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
AAR CORP COM 000361105 9,578 312,000 SH   SOLE N/A 312,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 19,085 312,000 SH   SOLE N/A 312,000 0 0
BAIDU INC SPON ADR REP A 056752108 19,506 93,600 SH   SOLE N/A 93,600 0 0
BORGWARNER INC COM 099724106 8,177 135,200 SH   SOLE N/A 135,200 0 0
BOSTON BEER INC CL A 100557107 18,100 67,687 SH   SOLE N/A 67,687 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 24,624 405,600 SH   SOLE N/A 405,600 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 19,466 312,000 SH   SOLE N/A 312,000 0 0
FACEBOOK INC CL A 30303M102 14,108 171,600 SH   SOLE N/A 171,600 0 0
FIVE BELOW INC COM 33829M101 33,294 936,000 SH   SOLE N/A 936,000 0 0
FRANCESCAS HLDGS CORP COM 351793104 9,256 520,000 SH   SOLE N/A 520,000 0 0
GNC HLDGS INC COM CL A 36191G107 7,655 156,000 SH   SOLE N/A 156,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 24,423 286,000 SH   SOLE N/A 286,000 0 0
HYATT HOTELS CORP COM CL A 448579102 19,925 336,456 SH   SOLE N/A 336,456 0 0
ICICI BK LTD ADR 45104G104 23,704 2,288,000 SH   SOLE N/A 2,288,000 0 0
INSPERITY INC COM 45778Q107 8,157 156,000 SH   SOLE N/A 156,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 10,666 416,000 SH   SOLE N/A 416,000 0 0
KATE SPADE & CO COM 485865109 17,363 520,000 SH   SOLE N/A 520,000 0 0
KRAFT FOODS GROUP INC COM 50076Q106 22,650 260,000 SH   SOLE N/A 260,000 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 21,782 746,200 SH   SOLE N/A 746,200 0 0
LKQ CORP COM 501889208 31,899 1,248,000 SH   SOLE N/A 1,248,000 0 0
MCGRAW HILL COS INC COM 580645109 18,819 182,000 SH   SOLE N/A 182,000 0 0
MOODYS CORP COM 615369105 22,184 213,720 SH   SOLE N/A 213,720 0 0
PANDORA MEDIA INC COM 698354107 14,421 889,615 SH   SOLE N/A 889,615 0 0
PROTO LABS INC COM 743713109 26,208 374,400 SH   SOLE N/A 374,400 0 0
REXNORD CORP NEW COM 76169B102 15,544 582,400 SH   SOLE N/A 582,400 0 0
SIGNET JEWELERS LIMITED SHS G81276100 34,807 250,790 SH   SOLE N/A 250,790 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 7,070 322,400 SH   SOLE N/A 322,400 0 0
STEELCASE INC CL A 858155203 12,165 642,305 SH   SOLE N/A 642,305 0 0
TERRAFORM PWR INC CL A COM 88104R100 35,267 965,957 SH   SOLE N/A 965,957 0 0
TRINET GROUP INC COM 896288107 21,984 624,000 SH   SOLE N/A 624,000 0 0
TYCO INTL PLC SHS G91442106 28,213 655,200 SH   SOLE N/A 655,200 0 0
UBS GROUP AG SHS H42097107 3,904 208,000 SH   SOLE N/A 208,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 28,781 977,600 SH   SOLE N/A 977,600 0 0
VISA INC COM CL A 92826C839 50,435 771,060 SH   SOLE N/A 771,060 0 0
WEX INC COM 96208T104 22,331 208,000 SH   SOLE N/A 208,000 0 0
XPO LOGISTICS INC COM 983793100 27,428 603,200 SH   SOLE N/A 603,200 0 0