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 |
| ABBVIE INC | COM | 00287Y109 | 272,834 | 4,723,578 | SH | SOLE | 4,723,578 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 340,166 | 4,916,409 | SH | SOLE | 4,916,409 | 0 | 0 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 184,097 | 4,501,144 | SH | SOLE | 4,501,144 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 195,470 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 206,304 | 7,241,294 | SH | SOLE | 7,241,294 | 0 | 0 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 56,869 | 973,456 | SH | SOLE | 973,456 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 103,580 | 934,417 | SH | SOLE | 934,417 | 0 | 0 | ||
| ASHLAND INC NEW | COM | 044209104 | 114,473 | 1,099,643 | SH | SOLE | 1,099,643 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 24,797 | 113,630 | SH | SOLE | 113,630 | 0 | 0 | ||
| BURGER KING WORLDWIDE INC | COM | 121220107 | 137,945 | 4,650,884 | SH | SOLE | 4,650,884 | 0 | 0 | ||
| CALPINE CORP | COM NEW | 131347304 | 210,160 | 9,684,808 | SH | SOLE | 9,684,808 | 0 | 0 | ||
| CASTLIGHT HEALTH INC | CL B | 14862Q100 | 14,808 | 1,144,324 | SH | SOLE | 1,144,324 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 258,296 | 4,827,970 | SH | SOLE | 4,827,970 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 151,099 | 3,375,000 | SH | SOLE | 3,375,000 | 0 | 0 | ||
| COLUMBIA PPTY TR INC | COM NEW | 198287203 | 101,072 | 4,234,265 | SH | SOLE | 4,234,265 | 0 | 0 | ||
| COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 116,050 | 2,118,086 | SH | SOLE | 2,118,086 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 90,182 | 1,119,859 | SH | SOLE | 1,119,859 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 326,954 | 5,350,261 | SH | SOLE | 5,350,261 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 137,691 | 968,834 | SH | SOLE | 968,834 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 30,157 | 1,193,635 | SH | SOLE | 1,193,635 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 293,161 | 4,157,133 | SH | SOLE | 4,157,133 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 29,952 | 153,563 | SH | SOLE | 153,563 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 45,927 | 420,000 | SH | Put | SOLE | 420,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 82,244 | 1,933,330 | SH | SOLE | 1,933,330 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 279,296 | 6,809,609 | SH | SOLE | 6,809,609 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 91,435 | 709,129 | SH | SOLE | 709,129 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 361,555 | 1,857,273 | SH | SOLE | 1,857,273 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 92,975 | 11,904,556 | SH | SOLE | 11,904,556 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 5,646 | 667,420 | SH | SOLE | 667,420 | 0 | 0 | ||
| NORTHSTAR RLTY FIN CORP | COM NEW | 66704R704 | 46,009 | 2,603,812 | SH | SOLE | 2,603,812 | 0 | 0 | ||
| NOVARTIS A G | SPONSORED ADR | 66987V109 | 25,657 | 272,570 | SH | SOLE | 272,570 | 0 | 0 | ||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 31,718 | 6,459,784 | SH | SOLE | 6,459,784 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 46,482 | 473,825 | SH | SOLE | 473,825 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 190,665 | 1,930,000 | SH | Put | SOLE | 1,930,000 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 70,267 | 1,904,256 | SH | SOLE | 1,904,256 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 249,172 | 3,693,080 | SH | SOLE | 3,693,080 | 0 | 0 | ||
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 69,460 | 2,568,778 | SH | SOLE | 2,568,778 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 237,291 | 16,640,321 | SH | SOLE | 16,640,321 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 118,760 | 6,629,096 | SH | SOLE | 6,629,096 | 0 | 0 | ||
| SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 213,352 | 11,979,327 | SH | SOLE | 11,979,327 | 0 | 0 | ||
| SOLARWINDS INC | COM | 83416B109 | 205,602 | 4,889,475 | SH | SOLE | 4,889,475 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 286,845 | 1,556,152 | SH | SOLE | 1,556,152 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 181,068 | 5,280,500 | SH | SOLE | 5,280,500 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 331,660 | 2,527,896 | SH | SOLE | 2,527,896 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 38,442 | 638,260 | SH | SOLE | 638,260 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 941053100 | 142,135 | 2,929,407 | SH | SOLE | 2,929,407 | 0 | 0 | ||