 SH   SOLE   2,213,236 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 37,307 350,693 SH   SOLE   350,693 0 0
VCA INC COM 918194101 37,473 545,862 SH   SOLE   545,862 0 0
VISA INC COM CL A 92826C839 378,123 4,846,485 SH   SOLE   4,846,485 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 653,800 7,899,951 SH   SOLE   7,899,951 0 0
WESTERN DIGITAL CORP COM 958102105 95,471 1,405,015 SH   SOLE   1,405,015 0 0
WYNN RESORTS LTD COM 983134107 122,719 1,418,557 SH   SOLE   1,418,557 0 0
EATON CORP PLC SHS G29183103 167,457 2,495,999 SH   SOLE   2,495,999 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 150,618 4,923,750 SH   SOLE   4,923,750 0 0
ARCH COAL INC CL A 039380407 33,179 425,101 SH   SOLE   425,101 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 146,235 4,923,750 SH   SOLE   4,923,750 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 196,013 2,285,070 SH   SOLE   2,285,070 0 0
BROADCOM LTD SHS Y09827109 781,132 4,418,919 SH   SOLE   4,418,919 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 78,111 2,859,129 SH   SOLE   2,859,129 0 0
BANK AMER CORP COM 060505104 208,446 9,431,935 SH   SOLE   9,431,935 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 115,848 1,398,457 SH   SOLE   1,398,457 0 0