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
ACTAVIS PLC SHS G0083B108 100,648 391,001 SH   SOLE   391,001 0 0
ADOBE SYS INC COM 00724F101 90,330 1,242,500 SH   SOLE   1,242,500 0 0
AIR PRODS & CHEMS INC COM 009158106 105,923 734,400 SH   SOLE   734,400 0 0
ALLERGAN INC COM 018490102 84,249 396,300 SH   SOLE   396,300 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 1,106 32,700 SH   SOLE   32,700 0 0
CARTER INC COM 146229109 39,159 448,500 SH   SOLE   448,500 0 0
CDK GLOBAL INC COM 12508E101 50,914 1,249,125 SH   SOLE   1,249,125 0 0
CHENIERE ENERGY INC COM NEW 16411R208 72,879 1,035,209 SH   SOLE   1,035,209 0 0
CONSTELLATION BRANDS INC CL A 21036P108 74,698 760,900 SH   SOLE   760,900 0 0
COVIDIEN PLC SHS G2554F113 67,454 659,500 SH   SOLE   659,500 0 0
DOLLAR GEN CORP NEW COM 256677105 25,487 360,500 SH   SOLE   360,500 0 0
DOLLAR TREE INC COM 256746108 37,491 532,700 SH   SOLE   532,700 0 0
DOMINOS PIZZA INC COM 25754A201 27,611 293,200 SH   SOLE   293,200 0 0
ENDO INTL PLC SHS G30401106 4,688 65,000 SH Call SOLE   65,000 0 0
ENDO INTL PLC SHS G30401106 57,141 792,300 SH   SOLE   792,300 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 930 16,200 SH   SOLE   16,200 0 0
FACEBOOK INC CL A 30303M102 49,121 629,600 SH   SOLE   629,600 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 24,730 166,300 SH   SOLE   166,300 0 0
GOOGLE INC CL A 38259P508 37,623 70,899 SH   SOLE   70,899 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 24,828 230,100 SH   SOLE   230,100 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 105,736 2,188,700 SH   SOLE   2,188,700 0 0
MEDTRONIC INC COM 585055106 33,818 468,400 SH   SOLE   468,400 0 0
MICROSTRATEGY INC CL A NEW 594972408 18,579 114,400 SH   SOLE   114,400 0 0
NEXTERA ENERGY INC COM 65339F101 86,679 815,500 SH   SOLE   815,500 0 0
PPG INDS INC COM 693506107 71,240 308,200 SH   SOLE   308,200 0 0
TESORO CORP COM 881609101 35,435 476,600 SH   SOLE   476,600 0 0
TESORO CORP COM 881609101 9,145 123,000 SH Call SOLE   123,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 58,698 468,500 SH   SOLE   468,500 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 7,156 50,000 SH Put SOLE   50,000 0 0