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
AMAZON COM INC COM 023135106 87,645 315,622 SH   SOLE   315,622 0 0
AON PLC SHS CL A G0408V102 30,404 472,479 SH   SOLE   472,479 0 0
BONA FILM GROUP LTD SPONSORED ADS 09777B107 5,715 1,443,146 SH   SOLE   1,443,146 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 20,025 735,395 SH   SOLE   735,395 0 0
CBS CORP NEW CL B 124857202 60,349 1,234,890 SH   SOLE   1,234,890 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 66,721 538,725 SH   SOLE   538,725 0 0
DUNKIN BRANDS GROUP INC COM 265504100 63,220 1,476,410 SH   SOLE   1,476,410 0 0
ELLIE MAE INC COM 28849P100 37,461 1,623,102 SH   SOLE   1,623,102 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 67,203 1,088,489 SH   SOLE   1,088,489 0 0
FACEBOOK INC CL A 30303M102 57,980 2,330,399 SH   SOLE   2,330,399 0 0
FIFTH & PAC COS INC COM 316645100 16,544 740,560 SH   SOLE   740,560 0 0
FORTINET INC COM 34959E109 44,575 2,547,122 SH   SOLE   2,547,122 0 0
GENERAL MTRS CO COM 37045V100 18,278 548,728 SH   SOLE   548,728 0 0
GOOGLE INC CL A 38259P508 38,540 43,777 SH   SOLE   43,777 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 1,581 21,015 SH   SOLE   21,015 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 12,855 170,900 SH Call SOLE   170,900 0 0
HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 44,231 1,655,953 SH   SOLE   1,655,953 0 0
IMAX CORP COM 45245E109 57,207 2,301,153 SH   SOLE   2,301,153 0 0
INTEL CORP COM 458140100 18,664 770,300 SH Put SOLE   770,300 0 0
JOY GLOBAL INC COM 481165108 5,873 121,016 SH   SOLE   121,016 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 1,246 243,402 SH   SOLE   243,402 0 0
KINDER MORGAN INC DEL COM 49456B101 31,988 838,474 SH   SOLE   838,474 0 0
KROGER CO COM 501044101 16,610 480,900 SH Call SOLE   480,900 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 47,873 3,088,600 SH Put SOLE   3,088,600 0 0
MELCO CROWN ENTMT LTD ADR 585464100 44,720 2,000,000 SH Call SOLE   2,000,000 0 0
MELCO CROWN ENTMT LTD ADR 585464100 46,524 2,080,695 SH   SOLE   2,080,695 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 4,009 132,271 SH   SOLE   132,271 0 0
OSI SYSTEMS INC COM 671044105 103,217 1,602,253 SH   SOLE   1,602,253 0 0
OSI SYSTEMS INC COM 671044105 23,294 361,600 SH Call SOLE   361,600 0 0
PENTAIR LTD SHS H6169Q108 26,476 458,938 SH   SOLE   458,938 0 0
PROCTER & GAMBLE CO COM 742718109 109,100 1,417,069 SH   SOLE   1,417,069 0 0
PROCTER & GAMBLE CO COM 742718109 216,250 2,808,800 SH Call SOLE   2,808,800 0 0
RED HAT INC COM 756577102 57,523 1,202,906 SH   SOLE   1,202,906 0 0
RED HAT INC COM 756577102 7,187 150,300 SH Call SOLE   150,300 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 69,894 2,096,404 SH   SOLE   2,096,404 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 43,507 598,863 SH   SOLE   598,863 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 23,401 322,100 SH Call SOLE   322,100 0 0
SPRINT NEXTEL CORP COM SER 1 852061100 62,646 8,923,872 SH   SOLE   8,923,872 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 16,860 691,558 SH   SOLE   691,558 0 0
THE ADT CORPORATION COM 00101J106 26,920 675,538 SH   SOLE   675,538 0 0
TILE SHOP HLDGS INC COM 88677Q109 30,655 1,058,543 SH   SOLE   1,058,543 0 0
TOWERS WATSON & CO CL A 891894107 25,593 312,339 SH   SOLE   312,339 0 0
TRANSDIGM GROUP INC COM 893641100 62,153 396,461 SH   SOLE   396,461 0 0
UNION PAC CORP COM 907818108 59,920 388,387 SH   SOLE   388,387 0 0
UNITED PARCEL SERVICE INC CL B 911312106 18,653 215,696 SH   SOLE   215,696 0 0
VISA INC COM CL A 92826C839 68,889 376,956 SH   SOLE   376,956 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 45,605 796,880 SH   SOLE   796,880 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 46,097 2,402,156 SH   SOLE   2,402,156 0 0