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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AK STL HLDG CORP COM 001547108   3,765 831,214 SH   SOLE   831,214 0 0
ATYR PHARMA INC COM 002120103   3,668 1,384,300 SH   SOLE   1,384,300 0 0
ABEONA THERAPEUTICS INC COM 00289Y107   46,332 3,228,708 SH   SOLE   3,228,708 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   404,148 2,201,963 SH   SOLE   2,201,963 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108   388,448 1,824,900 SH   SOLE   1,824,900 0 0
ALPHABET INC CAP STK CL A 02079K305   1,030,544 993,640 SH   SOLE   993,640 0 0
AMAZON COM INC COM 023135106   51,744 35,751 SH   SOLE   35,751 0 0
ANAPTYSBIO INC COM 032724106   47,872 459,950 SH   SOLE   459,950 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   461,011 4,193,300 SH   SOLE   4,193,300 0 0
ANTHEM INC COM 036752103   973,172 4,429,548 SH   SOLE   4,429,548 0 0
AUTODESK INC COM 052769106   583,384 4,645,519 SH   SOLE   4,645,519 0 0
AVEXIS INC COM 05366U100   36,177 292,740 SH   SOLE   292,740 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   136,398 1,682,466 SH   SOLE   1,682,466 0 0
CVS HEALTH CORP COM 126650100   59,119 950,311 SH   SOLE   950,311 0 0
CANADIAN PAC RY LTD COM 13645T100   430,554 2,439,401 SH   SOLE   2,439,401 0 0
CATALENT INC COM 148806102   62,180 1,514,373 SH   SOLE   1,514,373 0 0
CIMAREX ENERGY CO COM 171798101   78,289 837,312 SH   SOLE   837,312 0 0
CLEVELAND CLIFFS INC COM 185899101   18,070 2,600,010 SH   SOLE   2,600,010 0 0
CONTINENTAL RESOURCES INC COM 212015101   26,750 453,775 SH   SOLE   453,775 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101   41,259 2,058,842 SH   SOLE   2,058,842 0 0
DENTSPLY SIRONA INC COM 24906P109   464,926 9,241,223 SH   SOLE   9,241,223 0 0
DISNEY WALT CO COM DISNEY 254687106   144,891 1,442,560 SH   SOLE   1,442,560 0 0
DOMINOS PIZZA INC COM 25754A201   282,723 1,210,494 SH   SOLE   1,210,494 0 0
EDITAS MEDICINE INC COM 28106W103   34,320 1,035,304 SH   SOLE   1,035,304 0 0
ENCANA CORP COM 292505104   888,911 80,810,122 SH   SOLE   80,810,122 0 0
EQUIFAX INC COM 294429105   304,798 2,587,201 SH   SOLE   2,587,201 0 0
FACEBOOK INC CL A 30303M102   1,493,405 9,346,049 SH   SOLE   9,346,049 0 0
GALLAGHER ARTHUR J & CO COM 363576109   94,405 1,373,568 SH   SOLE   1,373,568 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101   65,546 663,626 SH   SOLE   663,626 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   115,834 2,248,336 SH   SOLE   2,248,336 0 0
IQIYI INC SPONSORED ADS 46267X108   121,961 7,843,137 SH   SOLE   7,843,137 0 0
JD COM INC SPON ADR CL A 47215P106   23,554 581,728 SH   SOLE   581,728 0 0
JIANPU TECHNOLOGY INC ADR 47738D101   12,202 2,206,591 SH   SOLE   2,206,591 0 0
LENNAR CORP CL A 526057104   290,401 4,927,067 SH   SOLE   4,927,067 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409   10,589 257,640 SH   SOLE   257,640 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607   10,617 259,900 SH   SOLE   259,900 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854   370,200 12,000,000 SH   SOLE   12,000,000 0 0
LINCOLN NATL CORP IND COM 534187109   155,032 2,121,983 SH   SOLE   2,121,983 0 0
MERCADOLIBRE INC COM 58733R102   78,235 219,520 SH   SOLE   219,520 0 0
MICROSOFT CORP COM 594918104   942,818 10,329,986 SH   SOLE   10,329,986 0 0
MOMO INC ADR 60879B107   52,155 1,395,256 SH   SOLE   1,395,256 0 0
NETFLIX INC COM 64110L106   435,323 1,473,922 SH   SOLE   1,473,922 0 0
NETEASE INC SPONSORED ADR 64110W102   38,865 138,610 SH   SOLE   138,610 0 0
PARSLEY ENERGY INC CL A 701877102   410,199 14,149,672 SH   SOLE   14,149,672 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109   570,556 6,381,343 SH   SOLE   6,381,343 0 0
SALESFORCE COM INC COM 79466L302   121,268 1,042,721 SH   SOLE   1,042,721 0 0
SYNEOS HEALTH INC CL A 87166B102   68,357 1,925,548 SH   SOLE   1,925,548 0 0
TENARIS S A SPONSORED ADR 88031M109   88,997 2,566,963 SH   SOLE   2,566,963 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   178,522 864,681 SH   SOLE   864,681 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   444,148 7,835,616 SH   SOLE   7,835,616 0 0
TRANSDIGM GROUP INC COM 893641100   321,967 1,048,958 SH   SOLE   1,048,958 0 0
UNITED STATES STL CORP NEW COM 912909108   322,561 9,166,283 SH   SOLE   9,166,283 0 0
UNITED TECHNOLOGIES CORP COM 913017109   685,933 5,451,703 SH   SOLE   5,451,703 0 0
UNITEDHEALTH GROUP INC COM 91324P102   309,379 1,445,696 SH   SOLE   1,445,696 0 0
VISA INC COM CL A 92826C839   617,461 5,161,856 SH   SOLE   5,161,856 0 0
VOYA FINL INC COM 929089100   86,071 1,704,379 SH   SOLE   1,704,379 0 0
WELLS FARGO CO NEW COM 949746101   672,608 12,833,588 SH   SOLE   12,833,588 0 0
WESTERN DIGITAL CORP COM 958102105   277,061 3,002,720 SH   SOLE   3,002,720 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   116,245 769,888 SH   SOLE   769,888 0 0