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 15,776 526,400 SH   SOLE N/A 526,400 0 0
3-D SYS CORP DEL COM NEW 88554D205 628 10,500 SH   SOLE N/A 10,500 0 0
58 COM INC SPON ADR REP A 31680Q104 11,389 210,676 SH   SOLE N/A 210,676 0 0
ABENGOA YIELD PLC ORD SHS G00349103 10,392 274,769 SH   SOLE N/A 274,769 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,075 56,400 SH   SOLE N/A 56,400 0 0
BOEING CO COM 097023105 29,110 228,800 SH   SOLE N/A 228,800 0 0
CABELAS INC COM 126804301 25,222 404,200 SH   SOLE N/A 404,200 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 17,011 347,800 SH   SOLE N/A 347,800 0 0
COLFAX CORP COM 194014106 28,027 376,000 SH   SOLE N/A 376,000 0 0
CROWN CASTLE INTL CORP COM 228227104 21,639 291,400 SH   SOLE N/A 291,400 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 20,839 303,150 SH   SOLE N/A 303,150 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 7,051 156,000 SH   SOLE N/A 156,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 5,396 122,200 SH   SOLE N/A 122,200 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 15,174 655,200 SH   SOLE N/A 655,200 0 0
FIVE BELOW INC COM 33829M101 16,882 423,000 SH   SOLE N/A 423,000 0 0
GENERAL MTRS CO COM 37045V100 29,004 799,000 SH   SOLE N/A 799,000 0 0
GNC HLDGS INC COM CL A 36191G107 1,531 44,900 SH   SOLE N/A 44,900 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 543 9,038 SH   SOLE N/A 9,038 0 0
GOOGLE INC CL C 38259P706 14,601 25,380 SH   SOLE N/A 25,380 0 0
GOOGLE INC CL A 38259P508 11,541 19,740 SH   SOLE N/A 19,740 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 9,682 206,800 SH   SOLE N/A 206,800 0 0
HOME DEPOT INC COM 437076102 10,654 131,600 SH   SOLE N/A 131,600 0 0
HUB GROUP INC CL A 443320106 12,318 244,400 SH   SOLE N/A 244,400 0 0
HYATT HOTELS CORP COM CL A 448579102 19,489 319,600 SH   SOLE N/A 319,600 0 0
ICICI BK LTD ADR 45104G104 24,626 493,500 SH   SOLE N/A 493,500 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 12,595 417,476 SH   SOLE N/A 417,476 0 0
KATE SPADE & CO COM 485865109 16,133 423,000 SH   SOLE N/A 423,000 0 0
KIRBY CORP COM 497266106 23,123 197,400 SH   SOLE N/A 197,400 0 0
LKQ CORP COM 501889208 31,264 1,171,361 SH   SOLE N/A 1,171,361 0 0
LOWES COS INC COM 548661107 9,473 197,400 SH   SOLE N/A 197,400 0 0
MASTERCARD INC CL A 57636Q104 5,525 75,200 SH   SOLE N/A 75,200 0 0
MCGRAW HILL COS INC COM 580645109 18,732 225,600 SH   SOLE N/A 225,600 0 0
MELCO CROWN ENTMT LTD ADR 585464100 23,026 644,800 SH   SOLE N/A 644,800 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 19,166 216,200 SH   SOLE N/A 216,200 0 0
MOODYS CORP COM 615369105 12,360 141,000 SH   SOLE N/A 141,000 0 0
NORD ANGLIA EDUCATION INC SHS G6583A102 12,800 699,459 SH   SOLE N/A 699,459 0 0
PANDORA MEDIA INC COM 698354107 10,260 347,800 SH   SOLE N/A 347,800 0 0
PROTO LABS INC COM 743713109 15,401 188,000 SH   SOLE N/A 188,000 0 0
RENTRAK CORP COM 760174102 3,703 70,598 SH   SOLE N/A 70,598 0 0
SIGNET JEWELERS LIMITED SHS G81276100 28,068 253,800 SH   SOLE N/A 253,800 0 0
SOLARCITY CORP COM 83416T100 12,277 173,900 SH   SOLE N/A 173,900 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 37,985 470,000 SH   SOLE N/A 470,000 0 0
STEELCASE INC CL A 858155203 9,956 658,000 SH   SOLE N/A 658,000 0 0
TRANSDIGM GROUP INC COM 893641100 15,722 94,000 SH   SOLE N/A 94,000 0 0
TRINET GROUP INC COM 896288107 14,967 621,829 SH   SOLE N/A 621,829 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 28,190 314,900 SH   SOLE N/A 314,900 0 0
TUESDAY MORNING CORP COM NEW 899035505 12,602 707,200 SH   SOLE N/A 707,200 0 0
TYCO INTERNATIONAL LTD SHS H89128104 25,718 564,000 SH   SOLE N/A 564,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 15,864 84,500 SH   SOLE N/A 84,500 0 0
VISA INC COM CL A 92826C839 9,903 47,000 SH   SOLE N/A 47,000 0 0
WEX INC COM 96208T104 9,867 94,000 SH   SOLE N/A 94,000 0 0
XPO LOGISTICS INC COM 983793100 18,159 634,500 SH   SOLE N/A 634,500 0 0