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
ADOBE SYS INC COM 00724F101 33,685 225,800 SH   SOLE   225,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,746 189,600 SH   SOLE   189,600 0 0
ALPHABET INC CAP STK CL C 02079K107 33,543 34,973 SH   SOLE   34,973 0 0
ALPHABET INC CAP STK CL A 02079K305 2,673 2,745 SH   SOLE   2,745 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100 1,888 162,728 SH   SOLE   162,728 0 0
AMBEV SA SPONSORED ADR 02319V103 330 50,000 SH   SOLE   50,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 2,386 20,000 SH   SOLE   20,000 0 0
ANTHEM INC COM 036752103 19,558 103,000 SH   SOLE   103,000 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 22,036 732,081 SH   SOLE   732,081 0 0
BANK AMER CORP COM 060505104 23,404 923,600 SH   SOLE   923,600 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 3,030 82,709 SH   SOLE   82,709 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 33,473 1,003,100 SH   SOLE   1,003,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 31,197 1,069,500 SH   SOLE   1,069,500 0 0
BROADCOM LTD SHS Y09827109 19,500 80,400 SH   SOLE   80,400 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 475 7,350 SH   SOLE   7,350 0 0
CELGENE CORP COM 151020104 32,013 219,540 SH   SOLE   219,540 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 12,483 1,051,614 SH   SOLE   1,051,614 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,985 103,375 SH   SOLE   103,375 0 0
ENZYMOTEC LTD SHS M4059L101 7,758 677,548 SH   SOLE   677,548 0 0
EXPRESS INC COM 30219E103 541 80,000 SH   SOLE   80,000 0 0
FACEBOOK INC CL A 30303M102 37,491 219,410 SH   SOLE   219,410 0 0
GILEAD SCIENCES INC COM 375558103 3,120 38,511 SH   SOLE   38,511 0 0
HOSTESS BRANDS INC CL A 44109J106 546 40,000 SH   SOLE   40,000 0 0
ICICI BK LTD ADR 45104G104 659 77,000 SH   SOLE   77,000 0 0
INSPIRED ENTMT INC COM 45782N108 954 72,000 SH   SOLE   72,000 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 1,367 16,187 SH   SOLE   16,187 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 822 60,000 SH   SOLE   60,000 0 0
JD COM INC SPON ADR CL A 47215P106 12,155 318,200 SH   SOLE   318,200 0 0
JPMORGAN CHASE & CO COM 46625H100 22,884 239,600 SH   SOLE   239,600 0 0
MACROGENICS INC COM 556099109 4,429 239,667 SH   SOLE   239,667 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 603 25,000 SH   SOLE   25,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,216 68,000 SH   SOLE   68,000 0 0
MICROSOFT CORP COM 594918104 32,779 440,040 SH   SOLE   440,040 0 0
MOMO INC ADR 60879B107 4,012 128,000 SH   SOLE   128,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 13,399 247,900 SH   SOLE   247,900 0 0
OOMA INC COM 683416101 12,934 1,226,000 SH   SOLE   1,226,000 0 0
PVH CORP COM 693656100 1,387 11,000 SH   SOLE   11,000 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 28,464 299,400 SH   SOLE   299,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 31,521 265,910 SH   SOLE   265,910 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 10,257 97,296 SH   SOLE   97,296 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 1,376 30,000 SH   SOLE   30,000 0 0
SEALED AIR CORP NEW COM 81211K100 511 11,963 SH   SOLE   11,963 0 0
T2 BIOSYSTEMS INC COM 89853L104 8,378 1,994,685 SH   SOLE   1,994,685 0 0
WINGSTOP INC COM 974155103 665 20,000 SH   SOLE   20,000 0 0
WYNN RESORTS LTD COM 983134107 2,085 14,000 SH   SOLE   14,000 0 0