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
ADEPTUS HEALTH INC CL A 006855100 5,212 95,595 SH   DFND 1 95,595 0 0
ALPHABET INC CAP STK CL A 02079K305 70,721 90,900 SH   DFND 1 90,900 0 0
AMAZON COM INC COM 023135106 30,415 45,000 SH   DFND 1 45,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 44,403 1,268,658 SH   DFND 1 1,268,658 0 0
CONSTELLATION BRANDS INC CL A 21036P108 75,671 531,247 SH   DFND 1 531,247 0 0
EXACT SCIENCES CORP COM 30063P105 6,415 695,007 SH   DFND 1 695,007 0 0
GOPRO INC CL A 38268T103 22,873 1,270,000 SH   DFND 1 1,270,000 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 16,327 570,285 SH   DFND 1 570,285 0 0
MANITOWOC INC COM 563571108 9,149 596,000 SH   DFND 1 596,000 0 0
MEDICINES CO COM 584688105 65,170 1,745,300 SH   DFND 1 1,745,300 0 0
SEARS HLDGS CORP COM 812350106 4,873 237,000 SH   DFND 1 237,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 49,234 4,133,825 SH   DFND 1 4,133,825 0 0
SOLARCITY CORP COM 83416T100 57,697 1,130,879 SH   DFND 1 1,130,879 0 0
TABLEAU SOFTWARE INC CL A 87336U105 105,239 1,116,953 SH   DFND 1 1,116,953 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 57,394 674,000 SH   DFND 1 674,000 0 0
ALLERGAN PLC SHS G0177J108 64,688 207,000 SH   DFND 1 207,000 0 0