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
APPLE INC COM 037833100 44,490 112,200 SH   SOLE   112,200 0 0
ACTAVIS INC COM 00507K103 179,200 1,419,750 SH   SOLE   1,419,750 0 0
ADOBE SYS INC COM 00724F101 289,366 6,351,320 SH   SOLE   6,351,320 0 0
AEGERION PHARMACEUTICALS INC COM 00767E102 2,279 35,994 SH   SOLE   35,994 0 0
AETNA INC NEW COM 00817Y108 67,352 1,060,000 SH   SOLE   1,060,000 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 24,650 1,071,311 SH   SOLE   1,071,311 0 0
ALLSTATE CORP COM 020002101 350,525 7,284,400 SH   SOLE   7,284,400 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 511,466 5,544,949 SH   SOLE   5,544,949 0 0
ATHENAHEALTH INC COM 04685W103 60,456 713,531 SH   SOLE   713,531 0 0
BOEING CO COM 097023105 819,054 7,995,460 SH   SOLE   7,995,460 0 0
RESEARCH IN MOTION LTD COM 760975102 147,097 14,062,855 SH   SOLE   14,062,855 0 0
BIOGEN IDEC INC COM 09062X103 207,945 966,288 SH   SOLE   966,288 0 0
CROWN CASTLE INTL CORP COM 228227104 226,448 3,128,171 SH   SOLE   3,128,171 0 0
COMCAST CORP NEW CL A 20030N101 916,460 21,951,155 SH   SOLE   21,951,155 0 0
CAPITAL ONE FINL CORP COM 14040H105 918,537 14,624,070 SH   SOLE   14,624,070 0 0
CARTER INC COM 146229109 218,735 2,953,095 SH   SOLE   2,953,095 0 0
CISCO SYS INC COM 17275R102 69,534 2,857,400 SH   SOLE   2,857,400 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 672,329 63,547,228 SH   SOLE   63,547,228 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 62,626 1,335,900 SH   SOLE   1,335,900 0 0
DOLLAR GEN CORP NEW COM 256677105 216,571 4,294,497 SH   SOLE   4,294,497 0 0
D R HORTON INC COM 23331A109 13,236 622,000 SH   SOLE   622,000 0 0
DANAHER CORP DEL COM 235851102 773,367 12,217,494 SH   SOLE   12,217,494 0 0
DISH NETWORK CORP CL A 25470M109 27,255 641,000 SH   SOLE   641,000 0 0
LAUDER ESTEE COS INC CL A 518439104 202,396 3,077,334 SH   SOLE   3,077,334 0 0
ELAN PLC ADR 284131208 65,912 4,661,400 SH   SOLE   4,661,400 0 0
EASTMAN CHEM CO COM 277432100 332,266 4,745,990 SH   SOLE   4,745,990 0 0
EQUINIX INC COM NEW 29444U502 154,899 838,565 SH   SOLE   838,565 0 0
NEWS CORP CL A 65248E104 398,121 12,219,800 SH   SOLE   12,219,800 0 0
GILEAD SCIENCES INC COM 375558103 47,657 929,539 SH   SOLE   929,539 0 0
BLOCK H & R INC COM 093671105 610,371 21,995,365 SH   SOLE   21,995,365 0 0
HUMANA INC COM 444859102 85,021 1,007,600 SH   SOLE   1,007,600 0 0
INTERCONTINENTALEXCHANGE INC COM 45865V100 165,872 933,127 SH   SOLE   933,127 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 865,006 1,709,053 SH   SOLE   1,709,053 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 835,703 13,474,740 SH   SOLE   13,474,740 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 698,338 10,539,365 SH   SOLE   10,539,365 0 0
MASTERCARD INC CL A 57636Q104 497,111 865,295 SH   SOLE   865,295 0 0
MOODYS CORP COM 615369105 67,393 1,106,078 SH   SOLE   1,106,078 0 0
MEDIVATION INC COM 58501N101 82,912 1,685,216 SH   SOLE   1,685,216 0 0
METLIFE INC COM 59156R108 178,107 3,892,200 SH   SOLE   3,892,200 0 0
MCGRAW HILL FINL INC COM 580645109 133,857 2,516,600 SH   SOLE   2,516,600 0 0
MONSANTO CO NEW COM 61166W101 414,535 4,195,700 SH   SOLE   4,195,700 0 0
MARATHON PETE CORP COM 56585A102 113,362 1,595,307 SH   SOLE   1,595,307 0 0
MICRON TECHNOLOGY INC COM 595112103 106,924 7,461,600 SH   SOLE   7,461,600 0 0
PRICELINE COM INC COM NEW 741503403 176,971 214,078 SH   SOLE   214,078 0 0
QUALCOMM INC COM 747525103 144,367 2,363,199 SH   SOLE   2,363,199 0 0
REGIONS FINL CORP NEW COM 7591EP100 19,528 2,049,170 SH   SOLE   2,049,170 0 0
SHIRE PLC SPONSORED ADR 82481R106 65,906 692,950 SH   SOLE   692,950 0 0
SANDISK CORP COM 80004C101 65,804 1,077,000 SH   SOLE   1,077,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 25,416 668,175 SH   SOLE   668,175 0 0
TRIUMPH GROUP INC NEW COM 896818101 162,859 2,057,600 SH   SOLE   2,057,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 735,400 8,689,600 SH   SOLE   8,689,600 0 0
TIME WARNER CABLE INC COM 88732J207 34,823 309,600 SH   SOLE   309,600 0 0
TIME WARNER INC COM NEW 887317303 1,532,887 26,511,363 SH   SOLE   26,511,363 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 253,142 3,780,506 SH   SOLE   3,780,506 0 0
VISA INC COM CL A 92826C839 440,719 2,411,597 SH   SOLE   2,411,597 0 0
VARIAN MED SYS INC COM 92220P105 21,422 317,605 SH   SOLE   317,605 0 0
VALERO ENERGY CORP NEW COM 91913Y100 486,799 14,000,572 SH   SOLE   14,000,572 0 0
VERISK ANALYTICS INC CL A 92345Y106 137,567 2,304,305 SH   SOLE   2,304,305 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 817,093 9,492,256 SH   SOLE   9,492,256 0 0