The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 12,191 | 168,482 | SH | SOLE | 168,482 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 44,909 | 1,045,377 | SH | SOLE | 1,045,377 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 33,589 | 562,727 | SH | SOLE | 562,727 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 27,373 | 146,527 | SH | SOLE | 146,527 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 57,041 | 1,701,686 | SH | SOLE | 1,701,686 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 87,114 | 1,214,980 | SH | SOLE | 1,214,980 | 0 | 0 | ||
| ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 56,559 | 959,605 | SH | SOLE | 959,605 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 52,029 | 394,757 | SH | SOLE | 394,757 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 53,272 | 1,671,556 | SH | SOLE | 1,671,556 | 0 | 0 | ||
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 50,042 | 802,343 | SH | SOLE | 802,343 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 34,120 | 955,480 | SH | SOLE | 955,480 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 32,967 | 790,583 | SH | SOLE | 790,583 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 80,487 | 1,216,181 | SH | SOLE | 1,216,181 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 80,614 | 2,359,198 | SH | SOLE | 2,359,198 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 49,057 | 570,237 | SH | SOLE | 570,237 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 20,908 | 192,414 | SH | SOLE | 192,414 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 13,529 | 214,747 | SH | SOLE | 214,747 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 23,809 | 126,817 | SH | SOLE | 126,817 | 0 | 0 | ||
| WALGREEN CO | COM | 931422109 | 40,097 | 540,907 | SH | SOLE | 540,907 | 0 | 0 | ||