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
ACTIVISION BLIZZARD INC COM 00507V109 92,444 2,992,673 SH   SOLE   2,992,673 0 0
ALLERGAN PLC SHS G0177J108 27,744 102,071 SH   SOLE   102,071 0 0
AMBARELLA INC SHS G037AX101 28,895 500,000 SH   SOLE   500,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 119,638 2,105,553 SH   SOLE   2,105,553 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 207,484 3,651,600 SH Call SOLE   3,651,600 0 0
ARRIS GROUP INC NEW COM 04270V106 128,784 4,958,950 SH   SOLE   4,958,950 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 92,275 1,137,097 SH   SOLE   1,137,097 0 0
AUTODESK INC COM 052769106 293,077 6,639,704 SH   SOLE   6,639,704 0 0
AUTONATION INC COM 05329W102 91,289 1,569,081 SH   SOLE   1,569,081 0 0
AXALTA COATING SYS LTD COM G0750C108 68,725 2,712,104 SH   SOLE   2,712,104 0 0
BAIDU INC SPON ADR REP A 056752108 242,000 1,761,151 SH   SOLE   1,761,151 0 0
CARNIVAL CORP PAIRED CTF 143658300 112,978 2,273,207 SH   SOLE   2,273,207 0 0
COPART INC COM 217204106 140,524 4,271,260 SH   SOLE   4,271,260 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 65,748 1,992,369 SH   SOLE   1,992,369 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 72,661 1,150,056 SH   SOLE   1,150,056 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 49,461 458,866 SH   SOLE   458,866 0 0
EBAY INC COM 278642103 86,063 3,521,406 SH   SOLE   3,521,406 0 0
ENDO INTL PLC SHS G30401106 55,080 795,028 SH   SOLE   795,028 0 0
EQUINIX INC COM PAR $0.001 29444U700 111,105 406,381 SH   SOLE   406,381 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 84,292 7,192,113 SH   SOLE   7,192,113 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 27,546 200,163 SH   SOLE   200,163 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 115,483 5,736,836 SH   SOLE   5,736,836 0 0
FOSSIL GROUP INC COM 34988V106 165,929 2,969,377 SH   SOLE   2,969,377 0 0
GENPACT LIMITED SHS G3922B107 189,441 8,023,745 SH   SOLE   8,023,745 0 0
GNC HLDGS INC COM CL A 36191G107 209,700 5,188,026 SH   SOLE   5,188,026 0 0
GOOGLE INC CL C 38259P706 173,609 285,344 SH   SOLE   285,344 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 19,995 1,563,363 SH   SOLE   1,563,363 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 137,058 1,609,605 SH   SOLE   1,609,605 0 0
HOMEAWAY INC COM 43739Q100 106,794 4,023,870 SH   SOLE   4,023,870 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 122,694 522,125 SH   SOLE   522,125 0 0
INTERXION HOLDING N.V SHS N47279109 149,675 5,527,151 SH   SOLE   5,527,151 0 0
J ALEXANDERS HLDGS INC COM 46609J106 12,385 1,242,217 SH   SOLE   1,242,217 0 0
KAR AUCTION SVCS INC COM 48238T109 108,692 3,061,760 SH   SOLE   3,061,760 0 0
KEURIG GREEN MTN INC COM 49271M100 194,096 3,722,587 SH   SOLE   3,722,587 0 0
LINKEDIN CORP COM CL A 53578A108 115,325 606,560 SH   SOLE   606,560 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 5,470 148,647 SH   SOLE   148,647 0 0
MCDONALDS CORP COM 580135101 29,128 295,621 SH   SOLE   295,621 0 0
MCGRAW HILL FINL INC COM 580645109 111,994 1,294,729 SH   SOLE   1,294,729 0 0
MENS WEARHOUSE INC COM 587118100 169,139 3,977,858 SH   SOLE   3,977,858 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 176,364 4,175,276 SH   SOLE   4,175,276 0 0
MICROSTRATEGY INC CL A NEW 594972408 153,743 782,529 SH   SOLE   782,529 0 0
MONSANTO CO NEW COM 61166W101 140,680 1,648,463 SH   SOLE   1,648,463 0 0
PANDORA MEDIA INC COM 698354107 149,912 7,024,923 SH   SOLE   7,024,923 0 0
PAYPAL HLDGS INC COM 70450Y103 78,691 2,535,141 SH   SOLE   2,535,141 0 0
PTC INC COM 69370C100 100,800 3,175,796 SH   SOLE   3,175,796 0 0
SMUCKER J M CO COM NEW 832696405 149,906 1,313,925 SH   SOLE   1,313,925 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 57,983 2,839,540 SH   SOLE   2,839,540 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 99,696 3,470,099 SH   SOLE   3,470,099 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 84,237 688,888 SH   SOLE   688,888 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 18,641 1,972,563 SH   SOLE   1,972,563 0 0
TRIPADVISOR INC COM 896945201 191,917 3,045,342 SH   SOLE   3,045,342 0 0
WAYFAIR INC CL A 94419L101 1,132 32,300 SH   SOLE   32,300 0 0
WEBSTER FINL CORP CONN COM 947890109 127,254 3,571,549 SH   SOLE   3,571,549 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 55,408 3,278,595 SH   SOLE   3,278,595 0 0
WYNN RESORTS LTD COM 983134107 75,094 1,413,666 SH   SOLE   1,413,666 0 0
YAHOO INC COM 984332106 142,308 4,922,466 SH   SOLE   4,922,466 0 0
YELP INC CL A 985817105 85,845 3,963,299 SH   SOLE   3,963,299 0 0
YUM BRANDS INC COM 988498101 114,998 1,438,370 SH   SOLE   1,438,370 0 0
ZYNGA INC CL A 98986T108 166,798 73,157,149 SH   SOLE   73,157,149 0 0