0001172661-17-001146.txt : 20170515
0001172661-17-001146.hdr.sgml : 20170515
20170515123538
ACCESSION NUMBER: 0001172661-17-001146
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170515
DATE AS OF CHANGE: 20170515
EFFECTIVENESS DATE: 20170515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Polar Capital LLP
CENTRAL INDEX KEY: 0001439303
IRS NUMBER: 000000000
STATE OF INCORPORATION: X0
FISCAL YEAR END: 0331
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13167
FILM NUMBER: 17842707
BUSINESS ADDRESS:
STREET 1: 16 PALACE STREET
CITY: LONDON
STATE: X0
ZIP: SW1E 5JD
BUSINESS PHONE: 02072272758
MAIL ADDRESS:
STREET 1: 16 PALACE STREET
CITY: LONDON
STATE: X0
ZIP: SW1E 5JD
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001439303
XXXXXXXX
03-31-2017
03-31-2017
false
Polar Capital LLP
16 Palace Street
London
X0
SW1E 5JD
13F HOLDINGS REPORT
028-13167
N
Boura Tomlinson
Chief Legal and Compliance Officer
44-0-20-7227-2758
/s/ Boura Tomlinson
London
X0
05-15-2017
0
252
6673925
INFORMATION TABLE
2
infotable.xml
8X8 INC NEW
COM
282914100
21206
1393330
SH
SOLE
1393330
0
0
ABBOTT LABS
COM
002824100
35974
810000
SH
SOLE
810000
0
0
ABBVIE INC
COM
00287Y109
5214
80000
SH
SOLE
80000
0
0
ABIOMED INC
COM
003654100
28545
228000
SH
SOLE
228000
0
0
ACADIA PHARMACEUTICALS INC
COM
004225108
6017
175000
SH
SOLE
175000
0
0
ACCELERON PHARMA INC
COM
00434H108
19853
750000
SH
SOLE
750000
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
39964
333363
SH
SOLE
333363
0
0
ACHAOGEN INC
COM
004449104
32319
1280971
SH
SOLE
1280971
0
0
ACLARIS THERAPEUTICS INC
COM
00461U105
28957
971049
SH
SOLE
971049
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
30235
606453
SH
SOLE
606453
0
0
ADOBE SYS INC
COM
00724F101
39263
301723
SH
SOLE
301723
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
45666
3138584
SH
SOLE
3138584
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
28503
1959000
SH
Call
SOLE
1959000
0
0
AECOM
COM
00766T100
20986
589663
SH
SOLE
589663
0
0
AETNA INC NEW
COM
00817Y108
49427
387512
SH
SOLE
387512
0
0
AFFILIATED MANAGERS GROUP
COM
008252108
29055
177232
SH
SOLE
177232
0
0
AFLAC INC
COM
001055102
15780
217900
SH
SOLE
217900
0
0
AGCO CORP
COM
001084102
28514
473809
SH
SOLE
473809
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
22232
420500
SH
SOLE
420500
0
0
AGNICO EAGLE MINES LTD
COM
008474108
5130
121369
SH
SOLE
121369
0
0
AGRIUM INC
COM
008916108
478
5000
SH
SOLE
5000
0
0
AKAMAI TECHNOLOGIES INC
COM
00971T101
5441
91177
SH
SOLE
91177
0
0
ALEXION PHARMACEUTICALS INC
COM
015351109
53131
438234
SH
SOLE
438234
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
55272
512589
SH
SOLE
512589
0
0
ALLEGHANY CORP DEL
COM
017175100
46929
76350
SH
SOLE
76350
0
0
ALLIED WRLD ASSUR COM HLDG A
SHS
H01531104
26640
501700
SH
SOLE
501700
0
0
ALPHABET INC
CAP STK CL C
02079K107
223881
269879
SH
SOLE
269879
0
0
ALPHABET INC
CAP STK CL A
02079K305
108895
128444
SH
SOLE
128444
0
0
AMAZON COM INC
COM
023135106
79038
89153
SH
SOLE
89153
0
0
AMDOCS LTD
SHS
G02602103
53630
879318
SH
SOLE
879318
0
0
AMETEK INC NEW
COM
031100100
65023
1202355
SH
SOLE
1202355
0
0
AMGEN INC
COM
031162100
4102
25000
SH
SOLE
25000
0
0
ANAPTYSBIO INC
COM
032724106
694
25000
SH
SOLE
25000
0
0
ANTHEM INC
COM
036752103
116387
703756
SH
SOLE
703756
0
0
AON PLC
SHS CL A
G0408V102
63054
531252
SH
SOLE
531252
0
0
APPLE INC
COM
037833100
213435
1485643
SH
SOLE
1485643
0
0
APPLE INC
COM
037833100
86196
600000
SH
Call
SOLE
600000
0
0
APPLIED MATLS INC
COM
038222105
52729
1355659
SH
SOLE
1355659
0
0
AQUINOX PHARMACEUTICALS INC
COM
03842B101
668
40000
SH
SOLE
40000
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
114239
1205444
SH
SOLE
1205444
0
0
ARES CAP CORP
COM
04010L103
8864
510000
SH
SOLE
510000
0
0
ARISTA NETWORKS INC
COM
040413106
31229
236134
SH
SOLE
236134
0
0
ATHENAHEALTH INC
COM
04685W103
4953
43987
SH
SOLE
43987
0
0
AXIS CAPITAL HOLDINGS LTD
SHS
G0692U109
15082
225000
SH
SOLE
225000
0
0
BAIDU INC
SPON ADR REP A
056752108
18835
109177
SH
SOLE
109177
0
0
BANK AMER CORP
COM
060505104
50771
2152239
SH
SOLE
2152239
0
0
BARD C R INC
COM
067383109
23220
93424
SH
SOLE
93424
0
0
BAXTER INTL INC
COM
071813109
49330
951223
SH
SOLE
951223
0
0
BECTON DICKINSON & CO
COM
075887109
3669
20000
SH
SOLE
20000
0
0
BEIGENE LTD
SPONSORED ADR
07725L102
3661
100000
SH
SOLE
100000
0
0
BERKLEY W R CORP
COM
084423102
32525
460500
SH
SOLE
460500
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
113615
681633
SH
SOLE
681633
0
0
BIOGEN INC
COM
09062X103
6289
23000
SH
SOLE
23000
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
42336
482300
SH
SOLE
482300
0
0
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
7438
250527
SH
SOLE
250527
0
0
BLUEBIRD BIO INC
COM
09609G100
1818
20000
SH
SOLE
20000
0
0
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
33894
957718
SH
SOLE
957718
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
38922
1565000
SH
SOLE
1565000
0
0
BOX INC
CL A
10316T104
18383
1127390
SH
SOLE
1127390
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
10332
190000
SH
SOLE
190000
0
0
BROADCOM LTD
SHS
Y09827109
7879
35987
SH
SOLE
35987
0
0
BROADSOFT INC
COM
11133B409
2224
55396
SH
SOLE
55396
0
0
BROOKDALE SR LIVING INC
COM
112463104
806
60000
SH
SOLE
60000
0
0
BROWN & BROWN INC
COM
115236101
9126
218750
SH
SOLE
218750
0
0
CALLIDUS SOFTWARE INC
COM
13123E500
4749
222957
SH
SOLE
222957
0
0
CANADIAN NAT RES LTD
COM
136385101
72704
1869469
SH
SOLE
1869469
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
22744
386074
SH
SOLE
386074
0
0
CASCADIAN THERAPEUTICS INC
COM NEW
14740B606
2277
550000
SH
SOLE
550000
0
0
CELGENE CORP
COM
151020104
67192
540000
SH
SOLE
540000
0
0
CENTENE CORP DEL
COM
15135B101
4774
67000
SH
SOLE
67000
0
0
CHUBB LIMITED
COM
H1467J104
132348
971355
SH
SOLE
971355
0
0
CIGNA CORPORATION
COM
125509109
21259
145124
SH
SOLE
145124
0
0
CISCO SYS INC
COM
17275R102
16997
502934
SH
SOLE
502934
0
0
CITIGROUP INC
COM NEW
172967424
93481
1562713
SH
SOLE
1562713
0
0
CITIZENS FINL GROUP INC
COM
174610105
629
18212
SH
SOLE
18212
0
0
CITRIX SYS INC
NOTE 0.500% 4/1
177376AD2
7530
6000000
PRN
SOLE
6000000
0
0
COGNEX CORP
COM
192422103
15073
179546
SH
SOLE
179546
0
0
COPA HOLDINGS SA
CL A
P31076105
15786
140631
SH
SOLE
140631
0
0
CRITEO S A
SPONS ADS
226718104
21125
422624
SH
SOLE
422624
0
0
CSG SYS INTL INC
NOTE 4.250% 3/1
126349AF6
5172
5000000
PRN
SOLE
5000000
0
0
CTRIP COM INTL LTD
NOTE 1.990% 7/0
22943FAH3
8807
7600000
PRN
SOLE
7600000
0
0
CURIS INC
COM
231269101
4562
1641176
SH
SOLE
1641176
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
37071
728933
SH
SOLE
728933
0
0
DANAHER CORP DEL
COM
235851102
21297
249000
SH
SOLE
249000
0
0
DERMIRA INC
COM
24983L104
3411
100000
SH
SOLE
100000
0
0
DEXCOM INC
COM
252131107
3397
40100
SH
SOLE
40100
0
0
DISCOVER FINL SVCS
COM
254709108
4958
72500
SH
SOLE
72500
0
0
DOLBY LABORATORIES INC
COM
25659T107
88336
1685623
SH
SOLE
1685623
0
0
DYCOM INDS INC
NOTE 0.750% 9/1
267475AB7
10495
9000000
PRN
SOLE
9000000
0
0
EAST WEST BANCORP INC
COM
27579R104
3226
62500
SH
SOLE
62500
0
0
EBAY INC
COM
278642103
8099
241393
SH
SOLE
241393
0
0
ELECTRONIC ARTS INC
COM
285512109
32468
362708
SH
SOLE
362708
0
0
ESSENT GROUP LTD
COM
G3198U102
40066
1107700
SH
SOLE
1107700
0
0
EVERBRIDGE INC
COM
29978A104
16797
818341
SH
SOLE
818341
0
0
EXELIXIS INC
COM
30161Q104
3251
150000
SH
SOLE
150000
0
0
EXPEDIA INC DEL
COM NEW
30212P303
35550
281766
SH
SOLE
281766
0
0
FACEBOOK INC
CL A
30303M102
209168
1472496
SH
SOLE
1472496
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
23669
297270
SH
SOLE
297270
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
9856
105061
SH
SOLE
105061
0
0
FIVE9 INC
COM
338307101
25816
1568423
SH
SOLE
1568423
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
22860
1711091
SH
SOLE
1711091
0
0
GIGAMON INC
COM
37518B102
2308
65000
SH
SOLE
65000
0
0
GILEAD SCIENCES INC
COM
375558103
6113
90000
SH
SOLE
90000
0
0
HAEMONETICS CORP
COM
405024100
19231
474024
SH
SOLE
474024
0
0
HCA HOLDINGS INC
COM
40412C101
7920
89000
SH
SOLE
89000
0
0
HCP INC
COM
40414L109
3127
100000
SH
SOLE
100000
0
0
HDFC BANK LTD
ADR REPS 3 SHS
40415F101
2496
33181
SH
SOLE
33181
0
0
HEALTHCARE RLTY TR
COM
421946104
1949
60000
SH
SOLE
60000
0
0
HEALTHCARE SVCS GRP INC
COM
421906108
1654
38372
SH
SOLE
38372
0
0
HECLA MNG CO
COM
422704106
4475
863162
SH
SOLE
863162
0
0
HERITAGE INS HLDGS INC
COM
42727J102
12770
1000000
SH
SOLE
1000000
0
0
HIMAX TECHNOLOGIES INC
SPONSORED ADR
43289P106
3322
364618
SH
SOLE
364618
0
0
HOLOGIC INC
COM
436440101
2979
70000
SH
SOLE
70000
0
0
HUBSPOT INC
COM
443573100
30903
510695
SH
SOLE
510695
0
0
IAC INTERACTIVECORP
COM
44919P508
3945
53518
SH
SOLE
53518
0
0
ICON PLC
SHS
G4705A100
36626
459428
SH
SOLE
459428
0
0
IMPINJ INC
COM
453204109
2581
85280
SH
SOLE
85280
0
0
INCYTE CORP
COM
45337C102
53202
398009
SH
SOLE
398009
0
0
INOGEN INC
COM
45780L104
10706
138032
SH
SOLE
138032
0
0
INPHI CORP
COM
45772F107
3347
68573
SH
SOLE
68573
0
0
INSTRUCTURE INC
COM
45781U103
6483
278222
SH
SOLE
278222
0
0
INTEL CORP
COM
458140100
29134
807694
SH
SOLE
807694
0
0
INTEL CORP
SDCV 12/1
458140AD2
8842
6500000
SH
SOLE
6500000
0
0
INTERCEPT PHARMACEUTICALS IN
COM
45845P108
3959
35000
SH
SOLE
35000
0
0
INTERCEPT PHARMACEUTICALS IN
NOTE 3.250% 7/0
45845PAA6
14110
15000000
PRN
SOLE
15000000
0
0
INTERPUBLIC GROUP COS INC
COM
460690100
36897
1501704
SH
SOLE
1501704
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
20031
26134
SH
SOLE
26134
0
0
J2 GLOBAL INC
COM
48123V102
4179
49807
SH
SOLE
49807
0
0
JOHNSON & JOHNSON
COM
478160104
19922
160000
SH
SOLE
160000
0
0
JPMORGAN CHASE & CO
COM
46625H100
66592
758107
SH
SOLE
758107
0
0
KEYCORP NEW
COM
493267108
4763
267889
SH
SOLE
267889
0
0
KIRBY CORP
COM
497266106
49377
699889
SH
SOLE
699889
0
0
KLA-TENCOR CORP
COM
482480100
11389
119793
SH
SOLE
119793
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
25250
176000
SH
SOLE
176000
0
0
LAM RESEARCH CORP
COM
512807108
23193
180694
SH
SOLE
180694
0
0
LIBERTY EXPEDIA HOLDINGS
SER A COM
53046P109
33255
731210
SH
SOLE
731210
0
0
LIBERTY INTERACTIVE CORP
QVC GP COM SER A
53071M104
18174
907810
SH
SOLE
907810
0
0
LIBERTY INTERACTIVE CORP
LBT VEN COM A NE
53071M856
55292
1243080
SH
SOLE
1243080
0
0
LILLY ELI & CO
COM
532457108
37008
440000
SH
SOLE
440000
0
0
LOXO ONCOLOGY INC
COM
548862101
12633
300215
SH
SOLE
300215
0
0
MAIN STREET CAPITAL CORP
COM
56035L104
4397
115000
SH
SOLE
115000
0
0
MARKEL CORP
COM
570535104
118722
121659
SH
SOLE
121659
0
0
MARSH & MCLENNAN COS INC
COM
571748102
79594
1077200
SH
SOLE
1077200
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
6654
59165
SH
SOLE
59165
0
0
MATERIALISE NV
SPONSORED ADS
57667T100
1346
148062
SH
SOLE
148062
0
0
MCKESSON CORP
COM
58155Q103
10179
68657
SH
SOLE
68657
0
0
MEDICAL PPTYS TRUST INC
COM
58463J304
2834
220000
SH
SOLE
220000
0
0
MEDIDATA SOLUTIONS INC
COM
58471A105
21614
374692
SH
SOLE
374692
0
0
MEDNAX INC
COM
58502B106
33890
488472
SH
SOLE
488472
0
0
MEDTRONIC PLC
SHS
G5960L103
50571
627741
SH
SOLE
627741
0
0
MERCK & CO INC
COM
58933Y105
101076
1590802
SH
SOLE
1590802
0
0
MERIDIAN BIOSCIENCE INC
COM
589584101
613
44600
SH
SOLE
44600
0
0
META FINL GROUP INC
COM
59100U108
5081
57433
SH
SOLE
57433
0
0
MICRON TECHNOLOGY INC
NOTE 3.125% 5/0
595112AX1
2974
1000000
PRN
SOLE
1000000
0
0
MICROSOFT CORP
COM
594918104
141512
2148677
SH
SOLE
2148677
0
0
MINDBODY INC
COM CL A
60255W105
6204
226427
SH
SOLE
226427
0
0
MIX TELEMATICS LTD
SPONSORED ADR
60688N102
1985
315550
SH
SOLE
315550
0
0
MOBILEYE N V AMSTELVEEN
ORD SHS
N51488117
4990
81288
SH
SOLE
81288
0
0
MOODYS CORP
COM
615369105
1928
17212
SH
SOLE
17212
0
0
MULESOFT INC
CL A
625207105
365
15000
SH
SOLE
15000
0
0
NANOSTRING TECHNOLOGIES INC
COM
63009R109
3974
200000
SH
SOLE
200000
0
0
NATIONAL HEALTH INVS INC
COM
63633D104
1815
25000
SH
SOLE
25000
0
0
NETEASE INC
SPONSORED ADR
64110W102
31621
111343
SH
SOLE
111343
0
0
NEUROCRINE BIOSCIENCES INC
COM
64125C109
8010
185000
SH
SOLE
185000
0
0
NEVRO CORP
COM
64157F103
1836
19596
SH
SOLE
19596
0
0
NEW GOLD INC CDA
COM
644535106
3548
1165212
SH
SOLE
1165212
0
0
NEW MTN FIN CORP
COM
647551100
2492
167250
SH
SOLE
167250
0
0
NEW RELIC INC
COM
64829B100
42697
1152069
SH
SOLE
1152069
0
0
NIMBLE STORAGE INC
COM
65440R101
1909
152812
SH
SOLE
152812
0
0
NOVADAQ TECHNOLOGIES INC
COM
66987G102
2642
339611
SH
SOLE
339611
0
0
NVIDIA CORP
COM
67066G104
19359
177716
SH
SOLE
177716
0
0
NXSTAGE MEDICAL INC
COM
67072V103
14531
541612
SH
SOLE
541612
0
0
OMEGA HEALTHCARE INVS INC
COM
681936100
1649
50000
SH
SOLE
50000
0
0
OXFORD IMMUNOTEC GLOBAL PLC
ORD SHS
G6855A103
31836
2055369
SH
SOLE
2055369
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
6068
157575
SH
SOLE
157575
0
0
PALO ALTO NETWORKS INC
COM
697435105
2332
20700
SH
SOLE
20700
0
0
PAYCOM SOFTWARE INC
COM
70432V102
8204
142660
SH
SOLE
142660
0
0
PAYLOCITY HLDG CORP
COM
70438V106
4441
114968
SH
SOLE
114968
0
0
PAYPAL HLDGS INC
COM
70450Y103
4606
107056
SH
SOLE
107056
0
0
PEGASYSTEMS INC
COM
705573103
26721
609364
SH
SOLE
609364
0
0
PENNANTPARK FLOATING RATE CA
COM
70806A106
6792
487500
SH
SOLE
487500
0
0
PENUMBRA INC
COM
70975L107
26172
313630
SH
SOLE
313630
0
0
PEPSICO INC
COM
713448108
77346
691451
SH
SOLE
691451
0
0
PERKINELMER INC
COM
714046109
12835
221069
SH
SOLE
221069
0
0
PFIZER INC
COM
717081103
94547
2763942
SH
SOLE
2763942
0
0
PNC FINL SVCS GROUP INC
COM
693475105
8898
74000
SH
SOLE
74000
0
0
POWER INTEGRATIONS INC
COM
739276103
13662
207853
SH
SOLE
207853
0
0
PRICELINE GRP INC
COM NEW
741503403
8418
4730
SH
SOLE
4730
0
0
PRICELINE GRP INC
NOTE 0.350% 6/1
741503AS5
6099
4250000
PRN
SOLE
4250000
0
0
PROASSURANCE CORP
COM
74267C106
20985
348300
SH
SOLE
348300
0
0
PROGRESSIVE CORP OHIO
COM
743315103
30365
775000
SH
SOLE
775000
0
0
PROOFPOINT INC
COM
743424103
43042
578837
SH
SOLE
578837
0
0
PROTAGONIST THERAPEUTICS INC
COM
74366E102
320
25000
SH
SOLE
25000
0
0
PROTHENA CORP PLC
SHS
G72800108
1674
30000
SH
SOLE
30000
0
0
PROTO LABS INC
COM
743713109
3340
65423
SH
SOLE
65423
0
0
QUALCOMM INC
COM
747525103
3697
64478
SH
SOLE
64478
0
0
QUALITY CARE PPTYS INC
COM
747545101
377
20000
SH
SOLE
20000
0
0
RALPH LAUREN CORP
CL A
751212101
11201
137229
SH
SOLE
137229
0
0
RAPID7 INC
COM
753422104
4986
333066
SH
SOLE
333066
0
0
RED HAT INC
COM
756577102
29331
339081
SH
SOLE
339081
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
10850
28000
SH
SOLE
28000
0
0
REINSURANCE GROUP AMER INC
COM NEW
759351604
30513
240300
SH
SOLE
240300
0
0
RENAISSANCERE HOLDINGS LTD
COM
G7496G103
31404
217100
SH
SOLE
217100
0
0
REVANCE THERAPEUTICS INC
COM
761330109
26960
1296371
SH
SOLE
1296371
0
0
RINGCENTRAL INC
CL A
76680R206
25454
899428
SH
SOLE
899428
0
0
RLI CORP
COM
749607107
15113
251800
SH
SOLE
251800
0
0
S&P GLOBAL INC
COM
78409V104
53508
409268
SH
SOLE
409268
0
0
SABRA HEALTH CARE REIT INC
COM
78573L106
2093
75000
SH
SOLE
75000
0
0
SALESFORCE COM INC
COM
79466L302
37699
457009
SH
SOLE
457009
0
0
SALESFORCE COM INC
NOTE 0.250% 4/0
79466LAD6
5797
4500000
PRN
SOLE
4500000
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
14809
362872
SH
SOLE
362872
0
0
SENIOR HSG PPTYS TR
SH BEN INT
81721M109
2024
100000
SH
SOLE
100000
0
0
SERVICENOW INC
COM
81762P102
27371
312915
SH
SOLE
312915
0
0
SHIRE PLC
SPONSORED ADR
82481R106
2613
15000
SH
SOLE
15000
0
0
SHOPIFY INC
CL A
82509L107
9419
138335
SH
SOLE
138335
0
0
SM ENERGY CO
NOTE 1.500% 7/0
78454LAM2
8993
9000000
PRN
SOLE
9000000
0
0
SOLAR CAP LTD
COM
83413U100
8870
392500
SH
SOLE
392500
0
0
SPECTRANETICS CORP
COM
84760C107
32326
1110000
SH
SOLE
1110000
0
0
SPLUNK INC
COM
848637104
53821
864038
SH
SOLE
864038
0
0
SQUARE INC
CL A
852234103
4652
269379
SH
SOLE
269379
0
0
STRYKER CORP
COM
863667101
34558
262500
SH
SOLE
262500
0
0
SUNCOR ENERGY INC NEW
COM
867224107
72786
1995803
SH
SOLE
1995803
0
0
SUPERNUS PHARMACEUTICALS INC
COM
868459108
16433
525000
SH
SOLE
525000
0
0
SVB FINL GROUP
COM
78486Q101
6381
34290
SH
SOLE
34290
0
0
SYNCHRONY FINL
COM
87165B103
10609
309303
SH
SOLE
309303
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
216
6591
SH
SOLE
6591
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
4911
82872
SH
SOLE
82872
0
0
TALEND S A
ADS
874224207
23619
793380
SH
SOLE
793380
0
0
TASER INTL INC
COM
87651B104
23204
1018380
SH
SOLE
1018380
0
0
TESARO INC
COM
881569107
3847
25000
SH
SOLE
25000
0
0
TEXAS INSTRS INC
COM
882508104
19424
241116
SH
SOLE
241116
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
25727
167496
SH
SOLE
167496
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
11450
192448
SH
SOLE
192448
0
0
TRAVELERS COMPANIES INC
COM
89417E109
25325
210100
SH
SOLE
210100
0
0
TWILIO INC
CL A
90138F102
2464
85370
SH
SOLE
85370
0
0
TWITTER INC
COM
90184L102
3229
216100
SH
SOLE
216100
0
0
UBS GROUP AG
SHS
H42097107
5185
309000
SH
SOLE
309000
0
0
ULTIMATE SOFTWARE GROUP INC
COM
90385D107
2925
14986
SH
SOLE
14986
0
0
ULTRAGENYX PHARMACEUTICAL IN
COM
90400D108
7727
114000
SH
SOLE
114000
0
0
UNION PAC CORP
COM
907818108
60579
571929
SH
SOLE
571929
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
52729
321500
SH
SOLE
321500
0
0
UNIVERSAL DISPLAY CORP
COM
91347P105
37219
432379
SH
SOLE
432379
0
0
US BANCORP DEL
COM NEW
902973304
6731
130713
SH
SOLE
130713
0
0
VALIDUS HOLDINGS LTD
COM SHS
G9319H102
83388
1478776
SH
SOLE
1478776
0
0
VARONIS SYS INC
COM
922280102
1133
35700
SH
SOLE
35700
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
1640
15000
SH
SOLE
15000
0
0
VISA INC
COM CL A
92826C839
86514
973476
SH
SOLE
973476
0
0
WASTE CONNECTIONS INC
COM
94106B101
23634
267903
SH
SOLE
267903
0
0
WELLS FARGO & CO NEW
COM
949746101
62526
1123396
SH
SOLE
1123396
0
0
WORKDAY INC
CL A
98138H101
3480
41779
SH
SOLE
41779
0
0
XILINX INC
COM
983919101
31457
543524
SH
SOLE
543524
0
0
ZENDESK INC
COM
98936J101
52639
1877534
SH
SOLE
1877534
0
0