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
ADOBE SYS INC COM 00724F101 6,319 78,000 SH   SOLE N/A 78,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 24,681 410,400 SH   SOLE N/A 410,400 0 0
BAIDU INC SPON ADR REP A 056752108 18,634 93,600 SH   SOLE N/A 93,600 0 0
BORGWARNER INC COM 099724106 17,734 312,000 SH   SOLE N/A 312,000 0 0
BOSTON BEER INC CL A 100557107 10,857 46,800 SH   SOLE N/A 46,800 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 25,655 374,300 SH   SOLE N/A 374,300 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 16,519 270,400 SH   SOLE N/A 270,400 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 15,860 218,400 SH   SOLE N/A 218,400 0 0
FACEBOOK INC CL A 30303M102 17,839 208,000 SH   SOLE N/A 208,000 0 0
FIVE BELOW INC COM 33829M101 35,996 910,600 SH   SOLE N/A 910,600 0 0
FRANCESCAS HLDGS CORP COM 351793104 1,401 104,000 SH   SOLE N/A 104,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 32,442 395,200 SH   SOLE N/A 395,200 0 0
ICICI BK LTD ADR 45104G104 13,004 1,248,000 SH   SOLE N/A 1,248,000 0 0
INSPERITY INC COM 45778Q107 10,587 208,000 SH   SOLE N/A 208,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 12,894 436,800 SH   SOLE N/A 436,800 0 0
KRAFT FOODS GROUP INC COM 50076Q106 24,793 291,200 SH   SOLE N/A 291,200 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 23,088 832,000 SH   SOLE N/A 832,000 0 0
LKQ CORP COM 501889208 37,746 1,248,000 SH   SOLE N/A 1,248,000 0 0
MCGRAW HILL COS INC COM 580645109 14,626 145,600 SH   SOLE N/A 145,600 0 0
MOODYS CORP COM 615369105 25,824 239,200 SH   SOLE N/A 239,200 0 0
NEW RELIC INC COM 64829B100 9,111 258,900 SH   SOLE N/A 258,900 0 0
PANDORA MEDIA INC COM 698354107 16,162 1,040,000 SH   SOLE N/A 1,040,000 0 0
PARTY CITY HOLDCO INC COM 702149105 4,529 223,457 SH   SOLE N/A 223,457 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 20,661 728,000 SH   SOLE N/A 728,000 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 10,695 249,600 SH   SOLE N/A 249,600 0 0
STEELCASE INC CL A 858155203 11,535 610,000 SH   SOLE N/A 610,000 0 0
SUNEDISON INC COM 86732Y109 4,666 156,000 SH   SOLE N/A 156,000 0 0
TERRAFORM PWR INC CL A COM 88104R100 31,188 821,157 SH   SOLE N/A 821,157 0 0
TYCO INTL PLC SHS G91442106 24,941 648,154 SH   SOLE N/A 648,154 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 24,297 1,092,000 SH   SOLE N/A 1,092,000 0 0
VISA INC COM CL A 92826C839 48,885 728,000 SH   SOLE N/A 728,000 0 0
WEX INC COM 96208T104 22,520 197,600 SH   SOLE N/A 197,600 0 0
XPO LOGISTICS INC COM 983793100 24,198 535,600 SH   SOLE N/A 535,600 0 0