0001172661-18-001198.txt : 20180515
0001172661-18-001198.hdr.sgml : 20180515
20180515115814
ACCESSION NUMBER: 0001172661-18-001198
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180515
DATE AS OF CHANGE: 20180515
EFFECTIVENESS DATE: 20180515
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: 18834477
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
03-31-2018
03-31-2018
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
05-15-2018
0
255
9917311
INFORMATION TABLE
2
infotable.xml
2U INC
COM
90214J101
25092
298623
SH
SOLE
298623
0
0
8X8 INC NEW
COM
282914100
36237
1945425
SH
SOLE
1945425
0
0
ABBOTT LABS
COM
002824100
88532
1477500
SH
SOLE
1477500
0
0
ACCELERON PHARMA INC
COM
00434H108
41950
1072898
SH
SOLE
1072898
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
43269
281880
SH
SOLE
281880
0
0
ACLARIS THERAPEUTICS INC
COM
00461U105
28921
1650715
SH
SOLE
1650715
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
53219
789067
SH
SOLE
789067
0
0
ADOBE SYS INC
COM
00724F101
68432
316699
SH
SOLE
316699
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
57147
5686234
SH
SOLE
5686234
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
40200
4000000
SH
Call
SOLE
4000000
0
0
ADVERUM BIOTECHNOLOGIES INC
COM
00773U108
2320
400000
SH
SOLE
400000
0
0
AERIE PHARMACEUTICALS INC
COM
00771V108
1628
30000
SH
SOLE
30000
0
0
AFFILIATED MANAGERS GROUP
COM
008252108
31800
167740
SH
SOLE
167740
0
0
AFLAC INC
COM
001055102
20502
468500
SH
SOLE
468500
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
9034
135000
SH
SOLE
135000
0
0
ALEXION PHARMACEUTICALS INC
COM
015351109
13933
125000
SH
SOLE
125000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
123831
674629
SH
SOLE
674629
0
0
ALIGN TECHNOLOGY INC
COM
016255101
4202
16732
SH
SOLE
16732
0
0
ALLEGHANY CORP DEL
COM
017175100
76805
125000
SH
SOLE
125000
0
0
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
52551
441232
SH
SOLE
441232
0
0
ALPHABET INC
CAP STK CL C
02079K107
315543
305839
SH
SOLE
305839
0
0
ALPHABET INC
CAP STK CL A
02079K305
172954
166823
SH
SOLE
166823
0
0
ALTABA INC
COM
021346101
63109
852369
SH
SOLE
852369
0
0
ALTERYX INC
COM CL A
02156B103
35733
1047051
SH
SOLE
1047051
0
0
ALTRIA GROUP INC
COM
02209S103
58699
941891
SH
SOLE
941891
0
0
AMAZON COM INC
COM
023135106
189935
131310
SH
SOLE
131310
0
0
AMDOCS LTD
SHS
G02602103
54822
821668
SH
SOLE
821668
0
0
AMETEK INC NEW
COM
031100100
54031
711217
SH
SOLE
711217
0
0
ANALOG DEVICES INC
COM
032654105
2523
27688
SH
SOLE
27688
0
0
ANSYS INC
COM
03662Q105
50536
322557
SH
SOLE
322557
0
0
ANTHEM INC
COM
036752103
129424
589096
SH
SOLE
589096
0
0
AON PLC
SHS CL A
G0408V102
45607
325000
SH
SOLE
325000
0
0
APPIAN CORP
CL A
03782L101
3264
129778
SH
SOLE
129778
0
0
APPLE INC
COM
037833100
252466
1504263
SH
SOLE
1504263
0
0
APPLE INC
COM
037833100
100668
600000
SH
Call
SOLE
600000
0
0
APPLIED MATLS INC
COM
038222105
34169
614435
SH
SOLE
614435
0
0
APTIV PLC
SHS
G6095L109
9675
113870
SH
SOLE
113870
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
203163
2373683
SH
SOLE
2373683
0
0
ARES CAP CORP
COM
04010L103
11613
731732
SH
SOLE
731732
0
0
ARISTA NETWORKS INC
COM
040413106
37398
146488
SH
SOLE
146488
0
0
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
3270
50000
SH
SOLE
50000
0
0
ASPEN TECHNOLOGY INC
COM
045327103
19055
241541
SH
SOLE
241541
0
0
ASSEMBLY BIOSCIENCES INC
COM
045396108
13528
275300
SH
SOLE
275300
0
0
ATLASSIAN CORP PLC
CL A
G06242104
7441
138025
SH
SOLE
138025
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
12975
2500000
SH
SOLE
2500000
0
0
AVEO PHARMACEUTICALS INC
COM
053588109
22845
7877429
SH
SOLE
7877429
0
0
AXON ENTERPRISE INC
COM
05464C101
33109
842373
SH
SOLE
842373
0
0
BAIDU INC
SPON ADR REP A
056752108
39003
174752
SH
SOLE
174752
0
0
BANK AMER CORP
COM
060505104
92350
3079745
SH
SOLE
3079745
0
0
BAXTER INTL INC
COM
071813109
50731
780000
SH
SOLE
780000
0
0
BECTON DICKINSON & CO
COM
075887109
16686
77000
SH
SOLE
77000
0
0
BEIGENE LTD
SPONSORED ADR
07725L102
8400
50000
SH
SOLE
50000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
65288
327291
SH
SOLE
327291
0
0
BIO RAD LABS INC
CL A
090572207
59519
238000
SH
SOLE
238000
0
0
BIOGEN INC
COM
09062X103
24644
90000
SH
SOLE
90000
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
17209
212300
SH
SOLE
212300
0
0
BIOMARIN PHARMACEUTICAL INC
NOTE 0.599% 8/0
09061GAH4
15513
16500000
SH
SOLE
16500000
0
0
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
10261
321103
SH
SOLE
321103
0
0
BOOKING HLDGS INC
COM
09857L108
7294
3507
SH
SOLE
3507
0
0
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
75695
1954945
SH
SOLE
1954945
0
0
BOX INC
CL A
10316T104
28495
1386601
SH
SOLE
1386601
0
0
BROADCOM LTD
SHS
Y09827109
8500
36069
SH
SOLE
36069
0
0
BROWN & BROWN INC
COM
115236101
56969
2239334
SH
SOLE
2239334
0
0
CANADIAN NAT RES LTD
COM
136385101
102863
2847021
SH
SOLE
2847021
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
33279
507460
SH
SOLE
507460
0
0
CATERPILLAR INC DEL
COM
149123101
4568
30992
SH
SOLE
30992
0
0
CELGENE CORP
COM
151020104
17842
200000
SH
SOLE
200000
0
0
CENTENE CORP DEL
COM
15135B101
11482
107500
SH
SOLE
107500
0
0
CHEGG INC
COM
163092109
2926
141694
SH
SOLE
141694
0
0
CHUBB LIMITED
COM
H1467J104
182372
1333406
SH
SOLE
1333406
0
0
CISCO SYS INC
COM
17275R102
13889
325200
SH
SOLE
325200
0
0
CITIGROUP INC
COM NEW
172967424
125809
1860246
SH
SOLE
1860246
0
0
CITIZENS FINL GROUP INC
COM
174610105
6521
155588
SH
SOLE
155588
0
0
COGNEX CORP
COM
192422103
44566
857210
SH
SOLE
857210
0
0
COPA HOLDINGS SA
CL A
P31076105
29667
230642
SH
SOLE
230642
0
0
CORNING INC
COM
219350105
6682
239676
SH
SOLE
239676
0
0
CREE INC
COM
225447101
12463
309243
SH
SOLE
309243
0
0
CSG SYS INTL INC
NOTE 4.250% 3/1
126349AF6
5444
5000000
SH
SOLE
5000000
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
31180
611136
SH
SOLE
611136
0
0
CYMABAY THERAPEUTICS INC
COM
23257D103
1299
100000
SH
SOLE
100000
0
0
DANAHER CORP DEL
COM
235851102
17868
182560
SH
SOLE
182560
0
0
DECIPHERA PHARMACEUTICALS IN
COM
24344T101
2760
137700
SH
SOLE
137700
0
0
DESPEGAR COM CORP
ORD SHS
G27358103
1192
38136
SH
SOLE
38136
0
0
DISH NETWORK CORP
NOTE 3.375% 8/1
25470MAB5
15623
16250000
SH
SOLE
16250000
0
0
DOLBY LABORATORIES INC
COM
25659T107
139815
2199739
SH
SOLE
2199739
0
0
DROPBOX INC
CL A
26210C104
3165
101000
SH
SOLE
101000
0
0
DYCOM INDS INC
NOTE 0.750% 9/1
267475AB7
9256
7300000
SH
SOLE
7300000
0
0
DYNAVAX TECHNOLOGIES CORP
COM NEW
268158201
9809
494149
SH
SOLE
494149
0
0
EAST WEST BANCORP INC
COM
27579R104
3642
58252
SH
SOLE
58252
0
0
EBAY INC
COM
278642103
9615
238948
SH
SOLE
238948
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
53715
385000
SH
SOLE
385000
0
0
ELECTRONIC ARTS INC
COM
285512109
41037
338474
SH
SOLE
338474
0
0
EMERSON ELEC CO
COM
291011104
5724
83814
SH
SOLE
83814
0
0
ENTERPRISE FINL SVCS CORP
COM
293712105
909
19392
SH
SOLE
19392
0
0
ESQUIRE FINL HLDGS INC
COM
29667J101
435
17844
SH
SOLE
17844
0
0
ESSENT GROUP LTD
COM
G3198U102
70224
1650000
SH
SOLE
1650000
0
0
EVERBRIDGE INC
COM
29978A104
32646
892123
SH
SOLE
892123
0
0
EVEREST RE GROUP LTD
COM
G3223R108
23756
92500
SH
SOLE
92500
0
0
EXELIXIS INC
COM
30161Q104
37352
1686400
SH
SOLE
1686400
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
58188
527021
SH
SOLE
527021
0
0
FACEBOOK INC
CL A
30303M102
250010
1564579
SH
SOLE
1564579
0
0
FANHUA INC
SPONSORED ADR
30712A103
210
7754
SH
SOLE
7754
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
12202
131799
SH
SOLE
131799
0
0
FIVE9 INC
COM
338307101
29470
989396
SH
SOLE
989396
0
0
FLEX LTD
ORD
Y2573F102
70111
4293388
SH
SOLE
4293388
0
0
FOUNDATION MEDICINE INC
COM
350465100
13623
173000
SH
SOLE
173000
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
33603
1912536
SH
SOLE
1912536
0
0
GCI LIBERTY INC
COM CLASS A
36164V305
37704
713271
SH
SOLE
713271
0
0
GILEAD SCIENCES INC
COM
375558103
11309
150000
SH
SOLE
150000
0
0
GLYCOMIMETICS INC
COM
38000Q102
16703
1029125
SH
SOLE
1029125
0
0
GOLDCORP INC NEW
COM
380956409
8765
648525
SH
SOLE
648525
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
1002
3980
SH
SOLE
3980
0
0
GOLUB CAP BDC INC
COM
38173M102
4014
224364
SH
SOLE
224364
0
0
GRUBHUB INC
COM
400110102
22803
224730
SH
SOLE
224730
0
0
HCA HEALTHCARE INC
COM
40412C101
65955
680000
SH
SOLE
680000
0
0
HDFC BANK LTD
ADR REPS 3 SHS
40415F101
2504
25354
SH
SOLE
25354
0
0
HERITAGE INS HLDGS INC
COM
42727J102
19695
1300000
SH
SOLE
1300000
0
0
HILL ROM HLDGS INC
COM
431475102
32233
370493
SH
SOLE
370493
0
0
HMS HLDGS CORP
COM
40425J101
3115
185000
SH
SOLE
185000
0
0
HONEYWELL INTL INC
COM
438516106
8601
59517
SH
SOLE
59517
0
0
HUBSPOT INC
COM
443573100
32397
299197
SH
SOLE
299197
0
0
HUMANA INC
COM
444859102
64634
240436
SH
SOLE
240436
0
0
IAC INTERACTIVECORP
COM
44919P508
14867
95072
SH
SOLE
95072
0
0
ICON PLC
SHS
G4705A100
35704
302216
SH
SOLE
302216
0
0
ICU MED INC
COM
44930G107
31552
125006
SH
SOLE
125006
0
0
II VI INC
COM
902104108
4085
100000
SH
SOLE
100000
0
0
ILLUMINA INC
COM
452327109
21278
90000
SH
SOLE
90000
0
0
INCYTE CORP
COM
45337C102
8333
100000
SH
SOLE
100000
0
0
INSMED INC
NOTE 1.750% 1/1
457669AA7
7080
8000000
SH
SOLE
8000000
0
0
INSULET CORP
COM
45784P101
31200
359946
SH
SOLE
359946
0
0
INTEL CORP
COM
458140100
84526
1627806
SH
SOLE
1627806
0
0
INTERPUBLIC GROUP COS INC
COM
460690100
32712
1420387
SH
SOLE
1420387
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
4548
11016
SH
SOLE
11016
0
0
IRHYTHM TECHNOLOGIES INC
COM
450056106
20300
322489
SH
SOLE
322489
0
0
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
9059
60000
SH
SOLE
60000
0
0
JPMORGAN CHASE & CO
COM
46625H100
93300
848466
SH
SOLE
848466
0
0
KEYCORP NEW
COM
493267108
7478
382512
SH
SOLE
382512
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
32012
611029
SH
SOLE
611029
0
0
KIRBY CORP
COM
497266106
69327
900931
SH
SOLE
900931
0
0
KIRKLAND LAKE GOLD LTD
COM
49741E100
46575
2671207
SH
SOLE
2671207
0
0
KVH INDS INC
COM
482738101
1900
185397
SH
SOLE
185397
0
0
LIBERTY EXPEDIA HOLDINGS
SER A COM
53046P109
34089
867858
SH
SOLE
867858
0
0
LIBERTY INTERACTIVE CORP
QVC GP COM SER A
53071M104
14351
570173
SH
SOLE
570173
0
0
LILLY ELI & CO
COM
532457108
14624
189000
SH
SOLE
189000
0
0
LITTELFUSE INC
COM
537008104
11100
53354
SH
SOLE
53354
0
0
LIVANOVA PLC
SHS
G5509L101
32012
361714
SH
SOLE
361714
0
0
LOXO ONCOLOGY INC
COM
548862101
55918
484693
SH
SOLE
484693
0
0
LUMENTUM HLDGS INC
COM
55024U109
28896
453049
SH
SOLE
453049
0
0
M D C HLDGS INC
COM
552676108
19714
706075
SH
SOLE
706075
0
0
MADRIGAL PHARMACEUTICALS INC
COM
558868105
23358
200000
SH
SOLE
200000
0
0
MANCHESTER UTD PLC NEW
ORD CL A
G5784H106
13314
714835
SH
SOLE
714835
0
0
MARKEL CORP
COM
570535104
145232
124103
SH
SOLE
124103
0
0
MARSH & MCLENNAN COS INC
COM
571748102
124407
1506322
SH
SOLE
1506322
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
12297
70227
SH
SOLE
70227
0
0
MATERIALISE NV
SPONSORED ADS
57667T100
1638
141662
SH
SOLE
141662
0
0
MEDIDATA SOLUTIONS INC
COM
58471A105
34608
551032
SH
SOLE
551032
0
0
MEDTRONIC PLC
SHS
G5960L103
43036
536477
SH
SOLE
536477
0
0
MERCK & CO INC
COM
58933Y105
68088
1250000
SH
SOLE
1250000
0
0
META FINL GROUP INC
COM
59100U108
6098
55841
SH
SOLE
55841
0
0
MICRON TECHNOLOGY INC
COM
595112103
46970
901025
SH
SOLE
901025
0
0
MICROSOFT CORP
COM
594918104
315595
3458576
SH
SOLE
3458576
0
0
MIMECAST LTD
ORD SHS
G14838109
32068
905097
SH
SOLE
905097
0
0
MIX TELEMATICS LTD
SPONSORED ADR
60688N102
5363
345567
SH
SOLE
345567
0
0
MOHAWK INDS INC
COM
608190104
71044
305933
SH
SOLE
305933
0
0
MOLINA HEALTHCARE INC
COM
60855R100
33284
410000
SH
SOLE
410000
0
0
MONGODB INC
CL A
60937P106
1736
40000
SH
SOLE
40000
0
0
MULESOFT INC
CL A
625207105
37238
846993
SH
SOLE
846993
0
0
NANOSTRING TECHNOLOGIES INC
COM
63009R109
2943
391919
SH
SOLE
391919
0
0
NETEASE INC
SPONSORED ADR
64110W102
28769
102605
SH
SOLE
102605
0
0
NEW MTN FIN CORP
COM
647551100
4077
310000
SH
SOLE
310000
0
0
NEW RELIC INC
COM
64829B100
39499
533082
SH
SOLE
533082
0
0
NUTANIX INC
CL A
67059N108
24396
496783
SH
SOLE
496783
0
0
NVIDIA CORP
COM
67066G104
58650
252850
SH
SOLE
252850
0
0
NXP SEMICONDUCTORS N V
DBCV 1.000%12/0
62952QAB6
4975
4000000
SH
SOLE
4000000
0
0
OXFORD IMMUNOTEC GLOBAL PLC
ORD SHS
G6855A103
31121
2500022
SH
SOLE
2500022
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
8375
208766
SH
SOLE
208766
0
0
PAYPAL HLDGS INC
COM
70450Y103
54066
712366
SH
SOLE
712366
0
0
PEGASYSTEMS INC
COM
705573103
37696
621792
SH
SOLE
621792
0
0
PENNANTPARK FLOATING RATE CA
COM
70806A106
10298
786685
SH
SOLE
786685
0
0
PERKINELMER INC
COM
714046109
10744
141887
SH
SOLE
141887
0
0
PFIZER INC
COM
717081103
73007
2057126
SH
SOLE
2057126
0
0
PNC FINL SVCS GROUP INC
COM
693475105
15694
103793
SH
SOLE
103793
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
329868
2060000
SH
Put
SOLE
2060000
0
0
PRA HEALTH SCIENCES INC
COM
69354M108
46966
566142
SH
SOLE
566142
0
0
PROASSURANCE CORP
COM
74267C106
18813
387500
SH
SOLE
387500
0
0
PROGRESSIVE CORP OHIO
COM
743315103
62149
1020000
SH
SOLE
1020000
0
0
PROOFPOINT INC
COM
743424103
39666
349047
SH
SOLE
349047
0
0
PROTO LABS INC
COM
743713109
10091
85873
SH
SOLE
85873
0
0
PTC INC
COM
69370C100
6558
84070
SH
SOLE
84070
0
0
QUDIAN INC
ADR
747798106
653
55832
SH
SOLE
55832
0
0
QUOTIENT LTD
SHS
G73268107
21317
4527294
SH
SOLE
4527294
0
0
RAPID7 INC
COM
753422104
9293
363569
SH
SOLE
363569
0
0
RED HAT INC
COM
756577102
52295
349857
SH
SOLE
349857
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
12914
37500
SH
SOLE
37500
0
0
REINSURANCE GROUP AMER INC
COM NEW
759351604
46200
300000
SH
SOLE
300000
0
0
RENAISSANCERE HOLDINGS LTD
COM
G7496G103
59559
430000
SH
SOLE
430000
0
0
RESMED INC
COM
761152107
16404
166592
SH
SOLE
166592
0
0
RINGCENTRAL INC
CL A
76680R206
25337
399117
SH
SOLE
399117
0
0
RLI CORP
COM
749607107
19454
306900
SH
SOLE
306900
0
0
ROCKWELL AUTOMATION INC
COM
773903109
4039
23188
SH
SOLE
23188
0
0
ROPER TECHNOLOGIES INC
COM
776696106
5279
18807
SH
SOLE
18807
0
0
S&P GLOBAL INC
COM
78409V104
90482
473580
SH
SOLE
473580
0
0
SALESFORCE COM INC
COM
79466L302
57712
496324
SH
SOLE
496324
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
54234
1038563
SH
SOLE
1038563
0
0
SERVICENOW INC
COM
81762P102
50106
302917
SH
SOLE
302917
0
0
SHIRE PLC
SPONSORED ADR
82481R106
4108
27500
SH
SOLE
27500
0
0
SILICON LABORATORIES INC
NOTE 1.375% 3/0
826919AB8
7179
6200000
SH
SOLE
6200000
0
0
SOLAR CAP LTD
COM
83413U100
10222
503278
SH
SOLE
503278
0
0
SPIRIT AIRLS INC
COM
848577102
67229
1779498
SH
SOLE
1779498
0
0
SPLUNK INC
COM
848637104
44678
454136
SH
SOLE
454136
0
0
STEMLINE THERAPEUTICS INC
COM
85858C107
5705
373285
SH
SOLE
373285
0
0
STERICYCLE INC
COM
858912108
31678
541221
SH
SOLE
541221
0
0
STERIS PLC
SHS USD
G84720104
32338
346384
SH
SOLE
346384
0
0
STRYKER CORP
COM
863667101
67458
419200
SH
SOLE
419200
0
0
SUMMIT THERAPEUTICS PLC
SPONS ADS
86627R102
4515
350000
SH
SOLE
350000
0
0
SUNCOR ENERGY INC NEW
COM
867224107
56320
1419018
SH
SOLE
1419018
0
0
SUPERNUS PHARMACEUTICALS INC
COM
868459108
12595
275000
SH
SOLE
275000
0
0
SVB FINL GROUP
COM
78486Q101
5573
23221
SH
SOLE
23221
0
0
SYNOPSYS INC
COM
871607107
5419
65101
SH
SOLE
65101
0
0
TABLEAU SOFTWARE INC
CL A
87336U105
23785
294322
SH
SOLE
294322
0
0
TABULA RASA HEALTHCARE INC
COM
873379101
3915
100900
SH
SOLE
100900
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
10876
111227
SH
SOLE
111227
0
0
TAYLOR MORRISON HOME CORP
CL A
87724P106
19725
847290
SH
SOLE
847290
0
0
TELADOC INC
COM
87918A105
34320
851700
SH
SOLE
851700
0
0
TELEFLEX INC
COM
879369106
46046
180588
SH
SOLE
180588
0
0
TESARO INC
COM
881569107
11428
200000
SH
SOLE
200000
0
0
TESLA INC
COM
88160R101
7231
27180
SH
SOLE
27180
0
0
TEXAS INSTRS INC
COM
882508104
27426
264068
SH
SOLE
264068
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
11442
55422
SH
SOLE
55422
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
15382
235860
SH
SOLE
235860
0
0
TRAVELERS COMPANIES INC
COM
89417E109
49295
355000
SH
SOLE
355000
0
0
TWILIO INC
CL A
90138F102
28991
759453
SH
SOLE
759453
0
0
UBS GROUP AG
SHS
H42097107
18865
1072414
SH
SOLE
1072414
0
0
UNION PAC CORP
COM
907818108
82300
612216
SH
SOLE
612216
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
66974
532300
SH
SOLE
532300
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
19972
91300
SH
SOLE
91300
0
0
UNIVERSAL DISPLAY CORP
COM
91347P105
18313
181317
SH
SOLE
181317
0
0
UNIVERSAL HLTH SVCS INC
CL B
913903100
23682
200000
SH
SOLE
200000
0
0
US BANCORP DEL
COM NEW
902973304
6562
129948
SH
SOLE
129948
0
0
VALIDUS HOLDINGS LTD
COM SHS
G9319H102
30353
450000
SH
SOLE
450000
0
0
VARIAN MED SYS INC
COM
92220P105
9076
74000
SH
SOLE
74000
0
0
VARONIS SYS INC
COM
922280102
2479
41014
SH
SOLE
41014
0
0
VERONA PHARMA PLC
SPONSORED ADS
925050106
2000
100000
SH
SOLE
100000
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
80268
492500
SH
SOLE
492500
0
0
VIKING THERAPEUTICS INC
COM
92686J106
3278
750000
SH
SOLE
750000
0
0
VIPSHOP HLDGS LTD
SPONSORED ADR
92763W103
468
28188
SH
SOLE
28188
0
0
VISA INC
COM CL A
92826C839
121297
1014027
SH
SOLE
1014027
0
0
VIVEVE MED INC
COM NEW
92852W204
2928
800000
SH
SOLE
800000
0
0
W R BERKLEY CORPORATION
COM
084423102
79243
1090000
SH
SOLE
1090000
0
0
WELLS FARGO CO NEW
COM
949746101
49404
942652
SH
SOLE
942652
0
0
WORLD WRESTLING ENTMT INC
CL A
98156Q108
24148
668462
SH
SOLE
668462
0
0
XILINX INC
COM
983919101
56794
786179
SH
SOLE
786179
0
0
YAHOO INC
NOTE 12/0
984332AF3
6981
5000000
SH
SOLE
5000000
0
0
ZENDESK INC
COM
98936J101
79532
1661529
SH
SOLE
1661529
0
0
ZOGENIX INC
COM NEW
98978L204
17939
447954
SH
SOLE
447954
0
0