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 1,260 1,384,300 SH   SOLE   1,384,300 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 40,812 2,550,741 SH   SOLE   2,550,741 0 0
AETNA INC NEW COM 00817Y108 49,184 268,035 SH   SOLE   268,035 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 386,990 2,085,864 SH   SOLE   2,085,864 0 0
ALPHABET INC CAP STK CL A 02079K305 691,422 612,317 SH   SOLE   612,317 0 0
AMAZON COM INC COM 023135106 272,726 160,446 SH   SOLE   160,446 0 0
ANAPTYSBIO INC COM 032724106 38,633 543,816 SH   SOLE   543,816 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 278,967 2,768,625 SH   SOLE   2,768,625 0 0
ANTHEM INC COM 036752103 1,060,369 4,454,770 SH   SOLE   4,454,770 0 0
AUTODESK INC COM 052769106 428,240 3,266,762 SH   SOLE   3,266,762 0 0
AXA EQUITABLE HLDGS INC COM 054561105 58,811 2,853,500 SH   SOLE   2,853,500 0 0
BAIDU INC SPON ADR REP A 056752108 216,458 890,775 SH   SOLE   890,775 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 307,069 3,259,757 SH   SOLE   3,259,757 0 0
CANADIAN PAC RY LTD COM 13645T100 150,731 823,574 SH   SOLE   823,574 0 0
CATALENT INC COM 148806102 97,313 2,323,062 SH   SOLE   2,323,062 0 0
CENTENE CORP DEL COM 15135B101 107,577 873,120 SH   SOLE   873,120 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 55,042 1,398,791 SH   SOLE   1,398,791 0 0
DENTSPLY SIRONA INC COM 24906P109 43,071 984,025 SH   SOLE   984,025 0 0
DISNEY WALT CO COM DISNEY 254687106 602,901 5,752,321 SH   SOLE   5,752,321 0 0
DOMINOS PIZZA INC COM 25754A201 139,639 494,874 SH   SOLE   494,874 0 0
DOWDUPONT INC COM 26078J100 671,807 10,191,240 SH   SOLE   10,191,240 0 0
EDITAS MEDICINE INC COM 28106W103 33,372 931,401 SH   SOLE   931,401 0 0
EIDOS THERAPEUTICS INC COM 28249H104 40,399 1,986,201 SH   SOLE   1,986,201 0 0
ENCANA CORP COM 292505104 927,086 71,041,069 SH   SOLE   71,041,069 0 0
EQUIFAX INC COM 294429105 49,669 397,000 SH   SOLE   397,000 0 0
FACEBOOK INC CL A 30303M102 1,194,826 6,148,755 SH   SOLE   6,148,755 0 0
GALLAGHER ARTHUR J & CO COM 363576109 113,261 1,735,009 SH   SOLE   1,735,009 0 0
GENERAL ELECTRIC CO COM 369604103 931,040 68,408,502 SH   SOLE   68,408,502 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 73,566 700,492 SH   SOLE   700,492 0 0
HANESBRANDS INC COM 410345102 135,820 6,168,014 SH   SOLE   6,168,014 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 296,168 5,792,445 SH   SOLE   5,792,445 0 0
ILLUMINA INC COM 452327109 139,858 500,763 SH   SOLE   500,763 0 0
JIANPU TECHNOLOGY INC ADR 47738D101 3,770 570,396 SH   SOLE   570,396 0 0
LENNAR CORP CL A 526057104 285,234 5,433,020 SH   SOLE   5,433,020 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 11,853 263,112 SH   SOLE   263,112 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 12,039 265,420 SH   SOLE   265,420 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 423,350 11,401,833 SH   SOLE   11,401,833 0 0
LINCOLN NATL CORP IND COM 534187109 292,183 4,693,707 SH   SOLE   4,693,707 0 0
MARATHON PETE CORP COM 56585A102 53,656 764,765 SH   SOLE   764,765 0 0
MERCADOLIBRE INC COM 58733R102 64,235 214,883 SH   SOLE   214,883 0 0
MICROSOFT CORP COM 594918104 1,083,866 10,991,441 SH   SOLE   10,991,441 0 0
MICRON TECHNOLOGY INC COM 595112103 13,635 260,010 SH   SOLE   260,010 0 0
MIDDLEBY CORP COM 596278101 316,566 3,031,662 SH   SOLE   3,031,662 0 0
NETFLIX INC COM 64110L106 173,396 442,982 SH   SOLE   442,982 0 0
OLIN CORP COM PAR $1 680665205 134,357 4,678,183 SH   SOLE   4,678,183 0 0
PARSLEY ENERGY INC CL A 701877102 653,908 21,595,386 SH   SOLE   21,595,386 0 0
PATTERSON UTI ENERGY INC COM 703481101 113,220 6,290,008 SH   SOLE   6,290,008 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 535,432 5,992,522 SH   SOLE   5,992,522 0 0
ROCKWELL COLLINS INC COM 774341101 32,208 239,145 SH   SOLE   239,145 0 0
SALESFORCE COM INC COM 79466L302 159,156 1,166,835 SH   SOLE   1,166,835 0 0
SYNEOS HEALTH INC CL A 87166B102 83,143 1,772,781 SH   SOLE   1,772,781 0 0
T MOBILE US INC COM 872590104 192,277 3,218,025 SH   SOLE   3,218,025 0 0
TENARIS S A SPONSORED ADR 88031M109 140,702 3,866,506 SH   SOLE   3,866,506 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 513,782 2,480,362 SH   SOLE   2,480,362 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 110,452 1,908,343 SH   SOLE   1,908,343 0 0
UNITED STATES STL CORP NEW COM 912909108 222,662 6,407,528 SH   SOLE   6,407,528 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,329,980 10,637,284 SH   SOLE   10,637,284 0 0
UNITEDHEALTH GROUP INC COM 91324P102 290,997 1,186,095 SH   SOLE   1,186,095 0 0
VISA INC COM CL A 92826C839 424,830 3,207,474 SH   SOLE   3,207,474 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 161,306 936,195 SH   SOLE   936,195 0 0