The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ALECTOR INC | COM | 014442107 | 3,696 | 214,514 | SH | SOLE | 214,514 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 42,729 | 201,457 | SH | SOLE | 201,457 | 0 | 0 | ||
ARCTURUS THERAPEUTICS HLDG I | COM | 03969T109 | 341 | 31,404 | SH | SOLE | 31,404 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 46,738 | 1,033,561 | SH | SOLE | 1,033,561 | 0 | 0 | ||
CATALENT INC | COM | 148806102 | 33,292 | 591,340 | SH | SOLE | 591,340 | 0 | 0 | ||
COMMERCIAL METALS CO | COM | 201723103 | 34,474 | 1,547,999 | SH | SOLE | 1,547,999 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 40,384 | 677,126 | SH | SOLE | 677,126 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 44,302 | 215,843 | SH | SOLE | 215,843 | 0 | 0 | ||
FAR PT ACQUISITION CORP | UNIT 06/01/2025 | 30734w208 | 10,070 | 932,410 | SH | SOLE | 932,410 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 18,340 | 63,743 | SH | SOLE | 63,743 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 41,904 | 599,907 | SH | SOLE | 599,907 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 26,389 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 30,902 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 47,564 | 515,604 | SH | SOLE | 515,604 | 0 | 0 | ||
MERITOR INC | COM | 59001K100 | 811 | 30,978 | SH | SOLE | 30,978 | 0 | 0 | ||
MODERNA INC | COM | 60770K107 | 2,934 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 16,554 | 71,583 | SH | SOLE | 71,583 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466l302 | 39,495 | 242,835 | SH | SOLE | 242,835 | 0 | 0 | ||
SANDERSON FARMS INC | COM | 800013104 | 34,845 | 197,735 | SH | SOLE | 197,735 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 39,593 | 264,358 | SH | SOLE | 264,358 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 47,626 | 523,135 | SH | SOLE | 523,135 | 0 | 0 | ||
UROGEN PHARMA LTD | COM | M96088105 | 28,347 | 849,478 | SH | SOLE | 849,478 | 0 | 0 |