The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMAZON COM INC | COM | 023135106 | 37,210 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 29,606 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 24,886 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 20,706 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| LIFEPOINT HOSPITALS INC | COM | 53219L109 | 19,097 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 16,816 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NOVARTIS A G | SPONSORED ADR | 66987V109 | 16,764 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 16,641 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CORE MARK HOLDING CO INC | COM | 218681104 | 16,080 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 15,826 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| HEICO CORP NEW | COM | 422806109 | 15,268 | 250,001 | SH | SOLE | 250,001 | 0 | 0 | ||
| KNIGHT TRANSN INC | COM | 499064103 | 14,513 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 13,123 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| GENTHERM INC | COM | 37253A103 | 12,122 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 10,294 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 9,918 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| KENNEDY-WILSON HLDGS INC | COM | 489398107 | 9,149 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DELUXE CORP | COM | 248019101 | 7,621 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MOTORCAR PTS AMER INC | COM | 620071100 | 7,503 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| GENTEX CORP | COM | 371901109 | 7,320 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 6,725 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 6,579 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PURE TECHNOLOGIES LTD | Equity | 745915108 | 6,004 | 939,000 | SH | SOLE | 939,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 5,743 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 4,430 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TECHTARGET INC | COM | 87874R100 | 4,122 | 357,500 | SH | SOLE | 357,500 | 0 | 0 | ||
| STAG INDL INC | COM | 85254J102 | 3,881 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||