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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 32,954 755,830 SH   SOLE   755,830 0 0
CABOT OIL & GAS CORP COM 127097103 417,879 17,477,182 SH   SOLE   17,477,182 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 26,630 2,305,611 SH   SOLE   2,305,611 0 0
CANADIAN PAC RY LTD COM 13645T100 464,355 3,160,596 SH   SOLE   3,160,596 0 0
CENTENE CORP DEL COM 15135B101 162,491 2,280,256 SH   SOLE   2,280,256 0 0
CHESAPEAKE ENERGY CORP COM 165167107 120,015 20,204,610 SH   SOLE   20,204,610 0 0
COACH INC COM 189754104 30,445 736,636 SH   SOLE   736,636 0 0
D R HORTON INC COM 23331A109 200,780 6,027,630 SH   SOLE   6,027,630 0 0
DAVITA INC COM 23918K108 25,937 381,597 SH   SOLE   381,597 0 0
DEERE & CO COM 244199105 1,574,297 14,461,665 SH   SOLE   14,461,665 0 0
DENTSPLY SIRONA INC COM 24906P109 53,349 854,398 SH   SOLE   854,398 0 0
ADOBE SYS INC COM 00724F101 19,520 150,000 SH   SOLE   150,000 0 0
DISNEY WALT CO COM DISNEY 254687106 179,887 1,586,449 SH   SOLE   1,586,449 0 0
DOW CHEM CO COM 260543103 847,771 13,342,317 SH   SOLE   13,342,317 0 0
EDITAS MEDICINE INC COM 28106W103 38,154 1,709,401 SH   SOLE   1,709,401 0 0
ENCANA CORP COM 292505104 928,704 79,308,590 SH   SOLE   79,308,590 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 50,171 2,704,632 SH   SOLE   2,704,632 0 0
FACEBOOK INC CL A 30303M102 2,239,018 15,762,185 SH   SOLE   15,762,185 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 100,937 834,605 SH   SOLE   834,605 0 0
GULFPORT ENERGY CORP COM NEW 402635304 149,477 8,695,595 SH   SOLE   8,695,595 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 33,013 438,888 SH   SOLE   438,888 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 79,963 1,663,469 SH   SOLE   1,663,469 0 0
ALPHABET INC CAP STK CL C 02079K107 891,806 1,075,035 SH   SOLE   1,075,035 0 0
HUMANA INC COM 444859102 90,860 440,766 SH   SOLE   440,766 0 0
INCYTE CORP COM 45337C102 58,010 433,978 SH   SOLE   433,978 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 225,754 3,770,730 SH   SOLE   3,770,730 0 0
JPMORGAN CHASE & CO COM 46625H100 324,617 3,695,553 SH   SOLE   3,695,553 0 0
JD COM INC SPON ADR CL A 47215P106 1,033,665 33,226,125 SH   SOLE   33,226,125 0 0
LENNAR CORP CL A 526057104 277,732 5,425,514 SH   SOLE   5,425,514 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 409,800 12,000,000 SH   SOLE   12,000,000 0 0
LINCOLN NATL CORP IND COM 534187109 43,929 671,188 SH   SOLE   671,188 0 0
MASTERCARD INCORPORATED CL A 57636Q104 64,481 573,321 SH   SOLE   573,321 0 0
MICROSOFT CORP COM 594918104 1,911,193 29,019,028 SH   SOLE   29,019,028 0 0
ALPHABET INC CAP STK CL A 02079K305 1,203,505 1,419,562 SH   SOLE   1,419,562 0 0
NETFLIX INC COM 64110L106 874,005 5,913,032 SH   SOLE   5,913,032 0 0
NUVASIVE INC COM 670704105 92,045 1,232,532 SH   SOLE   1,232,532 0 0
PARKER HANNIFIN CORP COM 701094104 53,967 336,619 SH   SOLE   336,619 0 0
PROGRESSIVE CORP OHIO COM 743315103 120,886 3,085,400 SH   SOLE   3,085,400 0 0
RICE ENERGY INC COM 762760106 416,503 17,573,986 SH   SOLE   17,573,986 0 0
SALESFORCE COM INC COM 79466L302 214,172 2,596,340 SH   SOLE   2,596,340 0 0
SCHWAB CHARLES CORP NEW COM 808513105 431,772 10,580,054 SH   SOLE   10,580,054 0 0
SHIRE PLC SPONSORED ADR 82481R106 136,904 785,765 SH   SOLE   785,765 0 0
TJX COS INC NEW COM 872540109 59,727 755,273 SH   SOLE   755,273 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 656,985 20,283,586 SH   SOLE   20,283,586 0 0
AMAZON COM INC COM 023135106 966,778 1,090,507 SH   SOLE   1,090,507 0 0
UNION PAC CORP COM 907818108 60,437 570,590 SH   SOLE   570,590 0 0
UNITED TECHNOLOGIES CORP COM 913017109 164,469 1,465,724 SH   SOLE   1,465,724 0 0
UNITEDHEALTH GROUP INC COM 91324P102 586,541 3,576,252 SH   SOLE   3,576,252 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 215,131 1,728,658 SH   SOLE   1,728,658 0 0
VISA INC COM CL A 92826C839 378,813 4,262,555 SH   SOLE   4,262,555 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,001,866 12,063,404 SH   SOLE   12,063,404 0 0
WESTERN DIGITAL CORP COM 958102105 141,424 1,713,613 SH   SOLE   1,713,613 0 0
WYNN RESORTS LTD COM 983134107 104,484 911,649 SH   SOLE   911,649 0 0
ALLERGAN PLC SHS G0177J108 59,868 250,577 SH   SOLE   250,577 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 28,711 197,830 SH   SOLE   197,830 0 0
AVEXIS INC COM 05366U100 29,015 381,626 SH   SOLE   381,626 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 119,121 3,320,900 SH   SOLE   3,320,900 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 116,364 3,320,900 SH   SOLE   3,320,900 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 221,612 2,430,225 SH   SOLE   2,430,225 0 0
PATHEON N V SHS N6865W105 20,141 764,658 SH   SOLE   764,658 0 0
BROADCOM LTD SHS Y09827109 777,908 3,552,738 SH   SOLE   3,552,738 0 0
BANK AMER CORP COM 060505104 11,678 495,030 SH   SOLE   495,030 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 76,905 876,113 SH   SOLE   876,113 0 0
BIOGEN INC COM 09062X103 188,322 688,765 SH   SOLE   688,765 0 0