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
ABIOMED INC COM 003654100 2,608 20,828 SH   SOLE   20,828 0 0
AETNA INC NEW COM 00817Y108 2,442 19,143 SH   SOLE   19,143 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 4,693 38,705 SH   SOLE   38,705 0 0
ALLY FINL INC COM 02005N100 5,266 259,007 SH   SOLE   259,007 0 0
ALPHABET INC CAP STK CL C 02079K107 18,321 22,085 SH   SOLE   22,085 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 2,359 104,602 SH   SOLE   104,602 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 2,462 769,230 SH   SOLE   769,230 0 0
AMAZON COM INC COM 023135106 6,402 7,221 SH   SOLE   7,221 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,637 90,298 SH   SOLE   90,298 0 0
APPLE INC COM 037833100 6,426 44,734 SH   SOLE   44,734 0 0
ARCH CAP GROUP LTD ORD G0450A105 6,155 64,946 SH   SOLE   64,946 0 0
AUTODESK INC COM 052769106 6,178 71,446 SH   SOLE   71,446 0 0
BEIGENE LTD SPONSORED ADR 07725L102 2,314 63,211 SH   SOLE   63,211 0 0
BELLICUM PHARMACEUTICALS INC COM 079481107 2,595 210,260 SH   SOLE   210,260 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,060 72,357 SH   SOLE   72,357 0 0
BERRY GLOBAL GROUP INC COM 08579W103 5,941 122,317 SH   SOLE   122,317 0 0
BIOCRYST PHARMACEUTICALS COM 09058V103 2,706 322,164 SH   SOLE   322,164 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 4,919 56,034 SH   SOLE   56,034 0 0
BROADCOM LTD SHS Y09827109 6,441 29,416 SH   SOLE   29,416 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 24,559 75,031 SH   SOLE   75,031 0 0
CHEMOURS CO COM 163851108 7,251 188,339 SH   SOLE   188,339 0 0
CISCO SYS INC COM 17275R102 6,319 186,940 SH   SOLE   186,940 0 0
CITIZENS FINL GROUP INC COM 174610105 5,495 159,032 SH   SOLE   159,032 0 0
CLOVIS ONCOLOGY INC COM 189464100 2,650 41,625 SH   SOLE   41,625 0 0
COMMSCOPE HLDG CO INC COM 20337X109 6,483 155,431 SH   SOLE   155,431 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,279 38,745 SH   SOLE   38,745 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 5,645 145,158 SH   SOLE   145,158 0 0
CVS HEALTH CORP COM 126650100 6,027 76,777 SH   SOLE   76,777 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 2,455 69,715 SH   SOLE   69,715 0 0
DEERE & CO COM 244199105 5,975 54,884 SH   SOLE   54,884 0 0
ENVISION HEALTHCARE CORP COM 29414D100 7,757 126,504 SH   SOLE   126,504 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 5,717 86,744 SH   SOLE   86,744 0 0
FACEBOOK INC CL A 30303M102 12,820 90,251 SH   SOLE   90,251 0 0
GENERAL MTRS CO COM 37045V100 5,735 162,192 SH   SOLE   162,192 0 0
GENOMIC HEALTH INC COM 37244C101 2,510 79,693 SH   SOLE   79,693 0 0
GILEAD SCIENCES INC COM 375558103 8,533 125,637 SH   SOLE   125,637 0 0
GREENHILL & CO INC COM 395259104 5,860 200,001 SH   SOLE   200,001 0 0
HERBALIFE LTD COM USD SHS G4412G101 5,838 100,416 SH   SOLE   100,416 0 0
IMMERSION CORP COM 452521107 4,907 566,608 SH   SOLE   566,608 0 0
IMPINJ INC COM 453204109 5,264 173,914 SH   SOLE   173,914 0 0
INCYTE CORP COM 45337C102 5,010 37,484 SH   SOLE   37,484 0 0
INSMED INC COM PAR $.01 457669307 2,758 157,529 SH   SOLE   157,529 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 6,166 102,984 SH   SOLE   102,984 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 2,444 143,266 SH   SOLE   143,266 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 6,574 169,521 SH   SOLE   169,521 0 0
MAIDEN HOLDINGS LTD SHS G5753U112 4,486 320,427 SH   SOLE   320,427 0 0
MANITOWOC INC COM 563571108 5,430 952,689 SH   SOLE   952,689 0 0
MASTEC INC COM 576323109 6,275 156,680 SH   SOLE   156,680 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,239 55,474 SH   SOLE   55,474 0 0
MEDICINES CO COM 584688105 2,448 50,060 SH   SOLE   50,060 0 0
MICROSOFT CORP COM 594918104 6,161 93,542 SH   SOLE   93,542 0 0
NEKTAR THERAPEUTICS COM 640268108 4,115 175,315 SH   SOLE   175,315 0 0
PJT PARTNERS INC COM CL A 69343T107 5,717 162,936 SH   SOLE   162,936 0 0
POST HLDGS INC COM 737446104 12,510 142,942 SH   SOLE   142,942 0 0
PROGRESS SOFTWARE CORP COM 743312100 6,103 210,088 SH   SOLE   210,088 0 0
PTC INC COM 69370C100 5,828 110,908 SH   SOLE   110,908 0 0
RICE ENERGY INC COM 762760106 6,727 283,837 SH   SOLE   283,837 0 0
SAGE THERAPEUTICS INC COM 78667J108 2,747 38,651 SH   SOLE   38,651 0 0
SEATTLE GENETICS INC COM 812578102 2,341 37,246 SH   SOLE   37,246 0 0
TRANSDIGM GROUP INC COM 893641100 5,315 24,140 SH   SOLE   24,140 0 0
TRANSUNION COM 89400J107 6,189 161,369 SH   SOLE   161,369 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 6,394 201,200 SH   SOLE   201,200 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,334 17,242 SH   SOLE   17,242 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,436 14,854 SH   SOLE   14,854 0 0
VANDA PHARMACEUTICALS INC COM 921659108 2,465 176,056 SH   SOLE   176,056 0 0
VANGUARD INDEX FDS REIT ETF 922908553 782 9,473 SH   SOLE   9,473 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2,918 73,459 SH   SOLE   73,459 0 0
VISA INC COM CL A 92826C839 6,180 69,545 SH   SOLE   69,545 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 2,427 17,309 SH   SOLE   17,309 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 12,485 401,175 SH   SOLE   401,175 0 0