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 2,956 7,227 SH   SOLE   7,227 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,262 56,616 SH   SOLE   56,616 0 0
ADOBE SYS INC COM 00724F101 8,989 36,867 SH   SOLE   36,867 0 0
ADVANSIX INC COM 00773T101 8,516 232,487 SH   SOLE   232,487 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 5,615 45,231 SH   SOLE   45,231 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 2,655 26,952 SH   SOLE   26,952 0 0
ALPHABET INC CAP STK CL C 02079K107 18,034 16,165 SH   SOLE   16,165 0 0
AMAZON COM INC COM 023135106 18,813 11,068 SH   SOLE   11,068 0 0
APPLE INC COM 037833100 17,321 93,573 SH   SOLE   93,573 0 0
AQUINOX PHARMACEUTICALS INC COM 03842B101 569 214,759 SH   SOLE   214,759 0 0
ARCH CAP GROUP LTD ORD G0450A105 8,861 334,896 SH   SOLE   334,896 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 2,806 42,180 SH   SOLE   42,180 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 9,185 249,931 SH   SOLE   249,931 0 0
BEIGENE LTD SPONSORED ADR 07725L102 2,260 14,700 SH   SOLE   14,700 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 18,750 100,458 SH   SOLE   100,458 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,401 182,871 SH   SOLE   182,871 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 5,839 61,982 SH   SOLE   61,982 0 0
BOOKING HLDGS INC COM 09857L108 8,550 4,218 SH   SOLE   4,218 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,924 64,540 SH   SOLE   64,540 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 8,821 20,449 SH   SOLE   20,449 0 0
CLOVIS ONCOLOGY INC COM 189464100 2,464 54,197 SH   SOLE   54,197 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,609 39,333 SH   SOLE   39,333 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 2,152 111,563 SH   SOLE   111,563 0 0
DEERE & CO COM 244199105 8,379 59,939 SH   SOLE   59,939 0 0
DEXCOM INC COM 252131107 2,992 31,502 SH   SOLE   31,502 0 0
EPIZYME INC COM 29428V104 2,357 173,982 SH   SOLE   173,982 0 0
FACEBOOK INC CL A 30303M102 9,196 47,325 SH   SOLE   47,325 0 0
FASTENAL CO COM 311900104 7,997 166,151 SH   SOLE   166,151 0 0
GARTNER INC COM 366651107 8,576 64,533 SH   SOLE   64,533 0 0
GCI LIBERTY INC COM CLASS A 36164V305 9,138 202,717 SH   SOLE   202,717 0 0
GENOMIC HEALTH INC COM 37244C101 3,646 72,340 SH   SOLE   72,340 0 0
GODADDY INC CL A 380237107 8,906 126,145 SH   SOLE   126,145 0 0
GULFPORT ENERGY CORP COM NEW 402635304 10,115 804,700 SH   SOLE   804,700 0 0
HERON THERAPEUTICS INC COM 427746102 3,369 86,716 SH   SOLE   86,716 0 0
HUMANA INC COM 444859102 2,817 9,465 SH   SOLE   9,465 0 0
IHS MARKIT LTD SHS G47567105 8,701 168,657 SH   SOLE   168,657 0 0
IMMUNOMEDICS INC COM 452907108 3,465 146,374 SH   SOLE   146,374 0 0
INCYTE CORP COM 45337C102 5,479 81,776 SH   SOLE   81,776 0 0
INSMED INC COM PAR $.01 457669307 2,390 101,063 SH   SOLE   101,063 0 0
JBG SMITH PROPERTIES SHS 46590V100 8,992 246,550 SH   SOLE   246,550 0 0
JD COM INC SPON ADR CL A 47215P106 26,648 684,152 SH   SOLE   684,152 0 0
KINDER MORGAN INC DEL COM 49456B101 9,376 530,592 SH   SOLE   530,592 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 11,713 65,243 SH   SOLE   65,243 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 8,064 292,814 SH   SOLE   292,814 0 0
MANITOWOC CO INC COM NEW 563571405 8,846 342,076 SH   SOLE   342,076 0 0
MASTEC INC COM 576323109 9,062 178,565 SH   SOLE   178,565 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,928 45,432 SH   SOLE   45,432 0 0
MEDICINES CO COM 584688105 3,141 85,582 SH   SOLE   85,582 0 0
MICRON TECHNOLOGY INC COM 595112103 8,469 161,506 SH   SOLE   161,506 0 0
MICROSOFT CORP COM 594918104 17,677 179,263 SH   SOLE   179,263 0 0
NEKTAR THERAPEUTICS COM 640268108 1,609 32,960 SH   SOLE   32,960 0 0
OPEN TEXT CORP COM 683715106 9,015 256,180 SH   SOLE   256,180 0 0
PG&E CORP COM 69331C108 8,644 203,095 SH   SOLE   203,095 0 0
PJT PARTNERS INC COM CL A 69343T107 8,620 161,446 SH   SOLE   161,446 0 0
POST HLDGS INC COM 737446104 9,872 114,760 SH   SOLE   114,760 0 0
PTC INC COM 69370C100 9,667 103,047 SH   SOLE   103,047 0 0
SAGE THERAPEUTICS INC COM 78667J108 2,477 15,823 SH   SOLE   15,823 0 0
SEATTLE GENETICS INC COM 812578102 3,185 47,974 SH   SOLE   47,974 0 0
TRANSDIGM GROUP INC COM 893641100 9,252 26,807 SH   SOLE   26,807 0 0
TWITTER INC COM 90184L102 11,631 266,349 SH   SOLE   266,349 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,905 25,678 SH   SOLE   25,678 0 0
VANDA PHARMACEUTICALS INC COM 921659108 3,117 163,626 SH   SOLE   163,626 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,256 100,850 SH   SOLE   100,850 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,332 16,353 SH   SOLE   16,353 0 0
VISA INC COM CL A 92826C839 8,813 66,536 SH   SOLE   66,536 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 2,992 115,258 SH   SOLE   115,258 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 2,706 24,285 SH   SOLE   24,285 0 0