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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ATYR PHARMA INCCOM0021201031,2601,384,300SH SOLE 1,384,30000
ABEONA THERAPEUTICS INCCOM00289Y10740,8122,550,741SH SOLE 2,550,74100
AETNA INC NEWCOM00817Y10849,184268,035SH SOLE 268,03500
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102386,9902,085,864SH SOLE 2,085,86400
ALPHABET INCCAP STK CL A02079K305691,422612,317SH SOLE 612,31700
AMAZON COM INCCOM023135106272,726160,446SH SOLE 160,44600
ANAPTYSBIO INCCOM03272410638,633543,816SH SOLE 543,81600
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A108278,9672,768,625SH SOLE 2,768,62500
ANTHEM INCCOM0367521031,060,3694,454,770SH SOLE 4,454,77000
AUTODESK INCCOM052769106428,2403,266,762SH SOLE 3,266,76200
AXA EQUITABLE HLDGS INCCOM05456110558,8112,853,500SH SOLE 2,853,50000
BAIDU INCSPON ADR REP A056752108216,458890,775SH SOLE 890,77500
BIOMARIN PHARMACEUTICAL INCCOM09061G101307,0693,259,757SH SOLE 3,259,75700
CANADIAN PAC RY LTDCOM13645T100150,731823,574SH SOLE 823,57400
CATALENT INCCOM14880610297,3132,323,062SH SOLE 2,323,06200
CENTENE CORP DELCOM15135B101107,577873,120SH SOLE 873,12000
DECIPHERA PHARMACEUTICALS INCOM24344T10155,0421,398,791SH SOLE 1,398,79100
DENTSPLY SIRONA INCCOM24906P10943,071984,025SH SOLE 984,02500
DISNEY WALT COCOM DISNEY254687106602,9015,752,321SH SOLE 5,752,32100
DOMINOS PIZZA INCCOM25754A201139,639494,874SH SOLE 494,87400
DOWDUPONT INCCOM26078J100671,80710,191,240SH SOLE 10,191,24000
EDITAS MEDICINE INCCOM28106W10333,372931,401SH SOLE 931,40100
EIDOS THERAPEUTICS INCCOM28249H10440,3991,986,201SH SOLE 1,986,20100
ENCANA CORPCOM292505104927,08671,041,069SH SOLE 71,041,06900
EQUIFAX INCCOM29442910549,669397,000SH SOLE 397,00000
FACEBOOK INCCL A30303M1021,194,8266,148,755SH SOLE 6,148,75500
GALLAGHER ARTHUR J & COCOM363576109113,2611,735,009SH SOLE 1,735,00900
GENERAL ELECTRIC COCOM369604103931,04068,408,502SH SOLE 68,408,50200
HDFC BANK LTDADR REPS 3 SHS40415F10173,566700,492SH SOLE 700,49200
HANESBRANDS INCCOM410345102135,8206,168,014SH SOLE 6,168,01400
HARTFORD FINL SVCS GROUP INCCOM416515104296,1685,792,445SH SOLE 5,792,44500
ILLUMINA INCCOM452327109139,858500,763SH SOLE 500,76300
JIANPU TECHNOLOGY INCADR47738D1013,770570,396SH SOLE 570,39600
LENNAR CORPCL A526057104285,2345,433,020SH SOLE 5,433,02000
LIBERTY MEDIA CORP DELAWARECOM A SIRIUSXM53122940911,853263,112SH SOLE 263,11200
LIBERTY MEDIA CORP DELAWARECOM C SIRIUSXM53122960712,039265,420SH SOLE 265,42000
LIBERTY MEDIA CORP DELAWARECOM SER C FRMLA531229854423,35011,401,833SH SOLE 11,401,83300
LINCOLN NATL CORP INDCOM534187109292,1834,693,707SH SOLE 4,693,70700
MARATHON PETE CORPCOM56585A10253,656764,765SH SOLE 764,76500
MERCADOLIBRE INCCOM58733R10264,235214,883SH SOLE 214,88300
MICROSOFT CORPCOM5949181041,083,86610,991,441SH SOLE 10,991,44100
MICRON TECHNOLOGY INCCOM59511210313,635260,010SH SOLE 260,01000
MIDDLEBY CORPCOM596278101316,5663,031,662SH SOLE 3,031,66200
NETFLIX INCCOM64110L106173,396442,982SH SOLE 442,98200
OLIN CORPCOM PAR $1680665205134,3574,678,183SH SOLE 4,678,18300
PARSLEY ENERGY INCCL A701877102653,90821,595,386SH SOLE 21,595,38600
PATTERSON UTI ENERGY INCCOM703481101113,2206,290,008SH SOLE 6,290,00800
RAYMOND JAMES FINANCIAL INCCOM754730109535,4325,992,522SH SOLE 5,992,52200
ROCKWELL COLLINS INCCOM77434110132,208239,145SH SOLE 239,14500
SALESFORCE COM INCCOM79466L302159,1561,166,835SH SOLE 1,166,83500
SYNEOS HEALTH INCCL A87166B10283,1431,772,781SH SOLE 1,772,78100
T MOBILE US INCCOM872590104192,2773,218,025SH SOLE 3,218,02500
TENARIS S ASPONSORED ADR88031M109140,7023,866,506SH SOLE 3,866,50600
THERMO FISHER SCIENTIFIC INCCOM883556102513,7822,480,362SH SOLE 2,480,36200
TORONTO DOMINION BK ONTCOM NEW891160509110,4521,908,343SH SOLE 1,908,34300
UNITED STATES STL CORP NEWCOM912909108222,6626,407,528SH SOLE 6,407,52800
UNITED TECHNOLOGIES CORPCOM9130171091,329,98010,637,284SH SOLE 10,637,28400
UNITEDHEALTH GROUP INCCOM91324P102290,9971,186,095SH SOLE 1,186,09500
VISA INCCOM CL A92826C839424,8303,207,474SH SOLE 3,207,47400
JAZZ PHARMACEUTICALS PLCSHS USDG50871105161,306936,195SH SOLE 936,19500