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 SYS INC COM 00724F101 2,265 8,390 SH   SOLE   8,390 0 0
ALLERGAN PLC SHS G0177J108 13,100 68,771 SH   SOLE   68,771 0 0
ALPHABET INC CAP STK CL A 02079K305 9,406 7,792 SH   SOLE   7,792 0 0
AMAZON COM INC COM 023135106 7,708 3,848 SH   SOLE   3,848 0 0
APPTIO INC CL A 03835C108 15,065 407,610 SH   SOLE   407,610 0 0
ASPEN TECHNOLOGY INC COM 045327103 4,837 42,459 SH   SOLE   42,459 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 6,425 82,309 SH   SOLE   82,309 0 0
ENERGY RECOVERY INC COM 29270J100 6,091 680,531 SH   SOLE   680,531 0 0
FACEBOOK INC CL A 30303M102 3,825 23,257 SH   SOLE   23,257 0 0
ISHARES GOLD TRUST ISHARES 464285105 19,059 1,667,432 SH   SOLE   1,667,432 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 2,039 119,739 SH   SOLE   119,739 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 16,753 198,725 SH   SOLE   198,725 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 15,632 757,711 SH   SOLE   757,711 0 0
PIONEER NAT RES CO COM 723787107 13,730 78,823 SH   SOLE   78,823 0 0
ULTA BEAUTY INC COM 90384S303 11,099 39,342 SH   SOLE   39,342 0 0
VERISK ANALYTICS INC COM 92345Y106 15,146 125,643 SH   SOLE   125,643 0 0
VISA INC COM CL A 92826C839 18,132 120,806 SH   SOLE   120,806 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 8,269 3,051,151 SH   SOLE   3,051,151 0 0
ZAYO GROUP HLDGS INC COM 98919V105 24,658 710,187 SH   SOLE   710,187 0 0