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
ABIOMED INC COM 003654100 3,042 10,453 SH   SOLE   10,453 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 8,347 54,377 SH   SOLE   54,377 0 0
ACTIVISION BLIZZARD INC COM 00507V109 8,438 125,086 SH   SOLE   125,086 0 0
ADOBE SYS INC COM 00724F101 9,556 44,224 SH   SOLE   44,224 0 0
ADVANSIX INC COM 00773T101 8,093 232,704 SH   SOLE   232,704 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 5,090 45,668 SH   SOLE   45,668 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,533 46,491 SH   SOLE   46,491 0 0
ALLY FINL INC COM 02005N100 8,264 304,397 SH   SOLE   304,397 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 2,636 22,130 SH   SOLE   22,130 0 0
ALPHABET INC CAP STK CL C 02079K107 25,183 24,407 SH   SOLE   24,407 0 0
AMAZON COM INC COM 023135106 17,371 12,002 SH   SOLE   12,002 0 0
APPLE INC COM 037833100 8,741 52,098 SH   SOLE   52,098 0 0
AQUINOX PHARMACEUTICALS INC COM 03842B101 1,941 137,868 SH   SOLE   137,868 0 0
ARCH CAP GROUP LTD ORD G0450A105 8,244 96,320 SH   SOLE   96,320 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 3,139 47,997 SH   SOLE   47,997 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 2,073 53,148 SH   SOLE   53,148 0 0
AVIS BUDGET GROUP COM 053774105 10,604 226,378 SH   SOLE   226,378 0 0
BEIGENE LTD SPONSORED ADR 07725L102 3,494 20,796 SH   SOLE   20,796 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 20,039 100,458 SH   SOLE   100,458 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,636 157,571 SH   SOLE   157,571 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 5,398 66,581 SH   SOLE   66,581 0 0
BLACKROCK INC COM 09247X101 8,723 16,103 SH   SOLE   16,103 0 0
BOOKING HLDGS INC COM 09857L108 9,965 4,790 SH   SOLE   4,790 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,505 24,114 SH   SOLE   24,114 0 0
CLOVIS ONCOLOGY INC COM 189464100 2,311 43,761 SH   SOLE   43,761 0 0
COMMSCOPE HLDG CO INC COM 20337X109 8,925 223,304 SH   SOLE   223,304 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,254 40,601 SH   SOLE   40,601 0 0
DAVITA INC COM 23918K108 2,331 35,345 SH   SOLE   35,345 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 2,268 98,310 SH   SOLE   98,310 0 0
DEXCOM INC COM 252131107 3,535 47,668 SH   SOLE   47,668 0 0
EPIZYME INC COM 29428V104 2,457 138,431 SH   SOLE   138,431 0 0
GENOMIC HEALTH INC COM 37244C101 2,531 80,903 SH   SOLE   80,903 0 0
GODADDY INC CL A 380237107 9,794 159,459 SH   SOLE   159,459 0 0
GULFPORT ENERGY CORP COM NEW 402635304 9,917 1,027,620 SH   SOLE   1,027,620 0 0
HERBALIFE LTD COM USD SHS G4412G101 10,244 105,097 SH   SOLE   105,097 0 0
HUMANA INC COM 444859102 2,674 9,945 SH   SOLE   9,945 0 0
IMMUNOMEDICS INC COM 452907108 2,440 167,038 SH   SOLE   167,038 0 0
INCYTE CORP COM 45337C102 5,322 63,864 SH   SOLE   63,864 0 0
INSMED INC COM PAR $.01 457669307 2,044 90,753 SH   SOLE   90,753 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 4,449 165,017 SH   SOLE   165,017 0 0
ISHARES INC MSCI MLY ETF NEW 46434G814 5,083 140,647 SH   SOLE   140,647 0 0
ISHARES TR MSCI PHILIPS ETF 46429B408 4,443 127,162 SH   SOLE   127,162 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780 4,730 177,368 SH   SOLE   177,368 0 0
ISHARES INC MSCI STH KOR ETF 464286772 4,843 64,185 SH   SOLE   64,185 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 4,915 128,205 SH   SOLE   128,205 0 0
ISHARES INC MSCI THAILND ETF 464286624 5,000 50,155 SH   SOLE   50,155 0 0
JBG SMITH PROPERTIES SHS 46590V100 9,204 273,027 SH   SOLE   273,027 0 0
JD COM INC SPON ADR CL A 47215P106 27,701 684,152 SH   SOLE   684,152 0 0
KINDER MORGAN INC DEL COM 49456B101 7,456 495,113 SH   SOLE   495,113 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 10,621 65,661 SH   SOLE   65,661 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 7,366 235,262 SH   SOLE   235,262 0 0
MANITOWOC CO INC COM NEW 563571405 7,002 246,015 SH   SOLE   246,015 0 0
MASTEC INC COM 576323109 8,200 174,280 SH   SOLE   174,280 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,828 50,401 SH   SOLE   50,401 0 0
MEDICINES CO COM 584688105 2,709 82,227 SH   SOLE   82,227 0 0
MICRON TECHNOLOGY INC COM 595112103 10,498 201,345 SH   SOLE   201,345 0 0
MICROSOFT CORP COM 594918104 8,747 95,837 SH   SOLE   95,837 0 0
NEKTAR THERAPEUTICS COM 640268108 14,378 135,312 SH   SOLE   135,312 0 0
PJT PARTNERS INC COM CL A 69343T107 9,014 179,920 SH   SOLE   179,920 0 0
POST HLDGS INC COM 737446104 8,810 116,287 SH   SOLE   116,287 0 0
PROGRESS SOFTWARE CORP COM 743312100 6,986 181,688 SH   SOLE   181,688 0 0
PTC INC COM 69370C100 9,502 121,803 SH   SOLE   121,803 0 0
SAGE THERAPEUTICS INC COM 78667J108 5,199 32,278 SH   SOLE   32,278 0 0
SEATTLE GENETICS INC COM 812578102 2,570 49,099 SH   SOLE   49,099 0 0
TIME WARNER INC COM NEW 887317303 8,680 91,778 SH   SOLE   91,778 0 0
TRANSDIGM GROUP INC COM 893641100 9,175 29,891 SH   SOLE   29,891 0 0
TWITTER INC COM 90184L102 7,435 256,300 SH   SOLE   256,300 0 0
UNITED STATES STL CORP NEW COM 912909108 7,958 226,131 SH   SOLE   226,131 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,129 18,946 SH   SOLE   18,946 0 0
VANDA PHARMACEUTICALS INC COM 921659108 2,879 170,834 SH   SOLE   170,834 0 0
VANECK VECTORS ETF TR VIETNAM ETF 92189F817 5,046 257,998 SH   SOLE   257,998 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4,707 100,186 SH   SOLE   100,186 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,223 16,206 SH   SOLE   16,206 0 0
VISA INC COM CL A 92826C839 8,607 71,957 SH   SOLE   71,957 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 2,638 13,626 SH   SOLE   13,626 0 0