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 1,125 1,384,300 SH   SOLE   1,384,300 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 9,937 776,319 SH   SOLE   776,319 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,560,985 9,474,297 SH   SOLE   9,474,297 0 0
ALPHABET INC CAP STK CL A 02079K305 69,904 57,912 SH   SOLE   57,912 0 0
AMAZON COM INC COM 023135106 370,757 185,101 SH   SOLE   185,101 0 0
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 34,119 1,537,575 SH   SOLE   1,537,575 0 0
ANALOG DEVICES INC COM 032654105 103,114 1,115,228 SH   SOLE   1,115,228 0 0
ANAPTYSBIO INC COM 032724106 60,854 609,939 SH   SOLE   609,939 0 0
ANTHEM INC COM 036752103 1,310,726 4,782,799 SH   SOLE   4,782,799 0 0
AUTODESK INC COM 052769106 177,859 1,139,317 SH   SOLE   1,139,317 0 0
BERRY GLOBAL GROUP INC COM 08579W103 250,787 5,182,628 SH   SOLE   5,182,628 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 400,383 4,128,941 SH   SOLE   4,128,941 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 8,672 111,100 SH   SOLE   111,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 121,506 3,156,001 SH   SOLE   3,156,001 0 0
CATALENT INC COM 148806102 68,449 1,502,719 SH   SOLE   1,502,719 0 0
CENTENE CORP DEL COM 15135B101 88,187 609,107 SH   SOLE   609,107 0 0
CHENIERE ENERGY INC COM NEW 16411R208 41,034 590,509 SH   SOLE   590,509 0 0
CHILDRENS PL INC COM 168905107 69,932 547,200 SH   SOLE   547,200 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 28,494 735,898 SH   SOLE   735,898 0 0
DISNEY WALT CO COM DISNEY 254687106 1,270,966 10,868,535 SH   SOLE   10,868,535 0 0
DOWDUPONT INC COM 26078J100 667,952 10,386,445 SH   SOLE   10,386,445 0 0
EDITAS MEDICINE INC COM 28106W103 29,637 931,401 SH   SOLE   931,401 0 0
EIDOS THERAPEUTICS INC COM 28249H104 19,822 1,986,201 SH   SOLE   1,986,201 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 22,753 652,140 SH   SOLE   652,140 0 0
ENCANA CORP COM 292505104 972,417 74,173,665 SH   SOLE   74,173,665 0 0
EXACT SCIENCES CORP COM 30063P105 102,174 1,294,650 SH   SOLE   1,294,650 0 0
FACEBOOK INC CL A 30303M102 292,873 1,780,817 SH   SOLE   1,780,817 0 0
GALLAGHER ARTHUR J & CO COM 363576109 91,997 1,235,849 SH   SOLE   1,235,849 0 0
GENERAL ELECTRIC CO COM 369604103 1,495,132 132,429,795 SH   SOLE   132,429,795 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 81,372 864,744 SH   SOLE   864,744 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 19,984 400,000 SH   SOLE   400,000 0 0
ILLUMINA INC COM 452327109 141,388 385,190 SH   SOLE   385,190 0 0
IQIYI INC SPONSORED ADS 46267X108 42,716 1,578,000 SH   SOLE   1,578,000 0 0
JIANPU TECHNOLOGY INC ADR 47738D101 827 169,161 SH   SOLE   169,161 0 0
LENNAR CORP CL A 526057104 158,644 3,397,819 SH   SOLE   3,397,819 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 418,037 11,240,566 SH   SOLE   11,240,566 0 0
LINCOLN NATL CORP IND COM 534187109 224,205 3,313,701 SH   SOLE   3,313,701 0 0
MARATHON PETE CORP COM 56585A102 571,874 7,151,101 SH   SOLE   7,151,101 0 0
MICROSOFT CORP COM 594918104 1,174,356 10,268,044 SH   SOLE   10,268,044 0 0
MIDDLEBY CORP COM 596278101 311,468 2,407,948 SH   SOLE   2,407,948 0 0
NETFLIX INC COM 64110L106 219,978 587,973 SH   SOLE   587,973 0 0
OLIN CORP COM PAR $1 680665205 184,538 7,186,045 SH   SOLE   7,186,045 0 0
PG&E CORP COM 69331C108 263,550 5,728,092 SH   SOLE   5,728,092 0 0
PARSLEY ENERGY INC CL A 701877102 486,127 16,619,741 SH   SOLE   16,619,741 0 0
PATTERSON UTI ENERGY INC COM 703481101 78,082 4,563,526 SH   SOLE   4,563,526 0 0
PINDUODUO INC SPONSORED ADS 722304102 37,128 1,412,260 SH   SOLE   1,412,260 0 0
PROGRESSIVE CORP OHIO COM 743315103 91,362 1,286,070 SH   SOLE   1,286,070 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 384,120 4,172,954 SH   SOLE   4,172,954 0 0
SALESFORCE COM INC COM 79466L302 347,314 2,183,952 SH   SOLE   2,183,952 0 0
SYNEOS HEALTH INC CL A 87166B102 93,002 1,804,104 SH   SOLE   1,804,104 0 0
T MOBILE US INC COM 872590104 205,023 2,921,390 SH   SOLE   2,921,390 0 0
TENARIS S A SPONSORED ADR 88031M109 73,499 2,192,701 SH   SOLE   2,192,701 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 458,338 1,877,820 SH   SOLE   1,877,820 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 79,876 1,314,465 SH   SOLE   1,314,465 0 0
UNITED TECHNOLOGIES CORP COM 913017109 823,364 5,889,164 SH   SOLE   5,889,164 0 0
UNITEDHEALTH GROUP INC COM 91324P102 331,135 1,244,682 SH   SOLE   1,244,682 0 0
VISA INC COM CL A 92826C839 187,579 1,249,775 SH   SOLE   1,249,775 0 0
WPX ENERGY INC COM 98212B103 68,666 3,412,803 SH   SOLE   3,412,803 0 0
WYNN RESORTS LTD COM 983134107 175,095 1,378,053 SH   SOLE   1,378,053 0 0
AON PLC SHS CL A G0408V102 74,255 482,868 SH   SOLE   482,868 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 159,771 950,281 SH   SOLE   950,281 0 0
LIVANOVA PLC SHS G5509L101 5,440 43,880 SH   SOLE   43,880 0 0
FERRARI N V COM N3167Y103 208,274 1,519,056 SH   SOLE   1,519,056 0 0
MYLAN N V SHS EURO N59465109 137,467 3,755,930 SH   SOLE   3,755,930 0 0