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
ABEONA THERAPEUTICS INC COM 00289Y107 2,607 797,248 SH   SOLE   797,248 0 0
ACTIVISION BLIZZARD INC COM 00507V109 67,310 1,132,791 SH   SOLE   1,132,791 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 57,583 674,982 SH   SOLE   674,982 0 0
AKEBIA THERAPEUTICS INC COM 00972D105 8,044 1,272,787 SH   SOLE   1,272,787 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 12,347 114,170 SH   SOLE   114,170 0 0
ALTICE USA INC CL A 02156K103 23,359 854,406 SH   SOLE   854,406 0 0
AMGEN INC COM 031162100 29,914 124,090 SH   SOLE   124,090 0 0
AMPHENOL CORP NEW CL A 032095101 53,971 498,671 SH   SOLE   498,671 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 4,071 132,947 SH   SOLE   132,947 0 0
ARROW ELECTRS INC COM 042735100 23,558 277,999 SH   SOLE   277,999 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 7,691 55,284 SH   SOLE   55,284 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 59,979 202,674 SH   SOLE   202,674 0 0
AT&T INC COM 00206R102 26,260 671,954 SH   SOLE   671,954 0 0
AVANTOR INC COM 05352A100 11,165 615,127 SH   SOLE   615,127 0 0
AVROBIO INC COM 05455M100 3,863 191,904 SH   SOLE   191,904 0 0
BAIDU INC SPON ADR REP A 056752108 37,977 300,452 SH   SOLE   300,452 0 0
BAXTER INTL INC COM 071813109 6,960 83,228 SH   SOLE   83,228 0 0
BECTON DICKINSON & CO COM 075887109 53,641 197,230 SH   SOLE   197,230 0 0
BIOCRYST PHARMACEUTICALS COM 09058V103 8,342 2,417,829 SH   SOLE   2,417,829 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 13,334 157,707 SH   SOLE   157,707 0 0
BOOKING HLDGS INC COM 09857L108 16,685 8,124 SH   SOLE   8,124 0 0
BOSTON SCIENTIFIC CORP COM 101137107 37,648 832,550 SH   SOLE   832,550 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 35,494 552,945 SH   SOLE   552,945 0 0
CATALENT INC COM 148806102 23,139 410,986 SH   SOLE   410,986 0 0
CENTENE CORP DEL COM 15135B101 34,938 555,717 SH   SOLE   555,717 0 0
CHANGE HEALTHCARE INC COM 15912K100 4,235 258,386 SH   SOLE   258,386 0 0
CIGNA CORP NEW COM 125523100 21,696 106,097 SH   SOLE   106,097 0 0
CISCO SYS INC COM 17275R102 7,701 160,561 SH   SOLE   160,561 0 0
COMCAST CORP NEW CL A 20030N101 53,290 1,185,018 SH   SOLE   1,185,018 0 0
CREE INC COM 225447101 7,486 162,208 SH   SOLE   162,208 0 0
CVS HEALTH CORP COM 126650100 11,790 158,697 SH   SOLE   158,697 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 1,410 22,660 SH   SOLE   22,660 0 0
DENTSPLY SIRONA INC COM 24906P109 22,575 398,922 SH   SOLE   398,922 0 0
DEXCOM INC COM 252131107 11,257 51,461 SH   SOLE   51,461 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 8,192 371,868 SH   SOLE   371,868 0 0
DISNEY WALT CO COM DISNEY 254687106 13,344 92,261 SH   SOLE   92,261 0 0
ELECTRONIC ARTS INC COM 285512109 46,693 434,310 SH   SOLE   434,310 0 0
ENVISTA HLDGS CORP COM 29415F104 14,945 504,219 SH   SOLE   504,219 0 0
F5 NETWORKS INC COM 315616102 31,543 225,872 SH   SOLE   225,872 0 0
FACEBOOK INC CL A 30303M102 63,030 307,089 SH   SOLE   307,089 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 50,383 362,235 SH   SOLE   362,235 0 0
GILEAD SCIENCES INC COM 375558103 55,095 847,869 SH   SOLE   847,869 0 0
GLOBAL PMTS INC COM 37940X102 29,387 160,974 SH   SOLE   160,974 0 0
GLU MOBILE INC COM 379890106 13,538 2,237,693 SH   SOLE   2,237,693 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 12,272 117,366 SH   SOLE   117,366 0 0
HCA HEALTHCARE INC COM 40412C101 47,507 321,407 SH   SOLE   321,407 0 0
HOLOGIC INC COM 436440101 15,710 300,904 SH   SOLE   300,904 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 76,750 2,120,156 SH   SOLE   2,120,156 0 0
HUMANA INC COM 444859102 20,919 57,076 SH   SOLE   57,076 0 0
ICU MED INC COM 44930G107 11,708 62,571 SH   SOLE   62,571 0 0
II VI INC COM 902104108 6,733 199,970 SH   SOLE   199,970 0 0
IMMUNOMEDICS INC COM 452907108 12,166 574,957 SH   SOLE   574,957 0 0
IMMUNOVANT INC COM 45258J102 4,320 272,539 SH   SOLE   272,539 0 0
INCYTE CORP COM 45337C102 18,861 216,001 SH   SOLE   216,001 0 0
INFINERA CORPORATION COM 45667G103 6,087 766,573 SH   SOLE   766,573 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 3,948 142,641 SH   SOLE   142,641 0 0
KADMON HLDGS INC COM 48283N106 5,759 1,271,320 SH   SOLE   1,271,320 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 732 38,188 SH   SOLE   38,188 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 25,326 246,770 SH   SOLE   246,770 0 0
KLA CORPORATION COM NEW 482480100 26,909 151,029 SH   SOLE   151,029 0 0
KNOWLES CORP COM 49926D109 7,159 338,495 SH   SOLE   338,495 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 13,520 706,369 SH   SOLE   706,369 0 0
LILLY ELI & CO COM 532457108 29,068 221,166 SH   SOLE   221,166 0 0
LUMENTUM HLDGS INC COM 55024U109 22,019 277,663 SH   SOLE   277,663 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 52,913 1,992,195 SH   SOLE   1,992,195 0 0
MASTERCARD INC CL A 57636Q104 28,900 96,788 SH   SOLE   96,788 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 64,015 611,294 SH   SOLE   611,294 0 0
MICRON TECHNOLOGY INC COM 595112103 52,499 976,175 SH   SOLE   976,175 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 9,461 479,499 SH   SOLE   479,499 0 0
MYOKARDIA INC COM 62857M105 6,109 83,823 SH   SOLE   83,823 0 0
NATIONAL INSTRS CORP COM 636518102 25,238 596,081 SH   SOLE   596,081 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 7,685 71,496 SH   SOLE   71,496 0 0
NEVRO CORP COM 64157F103 8,138 69,233 SH   SOLE   69,233 0 0
NOKIA CORP SPONSORED ADR 654902204 13,731 3,701,074 SH   SOLE   3,701,074 0 0
NVIDIA CORP COM 67066G104 58,021 246,585 SH   SOLE   246,585 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 1,550 112,756 SH   SOLE   112,756 0 0
PACIRA BIOSCIENCES COM 695127100 17,734 391,468 SH   SOLE   391,468 0 0
PAYPAL HLDGS INC COM 70450Y103 5,285 48,862 SH   SOLE   48,862 0 0
PROTHENA CORP PLC SHS G72800108 5,129 324,005 SH   SOLE   324,005 0 0
PTC THERAPEUTICS INC COM 69366J200 15,236 317,226 SH   SOLE   317,226 0 0
PURE STORAGE INC CL A 74624M102 7,682 448,979 SH   SOLE   448,979 0 0
QUALCOMM INC COM 747525103 16,780 190,185 SH   SOLE   190,185 0 0
RETROPHIN INC COM 761299106 3,996 281,423 SH   SOLE   281,423 0 0
SAGE THERAPEUTICS INC COM 78667J108 1,465 20,292 SH   SOLE   20,292 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 55,158 927,033 SH   SOLE   927,033 0 0
SEATTLE GENETICS INC COM 812578102 81,890 716,700 SH   SOLE   716,700 0 0
SEMTECH CORP COM 816850101 5,218 98,635 SH   SOLE   98,635 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 34,668 643,557 SH   SOLE   643,557 0 0
SNAP INC CL A 83304A106 56,140 3,437,841 SH   SOLE   3,437,841 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 19,153 711,730 SH   SOLE   711,730 0 0
STRYKER CORP COM 863667101 25,672 122,281 SH   SOLE   122,281 0 0
SYNNEX CORP COM 87162W100 25,137 195,166 SH   SOLE   195,166 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 43,586 750,196 SH   SOLE   750,196 0 0
TELA BIO INC COM 872381108 2,960 228,534 SH   SOLE   228,534 0 0
TELEFLEX INC COM 879369106 10,668 28,340 SH   SOLE   28,340 0 0
TERADATA CORP DEL COM 88076W103 5,314 198,497 SH   SOLE   198,497 0 0
TERADYNE INC COM 880770102 29,478 432,292 SH   SOLE   432,292 0 0
TEXAS INSTRS INC COM 882508104 69,529 541,969 SH   SOLE   541,969 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 12,419 199,378 SH   SOLE   199,378 0 0
UNIQURE NV SHS N90064101 5,260 73,405 SH   SOLE   73,405 0 0
VIACOMCBS INC CL B 92556H206 16,785 399,921 SH   SOLE   399,921 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 1,662 25,614 SH   SOLE   25,614 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 28,337 189,317 SH   SOLE   189,317 0 0
ZOGENIX INC COM NEW 98978L204 9,591 183,987 SH   SOLE   183,987 0 0
ZYMEWORKS INC COM 98985W102 12,416 273,118 SH   SOLE   273,118 0 0