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
ACADIA PHARMACEUTICALS INC COM 004225108 65,739 2,630,645 SH   SOLE   2,630,645 0 0
ACTAVIS PLC SHS G0083B108 492,563 2,931,923 SH   SOLE   2,931,923 0 0
ADOBE SYS INC COM 00724F101 186,149 3,108,762 SH   SOLE   3,108,762 0 0
AEGERION PHARMACEUTICALS INC COM 00767E102 62,539 881,333 SH   SOLE   881,333 0 0
ALLERGAN INC COM 018490102 159,842 1,438,989 SH   SOLE   1,438,989 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 43,904 860,022 SH   SOLE   860,022 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 382,308 2,877,008 SH   SOLE   2,877,008 0 0
BANK OF AMERICA CORPORATION COM 060505104 535,498 34,392,936 SH   SOLE   34,392,936 0 0
BLACKBERRY LTD COM 09228F103 54,143 7,277,341 SH   SOLE   7,277,341 0 0
BAIDU INC SPON ADR REP A 056752108 268,926 1,511,841 SH   SOLE   1,511,841 0 0
CITIGROUP INC COM NEW 172967424 215,495 4,135,400 SH   SOLE   4,135,400 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 220,921 3,711,095 SH   SOLE   3,711,095 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 51,080 741,700 SH   SOLE   741,700 0 0
CROWN CASTLE INTL CORP COM 228227104 160,668 2,188,045 SH   SOLE   2,188,045 0 0
CAPITAL ONE FINL CORP COM 14040H105 968,024 12,635,752 SH   SOLE   12,635,752 0 0
CANADIAN PAC RY LTD COM 13645T100 612,916 4,050,468 SH   SOLE   4,050,468 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 242,597 2,402,431 SH   SOLE   2,402,431 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 389,104 32,891,345 SH   SOLE   32,891,345 0 0
CONCHO RES INC COM 20605P101 192,572 1,783,079 SH   SOLE   1,783,079 0 0
DISCOVER FINL SVCS COM 254709108 70,754 1,264,600 SH   SOLE   1,264,600 0 0
DANAHER CORP DEL COM 235851102 475,501 6,159,351 SH   SOLE   6,159,351 0 0
DISNEY WALT CO COM DISNEY 254687106 458,118 5,996,321 SH   SOLE   5,996,321 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 99,533 1,570,667 SH   SOLE   1,570,667 0 0
LAUDER ESTEE COS INC CL A 518439104 99,796 1,324,965 SH   SOLE   1,324,965 0 0
EASTMAN CHEM CO COM 277432100 39,987 495,510 SH   SOLE   495,510 0 0
FACEBOOK INC CL A 30303M102 1,000,153 18,301,402 SH   SOLE   18,301,402 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,058,264 30,089,971 SH   SOLE   30,089,971 0 0
HCA HOLDINGS INC COM 40412C101 126,651 2,654,617 SH   SOLE   2,654,617 0 0
BLOCK H & R INC COM 093671105 510,255 17,570,779 SH   SOLE   17,570,779 0 0
HUMANA INC COM 444859102 95,694 927,093 SH   SOLE   927,093 0 0
ILLUMINA INC COM 452327109 187,667 1,696,962 SH   SOLE   1,696,962 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 677,336 8,342,605 SH   SOLE   8,342,605 0 0
LOWES COS INC COM 548661107 881,184 17,783,736 SH   SOLE   17,783,736 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 639,891 7,970,748 SH   SOLE   7,970,748 0 0
MASTERCARD INC CL A 57636Q104 536,438 642,087 SH   SOLE   642,087 0 0
MCKESSON CORP COM 58155Q103 203,618 1,261,574 SH   SOLE   1,261,574 0 0
MONDELEZ INTL INC CL A 609207105 182,378 5,166,524 SH   SOLE   5,166,524 0 0
METLIFE INC COM 59156R108 227,369 4,216,800 SH   SOLE   4,216,800 0 0
MCGRAW HILL FINL INC COM 580645109 282,648 3,614,429 SH   SOLE   3,614,429 0 0
MOHAWK INDS INC COM 608190104 96,941 651,050 SH   SOLE   651,050 0 0
MONSANTO CO NEW COM 61166W101 403,733 3,464,037 SH   SOLE   3,464,037 0 0
MELCO CROWN ENTMT LTD ADR 585464100 19,862 506,443 SH   SOLE   506,443 0 0
MICRON TECHNOLOGY INC COM 595112103 612,482 28,160,135 SH   SOLE   28,160,135 0 0
NOKIA CORP SPONSORED ADR 654902204 41,864 5,162,058 SH   SOLE   5,162,058 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 291,604 2,109,711 SH   SOLE   2,109,711 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 20,777 161,426 SH   SOLE   161,426 0 0
SHIRE PLC SPONSORED ADR 82481R106 172,798 1,223,005 SH   SOLE   1,223,005 0 0
SINA CORP ORD G81477104 71,063 843,486 SH   SOLE   843,486 0 0
SIRIUS XM HLDGS INC COM 82968B103 52,951 15,172,363 SH   SOLE   15,172,363 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 14,246 542,531 SH   SOLE   542,531 0 0
ST JUDE MED INC COM 790849103 92,103 1,486,735 SH   SOLE   1,486,735 0 0
CONSTELLATION BRANDS INC CL A 21036P108 386,320 5,489,060 SH   SOLE   5,489,060 0 0
SOUTHWESTERN ENERGY CO COM 845467109 27,125 689,700 SH   SOLE   689,700 0 0
TRIUMPH GROUP INC NEW COM 896818101 271,038 3,563,015 SH   SOLE   3,563,015 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,155,329 10,375,656 SH   SOLE   10,375,656 0 0
TESORO CORP COM 881609101 106,080 1,813,349 SH   SOLE   1,813,349 0 0
TIME WARNER INC COM NEW 887317303 936,037 13,425,674 SH   SOLE   13,425,674 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 244,583 3,009,890 SH   SOLE   3,009,890 0 0
VISA INC COM CL A 92826C839 570,514 2,562,037 SH   SOLE   2,562,037 0 0
VALERO ENERGY CORP NEW COM 91913Y100 802,972 15,931,989 SH   SOLE   15,931,989 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 977,825 8,329,004 SH   SOLE   8,329,004 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 65,552 1,334,000 SH   SOLE   1,334,000 0 0
WALGREEN CO COM 931422109 666,587 11,604,944 SH   SOLE   11,604,944 0 0
WYNN RESORTS LTD COM 983134107 122,777 632,188 SH   SOLE   632,188 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 43,579 1,438,252 SH   SOLE   1,438,252 0 0