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
AFFIMED N V COM N01045108 7,381 3,209,013 SH   SOLE   3,209,013 0 0
ALKERMES PLC SHS G01767105 53,589 91,600 SH   SOLE   91,600 0 0
AMDOCS LTD SHS G02602103 49,194 806,597 SH   SOLE   806,597 0 0
ANTHEM INC COM 036752103 31,464 190,250 SH   SOLE   190,250 0 0
ARDAGH GROUP S A CL A L0223L101 1,537 70,000 SH   SOLE   70,000 0 0
ARRIS INTL INC SHS G0551A103 9,205 348,000 SH   SOLE   348,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 8,850 40,000 SH   SOLE   40,000 0 0
AVEXIS INC COM 05366U100 9,200 121,000 SH   SOLE   121,000 0 0
AVIS BUDGET GROUP COM 053774105 10,591 358,042 SH   SOLE   358,042 0 0
BALL CORP COM 058498106 46,921 631,851 SH   SOLE   631,851 0 0
BANK AMER CORP COM 060505104 55,054 2,333,806 SH   SOLE   2,333,806 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 6,970 12,000 SH Put SOLE   12,000 0 0
CITRIX SYS INC COM 177376100 54,155 649,419 SH   SOLE   649,419 0 0
CLOVIS ONCOLOGY INC COM 189464100 2,922 45,900 SH   SOLE   45,900 0 0
COMCAST CORP NEW CL A 20030N101 43,241 1,150,336 SH   SOLE   1,150,336 0 0
DOVER CORP COM 260003108 14,829 184,555 SH   SOLE   184,555 0 0
ENVISION HEALTHCARE CORP COM 29414D100 6,861 111,887 SH   SOLE   111,887 0 0
FACEBOOK INC CL A 30303M102 47,764 336,248 SH   SOLE   336,248 0 0
GALAPAGOS NV SPON ADR 36315X101 4,706 54,600 SH   SOLE   54,600 0 0
GENERAL DYNAMICS CORP COM 369550108 84,333 450,496 SH   SOLE   450,496 0 0
GILEAD SCIENCES INC COM 375558103 8,667 127,600 SH   SOLE   127,600 0 0
GLOBAL PMTS INC COM 37940X102 18,147 224,922 SH   SOLE   224,922 0 0
GLOBANT S A COM L44385109 4,910 134,900 SH   SOLE   134,900 0 0
GODADDY INC CL A 380237107 44,818 1,182,527 SH   SOLE   1,182,527 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 52,844 903,936 SH   SOLE   903,936 0 0
HUMANA INC COM 444859102 20,563 99,753 SH   SOLE   99,753 0 0
IBERIABANK CORP COM 450828108 5,868 74,190 SH   SOLE   74,190 0 0
IMMUNE DESIGN CORP COM 45252L103 537 78,967 SH   SOLE   78,967 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,645 9,600 SH Put SOLE   9,600 0 0
L3 TECHNOLOGIES INC COM 502413107 47,109 285,008 SH   SOLE   285,008 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 31,608 815,067 SH   SOLE   815,067 0 0
MEDTRONIC PLC SHS G5960L103 5,059 62,800 SH   SOLE   62,800 0 0
MERCK & CO INC COM 58933Y105 9,493 149,400 SH   SOLE   149,400 0 0
MERCK & CO INC COM 58933Y105 18,942 41,000 SH Call SOLE   41,000 0 0
MERCK & CO INC COM 58933Y105 1,773 12,300 SH Put SOLE   12,300 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 12,210 451,387 SH   SOLE   451,387 0 0
MULESOFT INC CL A 625207105 17,106 703,082 SH   SOLE   703,082 0 0
NIKE INC CL B 654106103 8,187 146,900 SH   SOLE   146,900 0 0
NORDSTROM INC COM 655664100 4 7,500 SH Call SOLE   7,500 0 0
NORTHROP GRUMMAN CORP COM 666807102 81,405 342,266 SH   SOLE   342,266 0 0
NXP SEMICONDUCTORS N V COM N6596X109 19,952 192,770 SH   SOLE   192,770 0 0
PARK HOTELS RESORTS INC COM 700517105 66,719 2,599,117 SH   SOLE   2,599,117 0 0
PENTAIR PLC SHS G7S00T104 49,572 789,621 SH   SOLE   789,621 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 3,225 86,700 SH   SOLE   86,700 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 49,249 611,556 SH   SOLE   611,556 0 0
RADIUS HEALTH INC COM NEW 750469207 44,692 1,156,330 SH   SOLE   1,156,330 0 0
RAYTHEON CO COM NEW 755111507 19,939 130,750 SH   SOLE   130,750 0 0
REGENXBIO INC COM 75901B107 36,541 1,893,311 SH   SOLE   1,893,311 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,235 43,491 SH   SOLE   43,491 0 0
SCANA CORP NEW COM 80589M102 6,993 107,005 SH   SOLE   107,005 0 0
SPARK THERAPEUTICS INC COM 84652J103 12,190 228,517 SH   SOLE   228,517 0 0
TELEFLEX INC COM 879369106 4,998 25,800 SH   SOLE   25,800 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 30,517 279,073 SH   SOLE   279,073 0 0
VIASAT INC COM 92552V100 48,173 754,821 SH   SOLE   754,821 0 0
VIAVI SOLUTIONS INC COM 925550105 12,971 1,210,000 SH   SOLE   1,210,000 0 0
VOYA FINL INC COM 929089100 33,931 893,863 SH   SOLE   893,863 0 0
VOYAGER THERAPEUTICS INC COM 92915B106 20,046 1,514,082 SH   SOLE   1,514,082 0 0
XEROX CORP COM 984121103 6,552 892,700 SH   SOLE   892,700 0 0