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
ABERCROMBIE & FITCH CO CL A 002896207 4,967 129,000 SH Call SOLE   129,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207 86,382 701,150 SH   SOLE   701,150 0 0
AIR PRODS & CHEMS INC COM 009158106 86,300 724,963 SH   SOLE   724,963 0 0
AMAZON COM INC COM 023135106 35,662 106,023 SH   SOLE   106,023 0 0
AON PLC SHS CL A G0408V102 50,268 596,442 SH   SOLE   596,442 0 0
CBS CORP NEW CL B 124857202 88,466 1,431,482 SH   SOLE   1,431,482 0 0
COMMSCOPE HLDG CO INC COM 20337X109 36,980 1,498,371 SH   SOLE   1,498,371 0 0
DUNKIN BRANDS GROUP INC COM 265504100 74,366 1,481,980 SH   SOLE   1,481,980 0 0
ELLIE MAE INC COM 28849P100 70,184 2,433,550 SH   SOLE   2,433,550 0 0
EQUINIX INC COM NEW 29444U502 31,651 171,233 SH   SOLE   171,233 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 47,969 638,822 SH   SOLE   638,822 0 0
FACEBOOK INC CL A 30303M102 25,849 429,100 SH Call SOLE   429,100 0 0
FACEBOOK INC CL A 30303M102 46,955 779,460 SH   SOLE   779,460 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 17,373 552,592 SH   SOLE   552,592 0 0
FLEETMATICS GROUP PLC COM G35569105 25,731 769,230 SH   SOLE   769,230 0 0
FORTINET INC COM 34959E109 66,598 3,023,063 SH   SOLE   3,023,063 0 0
GENERAL MTRS CO COM 37045V100 117,185 3,404,562 SH   SOLE   3,404,562 0 0
GENERAL MTRS CO COM 37045V100 144,564 4,200,000 SH Call SOLE   4,200,000 0 0
GRAINGER W W INC COM 384802104 12,689 50,223 SH   SOLE   50,223 0 0
HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 49,504 1,533,113 SH   SOLE   1,533,113 0 0
IMAX CORP COM 45245E109 87,052 3,185,231 SH   SOLE   3,185,231 0 0
IMAX CORP COM 45245E109 13,679 500,500 SH Call SOLE   500,500 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 449 254,955 SH   SOLE   254,955 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 37,691 1,410,052 SH   SOLE   1,410,052 0 0
MELCO CROWN ENTMT LTD ADR 585464100 54,666 1,414,380 SH   SOLE   1,414,380 0 0
NEW YORK & CO INC COM 649295102 2,164 492,876 SH   SOLE   492,876 0 0
NOODLES & CO CL A 65540B105 24,418 618,658 SH   SOLE   618,658 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 58,260 1,805,392 SH   SOLE   1,805,392 0 0
OSI SYSTEMS INC COM 671044105 76,528 1,278,447 SH   SOLE   1,278,447 0 0
OSI SYSTEMS INC COM 671044105 18,748 313,200 SH Call SOLE   313,200 0 0
PROCTER & GAMBLE CO COM 742718109 132,468 1,643,529 SH   SOLE   1,643,529 0 0
PROCTER & GAMBLE CO COM 742718109 146,587 1,818,700 SH Call SOLE   1,818,700 0 0
RE MAX HLDGS INC CL A 75524W108 3,764 130,548 SH   SOLE   130,548 0 0
REALOGY HLDGS CORP COM 75605Y106 7,921 182,310 SH   SOLE   182,310 0 0
RED HAT INC COM 756577102 59,529 1,123,620 SH   SOLE   1,123,620 0 0
RED HAT INC COM 756577102 68,895 1,300,400 SH Call SOLE   1,300,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 107,618 1,972,470 SH   SOLE   1,972,470 0 0
SBA COMMUNICATIONS CORP COM 78388J106 62,675 689,039 SH   SOLE   689,039 0 0
SEARS HOMETOWN & OUTLET STOR COM 812362101 7,259 306,951 SH   SOLE   306,951 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 42,916 574,739 SH   SOLE   574,739 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 19,832 449,700 SH Call SOLE   449,700 0 0
STAPLES INC COM 855030102 57,560 5,075,800 SH Call SOLE   5,075,800 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 23,712 1,009,008 SH   SOLE   1,009,008 0 0
TILE SHOP HLDGS INC COM 88677Q109 55,778 3,610,195 SH   SOLE   3,610,195 0 0
TILE SHOP HLDGS INC COM 88677Q109 8,032 519,900 SH Call SOLE   519,900 0 0
TOWERS WATSON & CO CL A 891894107 20,653 181,091 SH   SOLE   181,091 0 0
TRANSDIGM GROUP INC COM 893641100 82,262 444,180 SH   SOLE   444,180 0 0
UNION PAC CORP COM 907818108 86,538 461,140 SH   SOLE   461,140 0 0
VISA INC COM CL A 92826C839 69,172 320,449 SH   SOLE   320,449 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 68,203 931,353 SH   SOLE   931,353 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 25,040 893,019 SH   SOLE   893,019 0 0
ZOETIS INC CL A 98978V103 50,978 1,761,523 SH   SOLE   1,761,523 0 0