The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AFLAC INC | COM | 001055102 | 165,754 | 2,133,804 | SH | SOLE | 2,133,804 | 0 | 0 | ||
| CALITHERA BIOSCIENCES INC | COM | 13089P101 | 35,942 | 2,420,317 | SH | SOLE | 2,420,317 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 292,978 | 1,821,890 | SH | SOLE | 1,821,890 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 176,456 | 5,104,313 | SH | SOLE | 5,104,313 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 1,183,840 | 9,578,765 | SH | SOLE | 9,578,765 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 92,745 | 1,430,369 | SH | SOLE | 1,430,369 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 79,695 | 1,263,602 | SH | SOLE | 1,263,602 | 0 | 0 | ||
| EDITAS MEDICINE INC | COM | 28106W103 | 28,684 | 1,709,401 | SH | SOLE | 1,709,401 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 640,406 | 72,773,415 | SH | SOLE | 72,773,415 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 47,660 | 319,974 | SH | SOLE | 319,974 | 0 | 0 | ||
| EXTRACTION OIL AND GAS INC | COM | 30227M105 | 38,187 | 2,839,191 | SH | SOLE | 2,839,191 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 155,119 | 1,100,913 | SH | SOLE | 1,100,913 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 934,097 | 6,186,895 | SH | SOLE | 6,186,895 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 68,455 | 474,690 | SH | SOLE | 474,690 | 0 | 0 | ||
| GW PHARMACEUTICALS PLC | ADS | 36197T103 | 87,549 | 873,308 | SH | SOLE | 873,308 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 39,272 | 451,554 | SH | SOLE | 451,554 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 83,232 | 345,907 | SH | SOLE | 345,907 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 357,955 | 9,126,849 | SH | SOLE | 9,126,849 | 0 | 0 | ||
| KITE PHARMA INC | COM | 49803L109 | 49,778 | 480,155 | SH | SOLE | 480,155 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 286,086 | 5,365,456 | SH | SOLE | 5,365,456 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 439,440 | 12,000,000 | SH | SOLE | 12,000,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 57,066 | 736,048 | SH | SOLE | 736,048 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 634,324 | 682,304 | SH | SOLE | 682,304 | 0 | 0 | ||
| MARSH & MCLENNAN COS INC | COM | 571748102 | 54,427 | 698,142 | SH | SOLE | 698,142 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 25,322 | 208,496 | SH | SOLE | 208,496 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,351,459 | 19,606,249 | SH | SOLE | 19,606,249 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 102,167 | 1,476,832 | SH | SOLE | 1,476,832 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 251,096 | 1,680,581 | SH | SOLE | 1,680,581 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 57,208 | 470,075 | SH | SOLE | 470,075 | 0 | 0 | ||
| NUVASIVE INC | COM | 670704105 | 138,492 | 1,800,463 | SH | SOLE | 1,800,463 | 0 | 0 | ||
| PARKER HANNIFIN CORP | COM | 701094104 | 206,515 | 1,292,171 | SH | SOLE | 1,292,171 | 0 | 0 | ||
| RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 76,716 | 956,318 | SH | SOLE | 956,318 | 0 | 0 | ||
| RICE ENERGY INC | COM | 762760106 | 320,331 | 12,028,939 | SH | SOLE | 12,028,939 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 598,269 | 618,046 | SH | SOLE | 618,046 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 409,629 | 4,730,124 | SH | SOLE | 4,730,124 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 131,729 | 797,053 | SH | SOLE | 797,053 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 143,539 | 533,860 | SH | SOLE | 533,860 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 633,414 | 22,350,523 | SH | SOLE | 22,350,523 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 485,812 | 2,620,061 | SH | SOLE | 2,620,061 | 0 | 0 | ||
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 212,687 | 1,742,195 | SH | SOLE | 1,742,195 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 737,861 | 7,868,000 | SH | SOLE | 7,868,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 235,908 | 3,012,489 | SH | SOLE | 3,012,489 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 681,388 | 12,297,209 | SH | SOLE | 12,297,209 | 0 | 0 | ||
| ZIMMER BIOMET HLDGS INC | COM | 98956P102 | 51,059 | 397,654 | SH | SOLE | 397,654 | 0 | 0 | ||
| ANADARKO PETE CORP | COM | 032511107 | 179,772 | 3,964,984 | SH | SOLE | 3,964,984 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 154,396 | 992,901 | SH | SOLE | 992,901 | 0 | 0 | ||
| NEURODERM LTD | ORD SHS | M74231107 | 21,196 | 708,898 | SH | SOLE | 708,898 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 326,701 | 3,871,318 | SH | SOLE | 3,871,318 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 780,231 | 3,347,913 | SH | SOLE | 3,347,913 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 53,933 | 286,680 | SH | SOLE | 286,680 | 0 | 0 | ||
| AVEXIS INC | COM | 05366U100 | 73,390 | 893,258 | SH | SOLE | 893,258 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 23,582 | 259,656 | SH | SOLE | 259,656 | 0 | 0 | ||
| CABOT OIL & GAS CORP | COM | 127097103 | 355,537 | 14,176,114 | SH | SOLE | 14,176,114 | 0 | 0 | ||