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
ACTIVISION BLIZZARD INC COM 00507V109 151,529 2,547,563 SH   SOLE   2,547,563 0 0
ADOBE INC COM 00724F101 308,863 970,535 SH   SOLE   970,535 0 0
ALBIREO PHARMA INC COM 01345P106 802 49,000 SH   SOLE   49,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 49,512 551,418 SH   SOLE   551,418 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 64,381 331,040 SH   SOLE   331,040 0 0
AMAZON COM INC COM 023135106 248,322 127,363 SH   SOLE   127,363 0 0
ANAPLAN INC COM 03272L108 37,043 1,224,172 SH   SOLE   1,224,172 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 579 21,600 SH   SOLE   21,600 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 1,100 26,200 SH   SOLE   26,200 0 0
ARGENX SE SPONSORED ADR 04016X101 437 3,320 SH   SOLE   3,320 0 0
ARVINAS INC COM 04335A105 228 5,650 SH   SOLE   5,650 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 1,172 80,800 SH   SOLE   80,800 0 0
BIOGEN INC COM 09062X103 48,618 153,670 SH   SOLE   153,670 0 0
BOSTON SCIENTIFIC CORP COM 101137107 148,278 4,544,220 SH   SOLE   4,544,220 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 17,175 4,519,710 SH   SOLE   4,519,710 0 0
CENTENE CORP DEL COM 15135B101 127,168 2,140,511 SH   SOLE   2,140,511 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 161,819 370,880 SH   SOLE   370,880 0 0
CHEMOCENTRYX INC COM 16383L106 643 16,000 SH   SOLE   16,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 42,569 65,050 SH   SOLE   65,050 0 0
COHERUS BIOSCIENCES INC COM 19249H103 1,319 81,300 SH   SOLE   81,300 0 0
CVS HEALTH CORP COM 126650100 64,136 1,081,000 SH   SOLE   1,081,000 0 0
DEERE & CO COM 244199105 66,355 480,276 SH   SOLE   480,276 0 0
DOLLAR GEN CORP NEW COM 256677105 77,157 510,940 SH   SOLE   510,940 0 0
DXC TECHNOLOGY CO COM 23355L106 8,512 652,240 SH   SOLE   652,240 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 1,087 159,800 SH   SOLE   159,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 227,580 1,870,928 SH   SOLE   1,870,928 0 0
GENERAL DYNAMICS CORP COM 369550108 22,493 170,000 SH   SOLE   170,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 43,454 2,887,340 SH   SOLE   2,887,340 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 1,104 21,600 SH   SOLE   21,600 0 0
GLOBAL PMTS INC COM 37940X102 88,049 610,473 SH   SOLE   610,473 0 0
HERON THERAPEUTICS INC COM 427746102 622 53,000 SH Call SOLE   53,000 0 0
HERON THERAPEUTICS INC COM 427746102 475 40,500 SH   SOLE   40,500 0 0
HOMOLOGY MEDICINES INC COM 438083107 1,069 68,800 SH   SOLE   68,800 0 0
IMMUNOVANT INC COM 45258J102 562 36,100 SH   SOLE   36,100 0 0
INSMED INC COM PAR $.01 457669307 1,068 66,600 SH   SOLE   66,600 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 898 30,000 SH   SOLE   30,000 0 0
IQVIA HLDGS INC COM 46266C105 112,716 1,045,020 SH   SOLE   1,045,020 0 0
JACOBS ENGR GROUP INC COM 469814107 87,824 1,107,913 SH   SOLE   1,107,913 0 0
JD COM INC SPON ADR CL A 47215P106 30,470 752,350 SH   SOLE   752,350 0 0
JOHNSON & JOHNSON COM 478160104 121,417 925,930 SH   SOLE   925,930 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 874 114,200 SH   SOLE   114,200 0 0
KBR INC COM 48242W106 64,426 3,115,360 SH   SOLE   3,115,360 0 0
KEZAR LIFE SCIENCES INC COM 49372L100 392 89,900 SH   SOLE   89,900 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 65,065 361,231 SH   SOLE   361,231 0 0
LYFT INC CL A COM 55087P104 9,901 368,750 SH   SOLE   368,750 0 0
MCKESSON CORP COM 58155Q103 131,732 973,915 SH   SOLE   973,915 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 62,842 1,117,000 SH   SOLE   1,117,000 0 0
NIKE INC CL B 654106103 81,468 984,623 SH   SOLE   984,623 0 0
NORFOLK SOUTHERN CORP COM 655844108 79,275 542,980 SH   SOLE   542,980 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 603 71,500 SH   SOLE   71,500 0 0
REGENXBIO INC COM 75901B107 674 20,820 SH   SOLE   20,820 0 0
ROSS STORES INC COM 778296103 46,509 534,770 SH   SOLE   534,770 0 0
SALESFORCE COM INC COM 79466L302 226,448 1,572,771 SH   SOLE   1,572,771 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 35,028 1,297,340 SH   SOLE   1,297,340 0 0
STARBUCKS CORP COM 855244109 38,912 591,910 SH   SOLE   591,910 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 1,430 295,500 SH   SOLE   295,500 0 0
SUTRO BIOPHARMA INC COM 869367102 826 81,000 SH   SOLE   81,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 74,349 626,834 SH   SOLE   626,834 0 0
TJX COS INC NEW COM 872540109 55,366 1,158,040 SH   SOLE   1,158,040 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 1,443 32,300 SH   SOLE   32,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 36,831 1,319,154 SH   SOLE   1,319,154 0 0
UNION PAC CORP COM 907818108 159,743 1,132,610 SH   SOLE   1,132,610 0 0
UNITEDHEALTH GROUP INC COM 91324P102 132,942 533,090 SH   SOLE   533,090 0 0
VIRGIN GALACTIC HOLDINGS INC *W EXP 11/25/202 92766K114 8,639 1,155,683 SH   SOLE   1,155,683 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 18,948 1,282,000 SH   SOLE   1,282,000 0 0