The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADAMAS PHARMACEUTICALS INC | COM | 00548A106 | 7,020 | 2,742,000 | SH | DFND | 2,742,000 | 0 | 0 | ||
| AIMMUNE THERAPEUTICS INC | COM | 00900T107 | 15,440 | 924,000 | SH | DFND | 924,000 | 0 | 0 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 56,120 | 500,000 | SH | DFND | 500,000 | 0 | 0 | ||
| AMAG PHARMACEUTICALS INC | COM | 00163U106 | 31,518 | 4,120,000 | SH | DFND | 4,120,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 34,485 | 12,500 | SH | DFND | 12,500 | 0 | 0 | ||
| APTARGROUP INC | COM | 038336103 | 32,250 | 288,000 | SH | DFND | 288,000 | 0 | 0 | ||
| ARGENX SE | SPONSORED ADR | 04016X101 | 15,316 | 68,000 | SH | DFND | 68,000 | 0 | 0 | ||
| ASSEMBLY BIOSCIENCES INC | COM | 045396108 | 13,899 | 596,000 | SH | DFND | 596,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 31,587 | 28,000 | SH | DFND | 28,000 | 0 | 0 | ||
| AVAYA HLDGS CORP | COM | 05351X101 | 22,693 | 1,836,000 | SH | DFND | 1,836,000 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 28,967 | 331,919 | SH | DFND | 331,919 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 57,791 | 216,000 | SH | DFND | 216,000 | 0 | 0 | ||
| BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 36,555 | 500,000 | SH | DFND | 500,000 | 0 | 0 | ||
| BLUCORA INC | COM | 095229100 | 23,388 | 2,048,000 | SH | DFND | 2,048,000 | 0 | 0 | ||
| BLUEBIRD BIO INC | COM | 09609G100 | 34,671 | 568,000 | SH | DFND | 568,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 6,369 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 58,800 | 1,000,000 | SH | DFND | 1,000,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 28,627 | 145,364 | SH | DFND | 145,364 | 0 | 0 | ||
| CAMPBELL SOUP CO | COM | 134429109 | 21,639 | 436,000 | SH | DFND | 436,000 | 0 | 0 | ||
| CARTERS INC | COM | 146229109 | 3,406 | 42,201 | SH | DFND | 42,201 | 0 | 0 | ||
| CATALYST PHARMACEUTICALS INC | COM | 14888U101 | 28,644 | 6,200,000 | SH | DFND | 6,200,000 | 0 | 0 | ||
| CENTRAL GARDEN & PET CO | CL A NON-VTG | 153527205 | 44,738 | 1,324,000 | SH | DFND | 1,324,000 | 0 | 0 | ||
| CERECOR INC | COM | 15671L109 | 77,777 | 29,914,285 | SH | DFND | 29,914,285 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 25,257 | 24,000 | SH | DFND | 24,000 | 0 | 0 | ||
| CLOVIS ONCOLOGY INC | COM | 189464100 | 10,800 | 1,600,000 | SH | DFND | 1,600,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 26,960 | 368,000 | SH | DFND | 368,000 | 0 | 0 | ||
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 13,816 | 188,000 | SH | DFND | 188,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 11,175 | 172,000 | SH | DFND | 172,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 35,325 | 185,421 | SH | DFND | 185,421 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 15,625 | 42,295 | SH | DFND | 42,295 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 35,354 | 1,624,000 | SH | DFND | 1,624,000 | 0 | 0 | ||
| EAGLE PHARMACEUTICALS INC | COM | 269796108 | 13,530 | 282,000 | SH | DFND | 282,000 | 0 | 0 | ||
| EDGEWELL PERS CARE CO | COM | 28035Q102 | 21,812 | 700,000 | SH | DFND | 700,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 9,221 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| ENANTA PHARMACEUTICALS INC | COM | 29251M106 | 16,268 | 324,000 | SH | DFND | 324,000 | 0 | 0 | ||
| ENERGIZER HLDGS INC NEW | COM | 29272W109 | 54,519 | 1,148,000 | SH | DFND | 1,148,000 | 0 | 0 | ||
| EYEGATE PHARMACEUTICALS INC | COM NEW | 30233M503 | 8,733 | 1,815,500 | SH | DFND | 1,815,500 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 40,413 | 378,005 | SH | DFND | 378,005 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 23,758 | 814,740 | SH | DFND | 814,740 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 26,243 | 592,000 | SH | DFND | 592,000 | 0 | 0 | ||
| HOSTESS BRANDS INC | CL A | 44109J106 | 27,837 | 2,278,000 | SH | DFND | 2,278,000 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 45,331 | 436,000 | SH | DFND | 436,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 171,816 | 12,000 | SH | Put | DFND | 12,000 | 0 | 0 | |
| ITERUM THERAPEUTICS PLC | SHS | G6333L101 | 1,502 | 1,262,553 | SH | DFND | 1,262,553 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 10,054 | 135,703 | SH | DFND | 135,703 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 15,272 | 735,302 | SH | DFND | 735,302 | 0 | 0 | ||
| KORN FERRY | COM NEW | 500643200 | 21,880 | 712,000 | SH | DFND | 712,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 25,512 | 800,000 | SH | DFND | 800,000 | 0 | 0 | ||
| LANTHEUS HLDGS INC | COM | 516544103 | 51,823 | 3,624,000 | SH | DFND | 3,624,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 18,297 | 135,416 | SH | DFND | 135,416 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 28,086 | 248,000 | SH | DFND | 248,000 | 0 | 0 | ||
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 10,720 | 40,000 | SH | Call | DFND | 40,000 | 0 | 0 | |
| MEDIGUS LTD | SPONSORED ADS | 58471G300 | 962 | 1,285,715 | SH | DFND | 1,285,715 | 0 | 0 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 54,286 | 592,000 | SH | DFND | 592,000 | 0 | 0 | ||
| MERCK & CO. INC | COM | 58933Y105 | 27,839 | 360,000 | SH | DFND | 360,000 | 0 | 0 | ||
| MINERVA NEUROSCIENCES INC | COM | 603380106 | 1,083 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| MIRATI THERAPEUTICS INC | COM | 60468T105 | 31,054 | 272,000 | SH | DFND | 272,000 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 21,884 | 428,000 | SH | DFND | 428,000 | 0 | 0 | ||
| ONCTERNAL THERAPEUTICS INC | COM | 68236P107 | 3,569 | 1,256,717 | SH | DFND | 1,256,717 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 15,448 | 36,635 | SH | DFND | 36,635 | 0 | 0 | ||
| PREDICTIVE ONCOLOGY INC | COM NEW | 74039M200 | 795 | 484,624 | SH | DFND | 484,624 | 0 | 0 | ||
| PTC THERAPEUTICS INC | COM | 69366J200 | 25,370 | 500,000 | SH | DFND | 500,000 | 0 | 0 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 42,408 | 68,000 | SH | DFND | 68,000 | 0 | 0 | ||
| RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 957 | 522,700 | SH | DFND | 522,700 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 34,892 | 409,344 | SH | DFND | 409,344 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 21,183 | 416,000 | SH | DFND | 416,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 200,434 | 6,500 | SH | Put | DFND | 6,500 | 0 | 0 | |
| SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 52,440 | 2,208,000 | SH | DFND | 2,208,000 | 0 | 0 | ||
| TETRAPHASE PHARMACEUTICALS I | COM NEW | 88165N204 | 3,577 | 1,419,507 | SH | DFND | 1,419,507 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 8,696 | 24,000 | SH | DFND | 24,000 | 0 | 0 | ||
| TITAN MED INC | COM NEW | 88830X819 | 1,973 | 2,363,457 | SH | DFND | 2,363,457 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 22,875 | 736,000 | SH | DFND | 736,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 58,990 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| VANDA PHARMACEUTICALS INC | COM | 921659108 | 54,912 | 4,800,000 | SH | DFND | 4,800,000 | 0 | 0 | ||
| VAXART INC | COM NEW | 92243A200 | 1,288 | 145,523 | SH | DFND | 145,523 | 0 | 0 | ||
| VOYAGER THERAPEUTICS INC | COM | 92915B106 | 26,224 | 2,078,000 | SH | DFND | 2,078,000 | 0 | 0 | ||
| YATRA ONLINE INC | ORD SHS | G98338109 | 1,223 | 1,800,000 | SH | DFND | 1,800,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 8,853 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| ZYMEWORKS INC | COM | 98985W102 | 28,062 | 778,000 | SH | DFND | 778,000 | 0 | 0 | ||