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
ATYR PHARMA INC COM 002120103   1,260 1,384,300 SH   SOLE   1,384,300 0 0
ABEONA THERAPEUTICS INC COM 00289Y107   40,812 2,550,741 SH   SOLE   2,550,741 0 0
AETNA INC NEW COM 00817Y108   49,184 268,035 SH   SOLE   268,035 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   386,990 2,085,864 SH   SOLE   2,085,864 0 0
ALPHABET INC CAP STK CL A 02079K305   691,422 612,317 SH   SOLE   612,317 0 0
AMAZON COM INC COM 023135106   272,726 160,446 SH   SOLE   160,446 0 0
ANAPTYSBIO INC COM 032724106   38,633 543,816 SH   SOLE   543,816 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   278,967 2,768,625 SH   SOLE   2,768,625 0 0
ANTHEM INC COM 036752103   1,060,369 4,454,770 SH   SOLE   4,454,770 0 0
AUTODESK INC COM 052769106   428,240 3,266,762 SH   SOLE   3,266,762 0 0
AXA EQUITABLE HLDGS INC COM 054561105   58,811 2,853,500 SH   SOLE   2,853,500 0 0
BAIDU INC SPON ADR REP A 056752108   216,458 890,775 SH   SOLE   890,775 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   307,069 3,259,757 SH   SOLE   3,259,757 0 0
CANADIAN PAC RY LTD COM 13645T100   150,731 823,574 SH   SOLE   823,574 0 0
CATALENT INC COM 148806102   97,313 2,323,062 SH   SOLE   2,323,062 0 0
CENTENE CORP DEL COM 15135B101   107,577 873,120 SH   SOLE   873,120 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101   55,042 1,398,791 SH   SOLE   1,398,791 0 0
DENTSPLY SIRONA INC COM 24906P109   43,071 984,025 SH   SOLE   984,025 0 0
DISNEY WALT CO COM DISNEY 254687106   602,901 5,752,321 SH   SOLE   5,752,321 0 0
DOMINOS PIZZA INC COM 25754A201   139,639 494,874 SH   SOLE   494,874 0 0
DOWDUPONT INC COM 26078J100   671,807 10,191,240 SH   SOLE   10,191,240 0 0
EDITAS MEDICINE INC COM 28106W103   33,372 931,401 SH   SOLE   931,401 0 0
EIDOS THERAPEUTICS INC COM 28249H104   40,399 1,986,201 SH   SOLE   1,986,201 0 0
ENCANA CORP COM 292505104   927,086 71,041,069 SH   SOLE   71,041,069 0 0
EQUIFAX INC COM 294429105   49,669 397,000 SH   SOLE   397,000 0 0
FACEBOOK INC CL A 30303M102   1,194,826 6,148,755 SH   SOLE   6,148,755 0 0
GALLAGHER ARTHUR J & CO COM 363576109   113,261 1,735,009 SH   SOLE   1,735,009 0 0
GENERAL ELECTRIC CO COM 369604103   931,040 68,408,502 SH   SOLE   68,408,502 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101   73,566 700,492 SH   SOLE   700,492 0 0
HANESBRANDS INC COM 410345102   135,820 6,168,014 SH   SOLE   6,168,014 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104   296,168 5,792,445 SH   SOLE   5,792,445 0 0
ILLUMINA INC COM 452327109   139,858 500,763 SH   SOLE   500,763 0 0
JIANPU TECHNOLOGY INC ADR 47738D101   3,770 570,396 SH   SOLE   570,396 0 0
LENNAR CORP CL A 526057104   285,234 5,433,020 SH   SOLE   5,433,020 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409   11,853 263,112 SH   SOLE   263,112 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607   12,039 265,420 SH   SOLE   265,420 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854   423,350 11,401,833 SH   SOLE   11,401,833 0 0
LINCOLN NATL CORP IND COM 534187109   292,183 4,693,707 SH   SOLE   4,693,707 0 0
MARATHON PETE CORP COM 56585A102   53,656 764,765 SH   SOLE   764,765 0 0
MERCADOLIBRE INC COM 58733R102   64,235 214,883 SH   SOLE   214,883 0 0
MICROSOFT CORP COM 594918104   1,083,866 10,991,441 SH   SOLE   10,991,441 0 0
MICRON TECHNOLOGY INC COM 595112103   13,635 260,010 SH   SOLE   260,010 0 0
MIDDLEBY CORP COM 596278101   316,566 3,031,662 SH   SOLE   3,031,662 0 0
NETFLIX INC COM 64110L106   173,396 442,982 SH   SOLE   442,982 0 0
OLIN CORP COM PAR $1 680665205   134,357 4,678,183 SH   SOLE   4,678,183 0 0
PARSLEY ENERGY INC CL A 701877102   653,908 21,595,386 SH   SOLE   21,595,386 0 0
PATTERSON UTI ENERGY INC COM 703481101   113,220 6,290,008 SH   SOLE   6,290,008 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109   535,432 5,992,522 SH   SOLE   5,992,522 0 0
ROCKWELL COLLINS INC COM 774341101   32,208 239,145 SH   SOLE   239,145 0 0
SALESFORCE COM INC COM 79466L302   159,156 1,166,835 SH   SOLE   1,166,835 0 0
SYNEOS HEALTH INC CL A 87166B102   83,143 1,772,781 SH   SOLE   1,772,781 0 0
T MOBILE US INC COM 872590104   192,277 3,218,025 SH   SOLE   3,218,025 0 0
TENARIS S A SPONSORED ADR 88031M109   140,702 3,866,506 SH   SOLE   3,866,506 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   513,782 2,480,362 SH   SOLE   2,480,362 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   110,452 1,908,343 SH   SOLE   1,908,343 0 0
UNITED STATES STL CORP NEW COM 912909108   222,662 6,407,528 SH   SOLE   6,407,528 0 0
UNITED TECHNOLOGIES CORP COM 913017109   1,329,980 10,637,284 SH   SOLE   10,637,284 0 0
UNITEDHEALTH GROUP INC COM 91324P102   290,997 1,186,095 SH   SOLE   1,186,095 0 0
VISA INC COM CL A 92826C839   424,830 3,207,474 SH   SOLE   3,207,474 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   161,306 936,195 SH   SOLE   936,195 0 0