The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 51,283 | 413,536 | SH | SOLE | 413,536 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 67,302 | 320,471 | SH | SOLE | 320,471 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 26,905 | 718,615 | SH | SOLE | 718,615 | 0 | 0 | ||
ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 48,549 | 1,161,456 | SH | SOLE | 1,161,456 | 0 | 0 | ||
ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 11,336 | 798,321 | SH | SOLE | 798,321 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 57,556 | 1,018,513 | SH | SOLE | 1,018,513 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 55,410 | 192,448 | SH | SOLE | 192,448 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 11,320 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 24,173 | 64,064 | SH | SOLE | 64,064 | 0 | 0 | ||
COHERUS BIOSCIENCES INC | COM | 19249H103 | 9,271 | 329,345 | SH | SOLE | 329,345 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 11,788 | 695,428 | SH | SOLE | 695,428 | 0 | 0 | ||
ENVISION HEALTHCARE CORP | COM | 29414D100 | 75,603 | 1,194,543 | SH | SOLE | 1,194,543 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 36,989 | 321,505 | SH | SOLE | 321,505 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 50,945 | 711,420 | SH | SOLE | 711,420 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 41,371 | 1,183,709 | SH | SOLE | 1,183,709 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 40,036 | 1,064,220 | SH | SOLE | 1,064,220 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 51,136 | 509,982 | SH | SOLE | 509,982 | 0 | 0 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 28,735 | 1,879,313 | SH | SOLE | 1,879,313 | 0 | 0 | ||
ISLE OF CAPRI CASINOS INC | COM | 464592104 | 5,072 | 205,440 | SH | SOLE | 205,440 | 0 | 0 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 38,157 | 449,703 | SH | SOLE | 449,703 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 25,143 | 195,847 | SH | SOLE | 195,847 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 31,585 | 435,892 | SH | SOLE | 435,892 | 0 | 0 | ||
MEDICINES CO | COM | 584688105 | 55,136 | 1,624,514 | SH | SOLE | 1,624,514 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 50,886 | 864,371 | SH | SOLE | 864,371 | 0 | 0 | ||
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 12,655 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 80,942 | 2,807,577 | SH | SOLE | 2,807,577 | 0 | 0 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 48,401 | 3,944,692 | SH | SOLE | 3,944,692 | 0 | 0 | ||
OPKO HEALTH INC | COM | 68375N103 | 14,165 | 1,523,125 | SH | SOLE | 1,523,125 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 86,184 | 1,072,070 | SH | SOLE | 1,072,070 | 0 | 0 | ||
PRETIUM RES INC | COM | 74139C102 | 13,607 | 1,651,328 | SH | SOLE | 1,651,328 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 66,275 | 388,981 | SH | SOLE | 388,981 | 0 | 0 | ||
TG THERAPEUTICS INC | COM | 88322Q108 | 22,883 | 4,921,059 | SH | SOLE | 4,921,059 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 56,820 | 355,036 | SH | SOLE | 355,036 | 0 | 0 | ||
VERISIGN INC | COM | 92343E102 | 29,364 | 386,011 | SH | SOLE | 386,011 | 0 | 0 | ||
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 28,070 | 204,770 | SH | SOLE | 204,770 | 0 | 0 | ||
WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 73,308 | 3,190,076 | SH | SOLE | 3,190,076 | 0 | 0 |