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 24,180 257,400 SH   SOLE N/A 257,400 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 30,851 468,000 SH   SOLE N/A 468,000 0 0
ALPHABET INC CAP STK CL A 02079K305 31,556 40,560 SH   SOLE N/A 40,560 0 0
BORGWARNER INC COM 099724106 20,277 469,040 SH   SOLE N/A 469,040 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 9,015 208,000 SH   SOLE N/A 208,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 20,599 343,200 SH   SOLE N/A 343,200 0 0
CSRA INC COM 12650T104 12,480 416,000 SH   SOLE N/A 416,000 0 0
DEL TACO RESTAURANTS INC COM 245496104 1,108 104,000 SH   SOLE N/A 104,000 0 0
ELONG INC SPONSORED ADR 290138205 1,602 93,600 SH   SOLE N/A 93,600 0 0
EXPEDIA INC DEL COM NEW 30212P303 23,915 192,400 SH   SOLE N/A 192,400 0 0
FIVE BELOW INC COM 33829M101 18,746 584,000 SH   SOLE N/A 584,000 0 0
GNC HLDGS INC COM CL A 36191G107 11,304 364,400 SH   SOLE N/A 364,400 0 0
ICICI BK LTD ADR 45104G104 20,358 2,600,000 SH   SOLE N/A 2,600,000 0 0
INSPERITY INC COM 45778Q107 13,521 280,800 SH   SOLE N/A 280,800 0 0
KRAFT HEINZ CO COM 500754106 30,268 416,000 SH   SOLE N/A 416,000 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 32,675 1,196,000 SH   SOLE N/A 1,196,000 0 0
LKQ CORP COM 501889208 38,628 1,303,692 SH   SOLE N/A 1,303,692 0 0
MASTERCARD INC CL A 57636Q104 7,594 78,000 SH   SOLE N/A 78,000 0 0
MCGRAW HILL FINL INC COM 580645109 10,765 109,200 SH   SOLE N/A 109,200 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 4,397 104,000 SH   SOLE N/A 104,000 0 0
MOODYS CORP COM 615369105 13,044 130,000 SH   SOLE N/A 130,000 0 0
MSCI INC COM 55354G100 4,501 62,400 SH   SOLE N/A 62,400 0 0
NEW RELIC INC COM 64829B100 9,851 270,400 SH   SOLE N/A 270,400 0 0
PANDORA MEDIA INC COM 698354107 15,341 1,144,000 SH   SOLE N/A 1,144,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 21,119 1,010,000 SH   SOLE N/A 1,010,000 0 0
PROTO LABS INC COM 743713109 31,794 499,200 SH   SOLE N/A 499,200 0 0
SERVICENOW INC COM 81762P102 7,186 83,020 SH   SOLE N/A 83,020 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,267 115,958 SH   SOLE N/A 115,958 0 0
SUNRUN INC COM 86771W105 3,780 321,150 SH   SOLE N/A 321,150 0 0
TYCO INTL PLC SHS G91442106 14,261 447,200 SH   SOLE N/A 447,200 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 4,288 280,800 SH   SOLE N/A 280,800 0 0
VISA INC COM CL A 92826C839 46,778 603,200 SH   SOLE N/A 603,200 0 0
WORKDAY INC CL A 98138H101 6,215 78,000 SH   SOLE N/A 78,000 0 0