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
AK STL HLDG CORP COM 001547108 3,765 831,214 SH   SOLE   831,214 0 0
ATYR PHARMA INC COM 002120103 3,668 1,384,300 SH   SOLE   1,384,300 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 46,332 3,228,708 SH   SOLE   3,228,708 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 404,148 2,201,963 SH   SOLE   2,201,963 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 388,448 1,824,900 SH   SOLE   1,824,900 0 0
ALPHABET INC CAP STK CL A 02079K305 1,030,544 993,640 SH   SOLE   993,640 0 0
AMAZON COM INC COM 023135106 51,744 35,751 SH   SOLE   35,751 0 0
ANAPTYSBIO INC COM 032724106 47,872 459,950 SH   SOLE   459,950 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 461,011 4,193,300 SH   SOLE   4,193,300 0 0
ANTHEM INC COM 036752103 973,172 4,429,548 SH   SOLE   4,429,548 0 0
AUTODESK INC COM 052769106 583,384 4,645,519 SH   SOLE   4,645,519 0 0
AVEXIS INC COM 05366U100 36,177 292,740 SH   SOLE   292,740 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 136,398 1,682,466 SH   SOLE   1,682,466 0 0
CVS HEALTH CORP COM 126650100 59,119 950,311 SH   SOLE   950,311 0 0
CANADIAN PAC RY LTD COM 13645T100 430,554 2,439,401 SH   SOLE   2,439,401 0 0
CATALENT INC COM 148806102 62,180 1,514,373 SH   SOLE   1,514,373 0 0
CIMAREX ENERGY CO COM 171798101 78,289 837,312 SH   SOLE   837,312 0 0
CLEVELAND CLIFFS INC COM 185899101 18,070 2,600,010 SH   SOLE   2,600,010 0 0
CONTINENTAL RESOURCES INC COM 212015101 26,750 453,775 SH   SOLE   453,775 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 41,259 2,058,842 SH   SOLE   2,058,842 0 0
DENTSPLY SIRONA INC COM 24906P109 464,926 9,241,223 SH   SOLE   9,241,223 0 0
DISNEY WALT CO COM DISNEY 254687106 144,891 1,442,560 SH   SOLE   1,442,560 0 0
DOMINOS PIZZA INC COM 25754A201 282,723 1,210,494 SH   SOLE   1,210,494 0 0
EDITAS MEDICINE INC COM 28106W103 34,320 1,035,304 SH   SOLE   1,035,304 0 0
ENCANA CORP COM 292505104 888,911 80,810,122 SH   SOLE   80,810,122 0 0
EQUIFAX INC COM 294429105 304,798 2,587,201 SH   SOLE   2,587,201 0 0
FACEBOOK INC CL A 30303M102 1,493,405 9,346,049 SH   SOLE   9,346,049 0 0
GALLAGHER ARTHUR J & CO COM 363576109 94,405 1,373,568 SH   SOLE   1,373,568 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 65,546 663,626 SH   SOLE   663,626 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 115,834 2,248,336 SH   SOLE   2,248,336 0 0
IQIYI INC SPONSORED ADS 46267X108 121,961 7,843,137 SH   SOLE   7,843,137 0 0
JD COM INC SPON ADR CL A 47215P106 23,554 581,728 SH   SOLE   581,728 0 0
JIANPU TECHNOLOGY INC ADR 47738D101 12,202 2,206,591 SH   SOLE   2,206,591 0 0
LENNAR CORP CL A 526057104 290,401 4,927,067 SH   SOLE   4,927,067 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 10,589 257,640 SH   SOLE   257,640 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 10,617 259,900 SH   SOLE   259,900 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 370,200 12,000,000 SH   SOLE   12,000,000 0 0
LINCOLN NATL CORP IND COM 534187109 155,032 2,121,983 SH   SOLE   2,121,983 0 0
MERCADOLIBRE INC COM 58733R102 78,235 219,520 SH   SOLE   219,520 0 0
MICROSOFT CORP COM 594918104 942,818 10,329,986 SH   SOLE   10,329,986 0 0
MOMO INC ADR 60879B107 52,155 1,395,256 SH   SOLE   1,395,256 0 0
NETFLIX INC COM 64110L106 435,323 1,473,922 SH   SOLE   1,473,922 0 0
NETEASE INC SPONSORED ADR 64110W102 38,865 138,610 SH   SOLE   138,610 0 0
PARSLEY ENERGY INC CL A 701877102 410,199 14,149,672 SH   SOLE   14,149,672 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 570,556 6,381,343 SH   SOLE   6,381,343 0 0
SALESFORCE COM INC COM 79466L302 121,268 1,042,721 SH   SOLE   1,042,721 0 0
SYNEOS HEALTH INC CL A 87166B102 68,357 1,925,548 SH   SOLE   1,925,548 0 0
TENARIS S A SPONSORED ADR 88031M109 88,997 2,566,963 SH   SOLE   2,566,963 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 178,522 864,681 SH   SOLE   864,681 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 444,148 7,835,616 SH   SOLE   7,835,616 0 0
TRANSDIGM GROUP INC COM 893641100 321,967 1,048,958 SH   SOLE   1,048,958 0 0
UNITED STATES STL CORP NEW COM 912909108 322,561 9,166,283 SH   SOLE   9,166,283 0 0
UNITED TECHNOLOGIES CORP COM 913017109 685,933 5,451,703 SH   SOLE   5,451,703 0 0
UNITEDHEALTH GROUP INC COM 91324P102 309,379 1,445,696 SH   SOLE   1,445,696 0 0
VISA INC COM CL A 92826C839 617,461 5,161,856 SH   SOLE   5,161,856 0 0
VOYA FINL INC COM 929089100 86,071 1,704,379 SH   SOLE   1,704,379 0 0
WELLS FARGO CO NEW COM 949746101 672,608 12,833,588 SH   SOLE   12,833,588 0 0
WESTERN DIGITAL CORP COM 958102105 277,061 3,002,720 SH   SOLE   3,002,720 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 116,245 769,888 SH   SOLE   769,888 0 0