0001172661-18-001543.txt : 20180814
0001172661-18-001543.hdr.sgml : 20180814
20180814073721
ACCESSION NUMBER: 0001172661-18-001543
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180814
DATE AS OF CHANGE: 20180814
EFFECTIVENESS DATE: 20180814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Polar Capital LLP
CENTRAL INDEX KEY: 0001439303
IRS NUMBER: 000000000
STATE OF INCORPORATION: X0
FISCAL YEAR END: 0331
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13167
FILM NUMBER: 181014276
BUSINESS ADDRESS:
STREET 1: 16 PALACE STREET
CITY: LONDON
STATE: X0
ZIP: SW1E 5JD
BUSINESS PHONE: 02072272758
MAIL ADDRESS:
STREET 1: 16 PALACE STREET
CITY: LONDON
STATE: X0
ZIP: SW1E 5JD
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001439303
XXXXXXXX
06-30-2018
06-30-2018
false
Polar Capital LLP
16 Palace Street
London
X0
SW1E 5JD
13F HOLDINGS REPORT
028-13167
N
Boura Tomlinson
Chief Legal and Compliance Officer
44-0-20-7227-2758
/s/ Boura Tomlinson
London
X0
08-14-2018
0
256
16608688
INFORMATION TABLE
2
infotable.xml
21VIANET GROUP INC
SPONSORED ADR
90138A103
228
23529
SH
SOLE
23529
0
0
2U INC
COM
90214J101
31281
374356
SH
SOLE
374356
0
0
8X8 INC NEW
COM
282914100
31088
1550501
SH
SOLE
1550501
0
0
ABBOTT LABS
COM
002824100
51118
838130
SH
SOLE
838130
0
0
ACCELERON PHARMA INC
COM
00434H108
15729
324185
SH
SOLE
324185
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
48831
298496
SH
SOLE
298496
0
0
ACLARIS THERAPEUTICS INC
COM
00461U105
32965
1650715
SH
SOLE
1650715
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
59864
784379
SH
SOLE
784379
0
0
ADOBE SYS INC
COM
00724F101
74202
304345
SH
SOLE
304345
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
712
47500
SH
Call
SOLE
47500
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
86668
5781734
SH
SOLE
5781734
0
0
ADVERUM BIOTECHNOLOGIES INC
COM
00773U108
2120
400000
SH
SOLE
400000
0
0
AERIE PHARMACEUTICALS INC
COM
00771V108
5066
75000
SH
SOLE
75000
0
0
AFFILIATED MANAGERS GROUP
COM
008252108
29534
198654
SH
SOLE
198654
0
0
AFLAC INC
COM
001055102
18929
440000
SH
SOLE
440000
0
0
AGIOS PHARMACEUTICALS INC
COM
00847X104
39167
465000
SH
SOLE
465000
0
0
AGNICO EAGLE MINES LTD
COM
008474108
13079
285381
SH
SOLE
285381
0
0
ALEXION PHARMACEUTICALS INC
COM
015351109
26692
215000
SH
SOLE
215000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
153141
825427
SH
SOLE
825427
0
0
ALIGN TECHNOLOGY INC
COM
016255101
35603
104059
SH
SOLE
104059
0
0
ALLEGHANY CORP DEL
COM
017175100
74746
130000
SH
SOLE
130000
0
0
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
21175
215000
SH
SOLE
215000
0
0
ALPHABET INC
CAP STK CL C
02079K107
384112
344294
SH
SOLE
344294
0
0
ALPHABET INC
CAP STK CL A
02079K305
206909
183237
SH
SOLE
183237
0
0
ALTABA INC
COM
021346101
76165
1040364
SH
SOLE
1040364
0
0
ALTERYX INC
COM CL A
02156B103
43857
1149280
SH
SOLE
1149280
0
0
ALTRIA GROUP INC
COM
02209S103
68069
1198609
SH
SOLE
1198609
0
0
AMAZON COM INC
COM
023135106
250144
147161
SH
SOLE
147161
0
0
AMDOCS LTD
SHS
G02602103
46551
703295
SH
SOLE
703295
0
0
AMETEK INC NEW
COM
031100100
54592
756535
SH
SOLE
756535
0
0
ANALOG DEVICES INC
COM
032654105
2656
27688
SH
SOLE
27688
0
0
ANSYS INC
COM
03662Q105
47709
273909
SH
SOLE
273909
0
0
ANTHEM INC
COM
036752103
94714
397908
SH
SOLE
397908
0
0
AON PLC
SHS CL A
G0408V102
44580
325000
SH
SOLE
325000
0
0
APPLE INC
COM
037833100
236449
1277341
SH
SOLE
1277341
0
0
APPLE INC
COM
037833100
1351
7300
SH
Call
SOLE
7300
0
0
APPLIED MATLS INC
COM
038222105
11037
238946
SH
SOLE
238946
0
0
APTIV PLC
SHS
G6095L109
11057
120670
SH
SOLE
120670
0
0
ARCH CAP GROUP LTD
ORD
G0450A105
205135
7752627
SH
SOLE
7752627
0
0
ARES CAP CORP
COM
04010L103
12037
731732
SH
SOLE
731732
0
0
ARISTA NETWORKS INC
COM
040413106
49812
193453
SH
SOLE
193453
0
0
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
3326
50000
SH
SOLE
50000
0
0
ASPEN TECHNOLOGY INC
COM
045327103
14480
156140
SH
SOLE
156140
0
0
ASSEMBLY BIOSCIENCES INC
COM
045396108
11975
305397
SH
SOLE
305397
0
0
ATARA BIOTHERAPEUTICS INC
COM
046513107
3675
100000
SH
SOLE
100000
0
0
ATLASSIAN CORP PLC
CL A
G06242104
3667
58656
SH
SOLE
58656
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
14639
2600200
SH
SOLE
2600200
0
0
AUTOLUS THERAPEUTICS PLC
SPON ADS
05280R100
1340
50000
SH
SOLE
50000
0
0
AVEO PHARMACEUTICALS INC
COM
053588109
17069
7552666
SH
SOLE
7552666
0
0
AXOGEN INC
COM
05463X106
13080
260290
SH
SOLE
260290
0
0
AXON ENTERPRISE INC
COM
05464C101
36700
580876
SH
SOLE
580876
0
0
BAIDU INC
SPON ADR REP A
056752108
36774
151335
SH
SOLE
151335
0
0
BANK AMER CORP
COM
060505104
85300
3025913
SH
SOLE
3025913
0
0
BAXTER INTL INC
COM
071813109
31087
421000
SH
SOLE
421000
0
0
BECTON DICKINSON & CO
COM
075887109
20842
87000
SH
SOLE
87000
0
0
BEIGENE LTD
SPONSORED ADR
07725L102
11530
75000
SH
SOLE
75000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
65166
349137
SH
SOLE
349137
0
0
BIO RAD LABS INC
CL A
090572207
65138
225750
SH
SOLE
225750
0
0
BIOGEN INC
COM
09062X103
21768
75000
SH
SOLE
75000
0
0
BIOHAVEN PHARMACTL HLDG CO L
COM
G11196105
7888
199600
SH
SOLE
199600
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
19923
211500
SH
SOLE
211500
0
0
BIOMARIN PHARMACEUTICAL INC
NOTE 0.599% 8/0
09061GAH4
2389081
23500000
SH
SOLE
23500000
0
0
BLACKSTONE GROUP L P
COM UNIT LTD
09253U108
10246
318494
SH
SOLE
318494
0
0
BOOKING HLDGS INC
COM
09857L108
9742
4806
SH
SOLE
4806
0
0
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
70362
1609008
SH
SOLE
1609008
0
0
BRIGHT SCHOLAR ED HLDGS LTD
SPONSORED ADS
109199109
467
28081
SH
SOLE
28081
0
0
BROADCOM INC
COM
11135F101
9255
38144
SH
SOLE
38144
0
0
BROWN & BROWN INC
COM
115236101
61429
2215256
SH
SOLE
2215256
0
0
CANADIAN NAT RES LTD
COM
136385101
161989
3413883
SH
SOLE
3413883
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
29083
507460
SH
SOLE
507460
0
0
CATERPILLAR INC DEL
COM
149123101
4205
30992
SH
SOLE
30992
0
0
CELGENE CORP
COM
151020104
25812
325000
SH
SOLE
325000
0
0
CENTENE CORP DEL
COM
15135B101
50208
407500
SH
SOLE
407500
0
0
CERNER CORP
COM
156782104
3062
51211
SH
SOLE
51211
0
0
CHEGG INC
COM
163092109
5386
193796
SH
SOLE
193796
0
0
CHUBB LIMITED
COM
H1467J104
188033
1480340
SH
SOLE
1480340
0
0
CIRRUS LOGIC INC
COM
172755100
5175
135000
SH
SOLE
135000
0
0
CISCO SYS INC
COM
17275R102
19015
441896
SH
SOLE
441896
0
0
CITIGROUP INC
COM NEW
172967424
136777
2043894
SH
SOLE
2043894
0
0
CITIZENS FINL GROUP INC
COM
174610105
6882
176919
SH
SOLE
176919
0
0
COGNEX CORP
COM
192422103
49292
1104964
SH
SOLE
1104964
0
0
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
54399
688687
SH
SOLE
688687
0
0
COPA HOLDINGS SA
CL A
P31076105
35779
378132
SH
SOLE
378132
0
0
CORNING INC
COM
219350105
6102
221796
SH
SOLE
221796
0
0
COUPA SOFTWARE INC
COM
22266L106
1738
27928
SH
SOLE
27928
0
0
CREE INC
COM
225447101
8542
205491
SH
SOLE
205491
0
0
CSG SYS INTL INC
NOTE 4.250% 3/1
126349AF6
1159895
11000000
SH
SOLE
11000000
0
0
CTRIP COM INTL LTD
NOTE 1.250%10/1
22943FAD2
609255
5000000
SH
SOLE
5000000
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
24864
394924
SH
SOLE
394924
0
0
DANAHER CORP DEL
COM
235851102
18015
182560
SH
SOLE
182560
0
0
DECIPHERA PHARMACEUTICALS IN
COM
24344T101
23396
594551
SH
SOLE
594551
0
0
DERMIRA INC
NOTE 3.000% 5/1
24983LAB0
743931
9000000
SH
SOLE
9000000
0
0
DESPEGAR COM CORP
ORD SHS
G27358103
2372
113097
SH
SOLE
113097
0
0
DOLBY LABORATORIES INC
COM
25659T107
131946
2138862
SH
SOLE
2138862
0
0
DROPBOX INC
CL A
26210C104
31043
957536
SH
SOLE
957536
0
0
DYCOM INDS INC
NOTE 0.750% 9/1
267475AB7
290325
2500000
SH
SOLE
2500000
0
0
EAST WEST BANCORP INC
COM
27579R104
6181
94797
SH
SOLE
94797
0
0
EBAY INC
COM
278642103
64792
1786870
SH
SOLE
1786870
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
41173
282838
SH
SOLE
282838
0
0
ELECTRONIC ARTS INC
COM
285512109
53514
379480
SH
SOLE
379480
0
0
EMERSON ELEC CO
COM
291011104
6210
89814
SH
SOLE
89814
0
0
ENCOMPASS HEALTH CORP
COM
29261A100
2953
43600
SH
SOLE
43600
0
0
ENTERPRISE FINL SVCS CORP
COM
293712105
672
12453
SH
SOLE
12453
0
0
ESQUIRE FINL HLDGS INC
COM
29667J101
1011
38310
SH
SOLE
38310
0
0
ESSENT GROUP LTD
COM
G3198U102
61790
1725000
SH
SOLE
1725000
0
0
EVERBRIDGE INC
COM
29978A104
24250
511382
SH
SOLE
511382
0
0
EVEREST RE GROUP LTD
COM
G3223R108
22472
97500
SH
SOLE
97500
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
72274
601335
SH
SOLE
601335
0
0
FACEBOOK INC
CL A
30303M102
346627
1783795
SH
SOLE
1783795
0
0
FANHUA INC
SPONSORED ADR
30712A103
628
22020
SH
SOLE
22020
0
0
FERRARI N V
COM
N3167Y103
18212
156326
SH
SOLE
156326
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
11970
123670
SH
SOLE
123670
0
0
FIVE9 INC
COM
338307101
25534
738628
SH
SOLE
738628
0
0
FLEX LTD
ORD
Y2573F102
70706
5011024
SH
SOLE
5011024
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
35877
2078635
SH
SOLE
2078635
0
0
GILEAD SCIENCES INC
COM
375558103
13530
191000
SH
SOLE
191000
0
0
GLYCOMIMETICS INC
COM
38000Q102
16898
1047615
SH
SOLE
1047615
0
0
GOLDCORP INC NEW
COM
380956409
18309
1335451
SH
SOLE
1335451
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
917
4157
SH
SOLE
4157
0
0
GOLUB CAP BDC INC
COM
38173M102
4106
224364
SH
SOLE
224364
0
0
GRUBHUB INC
COM
400110102
92496
881674
SH
SOLE
881674
0
0
HCA HEALTHCARE INC
COM
40412C101
62586
610000
SH
SOLE
610000
0
0
HDFC BANK LTD
ADR REPS 3 SHS
40415F101
2702
25733
SH
SOLE
25733
0
0
HERITAGE INS HLDGS INC
COM
42727J102
21671
1300000
SH
SOLE
1300000
0
0
HILL ROM HLDGS INC
COM
431475102
39783
455493
SH
SOLE
455493
0
0
HONEYWELL INTL INC
COM
438516106
7118
49413
SH
SOLE
49413
0
0
HUBSPOT INC
COM
443573100
30822
245788
SH
SOLE
245788
0
0
HUMANA INC
COM
444859102
71561
240436
SH
SOLE
240436
0
0
IAC INTERACTIVECORP
COM
44919P508
9177
60182
SH
SOLE
60182
0
0
ICON PLC
SHS
G4705A100
46906
353931
SH
SOLE
353931
0
0
ICU MED INC
COM
44930G107
32453
110515
SH
SOLE
110515
0
0
ILLUMINA INC
COM
452327109
25136
90000
SH
SOLE
90000
0
0
INCYTE CORP
COM
45337C102
41875
625000
SH
SOLE
625000
0
0
INSMED INC
NOTE 1.750% 1/1
457669AA7
6881
7500000
SH
SOLE
7500000
0
0
INSULET CORP
COM
45784P101
17140
200000
SH
SOLE
200000
0
0
INTEL CORP
COM
458140100
63858
1284606
SH
SOLE
1284606
0
0
INTERPUBLIC GROUP COS INC
COM
460690100
32769
1397994
SH
SOLE
1397994
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
47677
99643
SH
SOLE
99643
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
4446
25900
SH
Put
SOLE
25900
0
0
IRHYTHM TECHNOLOGIES INC
COM
450056106
21257
262011
SH
SOLE
262011
0
0
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
17230
100000
SH
SOLE
100000
0
0
JPMORGAN CHASE & CO
COM
46625H100
87520
839922
SH
SOLE
839922
0
0
KEYCORP NEW
COM
493267108
7474
382512
SH
SOLE
382512
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
27341
463170
SH
SOLE
463170
0
0
KIRBY CORP
COM
497266106
63889
764225
SH
SOLE
764225
0
0
KIRKLAND LAKE GOLD LTD
COM
49741E100
74366
2671207
SH
SOLE
2671207
0
0
KVH INDS INC
COM
482738101
2484
185397
SH
SOLE
185397
0
0
LHC GROUP INC
COM
50187A107
20713
242000
SH
SOLE
242000
0
0
LIBERTY EXPEDIA HOLDINGS
SER A COM
53046P109
40512
921976
SH
SOLE
921976
0
0
LIBERTY MEDIA CORP DELAWARE
NOTE 1.000% 1/3
531229AF9
526572
4500000
SH
SOLE
4500000
0
0
LILLY ELI & CO
COM
532457108
18943
222000
SH
SOLE
222000
0
0
LITTELFUSE INC
COM
537008104
12807
56127
SH
SOLE
56127
0
0
LIVANOVA PLC
SHS
G5509L101
23298
233400
SH
SOLE
233400
0
0
LOXO ONCOLOGY INC
COM
548862101
89754
517371
SH
SOLE
517371
0
0
LUMENTUM HLDGS INC
COM
55024U109
24166
417376
SH
SOLE
417376
0
0
M D C HLDGS INC
COM
552676108
28399
922948
SH
SOLE
922948
0
0
MANCHESTER UTD PLC NEW
ORD CL A
G5784H106
14726
714835
SH
SOLE
714835
0
0
MARKEL CORP
COM
570535104
133324
122953
SH
SOLE
122953
0
0
MARSH & MCLENNAN COS INC
COM
571748102
131260
1601322
SH
SOLE
1601322
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
39109
199009
SH
SOLE
199009
0
0
MATERIALISE NV
SPONSORED ADS
57667T100
2285
176005
SH
SOLE
176005
0
0
MEDIDATA SOLUTIONS INC
COM
58471A105
42711
530171
SH
SOLE
530171
0
0
MEDTRONIC PLC
SHS
G5960L103
91431
1068000
SH
SOLE
1068000
0
0
MERCK & CO INC
COM
58933Y105
17755
292500
SH
SOLE
292500
0
0
META FINL GROUP INC
COM
59100U108
3664
37618
SH
SOLE
37618
0
0
MICRON TECHNOLOGY INC
COM
595112103
50778
968305
SH
SOLE
968305
0
0
MICROSOFT CORP
COM
594918104
367297
3724746
SH
SOLE
3724746
0
0
MIMECAST LTD
ORD SHS
G14838109
28274
686098
SH
SOLE
686098
0
0
MIX TELEMATICS LTD
SPONSORED ADR
60688N102
4820
272022
SH
SOLE
272022
0
0
MOHAWK INDS INC
COM
608190104
87033
406186
SH
SOLE
406186
0
0
MOLINA HEALTHCARE INC
COM
60855R100
25533
260700
SH
SOLE
260700
0
0
MONOLITHIC PWR SYS INC
COM
609839105
29052
217340
SH
SOLE
217340
0
0
NANOSTRING TECHNOLOGIES INC
COM
63009R109
6840
500000
SH
SOLE
500000
0
0
NEVRO CORP
COM
64157F103
3194
40000
SH
SOLE
40000
0
0
NEW MTN FIN CORP
COM
647551100
4216
310000
SH
SOLE
310000
0
0
NEW RELIC INC
COM
64829B100
24853
247074
SH
SOLE
247074
0
0
NOVAGOLD RES INC
COM NEW
66987E206
7806
1754096
SH
SOLE
1754096
0
0
NUTANIX INC
CL A
67059N108
32535
630883
SH
SOLE
630883
0
0
NVIDIA CORP
COM
67066G104
59900
252850
SH
SOLE
252850
0
0
NXP SEMICONDUCTORS N V
NOTE 1.000%12/0
62952QAB6
542250
4500000
SH
SOLE
4500000
0
0
OXFORD IMMUNOTEC GLOBAL PLC
ORD SHS
G6855A103
32225
2500022
SH
SOLE
2500022
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
6597
172912
SH
SOLE
172912
0
0
PAYPAL HLDGS INC
COM
70450Y103
72866
875063
SH
SOLE
875063
0
0
PEGASYSTEMS INC
COM
705573103
37938
692292
SH
SOLE
692292
0
0
PENNANTPARK FLOATING RATE CA
COM
70806A106
10746
786685
SH
SOLE
786685
0
0
PERKINELMER INC
COM
714046109
12010
164000
SH
SOLE
164000
0
0
PFIZER INC
COM
717081103
81051
2234047
SH
SOLE
2234047
0
0
PNC FINL SVCS GROUP INC
COM
693475105
13441
99488
SH
SOLE
99488
0
0
PRA HEALTH SCIENCES INC
COM
69354M108
52855
566142
SH
SOLE
566142
0
0
PROASSURANCE CORP
COM
74267C106
18611
525000
SH
SOLE
525000
0
0
PROGRESSIVE CORP OHIO
COM
743315103
60333
1020000
SH
SOLE
1020000
0
0
PROOFPOINT INC
COM
743424103
29323
254293
SH
SOLE
254293
0
0
PROTO LABS INC
COM
743713109
8694
73086
SH
SOLE
73086
0
0
PTC INC
COM
69370C100
7340
78245
SH
SOLE
78245
0
0
PURE STORAGE INC
CL A
74624M102
40191
1683045
SH
SOLE
1683045
0
0
QUOTIENT LTD
SHS
G73268107
32045
3990713
SH
SOLE
3990713
0
0
RAPID7 INC
COM
753422104
6939
245877
SH
SOLE
245877
0
0
RED HAT INC
COM
756577102
50388
374993
SH
SOLE
374993
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
13800
40000
SH
SOLE
40000
0
0
REINSURANCE GROUP AMER INC
COM NEW
759351604
43715
327500
SH
SOLE
327500
0
0
RENAISSANCERE HOLDINGS LTD
COM
G7496G103
54144
450000
SH
SOLE
450000
0
0
RINGCENTRAL INC
CL A
76680R206
22998
326904
SH
SOLE
326904
0
0
RLI CORP
COM
749607107
20314
306900
SH
SOLE
306900
0
0
ROCKWELL AUTOMATION INC
COM
773903109
5477
32951
SH
SOLE
32951
0
0
ROPER TECHNOLOGIES INC
COM
776696106
5361
19430
SH
SOLE
19430
0
0
S&P GLOBAL INC
COM
78409V104
106386
521730
SH
SOLE
521730
0
0
SAGE THERAPEUTICS INC
COM
78667J108
11740
75000
SH
SOLE
75000
0
0
SALESFORCE COM INC
COM
79466L302
81097
594551
SH
SOLE
594551
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
29080
220000
SH
SOLE
220000
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
56375
1103233
SH
SOLE
1103233
0
0
SERVICENOW INC
COM
81762P102
47329
274417
SH
SOLE
274417
0
0
SIENTRA INC
COM
82621J105
11042
565968
SH
SOLE
565968
0
0
SOLAR CAP LTD
COM
83413U100
10287
503278
SH
SOLE
503278
0
0
SPIRIT AIRLS INC
COM
848577102
64685
1779498
SH
SOLE
1779498
0
0
SPLUNK INC
COM
848637104
27957
282085
SH
SOLE
282085
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
46741
900592
SH
SOLE
900592
0
0
STEMLINE THERAPEUTICS INC
COM
85858C107
30697
1912605
SH
SOLE
1912605
0
0
STERICYCLE INC
COM
858912108
58907
902237
SH
SOLE
902237
0
0
STERIS PLC
SHS USD
G84720104
25202
240000
SH
SOLE
240000
0
0
STRYKER CORP
COM
863667101
62190
368295
SH
SOLE
368295
0
0
SUMMIT THERAPEUTICS PLC
SPONS ADS
86627R102
858
350000
SH
SOLE
350000
0
0
SUNCOR ENERGY INC NEW
COM
867224107
119856
2240295
SH
SOLE
2240295
0
0
SUPERNUS PHARMACEUTICALS INC
COM
868459108
14963
250000
SH
SOLE
250000
0
0
SVB FINL GROUP
COM
78486Q101
6692
23175
SH
SOLE
23175
0
0
SYNOPSYS INC
COM
871607107
5571
65101
SH
SOLE
65101
0
0
TABLEAU SOFTWARE INC
CL A
87336U105
25397
259814
SH
SOLE
259814
0
0
TABULA RASA HEALTHCARE INC
COM
873379101
7787
122000
SH
SOLE
122000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
8430
71227
SH
SOLE
71227
0
0
TAYLOR MORRISON HOME CORP
CL A
87724P106
33115
1593612
SH
SOLE
1593612
0
0
TELADOC INC
COM
87918A105
10330
177950
SH
SOLE
177950
0
0
TELEFLEX INC
COM
879369106
45596
170000
SH
SOLE
170000
0
0
TESLA INC
COM
88160R101
5934
17302
SH
SOLE
17302
0
0
TEXAS INSTRS INC
COM
882508104
25602
232220
SH
SOLE
232220
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
66039
318812
SH
SOLE
318812
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
17835
234397
SH
SOLE
234397
0
0
TRAVELERS COMPANIES INC
COM
89417E109
45878
375000
SH
SOLE
375000
0
0
TWILIO INC
CL A
90138F102
31058
554404
SH
SOLE
554404
0
0
TWITTER INC
COM
90184L102
3867
88553
SH
SOLE
88553
0
0
UBS GROUP AG
SHS
H42097107
16435
1072414
SH
SOLE
1072414
0
0
UNION PAC CORP
COM
907818108
77594
547672
SH
SOLE
547672
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
87770
701992
SH
SOLE
701992
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
22400
91300
SH
SOLE
91300
0
0
UNIVERSAL DISPLAY CORP
COM
91347P105
20190
234767
SH
SOLE
234767
0
0
US BANCORP DEL
COM NEW
902973304
8101
161948
SH
SOLE
161948
0
0
VARIAN MED SYS INC
COM
92220P105
3576
31444
SH
SOLE
31444
0
0
VERONA PHARMA PLC
SPONSORED ADS
925050106
1366
100000
SH
SOLE
100000
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
29743
175000
SH
SOLE
175000
0
0
VIPSHOP HLDGS LTD
SPONSORED ADR
92763W103
419
38613
SH
SOLE
38613
0
0
VISA INC
COM CL A
92826C839
145905
1101586
SH
SOLE
1101586
0
0
VIVEVE MED INC
COM NEW
92852W204
3264
1200000
SH
SOLE
1200000
0
0
W R BERKLEY CORPORATION
COM
084423102
78927
1090000
SH
SOLE
1090000
0
0
WELLS FARGO CO NEW
COM
949746101
51738
933226
SH
SOLE
933226
0
0
WORLD WRESTLING ENTMT INC
CL A
98156Q108
49042
673462
SH
SOLE
673462
0
0
XILINX INC
COM
983919101
62322
954980
SH
SOLE
954980
0
0
ZENDESK INC
COM
98936J101
65357
1199436
SH
SOLE
1199436
0
0
ZOGENIX INC
COM NEW
98978L204
24236
548319
SH
SOLE
548319
0
0