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
Estimated average burden
hours per response: 23.8
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
ADOBE INC COM 00724F101 114,672 360,331 SH   SOLE   360,331 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,571 17,500 SH   SOLE   17,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,150 83,043 SH   SOLE   83,043 0 0
AMAZON COM INC COM 023135106 272,664 139,848 SH   SOLE   139,848 0 0
AMEREN CORP COM 023608102 18,955 260,258 SH   SOLE   260,258 0 0
AMERICAN ELEC PWR CO INC COM 025537101 14,327 179,138 SH   SOLE   179,138 0 0
ANAPLAN INC COM 03272L108 13,639 450,738 SH   SOLE   450,738 0 0
ATLASSIAN CORP PLC CL A G06242104 1,445 10,524 SH   SOLE   10,524 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 16,340 193,377 SH   SOLE   193,377 0 0
BK OF AMERICA CORP COM 060505104 42,460 2,000,000 SH Call SOLE   2,000,000 0 0
BOEING CO COM 097023105 447 3,000 SH   SOLE   3,000 0 0
BOOKING HLDGS INC COM 09857L108 28,184 20,950 SH   SOLE   20,950 0 0
CARDINAL HEALTH INC COM 14149Y108 2,493 52,000 SH   SOLE   52,000 0 0
CENTENE CORP DEL COM 15135B101 23,516 395,820 SH   SOLE   395,820 0 0
CIGNA CORP NEW COM 125523100 35,025 197,680 SH   SOLE   197,680 0 0
COSTAR GROUP INC COM 22160N109 3,990 6,795 SH   SOLE   6,795 0 0
CVS HEALTH CORP COM 126650100 1,395 23,515 SH   SOLE   23,515 0 0
DARDEN RESTAURANTS INC COM 237194105 8,456 155,277 SH   SOLE   155,277 0 0
EATON CORP PLC SHS G29183103 1,499 19,300 SH   SOLE   19,300 0 0
EHEALTH INC COM 28238P109 1,033 7,334 SH   SOLE   7,334 0 0
EXELON CORP COM 30161N101 5,155 140,056 SH   SOLE   140,056 0 0
FACEBOOK INC CL A 30303M102 60,718 364,014 SH   SOLE   364,014 0 0
FACEBOOK INC CL A 30303M102 1,668 10,000 SH Call SOLE   10,000 0 0
FAIR ISAAC CORP COM 303250104 27,160 88,270 SH   SOLE   88,270 0 0
FISERV INC COM 337738108 48,116 506,537 SH   SOLE   506,537 0 0
GILEAD SCIENCES INC COM 375558103 26,590 355,671 SH   SOLE   355,671 0 0
HCA HEALTHCARE INC COM 40412C101 943 10,500 SH   SOLE   10,500 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 8,546 125,230 SH   SOLE   125,230 0 0
HUMANA INC COM 444859102 31,204 99,370 SH   SOLE   99,370 0 0
INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 2,046 100,000 SH Put SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 15,537 81,600 SH Put SOLE   81,600 0 0
ISHARES TR IBOXX HI YD ETF 464288513 5,780 75,000 SH Put SOLE   75,000 0 0
JD COM INC SPON ADR CL A 47215P106 8,210 202,714 SH   SOLE   202,714 0 0
JPMORGAN CHASE & CO COM 46625H100 8,854 98,350 SH   SOLE   98,350 0 0
LAM RESEARCH CORP COM 512807108 2,832 11,800 SH   SOLE   11,800 0 0
LILLY ELI & CO COM 532457108 2,007 14,471 SH   SOLE   14,471 0 0
LOCKHEED MARTIN CORP COM 539830109 4,206 12,410 SH   SOLE   12,410 0 0
MARRIOTT INTL INC NEW CL A 571903202 7,827 104,625 SH   SOLE   104,625 0 0
MASTERCARD INC CL A 57636Q104 91,092 377,099 SH   SOLE   377,099 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 1,541 12,700 SH   SOLE   12,700 0 0
MERCADOLIBRE INC COM 58733R102 9,703 19,860 SH   SOLE   19,860 0 0
MICRON TECHNOLOGY INC COM 595112103 1,052 25,000 SH Call SOLE   25,000 0 0
MICRON TECHNOLOGY INC COM 595112103 181 4,307 SH   SOLE   4,307 0 0
MICROSOFT CORP COM 594918104 190,112 1,205,450 SH   SOLE   1,205,450 0 0
MORGAN STANLEY COM NEW 617446448 1,442 42,400 SH   SOLE   42,400 0 0
NETFLIX INC COM 64110L106 177,429 472,515 SH   SOLE   472,515 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,578 15,130 SH   SOLE   15,130 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,410 65,240 SH   SOLE   65,240 0 0
OUTLOOK THERAPEUTICS INC *W EXP 02/18/202 69012T115 16 100,000 SH   SOLE   100,000 0 0
PG&E CORP COM 69331C108 11,086 1,233,155 SH   SOLE   1,233,155 0 0
QIAGEN NV SHS NEW N72482123 2,080 50,000 SH   SOLE   50,000 0 0
RAYTHEON CO COM NEW 755111507 15,198 115,879 SH   SOLE   115,879 0 0
REGENERON PHARMACEUTICALS COM 75886F107 4,660 9,543 SH   SOLE   9,543 0 0
SCHWAB CHARLES CORP COM 808513105 1,459 43,400 SH   SOLE   43,400 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 67,044 756,870 SH   SOLE   756,870 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 45,428 819,854 SH   SOLE   819,854 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1,576 35,000 SH   SOLE   35,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 252,633 1,706,400 SH Call SOLE   1,706,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 171,198 664,200 SH Call SOLE   664,200 0 0
TELADOC HEALTH INC COM 87918A105 1,390 8,964 SH   SOLE   8,964 0 0
TRILOGY METALS INC NEW COM 89621C105 6,233 4,582,724 SH   SOLE   4,582,724 0 0
UNITEDHEALTH GROUP INC COM 91324P102 57,108 228,998 SH   SOLE   228,998 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,023 8,500 SH   SOLE   8,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 915 20,000 SH   SOLE   20,000 0 0