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
AIR PRODS & CHEMS INC COM 009158106 1,187,331 7,848,566 SH   SOLE   7,848,566 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 578,074 6,944,666 SH   SOLE   6,944,666 0 0
CANADIAN PAC RY LTD COM 13645T100 1,130,400 6,187,194 SH   SOLE   6,187,194 0 0
CAPITAL ONE FINL CORP COM 14040H105 139,249 1,766,676 SH   SOLE   1,766,676 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,195,641 15,447,556 SH   SOLE   15,447,556 0 0
CITIGROUP INC COM NEW 172967424 466,367 9,052,145 SH   SOLE   9,052,145 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 375,835 4,553,370 SH   SOLE   4,553,370 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 247,546 4,222,894 SH   SOLE   4,222,894 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 517,171 6,362,827 SH   SOLE   6,362,827 0 0
DOLLAR TREE INC COM 256746108 97,249 1,198,457 SH   SOLE   1,198,457 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 262,757 6,851,544 SH   SOLE   6,851,544 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 12,679 136,919 SH   SOLE   136,919 0 0
AMBEV SA SPONSORED ADR 02319V103 193,423 33,580,314 SH   SOLE   33,580,314 0 0
GOOGLE INC CL A 38259P508 908,848 1,638,449 SH   SOLE   1,638,449 0 0
GOOGLE INC CL C 38259P706 460,970 841,187 SH   SOLE   841,187 0 0
HCA HOLDINGS INC COM 40412C101 76,480 1,016,617 SH   SOLE   1,016,617 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 118,279 2,828,276 SH   SOLE   2,828,276 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 203,024 6,854,286 SH   SOLE   6,854,286 0 0
HUMANA INC COM 444859102 245,709 1,380,231 SH   SOLE   1,380,231 0 0
ILLUMINA INC COM 452327109 1,579,183 8,506,696 SH   SOLE   8,506,696 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 696,511 6,823,185 SH   SOLE   6,823,185 0 0
KRAFT FOODS GROUP INC COM 50076Q106 119,400 1,370,602 SH   SOLE   1,370,602 0 0
LEGG MASON INC COM 524901105 142,260 2,577,175 SH   SOLE   2,577,175 0 0
AMERICAN EXPRESS CO COM 025816109 232,254 2,973,038 SH   SOLE   2,973,038 0 0
LILLY ELI & CO COM 532457108 101,616 1,398,711 SH   SOLE   1,398,711 0 0
MASTERCARD INC CL A 57636Q104 713,983 8,264,648 SH   SOLE   8,264,648 0 0
METLIFE INC COM 59156R108 336,838 6,663,463 SH   SOLE   6,663,463 0 0
MICRON TECHNOLOGY INC COM 595112103 844,993 31,146,060 SH   SOLE   31,146,060 0 0
MOHAWK INDS INC COM 608190104 815,639 4,391,058 SH   SOLE   4,391,058 0 0
MONDELEZ INTL INC CL A 609207105 865,066 23,969,688 SH   SOLE   23,969,688 0 0
PIONEER NAT RES CO COM 723787107 949,863 5,809,207 SH   SOLE   5,809,207 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 21,453 419,000 SH   SOLE   419,000 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 41,685 1,010,537 SH   SOLE   1,010,537 0 0
RECEPTOS INC COM 756207106 156,823 951,078 SH   SOLE   951,078 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 462,538 8,442,018 SH   SOLE   8,442,018 0 0
SEALED AIR CORP NEW COM 81211K100 659,491 14,475,213 SH   SOLE   14,475,213 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 260,847 3,123,917 SH   SOLE   3,123,917 0 0
T MOBILE US INC COM 872590104 253,358 7,994,880 SH   SOLE   7,994,880 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 14,242 228,600 SH   SOLE   228,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 474,467 3,531,837 SH   SOLE   3,531,837 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 806,068 4,058,343 SH   SOLE   4,058,343 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 208,825 1,770,150 SH   SOLE   1,770,150 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,236,557 14,602,703 SH   SOLE   14,602,703 0 0
WAYFAIR INC CL A 94419L101 36,440 1,134,506 SH   SOLE   1,134,506 0 0
XPO LOGISTICS INC COM 983793100 39,665 872,332 SH   SOLE   872,332 0 0
AVIS BUDGET GROUP COM 053774105 166,850 2,827,251 SH   SOLE   2,827,251 0 0
ACTAVIS PLC SHS G0083B108 1,817,130 6,105,536 SH   SOLE   6,105,536 0 0
AON PLC SHS CL A G0408V102 82,064 853,761 SH   SOLE   853,761 0 0
EATON CORP PLC SHS G29183103 127,607 1,878,235 SH   SOLE   1,878,235 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 448,003 3,537,330 SH   SOLE   3,537,330 0 0
TRANSOCEAN LTD REG SHS H8817H100 47,949 3,268,500 SH   SOLE   3,268,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 677,458 7,715,926 SH   SOLE   7,715,926 0 0
NXP SEMICONDUCTORS N V COM N6596X109 441,807 4,402,222 SH   SOLE   4,402,222 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 8,936 408,408 SH   SOLE   408,408 0 0
BAIDU INC SPON ADR REP A 056752108 507,228 2,433,916 SH   SOLE   2,433,916 0 0
BANK NEW YORK MELLON CORP COM 064058100 447,127 11,111,499 SH   SOLE   11,111,499 0 0
BROADCOM CORP CL A 111320107 131,969 3,048,145 SH   SOLE   3,048,145 0 0
CANADIAN NATL RY CO COM 136375102 420,058 6,281,715 SH   SOLE   6,281,715 0 0