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
ADVANCE AUTO PARTS INC COM 00751Y106 15,588 192,039 SH   SOLE   192,039 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 272,417 6,094,341 SH   SOLE   6,094,341 0 0
BLOCK H & R INC COM 093671105 75,257 2,711,969 SH   SOLE   2,711,969 0 0
BRIDGEPOINT ED INC COM 10807M105 14,440 1,185,565 SH   SOLE   1,185,565 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 267,714 2,161,596 SH   SOLE   2,161,596 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 81,542 1,641,336 SH   SOLE   1,641,336 0 0
CHENIERE ENERGY INC COM NEW 16411R208 65,584 2,362,526 SH   SOLE   2,362,526 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 174,676 2,927,866 SH   SOLE   2,927,866 0 0
CITIGROUP INC COM NEW 172967424 172,972 3,605,834 SH   SOLE   3,605,834 0 0
CONSTANT CONTACT INC COM 210313102 1,395 86,827 SH   SOLE   86,827 0 0
CORINTHIAN COLLEGES INC COM 218868107 5,300 2,366,184 SH   SOLE   2,366,184 0 0
DELEK US HLDGS INC COM 246647101 38,260 1,329,401 SH   SOLE   1,329,401 0 0
E M C CORP MASS COM 268648102 54,541 2,309,115 SH   SOLE   2,309,115 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 22,931 1,811,330 SH   SOLE   1,811,330 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 132,652 1,631,639 SH   SOLE   1,631,639 0 0
FOSTER WHEELER AG COM H27178104 33,557 1,545,708 SH   SOLE   1,545,708 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 324 79,937 SH   SOLE   79,937 0 0
GOOGLE INC CL A 38259P508 105,420 119,745 SH   SOLE   119,745 0 0
HALLIBURTON CO COM 406216101 139,843 3,351,946 SH   SOLE   3,351,946 0 0
HESS CORP COM 42809H107 188,426 2,833,901 SH   SOLE   2,833,901 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 63,950 870,185 SH   SOLE   870,185 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 20,923 308,189 SH   SOLE   308,189 0 0
MARATHON PETE CORP COM 56585A102 26,448 372,186 SH   SOLE   372,186 0 0
MASTERCARD INC CL A 57636Q104 65,944 114,785 SH   SOLE   114,785 0 0
MONDELEZ INTL INC CL A 609207105 79,463 2,785,235 SH   SOLE   2,785,235 0 0
MONSTER WORLDWIDE INC COM 611742107 7,116 1,449,387 SH   SOLE   1,449,387 0 0
NII HLDGS INC CL B NEW 62913F201 42,009 6,307,651 SH   SOLE   6,307,651 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 100,846 895,452 SH   SOLE   895,452 0 0
PANDORA MEDIA INC COM 698354107 37,930 2,061,430 SH   SOLE   2,061,430 0 0
PANDORA MEDIA INC COM 698354107 17,557 954,200 SH Call SOLE   954,200 0 0
PHILIP MORRIS INTL INC COM 718172109 99,016 1,143,108 SH   SOLE   1,143,108 0 0
PIONEER NAT RES CO COM 723787107 81,075 560,106 SH   SOLE   560,106 0 0
PITNEY BOWES INC COM 724479100 43,140 2,938,700 SH Put SOLE   2,938,700 0 0
PRICELINE COM INC COM NEW 741503403 88,348 106,872 SH   SOLE   106,872 0 0
PVH CORP COM 693656100 111,334 890,317 SH   SOLE   890,317 0 0
SOUTHWESTERN ENERGY CO COM 845467109 58,436 1,599,669 SH   SOLE   1,599,669 0 0
TESORO CORP COM 881609101 18,724 357,876 SH   SOLE   357,876 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 175,023 2,033,263 SH   SOLE   2,033,263 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 2,137 59,151 SH   SOLE   59,151 0 0
VERINT SYS INC COM 92343X100 49,144 1,385,514 SH   SOLE   1,385,514 0 0
VERISIGN INC COM 92343E102 62,243 1,393,708 SH   SOLE   1,393,708 0 0
VISA INC COM CL A 92826C839 111,178 608,363 SH   SOLE   608,363 0 0
WINDSTREAM CORP COM 97381W104 10,572 1,371,269 SH   SOLE   1,371,269 0 0
YELP INC CL A 985817105 65,667 1,888,598 SH   SOLE   1,888,598 0 0
YY INC ADS REPCOM CLA 98426T106 24,487 912,670 SH   SOLE   912,670 0 0
ZOETIS INC CL A 98978V103 97,856 3,167,885 SH   SOLE   3,167,885 0 0