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 |
| ||||||||||||||||||||
| 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 |
| ADOBE INC | COM | 00724F101 | 3,385 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 548 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| ARRIS INTERNATIONAL PLC | COM | G0551A103 | 1,315 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| CADENCE DESIGN SYS INC | COM | 127387108 | 2,520 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| CENTENE CORP | COM | 15135B101 | 4,991 | 43,407 | SH | SOLE | 43,407 | 0 | 0 | ||
| CHARLES RIVER LABORATORIES | COM | 159864107 | 1,799 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| CIGNA CORP | COM | 125523100 | 12,094 | 63,284 | SH | SOLE | 63,284 | 0 | 0 | ||
| F5 NETWORKS INC | COM | 315616102 | 4,365 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| IQVIA HOLDINGS INC | COM | 46266C105 | 9,683 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| MICHAEL KORS HOLDINGS LTD | SHS | G60754101 | 1,699 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,506 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
| NEKTAR THERAPEUTICS | COM | 640268108 | 2,014 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||