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 24,896 703,880 SH   SOLE   703,880 0 0
AIR PRODS & CHEMS INC COM 009158106 41,400 388,478 SH   SOLE   388,478 0 0
AMAZON COM INC COM 023135106 70,070 224,122 SH   SOLE   224,122 0 0
AON PLC SHS CL A G0408V102 41,903 562,910 SH   SOLE   562,910 0 0
BONA FILM GROUP LTD SPONSORED ADS 09777B107 6,671 1,270,709 SH   SOLE   1,270,709 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 21,872 478,820 SH   SOLE   478,820 0 0
CBS CORP NEW CL B 124857202 55,310 1,002,713 SH   SOLE   1,002,713 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 67,092 497,861 SH   SOLE   497,861 0 0
DUNKIN BRANDS GROUP INC COM 265504100 69,907 1,544,557 SH   SOLE   1,544,557 0 0
ELLIE MAE INC COM 28849P100 60,235 1,881,749 SH   SOLE   1,881,749 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 78,017 1,262,415 SH   SOLE   1,262,415 0 0
FACEBOOK INC CL A 30303M102 70,955 1,412,603 SH   SOLE   1,412,603 0 0
FIVE BELOW INC COM 33829M101 40,846 934,262 SH   SOLE   934,262 0 0
FORTINET INC COM 34959E109 65,798 3,247,703 SH   SOLE   3,247,703 0 0
GENERAL MTRS CO COM 37045V100 64,173 1,784,058 SH   SOLE   1,784,058 0 0
GENERAL MTRS CO COM 37045V100 21,794 605,900 SH Call SOLE   605,900 0 0
HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 58,638 1,766,211 SH   SOLE   1,766,211 0 0
IMAX CORP COM 45245E109 73,002 2,414,078 SH   SOLE   2,414,078 0 0
INTEL CORP COM 458140100 84,510 3,687,000 SH Put SOLE   3,687,000 0 0
KINDER MORGAN INC DEL COM 49456B101 19,842 557,818 SH   SOLE   557,818 0 0
KINDER MORGAN INC DEL COM 49456B101 27,695 778,600 SH Call SOLE   778,600 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 1,267 254,955 SH   SOLE   254,955 0 0
MELCO CROWN ENTMT LTD ADR 585464100 44,422 1,395,608 SH   SOLE   1,395,608 0 0
MELCO CROWN ENTMT LTD ADR 585464100 49,349 1,550,400 SH Call SOLE   1,550,400 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 4,316 139,902 SH   SOLE   139,902 0 0
OSI SYSTEMS INC COM 671044105 79,266 1,065,690 SH   SOLE   1,065,690 0 0
OSI SYSTEMS INC COM 671044105 27,974 376,100 SH Call SOLE   376,100 0 0
PROCTER & GAMBLE CO COM 742718109 118,164 1,563,219 SH   SOLE   1,563,219 0 0
PROCTER & GAMBLE CO COM 742718109 223,255 2,953,500 SH Call SOLE   2,953,500 0 0
RED HAT INC COM 756577102 60,693 1,315,412 SH   SOLE   1,315,412 0 0
RED HAT INC COM 756577102 13,837 299,900 SH Call SOLE   299,900 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 98,929 2,584,346 SH   SOLE   2,584,346 0 0
SBA COMMUNICATIONS CORP COM 78388J106 44,928 558,384 SH   SOLE   558,384 0 0
SEARS HOMETOWN & OUTLET STOR COM 812362101 29,826 939,395 SH   SOLE   939,395 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 14,038 225,100 SH Call SOLE   225,100 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 67,983 1,090,088 SH   SOLE   1,090,088 0 0
SPRINT CORP COM SER 1 85207U105 44,401 7,139,600 SH   SOLE   7,139,600 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 21,528 950,442 SH   SOLE   950,442 0 0
THE ADT CORPORATION COM 00101J106 60,352 1,484,305 SH   SOLE   1,484,305 0 0
TILE SHOP HLDGS INC COM 88677Q109 56,567 1,918,163 SH   SOLE   1,918,163 0 0
TOWERS WATSON & CO CL A 891894107 29,084 271,917 SH   SOLE   271,917 0 0
TRANSDIGM GROUP INC COM 893641100 58,227 419,805 SH   SOLE   419,805 0 0
UNION PAC CORP COM 907818108 50,919 327,792 SH   SOLE   327,792 0 0
UNITED PARCEL SERVICE INC CL B 911312106 13,930 152,461 SH   SOLE   152,461 0 0
VISA INC COM CL A 92826C839 94,135 492,598 SH   SOLE   492,598 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 56,637 928,933 SH   SOLE   928,933 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 49,149 1,793,769 SH   SOLE   1,793,769 0 0
ZOETIS INC CL A 98978V103 62,706 2,014,961 SH   SOLE   2,014,961 0 0