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
ACTAVIS PLC SHS G0083B108 189,710 1,129,224 SH   SOLE   1,129,224 0 0
ACXIOM CORP COM 005125109 90,210 2,439,420 SH   SOLE   2,439,420 0 0
AERCAP HOLDINGS NV SHS N00985106 45,822 1,194,828 SH   SOLE   1,194,828 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 41,675 816,364 SH   SOLE   816,364 0 0
ANTERO RES CORP COM 03674X106 30,071 474,000 SH   SOLE   474,000 0 0
APPLE INC COM 037833100 208,145 371,011 SH   SOLE   371,011 0 0
AVIS BUDGET GROUP COM 053774105 36,931 913,687 SH   SOLE   913,687 0 0
BLOCK H & R INC COM 093671105 25,415 875,184 SH   SOLE   875,184 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 121,156 2,035,205 SH   SOLE   2,035,205 0 0
CAREER EDUCATION CORP COM 141665109 6,772 1,188,084 SH   SOLE   1,188,084 0 0
CF INDS HLDGS INC COM 125269100 118,241 507,386 SH   SOLE   507,386 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 228,754 1,672,668 SH   SOLE   1,672,668 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 37,841 586,699 SH   SOLE   586,699 0 0
CHENIERE ENERGY INC COM NEW 16411R208 109,486 2,539,102 SH   SOLE   2,539,102 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 145,128 1,745,580 SH   SOLE   1,745,580 0 0
CITIGROUP INC COM NEW 172967424 91,316 1,752,366 SH   SOLE   1,752,366 0 0
COMCAST CORP NEW CL A 20030N101 41,878 805,898 SH   SOLE   805,898 0 0
CONSTANT CONTACT INC COM 210313102 26,192 843,015 SH   SOLE   843,015 0 0
CONSTANT CONTACT INC COM 210313102 14,814 476,800 SH Call SOLE   476,800 0 0
CORINTHIAN COLLEGES INC COM 218868107 2,331 1,309,477 SH   SOLE   1,309,477 0 0
DELEK US HLDGS INC COM 246647101 64,174 1,864,969 SH   SOLE   1,864,969 0 0
DOLLAR GEN CORP NEW COM 256677105 23,374 387,502 SH   SOLE   387,502 0 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 144,962 2,148,858 SH   SOLE   2,148,858 0 0
EQT CORP COM 26884L109 56,676 631,276 SH   SOLE   631,276 0 0
EVERTEC INC COM 30040P103 91,530 3,711,694 SH   SOLE   3,711,694 0 0
FACEBOOK INC CL A 30303M102 125,719 2,300,490 SH   SOLE   2,300,490 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 117,873 1,005,998 SH   SOLE   1,005,998 0 0
GLOBAL EAGLE ENTMT INC COM 37951D102 12,764 858,382 SH   SOLE   858,382 0 0
HALLIBURTON CO COM 406216101 115,864 2,283,030 SH   SOLE   2,283,030 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 70,807 2,474,050 SH   SOLE   2,474,050 0 0
HESS CORP COM 42809H107 232,674 2,803,304 SH   SOLE   2,803,304 0 0
LAREDO PETE HLDGS INC COM 516806106 1,928 69,625 SH   SOLE   69,625 0 0
LEIDOS HLDGS INC COM 525327102 20,123 432,841 SH   SOLE   432,841 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 26,964 812,891 SH   SOLE   812,891 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 56,280 632,362 SH   SOLE   632,362 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 19,397 230,042 SH   SOLE   230,042 0 0
MARATHON PETE CORP COM 56585A102 4,742 51,699 SH   SOLE   51,699 0 0
MASTERCARD INC CL A 57636Q104 75,699 90,607 SH   SOLE   90,607 0 0
MONDELEZ INTL INC CL A 609207105 96,936 2,746,049 SH   SOLE   2,746,049 0 0
NEXTERA ENERGY INC COM 65339F101 131,069 1,530,819 SH   SOLE   1,530,819 0 0
NII HLDGS INC CL B NEW 62913F201 22,189 8,068,551 SH   SOLE   8,068,551 0 0
NISOURCE INC COM 65473P105 7,498 228,041 SH   SOLE   228,041 0 0
NRG YIELD INC COM CL A 62942X108 62,564 1,563,710 SH   SOLE   1,563,710 0 0
PANDORA MEDIA INC COM 698354107 90,349 3,396,580 SH   SOLE   3,396,580 0 0
PIONEER NAT RES CO COM 723787107 159,055 864,103 SH   SOLE   864,103 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 81,276 3,036,075 SH   SOLE   3,036,075 0 0
PTC INC COM 69370C100 75,019 2,119,781 SH   SOLE   2,119,781 0 0
PVH CORP COM 693656100 87,186 640,977 SH   SOLE   640,977 0 0
QUALYS INC COM 74758T303 12,935 559,714 SH   SOLE   559,714 0 0
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 53,583 323,824 SH   SOLE   323,824 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 17,619 95,400 SH Put SOLE   95,400 0 0
SUNEDISON INC COM 86732Y109 10,978 841,258 SH   SOLE   841,258 0 0
TESORO CORP COM 881609101 119,355 2,040,262 SH   SOLE   2,040,262 0 0
TOWER GROUP INTL LTD COM G8988C105 983 290,903 SH   SOLE   290,903 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 310,278 2,642,912 SH   SOLE   2,642,912 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 1,884 46,752 SH   SOLE   46,752 0 0
VISA INC COM CL A 92826C839 77,738 349,102 SH   SOLE   349,102 0 0
ZULILY INC CL A 989774104 988 23,844 SH   SOLE   23,844 0 0
ZYNGA INC CL A 98986T108 72,793 19,156,058 SH   SOLE   19,156,058 0 0