The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 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 |
AFLAC INC | COM | 001055102 | 63,686 | 1,063,197 | SH | SOLE | 1,063,197 | 0 | 0 | ||
AETNA INC NEW | COM | 00817Y108 | 134,837 | 1,247,101 | SH | SOLE | 1,247,101 | 0 | 0 | ||
BANK NEW YORK MELLON CORP | COM | 064058100 | 362,964 | 8,805,531 | SH | SOLE | 8,805,531 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 113,001 | 368,864 | SH | SOLE | 368,864 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 1,951,264 | 33,747,218 | SH | SOLE | 33,747,218 | 0 | 0 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 237,227 | 13,410,258 | SH | SOLE | 13,410,258 | 0 | 0 | ||
CALPINE CORP | COM NEW | 131347304 | 70,635 | 4,881,477 | SH | SOLE | 4,881,477 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 510,603 | 4,001,587 | SH | SOLE | 4,001,587 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 593,039 | 15,920,523 | SH | SOLE | 15,920,523 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 330,800 | 689,383 | SH | SOLE | 689,383 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 221,074 | 4,271,971 | SH | SOLE | 4,271,971 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 258,993 | 2,995,866 | SH | SOLE | 2,995,866 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 700,701 | 5,385,451 | SH | SOLE | 5,385,451 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 174,532 | 3,767,142 | SH | SOLE | 3,767,142 | 0 | 0 | ||
DENTSPLY INTL INC NEW | COM | 249030107 | 62,996 | 1,035,264 | SH | SOLE | 1,035,264 | 0 | 0 | ||
DOVER CORP | COM | 260003108 | 32,272 | 526,369 | SH | SOLE | 526,369 | 0 | 0 | ||
ENCANA CORP | COM | 292505104 | 20,352 | 3,998,444 | SH | SOLE | 3,998,444 | 0 | 0 | ||
ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 23,460 | 1,707,427 | SH | SOLE | 1,707,427 | 0 | 0 | ||
ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 202,782 | 7,808,316 | SH | SOLE | 7,808,316 | 0 | 0 | ||
58 COM INC | SPON ADR REP A | 31680Q104 | 123,197 | 1,867,746 | SH | SOLE | 1,867,746 | 0 | 0 | ||
GULFPORT ENERGY CORP | COM NEW | 402635304 | 16,478 | 670,667 | SH | SOLE | 670,667 | 0 | 0 | ||
HALLIBURTON CO | COM | 406216101 | 226,947 | 6,667,076 | SH | SOLE | 6,667,076 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 773,294 | 4,331,936 | SH | SOLE | 4,331,936 | 0 | 0 | ||
AKORN INC | COM | 009728106 | 68,701 | 1,841,346 | SH | SOLE | 1,841,346 | 0 | 0 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 28,049 | 375,639 | SH | SOLE | 375,639 | 0 | 0 | ||
KITE PHARMA INC | COM | 49803L109 | 136,008 | 2,207,203 | SH | SOLE | 2,207,203 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 151,537 | 2,082,693 | SH | SOLE | 2,082,693 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 396,725 | 3,208,708 | SH | SOLE | 3,208,708 | 0 | 0 | ||
LEGG MASON INC | COM | 524901105 | 96,860 | 2,469,033 | SH | SOLE | 2,469,033 | 0 | 0 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 88,278 | 1,592,022 | SH | SOLE | 1,592,022 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 15,798 | 162,264 | SH | SOLE | 162,264 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 61,910 | 524,043 | SH | SOLE | 524,043 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 544,748 | 2,761,995 | SH | SOLE | 2,761,995 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 88,254 | 895,800 | SH | SOLE | 895,800 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 132,392 | 1,629,041 | SH | SOLE | 1,629,041 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 896,999 | 7,842,269 | SH | SOLE | 7,842,269 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 328,916 | 5,262,662 | SH | SOLE | 5,262,662 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 239,669 | 7,424,690 | SH | SOLE | 7,424,690 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 1,174,949 | 9,371,105 | SH | SOLE | 9,371,105 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 501,328 | 393,214 | SH | SOLE | 393,214 | 0 | 0 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 98,816 | 1,213,808 | SH | SOLE | 1,213,808 | 0 | 0 | ||
QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 449,490 | 8,522,747 | SH | SOLE | 8,522,747 | 0 | 0 | ||
RANGE RES CORP | COM | 75281A109 | 39,216 | 1,593,510 | SH | SOLE | 1,593,510 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 28,126 | 137,198 | SH | SOLE | 137,198 | 0 | 0 | ||
SIRONA DENTAL SYSTEMS INC | COM | 82966C103 | 3,799 | 34,671 | SH | SOLE | 34,671 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 870,007 | 1,146,435 | SH | SOLE | 1,146,435 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 82,999 | 11,673,609 | SH | SOLE | 11,673,609 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 1,643,873 | 25,043,775 | SH | SOLE | 25,043,775 | 0 | 0 | ||
TEXTRON INC | COM | 883203101 | 244,382 | 5,817,245 | SH | SOLE | 5,817,245 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 365,549 | 1,600,128 | SH | SOLE | 1,600,128 | 0 | 0 | ||
VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 792,199 | 7,793,397 | SH | SOLE | 7,793,397 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 178,889 | 1,421,673 | SH | SOLE | 1,421,673 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 1,087,557 | 12,771,497 | SH | SOLE | 12,771,497 | 0 | 0 | ||
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 19,333 | 247,191 | SH | SOLE | 247,191 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 1,868,148 | 5,978,075 | SH | SOLE | 5,978,075 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 276,773 | 4,520,954 | SH | SOLE | 4,520,954 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,442,010 | 1,853,460 | SH | SOLE | 1,853,460 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 810,606 | 9,328,028 | SH | SOLE | 9,328,028 | 0 | 0 | ||
PROQR THRAPEUTICS N V | SHS EURO | N71542109 | 5,049 | 581,668 | SH | SOLE | 581,668 | 0 | 0 | ||
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 1,069,014 | 7,364,891 | SH | SOLE | 7,364,891 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,735,311 | 2,567,446 | SH | SOLE | 2,567,446 | 0 | 0 | ||
ANADARKO PETE CORP | COM | 032511107 | 223,030 | 4,590,975 | SH | SOLE | 4,590,975 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 932,430 | 6,686,965 | SH | SOLE | 6,686,965 | 0 | 0 | ||
ACE LTD | SHS | H0023R105 | 97,191 | 831,759 | SH | SOLE | 831,759 | 0 | 0 |