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
ALEXION PHARMACEUTICALS INC COM 015351109 11,152 82,500 SH   SOLE   82,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 115,581 633,495 SH   SOLE   633,495 0 0
ALLERGAN PLC SHS G0177J108 15,878 108,448 SH   SOLE   108,448 0 0
ALPHABET INC CAP STK CL A 02079K305 63,705 54,130 SH   SOLE   54,130 0 0
ALTICE USA INC CL A 02156K103 7,283 339,042 SH   SOLE   339,042 0 0
AMAZON COM INC COM 023135106 16,659 9,355 SH   SOLE   9,355 0 0
APPLE INC COM 037833100 7,335 38,614 SH   SOLE   38,614 0 0
ARAVIVE INC COM 03890D108 287 40,816 SH   SOLE   40,816 0 0
AUTODESK INC COM 052769106 8,570 55,000 SH   SOLE   55,000 0 0
BAIDU INC SPON ADR REP A 056752108 21,823 132,383 SH   SOLE   132,383 0 0
BANK AMER CORP COM 060505104 47,532 1,722,781 SH   SOLE   1,722,781 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 6,908 77,764 SH   SOLE   77,764 0 0
BOOKING HLDGS INC COM 09857L108 3,071 1,760 SH   SOLE   1,760 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 6,536 137,000 SH   SOLE   137,000 0 0
CITIGROUP INC COM NEW 172967424 17,469 280,762 SH   SOLE   280,762 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 4,333 533,225 SH   SOLE   533,225 0 0
DISNEY WALT CO COM DISNEY 254687106 42,711 384,681 SH   SOLE   384,681 0 0
FACEBOOK INC CL A 30303M102 50,182 301,048 SH   SOLE   301,048 0 0
FLUENT INC COM 34380C102 1,095 194,799 SH   SOLE   194,799 0 0
GILEAD SCIENCES INC COM 375558103 5,653 86,959 SH   SOLE   86,959 0 0
INCYTE CORP COM 45337C102 2,666 31,000 SH   SOLE   31,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 2,172 228,442 SH   SOLE   228,442 0 0
ISHARES TR NASDAQ BIOTECH 464287556 4,830 43,200 SH   SOLE   43,200 0 0
JD COM INC SPON ADR CL A 47215P106 41,495 1,376,278 SH   SOLE   1,376,278 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 9,351 375,251 SH   SOLE   375,251 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 2,217 102,000 SH   SOLE   102,000 0 0
MYLAN N V SHS EURO N59465109 2,834 100,000 SH   SOLE   100,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 14,317 158,916 SH   SOLE   158,916 0 0
NXP SEMICONDUCTORS N V COM N6596X109 19,764 223,600 SH   SOLE   223,600 0 0
ON SEMICONDUCTOR CORP COM 682189105 10,367 504,000 SH   SOLE   504,000 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,072 19,313 SH   SOLE   19,313 0 0
SCHLUMBERGER LTD COM 806857108 2,418 55,500 SH   SOLE   55,500 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 11,656 176,280 SH   SOLE   176,280 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 5,224 144,791 SH   SOLE   144,791 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 12,135 79,394 SH   SOLE   79,394 0 0
VIKING THERAPEUTICS INC COM 92686J106 1,392 140,000 SH   SOLE   140,000 0 0
VISA INC COM CL A 92826C839 8,434 54,000 SH   SOLE   54,000 0 0
WEIBO CORP SPONSORED ADR 948596101 9,116 147,050 SH   SOLE   147,050 0 0
ZAYO GROUP HLDGS INC COM 98919V105 8,620 303,290 SH   SOLE   303,290 0 0