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
1LIFE HEALTHCARE INC COM 68269G107 5,891 162,191 SH   SOLE   162,191 0 0
ABEONA THERAPEUTICS INC COM 00289Y107 4,098 1,405,862 SH   SOLE   1,405,862 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 2,985 61,575 SH   SOLE   61,575 0 0
ACTIVISION BLIZZARD INC COM 00507V109 47,573 626,781 SH   SOLE   626,781 0 0
AFFIMED N V COM N01045108 2,675 579,597 SH   SOLE   579,597 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 4,724 53,454 SH   SOLE   53,454 0 0
AGORA INC ADS 00851L103 729 16,495 SH   SOLE   16,495 0 0
AKEBIA THERAPEUTICS INC COM 00972D105 8,749 644,229 SH   SOLE   644,229 0 0
AKOUOS INC COM 00973J101 7,178 319,013 SH   SOLE   319,013 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 25,619 228,253 SH   SOLE   228,253 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,058 92,992 SH   SOLE   92,992 0 0
ALKERMES PLC SHS G01767105 35,871 1,848,542 SH   SOLE   1,848,542 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 5,508 128,628 SH   SOLE   128,628 0 0
ALTICE USA INC CL A 02156K103 25,244 1,119,965 SH   SOLE   1,119,965 0 0
AMBARELLA INC SHS G037AX101 5,822 127,117 SH   SOLE   127,117 0 0
AMC NETWORKS INC CL A 00164V103 5,278 225,634 SH   SOLE   225,634 0 0
AMERISOURCEBERGEN CORP COM 03073E105 890 8,830 SH   SOLE   8,830 0 0
AMN HEALTHCARE SVCS INC COM 001744101 11,262 248,937 SH   SOLE   248,937 0 0
AMPHENOL CORP NEW CL A 032095101 50,576 527,873 SH   SOLE   527,873 0 0
ANALOG DEVICES INC COM 032654105 12,096 98,629 SH   SOLE   98,629 0 0
APPLIED MATLS INC COM 038222105 72,750 1,203,467 SH   SOLE   1,203,467 0 0
APPLIED MOLECULAR TRANS INC COM 03824M109 276 10,993 SH   SOLE   10,993 0 0
APTOSE BIOSCIENCES INC COM NEW 03835T200 3,787 600,160 SH   SOLE   600,160 0 0
ARCTURUS THERAPEUTICS HLDG I COM 03969T109 6,921 148,083 SH   SOLE   148,083 0 0
ARROW ELECTRS INC COM 042735100 44,739 651,321 SH   SOLE   651,321 0 0
AT&T INC COM 00206R102 18,046 596,967 SH   SOLE   596,967 0 0
AVIDITY BIOSCIENCES INC COM 05370A108 3,533 125,000 SH   SOLE   125,000 0 0
AVNET INC COM 053807103 4,474 160,458 SH   SOLE   160,458 0 0
BAIDU INC SPON ADR REP A 056752108 15,782 131,638 SH   SOLE   131,638 0 0
BECTON DICKINSON & CO COM 075887109 26,260 109,750 SH   SOLE   109,750 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 7,580 1,590,841 SH   SOLE   1,590,841 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 4,476 61,221 SH   SOLE   61,221 0 0
BRUKER CORP COM 116794108 1,857 45,647 SH   SOLE   45,647 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 14,311 149,136 SH   SOLE   149,136 0 0
CATALENT INC COM 148806102 4,756 64,880 SH   SOLE   64,880 0 0
CENTENE CORP DEL COM 15135B101 33,909 533,575 SH   SOLE   533,575 0 0
CHIASMA INC COM 16706W102 2,258 419,736 SH   SOLE   419,736 0 0
CINEMARK HLDGS INC COM 17243V102 3,056 264,597 SH   SOLE   264,597 0 0
CIRRUS LOGIC INC COM 172755100 21,032 340,430 SH   SOLE   340,430 0 0
CISCO SYS INC COM 17275R102 30,181 647,110 SH   SOLE   647,110 0 0
COMMSCOPE HLDG CO INC COM 20337X109 3,260 391,345 SH   SOLE   391,345 0 0
COOPER COS INC COM NEW 216648402 22,379 78,899 SH   SOLE   78,899 0 0
CUE BIOPHARMA INC COM 22978P106 16,162 659,395 SH   SOLE   659,395 0 0
DANAHER CORPORATION COM 235851102 22,823 129,069 SH   SOLE   129,069 0 0
DENTSPLY SIRONA INC COM 24906P109 4,932 111,937 SH   SOLE   111,937 0 0
DEXCOM INC COM 252131107 5,309 13,096 SH   SOLE   13,096 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 11,014 433,611 SH   SOLE   433,611 0 0
DIODES INC COM 254543101 13,045 257,299 SH   SOLE   257,299 0 0
DISNEY WALT CO COM DISNEY 254687106 10,005 89,719 SH   SOLE   89,719 0 0
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS 25985W105 5,533 479,439 SH   SOLE   479,439 0 0
EBAY INC. COM 278642103 48,390 922,590 SH   SOLE   922,590 0 0
ENCOMPASS HEALTH CORP COM 29261A100 6,228 100,571 SH   SOLE   100,571 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 1,057 50,115 SH   SOLE   50,115 0 0
EXACT SCIENCES CORP COM 30063P105 3,080 35,432 SH   SOLE   35,432 0 0
EXPEDIA GROUP INC COM NEW 30212P303 25,794 313,793 SH   SOLE   313,793 0 0
F5 NETWORKS INC COM 315616102 9,844 70,577 SH   SOLE   70,577 0 0
FACEBOOK INC CL A 30303M102 6,091 26,825 SH   SOLE   26,825 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 95,167 709,723 SH   SOLE   709,723 0 0
FLEX LTD ORD Y2573F102 12,104 1,180,877 SH   SOLE   1,180,877 0 0
FUSION PHARMACEUTICALS INC COM 36118A100 2,096 120,000 SH   SOLE   120,000 0 0
GILEAD SCIENCES INC COM 375558103 11,819 153,614 SH   SOLE   153,614 0 0
GLOBAL PMTS INC COM 37940X102 63,492 374,322 SH   SOLE   374,322 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 13,841 112,785 SH   SOLE   112,785 0 0
HEALTHEQUITY INC COM 42226A107 358 6,100 SH   SOLE   6,100 0 0
HILL ROM HLDGS INC COM 431475102 6,482 59,041 SH   SOLE   59,041 0 0
HOLOGIC INC COM 436440101 25,539 448,058 SH   SOLE   448,058 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 79,033 1,421,974 SH   SOLE   1,421,974 0 0
HUMANA INC COM 444859102 28,338 73,084 SH   SOLE   73,084 0 0
ICU MED INC COM 44930G107 23,541 127,725 SH   SOLE   127,725 0 0
IMMUNOMEDICS INC COM 452907108 18,835 531,463 SH   SOLE   531,463 0 0
IMMUNOVANT INC COM 45258J102 5,623 230,908 SH   SOLE   230,908 0 0
INARI MED INC COM 45332Y109 650 13,409 SH   SOLE   13,409 0 0
INFINERA CORP COM 45667G103 521 88,054 SH   SOLE   88,054 0 0
INPHI CORP COM 45772F107 22,496 191,458 SH   SOLE   191,458 0 0
INTEL CORP COM 458140100 79,889 1,335,260 SH   SOLE   1,335,260 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 29,843 52,372 SH   SOLE   52,372 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 15,597 1,511,366 SH   SOLE   1,511,366 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 11,454 103,804 SH   SOLE   103,804 0 0
JOHNSON & JOHNSON COM 478160104 58,907 418,880 SH   SOLE   418,880 0 0
JUNIPER NETWORKS INC COM 48203R104 9,380 410,337 SH   SOLE   410,337 0 0
KADMON HLDGS INC COM 48283N106 30,876 6,030,531 SH   SOLE   6,030,531 0 0
KARYOPHARM THERAPEUTICS INC COM 48576U106 8,774 463,235 SH   SOLE   463,235 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 22,639 224,640 SH   SOLE   224,640 0 0
KLA CORP COM NEW 482480100 50,209 258,168 SH   SOLE   258,168 0 0
KNOWLES CORP COM 49926D109 14,868 974,328 SH   SOLE   974,328 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 7,185 43,254 SH   SOLE   43,254 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 8,251 193,857 SH   SOLE   193,857 0 0
LILLY ELI & CO COM 532457108 43,184 263,029 SH   SOLE   263,029 0 0
LUMENTUM HLDGS INC COM 55024U109 7,499 92,090 SH   SOLE   92,090 0 0
LYFT INC CL A COM 55087P104 20,129 609,781 SH   SOLE   609,781 0 0
MAXIMUS INC COM 577933104 1,437 20,403 SH   SOLE   20,403 0 0
MCKESSON CORP COM 58155Q103 45,953 299,525 SH   SOLE   299,525 0 0
MERSANA THERAPEUTICS INC COM 59045L106 6,251 267,141 SH   SOLE   267,141 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 7,100 8,814 SH   SOLE   8,814 0 0
MIRATI THERAPEUTICS INC COM 60468T105 5,907 51,742 SH   SOLE   51,742 0 0
MOLECULAR TEMPLATES INC COM 608550109 7,532 546,175 SH   SOLE   546,175 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 2,793 83,947 SH   SOLE   83,947 0 0
MONOLITHIC PWR SYS INC COM 609839105 9,451 39,878 SH   SOLE   39,878 0 0
MYOKARDIA INC COM 62857M105 11,018 114,039 SH   SOLE   114,039 0 0
NETFLIX INC COM 64110L106 8,790 19,317 SH   SOLE   19,317 0 0
NOKIA CORP SPONSORED ADR 654902204 6,062 1,377,725 SH   SOLE   1,377,725 0 0
NUTANIX INC CL A 67059N108 5,283 222,883 SH   SOLE   222,883 0 0
NVIDIA CORPORATION COM 67066G104 23,537 61,955 SH   SOLE   61,955 0 0
NXP SEMICONDUCTORS N V COM N6596X109 42,863 375,858 SH   SOLE   375,858 0 0
OPEN LENDING CORP COM CL A 68373J104 7,753 513,445 SH   SOLE   513,445 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 1,754 292,250 SH   SOLE   292,250 0 0
PACIRA BIOSCIENCES COM 695127100 10,532 200,720 SH   SOLE   200,720 0 0
PAYPAL HLDGS INC COM 70450Y103 51,978 298,327 SH   SOLE   298,327 0 0
PIERIS PHARMACEUTICALS INC COM 720795103 5,212 1,681,375 SH   SOLE   1,681,375 0 0
PRA HEALTH SCIENCES INC COM 69354M108 543 5,582 SH   SOLE   5,582 0 0
PREVAIL THERAPEUTICS INC COM 74140Y101 4,904 329,135 SH   SOLE   329,135 0 0
PRINCIPIA BIOPHARMA INC COM 74257L108 19,054 318,677 SH   SOLE   318,677 0 0
PROGYNY INC COM 74340E103 3,619 140,207 SH   SOLE   140,207 0 0
PROTHENA CORP PLC SHS G72800108 6,284 600,778 SH   SOLE   600,778 0 0
PTC THERAPEUTICS INC COM 69366J200 9,220 181,710 SH   SOLE   181,710 0 0
PURE STORAGE INC CL A 74624M102 8,288 478,261 SH   SOLE   478,261 0 0
QORVO INC COM 74736K101 41,963 379,656 SH   SOLE   379,656 0 0
QUEST DIAGNOSTICS INC COM 74834L100 22,090 193,844 SH   SOLE   193,844 0 0
QUIDEL CORP COM 74838J101 9,672 43,230 SH   SOLE   43,230 0 0
REGENERON PHARMACEUTICALS COM 75886F107 19,160 30,722 SH   SOLE   30,722 0 0
REGENXBIO INC COM 75901B107 5,219 141,711 SH   SOLE   141,711 0 0
SAGE THERAPEUTICS INC COM 78667J108 11,973 287,943 SH   SOLE   287,943 0 0
SAVARA INC COM 805111101 917 368,420 SH   SOLE   368,420 0 0
SEATTLE GENETICS INC COM 812578102 59,883 352,417 SH   SOLE   352,417 0 0
SHOPIFY INC CL A 82509L107 10,630 11,199 SH   SOLE   11,199 0 0
SILICON LABORATORIES INC COM 826919102 5,106 50,922 SH   SOLE   50,922 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,380 34,255 SH   SOLE   34,255 0 0
SNAP INC CL A 83304A106 28,897 1,230,181 SH   SOLE   1,230,181 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107 6,826 162,515 SH   SOLE   162,515 0 0
TELEFLEX INCORPORATED COM 879369106 12,134 33,336 SH   SOLE   33,336 0 0
TG THERAPEUTICS INC COM 88322Q108 6,480 332,652 SH   SOLE   332,652 0 0
T-MOBILE US INC COM 872590104 7,209 69,217 SH   SOLE   69,217 0 0
TRILLIUM THERAPEUTICS INC COM NEW 89620X506 5,071 626,810 SH   SOLE   626,810 0 0
TRIPADVISOR INC COM 896945201 13,284 698,810 SH   SOLE   698,810 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 23,537 253,389 SH   SOLE   253,389 0 0
VAXCYTE INC COM 92243G108 728 23,026 SH   SOLE   23,026 0 0
VIACOMCBS INC CL B 92556H206 6,078 260,653 SH   SOLE   260,653 0 0
VIAVI SOLUTIONS INC COM 925550105 15,341 1,204,153 SH   SOLE   1,204,153 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 46,790 3,064,192 SH   SOLE   3,064,192 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 41,733 984,510 SH   SOLE   984,510 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 2,950 100,000 SH   SOLE   100,000 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 2,100 43,726 SH   SOLE   43,726 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 30,155 252,635 SH   SOLE   252,635 0 0
ZOETIS INC CL A 98978V103 36,318 265,016 SH   SOLE   265,016 0 0
ZOGENIX INC COM NEW 98978L204 19,952 738,700 SH   SOLE   738,700 0 0
ZYMEWORKS INC COM 98985W102 34,069 944,525 SH   SOLE   944,525 0 0
ZYNGA INC CL A 98986T108 34,196 3,584,517 SH   SOLE   3,584,517 0 0