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 28,562 304,500 SH   SOLE N/A 304,500 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 30,103 472,500 SH   SOLE N/A 472,500 0 0
ALPHABET INC CAP STK CL A 02079K305 26,835 35,175 SH   SOLE N/A 35,175 0 0
AMAZON COM INC COM 023135106 10,908 18,375 SH   SOLE N/A 18,375 0 0
AMERICAN TOWER CORP NEW COM 03027X100 13,765 134,462 SH   SOLE N/A 134,462 0 0
BORGWARNER INC COM 099724106 20,684 538,650 SH   SOLE N/A 538,650 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 3,603 104,900 SH   SOLE N/A 104,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 10,534 168,000 SH   SOLE N/A 168,000 0 0
COMCAST CORP NEW CL A 20030N101 5,451 89,250 SH   SOLE N/A 89,250 0 0
EXPEDIA INC DEL COM NEW 30212P303 19,586 181,650 SH   SOLE N/A 181,650 0 0
FIVE BELOW INC COM 33829M101 25,176 609,000 SH   SOLE N/A 609,000 0 0
GNC HLDGS INC COM CL A 36191G107 4,667 147,000 SH   SOLE N/A 147,000 0 0
ICICI BK LTD ADR 45104G104 16,540 2,310,000 SH   SOLE N/A 2,310,000 0 0
INSPERITY INC COM 45778Q107 9,735 188,195 SH   SOLE N/A 188,195 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 10,322 262,500 SH   SOLE N/A 262,500 0 0
KRAFT HEINZ CO COM 500754106 17,723 225,600 SH   SOLE N/A 225,600 0 0
LEIDOS HLDGS INC COM 525327102 15,851 315,000 SH   SOLE N/A 315,000 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 13,256 525,000 SH   SOLE N/A 525,000 0 0
LKQ CORP COM 501889208 23,469 735,000 SH   SOLE N/A 735,000 0 0
MASTERCARD INC CL A 57636Q104 7,442 78,750 SH   SOLE N/A 78,750 0 0
MCGRAW HILL FINL INC COM 580645109 13,511 136,500 SH   SOLE N/A 136,500 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 11,746 315,000 SH   SOLE N/A 315,000 0 0
MOODYS CORP COM 615369105 9,632 99,750 SH   SOLE N/A 99,750 0 0
MSCI INC COM 55354G100 9,334 126,000 SH   SOLE N/A 126,000 0 0
PANDORA MEDIA INC COM 698354107 7,518 840,000 SH   SOLE N/A 840,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 21,448 1,124,712 SH   SOLE N/A 1,124,712 0 0
PROTO LABS INC COM 743713109 33,542 435,099 SH   SOLE N/A 435,099 0 0
SERVICENOW INC COM 81762P102 19,272 315,000 SH   SOLE N/A 315,000 0 0
TRINET GROUP INC COM 896288107 6,027 420,000 SH   SOLE N/A 420,000 0 0
TYCO INTL PLC SHS G91442106 16,575 451,500 SH   SOLE N/A 451,500 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 3,651 283,500 SH   SOLE N/A 283,500 0 0
VISA INC COM CL A 92826C839 39,349 514,500 SH   SOLE N/A 514,500 0 0