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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACADIA PHARMACEUTICALS INC COM0042251081,10430,677SH SOLE 30,67700
ACCENTURE PLC IRELAND SHS CLASS AG1151C1018,44843,920SH SOLE 43,92000
ADAPTIVE BIOTECHNOLOGIES COR COM00650F10957518,620SH SOLE 18,62000
ADOBE INC COM00724F1018,12329,403SH SOLE 29,40300
ALCON INC ORD SHSH013011288,121139,328SH SOLE 139,32800
ALEXION PHARMACEUTICALS INC COM0153511098008,164SH SOLE 8,16400
ALIBABA GROUP HLDG LTD SPONSORED ADS01609W1028,31549,723SH SOLE 49,72300
ALPHABET INC CAP STK CL C02079K1078,6717,113SH SOLE 7,11300
ALTICE USA INC CL A02156K1038,879309,585SH SOLE 309,58500
AMARIN CORP PLC SPONS ADR NEW02311120693561,651SH SOLE 61,65100
AMAZON COM INC COM02313510616,2279,348SH SOLE 9,34800
ARCH CAP GROUP LTD ORDG0450A10513,647325,072SH SOLE 325,07200
ARGENX SE SPONSORED ADR04016X1017536,607SH SOLE 6,60700
ASCENDIS PHARMA A S SPONSORED ADR04351P1017477,754SH SOLE 7,75400
AXA EQUITABLE HLDGS INC COM0545611059,282418,873SH SOLE 418,87300
BERKSHIRE HATHAWAY INC DEL CL B NEW08467070220,897100,458SH SOLE 100,45800
BIOMARIN PHARMACEUTICAL INC COM09061G10183712,411SH SOLE 12,41100
BLACKROCK INC COM09247X1019,04720,301SH SOLE 20,30100
CERUS CORP COM157085101881170,873SH SOLE 170,87300
THE CHARLES SCHWAB CORPORATI COM8085131059,512227,395SH SOLE 227,39500
COMMSCOPE HLDG CO INC COM20337X1092,348199,619SH SOLE 199,61900
CORNERSTONE ONDEMAND INC COM21925Y1039,024164,607SH SOLE 164,60700
CROWN HOLDINGS INC COM2283681068,451127,930SH SOLE 127,93000
DEERE & CO COM2441991059,77757,961SH SOLE 57,96100
FASTENAL CO COM3119001049,286284,240SH SOLE 284,24000
FIDELITY NATL INFORMATION SV COM31620M1068,17661,587SH SOLE 61,58700
GARRETT MOTION INC COM3665051057,545757,567SH SOLE 757,56700
GCI LIBERTY INC COM CLASS A36164V30512,991209,303SH SOLE 209,30300
GENOMIC HEALTH INC COM37244C10181812,063SH SOLE 12,06300
GODADDY INC CL A3802371078,737132,421SH SOLE 132,42100
GULFPORT ENERGY CORP COM NEW4026353047,5772,796,121SH SOLE 2,796,12100
GW PHARMACEUTICALS PLC ADS36197T1036705,821SH SOLE 5,82100
HERON THERAPEUTICS INC COM42774610297552,677SH SOLE 52,67700
INCYTE CORP COM45337C10282011,044SH SOLE 11,04400
INSMED INC COM PAR $.014576693071,01457,472SH SOLE 57,47200
IQVIA HLDGS INC COM46266C1058,16654,669SH SOLE 54,66900
KINDER MORGAN INC DEL COM49456B10112,309597,213SH SOLE 597,21300
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM5312296073,40881,232SH SOLE 81,23200
MADRIGAL PHARMACEUTICALS INC COM5588681058539,896SH SOLE 9,89600
MASTERCARD INC CL A57636Q1048,30330,575SH SOLE 30,57500
MEDICINES CO COM58468810513,303266,069SH SOLE 266,06900
MICROSOFT CORP COM5949181048,64462,175SH SOLE 62,17500
MIRATI THERAPEUTICS INC COM60468T1057709,878SH SOLE 9,87800
MORGAN STANLEY COM NEW6174464489,077212,723SH SOLE 212,72300
NEUROCRINE BIOSCIENCES INC COM64125C1098469,383SH SOLE 9,38300
PAGSEGURO DIGITAL LTD COM CL AG687071018,339180,072SH SOLE 180,07200
POST HLDGS INC COM7374461049,19586,881SH SOLE 86,88100
PRINCIPIA BIOPHARMA INC COM74257L10869424,572SH SOLE 24,57200
QURATE RETAIL INC COM SER A74915M1001,534148,740SH SOLE 148,74000
RHYTHM PHARMACEUTICALS INC COM76243J10596744,781SH SOLE 44,78100
SEATTLE GENETICS INC COM81257810299111,605SH SOLE 11,60500
SERVICENOW INC COM81762P1028,39533,070SH SOLE 33,07000
TRICIDA INC COM89610F10184227,274SH SOLE 27,27400
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF9220428584,223104,896SH SOLE 104,89600
VIASAT INC COM92552V1003,34144,354SH SOLE 44,35400
ZILLOW GROUP INC CL C CAP STK98954M2007,197241,347SH SOLE 241,34700