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
21VIANET GROUP INC SPONSORED ADR 90138A103 7,712 428,450 SH   SOLE N/A 428,450 0 0
58 COM INC SPON ADR REP A 31680Q104 3,893 104,500 SH   SOLE N/A 104,500 0 0
ABENGOA YIELD PLC ORD SHS G00349103 15,663 440,226 SH   SOLE N/A 440,226 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,537 73,575 SH   SOLE N/A 73,575 0 0
BOEING CO COM 097023105 26,622 209,000 SH   SOLE N/A 209,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 21,521 480,700 SH   SOLE N/A 480,700 0 0
COLFAX CORP COM 194014106 23,516 412,775 SH   SOLE N/A 412,775 0 0
CROWN CASTLE INTL CORP COM 228227104 31,978 397,100 SH   SOLE N/A 397,100 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 16,025 261,250 SH   SOLE N/A 261,250 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 9,232 209,000 SH   SOLE N/A 209,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 22,948 966,625 SH   SOLE N/A 966,625 0 0
FIVE BELOW INC COM 33829M101 20,696 522,500 SH   SOLE N/A 522,500 0 0
GENERAL MTRS CO COM 37045V100 23,865 747,175 SH   SOLE N/A 747,175 0 0
GOOGLE INC CL A 38259P508 8,608 14,630 SH   SOLE N/A 14,630 0 0
GOOGLE INC CL C 38259P706 16,894 29,260 SH   SOLE N/A 29,260 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 9,638 206,910 SH   SOLE N/A 206,910 0 0
HYATT HOTELS CORP COM CL A 448579102 24,032 397,100 SH   SOLE N/A 397,100 0 0
ICICI BK LTD ADR 45104G104 21,678 441,513 SH   SOLE N/A 441,513 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 7,175 260,996 SH   SOLE N/A 260,996 0 0
KATE SPADE & CO COM 485865109 5,482 209,000 SH   SOLE N/A 209,000 0 0
KIRBY CORP COM 497266106 26,971 228,855 SH   SOLE N/A 228,855 0 0
LKQ CORP COM 501889208 28,759 1,081,575 SH   SOLE N/A 1,081,575 0 0
LOWES COS INC COM 548661107 14,931 282,150 SH   SOLE N/A 282,150 0 0
MCGRAW HILL COS INC COM 580645109 24,269 287,375 SH   SOLE N/A 287,375 0 0
MELCO CROWN ENTMT LTD ADR 585464100 11,539 438,900 SH   SOLE N/A 438,900 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 13,428 188,100 SH   SOLE N/A 188,100 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 5,600 104,500 SH   SOLE N/A 104,500 0 0
MOODYS CORP COM 615369105 7,900 83,600 SH   SOLE N/A 83,600 0 0
NORD ANGLIA EDUCATION INC SHS G6583A102 4,440 261,150 SH   SOLE N/A 261,150 0 0
PANDORA MEDIA INC COM 698354107 8,407 347,985 SH   SOLE N/A 347,985 0 0
PROTO LABS INC COM 743713109 22,353 323,950 SH   SOLE N/A 323,950 0 0
RENTRAK CORP COM 760174102 9,110 149,490 SH   SOLE N/A 149,490 0 0
SIGNET JEWELERS LIMITED SHS G81276100 29,759 261,250 SH   SOLE N/A 261,250 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 26,086 313,500 SH   SOLE N/A 313,500 0 0
STEELCASE INC CL A 858155203 10,151 627,000 SH   SOLE N/A 627,000 0 0
SUNEDISON INC COM 86732Y109 7,892 418,000 SH   SOLE N/A 418,000 0 0
TRINET GROUP INC COM 896288107 24,855 965,241 SH   SOLE N/A 965,241 0 0
TUESDAY MORNING CORP COM NEW 899035505 12,978 668,800 SH   SOLE N/A 668,800 0 0
TYCO INTERNATIONAL LTD SHS H89128104 25,151 564,300 SH   SOLE N/A 564,300 0 0
UBS AG SHS NEW H89231338 1,815 104,500 SH   SOLE N/A 104,500 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 16,789 88,825 SH   SOLE N/A 88,825 0 0
VISA INC COM CL A 92826C839 34,561 161,975 SH   SOLE N/A 161,975 0 0
WEX INC COM 96208T104 29,974 271,700 SH   SOLE N/A 271,700 0 0
XPO LOGISTICS INC COM 983793100 19,978 530,338 SH   SOLE N/A 530,338 0 0