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
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 95 9,608 SH   SOLE   9,608 0 0
AFFIMED N V COM N01045108 5,937 3,209,013 SH   SOLE   3,209,013 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 82 450 SH Call SOLE   450 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 6,352 56,985 SH   SOLE   56,985 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 7,707 325,460 SH   SOLE   325,460 0 0
ALTABA INC COM 021346101 305,730 4,129,249 SH   SOLE   4,129,249 0 0
AMGEN INC COM 031162100 917 865 SH Put SOLE   865 0 0
ARDAGH GROUP S A CL A L0223L101 912 48,834 SH   SOLE   48,834 0 0
ARRAY BIOPHARMA INC COM 04269X105 2,504 153,426 SH   SOLE   153,426 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 22,446 641,872 SH   SOLE   641,872 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 319 1,300 SH Call SOLE   1,300 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 161 2,300 SH Call SOLE   2,300 0 0
AUTOZONE INC COM 053332102 19,238 29,656 SH   SOLE   29,656 0 0
AVEXIS INC COM 05366U100 14,769 119,506 SH   SOLE   119,506 0 0
AVEXIS INC COM 05366U100 158 210 SH Call SOLE   210 0 0
BALL CORP COM 058498106 331 2,500 SH Call SOLE   2,500 0 0
BALL CORP COM 058498106 56,695 1,427,736 SH   SOLE   1,427,736 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 7,001 86,352 SH   SOLE   86,352 0 0
BOEING CO COM 097023105 22,568 68,831 SH   SOLE   68,831 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 241 1,500 SH Put SOLE   1,500 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 168 1,750 SH Call SOLE   1,750 0 0
CITRIX SYS INC COM 177376100 413 1,333 SH Call SOLE   1,333 0 0
CITRIX SYS INC COM 177376100 63,447 683,701 SH   SOLE   683,701 0 0
CLOUDERA INC COM 18914U100 14,821 686,813 SH   SOLE   686,813 0 0
CLOVIS ONCOLOGY INC COM 189464100 2,772 52,500 SH   SOLE   52,500 0 0
COCA-COLA EUROPEAN PARTNERS SHS G25839104 44,758 1,074,372 SH   SOLE   1,074,372 0 0
COMCAST CORP NEW CL A 20030N101 15,976 467,557 SH   SOLE   467,557 0 0
CSX CORP COM 126408103 31,071 557,731 SH   SOLE   557,731 0 0
CURIS INC COM 231269101 377 576,591 SH   SOLE   576,591 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 9,108 164,381 SH   SOLE   164,381 0 0
EATON CORP PLC SHS G29183103 13,166 164,765 SH   SOLE   164,765 0 0
ESSENT GROUP LTD COM G3198U102 11,961 281,039 SH   SOLE   281,039 0 0
EXELIXIS INC COM 30161Q104 1,657 74,802 SH   SOLE   74,802 0 0
EXELIXIS INC COM 30161Q104 135 2,850 SH Call SOLE   2,850 0 0
FORTIVE CORP COM 34959J108 29,345 378,546 SH   SOLE   378,546 0 0
GARTNER INC COM 366651107 54,393 462,448 SH   SOLE   462,448 0 0
GILEAD SCIENCES INC COM 375558103 4,212 55,864 SH   SOLE   55,864 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 140 7,000 SH Put SOLE   7,000 0 0
GODADDY INC CL A 380237107 49,738 809,799 SH   SOLE   809,799 0 0
GUESS INC COM 401617105 7,706 371,545 SH   SOLE   371,545 0 0
HALLIBURTON CO COM 406216101 12,342 262,937 SH   SOLE   262,937 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 61,040 775,016 SH   SOLE   775,016 0 0
HONEYWELL INTL INC COM 438516106 82,473 570,710 SH   SOLE   570,710 0 0
ICICI BK LTD ADR 45104G104 6,898 779,461 SH   SOLE   779,461 0 0
IMMUNE DESIGN CORP COM 45252L103 5,547 1,680,987 SH   SOLE   1,680,987 0 0
IQVIA HLDGS INC COM 46266C105 32,595 332,225 SH   SOLE   332,225 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 4,500 291,652 SH   SOLE   291,652 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 12,682 411,087 SH   SOLE   411,087 0 0
MEDICINES CO COM 584688105 1,861 56,504 SH   SOLE   56,504 0 0
MERCK & CO INC COM 58933Y105 127 2,800 SH Call SOLE   2,800 0 0
MERCK & CO INC COM 58933Y105 6,642 121,930 SH   SOLE   121,930 0 0
MULESOFT INC CL A 625207105 28,015 637,000 SH   SOLE   637,000 0 0
MULESOFT INC CL A 625207105 39,173 890,689 SH   SOLE   890,689 0 0
NEW YORK TIMES CO CL A 650111107 35,028 1,453,436 SH   SOLE   1,453,436 0 0
NORTHROP GRUMMAN CORP COM 666807102 61,406 175,889 SH   SOLE   175,889 0 0
NXP SEMICONDUCTORS N V COM N6596X109 28,318 242,036 SH   SOLE   242,036 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 13,016 52,616 SH   SOLE   52,616 0 0
PENTAIR PLC SHS G7S00T104 8,377 122,953 SH   SOLE   122,953 0 0
PLANET FITNESS INC CL A 72703H101 12,192 322,784 SH   SOLE   322,784 0 0
PROTEOSTASIS THERAPEUTICS IN COM 74373B109 1,900 399,947 SH   SOLE   399,947 0 0
RH COM 74967X103 7,851 82,394 SH   SOLE   82,394 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 13,996 98,597 SH   SOLE   98,597 0 0
UMPQUA HLDGS CORP COM 904214103 11,088 517,908 SH   SOLE   517,908 0 0
UNITED CONTL HLDGS INC COM 910047109 7,621 109,696 SH   SOLE   109,696 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 372 600 SH Put SOLE   600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,732 90,394 SH   SOLE   90,394 0 0
WEX INC COM 96208T104 17,602 112,387 SH   SOLE   112,387 0 0
WISDOMTREE INVTS INC COM 97717P104 8,650 943,244 SH   SOLE   943,244 0 0
WORLDPAY INC CL A 981558109 9,346 113,639 SH   SOLE   113,639 0 0