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
ATYR PHARMA INC COM 002120103 4,845 1,384,300 SH   SOLE   1,384,300 0 0
AVEXIS INC COM 05366U100 52,938 478,338 SH   SOLE   478,338 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 13,725 1,643,681 SH   SOLE   1,643,681 0 0
CANADIAN PAC RY LTD COM 13645T100 442,955 2,423,698 SH   SOLE   2,423,698 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 54,286 2,394,625 SH   SOLE   2,394,625 0 0
DENTSPLY SIRONA INC COM 24906P109 355,331 5,397,707 SH   SOLE   5,397,707 0 0
DIAMONDBACK ENERGY INC COM 25278X109 78,139 618,923 SH   SOLE   618,923 0 0
DOMINOS PIZZA INC COM 25754A201 388,968 2,058,468 SH   SOLE   2,058,468 0 0
EQT CORP COM 26884L109 131,066 2,302,644 SH   SOLE   2,302,644 0 0
EDITAS MEDICINE INC COM 28106W103 52,530 1,709,401 SH   SOLE   1,709,401 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 64,046 4,040,727 SH   SOLE   4,040,727 0 0
ENCANA CORP COM 292505104 1,244,820 93,384,875 SH   SOLE   93,384,875 0 0
EQUIFAX INC COM 294429105 275,550 2,336,753 SH   SOLE   2,336,753 0 0
FACEBOOK INC CL A 30303M102 681,165 3,860,165 SH   SOLE   3,860,165 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 27,969 211,869 SH   SOLE   211,869 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 67,187 660,838 SH   SOLE   660,838 0 0
INC RESH HLDGS INC CL A 45329R109 67,951 1,558,512 SH   SOLE   1,558,512 0 0
JIANPU TECHNOLOGY INC ADR 47738D101 16,963 2,617,818 SH   SOLE   2,617,818 0 0
LENNAR CORP CL A 526057104 473,397 7,485,715 SH   SOLE   7,485,715 0 0
LENNAR CORP CL B 526057302 6,200 119,978 SH   SOLE   119,978 0 0
ALIGN TECHNOLOGY INC COM 016255101 120,545 542,532 SH   SOLE   542,532 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 410,359 12,012,852 SH   SOLE   12,012,852 0 0
LINCOLN NATL CORP IND COM 534187109 167,801 2,182,923 SH   SOLE   2,182,923 0 0
LOWES COS INC COM 548661107 47,815 514,470 SH   SOLE   514,470 0 0
MARSH & MCLENNAN COS INC COM 571748102 39,335 483,287 SH   SOLE   483,287 0 0
MICROSOFT CORP COM 594918104 757,412 8,854,482 SH   SOLE   8,854,482 0 0
MOHAWK INDS INC COM 608190104 33,980 123,161 SH   SOLE   123,161 0 0
MOLINA HEALTHCARE INC COM 60855R100 128,272 1,672,822 SH   SOLE   1,672,822 0 0
NETFLIX INC COM 64110L106 716,206 3,731,016 SH   SOLE   3,731,016 0 0
NETEASE INC SPONSORED ADR 64110W102 339,240 983,105 SH   SOLE   983,105 0 0
NUVASIVE INC COM 670704105 104,773 1,791,291 SH   SOLE   1,791,291 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,621 14,286 SH   SOLE   14,286 0 0
PACCAR INC COM 693718108 80,152 1,127,627 SH   SOLE   1,127,627 0 0
PARSLEY ENERGY INC CL A 701877102 534,183 18,144,801 SH   SOLE   18,144,801 0 0
PIONEER NAT RES CO COM 723787107 18,005 104,166 SH   SOLE   104,166 0 0
PROGRESSIVE CORP OHIO COM 743315103 55,771 990,261 SH   SOLE   990,261 0 0
QUALCOMM INC COM 747525103 38,725 604,892 SH   SOLE   604,892 0 0
QUDIAN INC ADR 747798106 16,930 1,350,114 SH   SOLE   1,350,114 0 0
RSP PERMIAN INC COM 74978Q105 46,798 1,150,398 SH   SOLE   1,150,398 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 425,072 4,760,050 SH   SOLE   4,760,050 0 0
SALESFORCE COM INC COM 79466L302 233,805 2,287,053 SH   SOLE   2,287,053 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 154,660 814,517 SH   SOLE   814,517 0 0
ALPHABET INC CAP STK CL A 02079K305 1,045,620 992,614 SH   SOLE   992,614 0 0
TIME WARNER INC COM NEW 887317303 420,390 4,595,932 SH   SOLE   4,595,932 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 521,360 8,898,168 SH   SOLE   8,898,168 0 0
TRANSDIGM GROUP INC COM 893641100 157,994 575,317 SH   SOLE   575,317 0 0
TRAVELERS COMPANIES INC COM 89417E109 67,245 495,762 SH   SOLE   495,762 0 0
UNION PAC CORP COM 907818108 39,095 291,533 SH   SOLE   291,533 0 0
UNITED TECHNOLOGIES CORP COM 913017109 760,721 5,963,163 SH   SOLE   5,963,163 0 0
UNITEDHEALTH GROUP INC COM 91324P102 328,231 1,488,844 SH   SOLE   1,488,844 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 76,393 673,955 SH   SOLE   673,955 0 0
VISA INC COM CL A 92826C839 869,258 7,623,731 SH   SOLE   7,623,731 0 0
WELLS FARGO CO NEW COM 949746101 323,857 5,338,016 SH   SOLE   5,338,016 0 0
AMAZON COM INC COM 023135106 606,043 518,220 SH   SOLE   518,220 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 121,365 901,337 SH   SOLE   901,337 0 0
BROADCOM LTD SHS Y09827109 633,730 2,466,836 SH   SOLE   2,466,836 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 318,636 2,856,181 SH   SOLE   2,856,181 0 0
ANTHEM INC COM 036752103 570,980 2,537,576 SH   SOLE   2,537,576 0 0
AUTODESK INC COM 052769106 429,177 4,094,027 SH   SOLE   4,094,027 0 0