The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 19,548 | 708,000 | SH | SOLE | 708,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 329,201 | 825,500 | SH | SOLE | 825,500 | 0 | 0 | ||
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 15,583 | 425,873 | SH | SOLE | 425,873 | 0 | 0 | ||
| BIO-REFERENCE LABS INC | COM $.01 NEW | 09057G602 | 18,389 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 27,869 | 872,000 | SH | SOLE | 872,000 | 0 | 0 | ||
| BURGER KING WORLDWIDE INC | COM | 121220107 | 164,592 | 7,200,000 | SH | SOLE | 7,200,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 3,200 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 405,831 | 5,653,031 | SH | SOLE | 5,653,031 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 46,562 | 340,463 | SH | SOLE | 340,463 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 346,105 | 7,842,850 | SH | SOLE | 7,842,850 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 228,325 | 3,584,937 | SH | SOLE | 3,584,937 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 189,549 | 3,647,631 | SH | SOLE | 3,647,631 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 1,368 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DELIA'S INC NEW | COM | 246911101 | 2,991 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 476,146 | 7,893,663 | SH | SOLE | 7,893,663 | 0 | 0 | ||
| EXONE CO | COM | 302104104 | 40,206 | 665,000 | SH | SOLE | 665,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 337,771 | 6,292,314 | SH | SOLE | 6,292,314 | 0 | 0 | ||
| 58 COM INC | SPON ADR REP A | 31680Q104 | 11,502 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 8,722 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 239,738 | 2,046,067 | SH | SOLE | 2,046,067 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 78,355 | 2,005,000 | SH | SOLE | 2,005,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 61,105 | 618,034 | SH | SOLE | 618,034 | 0 | 0 | ||
| GROUPON INC | COM CL A | 399473107 | 134,871 | 11,463,759 | SH | SOLE | 11,463,759 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 16,133 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 391,180 | 4,639,233 | SH | SOLE | 4,639,233 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 71,102 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 133,771 | 914,410 | SH | SOLE | 914,410 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 138,381 | 7,184,866 | SH | SOLE | 7,184,866 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 292,411 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 201,604 | 2,986,721 | SH | SOLE | 2,986,721 | 0 | 0 | ||
| MYRIAD GENETICS INC | COM | 62855J104 | 25,220 | 1,202,100 | SH | SOLE | 1,202,100 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 244,097 | 663,000 | SH | SOLE | 663,000 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 11,325 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| POTBELLY CORP | COM | 73754Y100 | 1,214 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 822,979 | 708,000 | SH | SOLE | 708,000 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 30,769 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| QIWI PLC | SPON ADR REP B | 74735M108 | 47,600 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 3,980 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 47,080 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 122,347 | 1,817,935 | SH | SOLE | 1,817,935 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 66,388 | 1,400,000 | SH | Put | SOLE | 1,400,000 | 0 | 0 | |
| SODASTREAM INTERNATIONAL LTD | USD SHS | M9068E105 | 19,856 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 28,410 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 52,578 | 638,000 | SH | SOLE | 638,000 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 43,778 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 69,269 | 3,150,000 | SH | SOLE | 3,150,000 | 0 | 0 | ||
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 72,253 | 777,500 | SH | SOLE | 777,500 | 0 | 0 | ||
| TILE SHOP HLDGS INC | COM | 88677Q109 | 29,454 | 1,630,000 | SH | SOLE | 1,630,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 422,351 | 2,622,972 | SH | SOLE | 2,622,972 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 122,506 | 1,479,000 | SH | SOLE | 1,479,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 653,726 | 18,587,616 | SH | SOLE | 18,587,616 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 31,825 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 2,408 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| VERA BRADLEY INC | COM | 92335C106 | 19,013 | 790,884 | SH | SOLE | 790,884 | 0 | 0 | ||
| VINCE HLDG CORP | COM | 92719W108 | 767 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 122,176 | 1,460,042 | SH | SOLE | 1,460,042 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 63,451 | 284,944 | SH | SOLE | 284,944 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 364,019 | 9,001,451 | SH | SOLE | 9,001,451 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 27,228 | 631,000 | SH | SOLE | 631,000 | 0 | 0 | ||
| ZULILY INC | CL A | 989774104 | 414 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 35,682 | 9,390,000 | SH | SOLE | 9,390,000 | 0 | 0 | ||