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
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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
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 84,300 933,964 SH   SOLE   933,964 0 0
APPLE INC COM 037833100 311,043 784,412 SH   SOLE   784,412 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 19,566 247,326 SH   SOLE   247,326 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 110,168 1,801,306 SH   SOLE   1,801,306 0 0
CAPITAL ONE FINL CORP COM 14040H105 135,318 2,154,402 SH   SOLE   2,154,402 0 0
CAPITAL ONE FINL CORP *W EXP 11/14/201 14040H139 2,808 115,900 SH   SOLE   115,900 0 0
CITRIX SYS INC COM 177376100 245,610 4,069,082 SH   SOLE   4,069,082 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 176,968 2,825,162 SH   SOLE   2,825,162 0 0
COLFAX CORP COM 194014106 85,430 1,639,418 SH   SOLE   1,639,418 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 116,700 2,489,332 SH   SOLE   2,489,332 0 0
COMPANHIA DE BEBIDAS DAS AME SPON ADR PFD 20441W203 47,145 1,262,247 SH   SOLE   1,262,247 0 0
CROWN CASTLE INTL CORP COM 228227104 243,763 3,367,352 SH   SOLE   3,367,352 0 0
DECKERS OUTDOOR CORP COM 243537107 2,135 42,274 SH   SOLE   42,274 0 0
DOLLAR GEN CORP NEW COM 256677105 223,317 4,428,248 SH   SOLE   4,428,248 0 0
E M C CORP MASS COM 268648102 59,567 2,521,892 SH   SOLE   2,521,892 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 94,466 1,530,056 SH   SOLE   1,530,056 0 0
F5 NETWORKS INC COM 315616102 207,149 3,010,888 SH   SOLE   3,010,888 0 0
FAMILY DLR STORES INC COM 307000109 70,059 1,124,365 SH   SOLE   1,124,365 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 115,946 4,869,622 SH   SOLE   4,869,622 0 0
FIDELITY NATIONAL FINANCIAL NOTE 4.250% 8/1 31620RAE5 26,369 20,000,000 PRN   SOLE   20,000,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 170,849 3,988,069 SH   SOLE   3,988,069 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 20,693 254,530 SH   SOLE   254,530 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 131,090 1,270,372 SH   SOLE   1,270,372 0 0
FORTINET INC COM 34959E109 208,704 11,925,970 SH   SOLE   11,925,970 0 0
HCA HOLDINGS INC COM 40412C101 207,183 5,745,514 SH   SOLE   5,745,514 0 0
HOME DEPOT INC COM 437076102 132,314 1,707,944 SH   SOLE   1,707,944 0 0
LAM RESEARCH CORP COM 512807108 72,621 1,637,817 SH   SOLE   1,637,817 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 247,477 3,367,493 SH   SOLE   3,367,493 0 0
LOWES COS INC COM 548661107 281,877 6,891,870 SH   SOLE   6,891,870 0 0
MACYS INC COM 55616P104 234,476 4,884,925 SH   SOLE   4,884,925 0 0
MASTERCARD INC CL A 57636Q104 150,767 262,431 SH   SOLE   262,431 0 0
METLIFE INC COM 59156R108 88,653 1,937,351 SH   SOLE   1,937,351 0 0
MGIC INVT CORP WIS COM 552848103 89,745 14,785,000 SH   SOLE   14,785,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 69,788 1,012,894 SH   SOLE   1,012,894 0 0
NETAPP INC COM 64110D104 212,912 5,635,578 SH   SOLE   5,635,578 0 0
NEWS CORP CL A 65248E104 48,566 1,490,672 SH   SOLE   1,490,672 0 0
NIELSEN HOLDINGS N V COM N63218106 61,768 1,838,867 SH   SOLE   1,838,867 0 0
NOVARTIS A G SPONSORED ADR 66987V109 52,445 741,689 SH   SOLE   741,689 0 0
NVR INC COM 62944T105 151,503 164,320 SH   SOLE   164,320 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 8,936 3,531,953 SH   SOLE   3,531,953 0 0
PALO ALTO NETWORKS INC COM 697435105 108,109 2,564,265 SH   SOLE   2,564,265 0 0
PRICELINE COM INC COM NEW 741503403 283,280 342,676 SH   SOLE   342,676 0 0
QLIK TECHNOLOGIES INC COM 74733T105 92,321 3,265,682 SH   SOLE   3,265,682 0 0
QUALCOMM INC COM 747525103 279,747 4,579,252 SH   SOLE   4,579,252 0 0
RALPH LAUREN CORP CL A 751212101 58,051 334,127 SH   SOLE   334,127 0 0
REALOGY HLDGS CORP COM 75605Y106 189,207 3,938,523 SH   SOLE   3,938,523 0 0
ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N 780097770 1,492 70,895 SH   SOLE   70,895 0 0
SALESFORCE COM INC COM 79466L302 115,299 3,019,873 SH   SOLE   3,019,873 0 0
SOLARWINDS INC COM 83416B109 163,862 4,222,171 SH   SOLE   4,222,171 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 97,972 2,385,485 SH   SOLE   2,385,485 0 0
TIBCO SOFTWARE INC COM 88632Q103 38,048 1,777,517 SH   SOLE   1,777,517 0 0
TRANSDIGM GROUP INC COM 893641100 191,858 1,223,819 SH   SOLE   1,223,819 0 0
UNITED PARCEL SERVICE INC CL B 911312106 250,393 2,895,391 SH   SOLE   2,895,391 0 0
UNITEDHEALTH GROUP INC COM 91324P102 162,870 2,487,317 SH   SOLE   2,487,317 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 48,343 561,601 SH   SOLE   561,601 0 0
VERISIGN INC COM 92343E102 58,597 1,312,077 SH   SOLE   1,312,077 0 0
VMWARE INC CL A COM 928563402 147,851 2,207,055 SH   SOLE   2,207,055 0 0
WHOLE FOODS MKT INC COM 966837106 89,063 1,730,042 SH   SOLE   1,730,042 0 0