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 |
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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 |
AMBARELLA INC | SHS | G037AX101 | 11,336 | 223,105 | SH | SOLE | 223,105 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 85,923 | 654,203 | SH | SOLE | 654,203 | 0 | 0 | ||
ARRIS INTL INC | SHS | G0551A103 | 141,926 | 6,771,294 | SH | SOLE | 6,771,294 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 95,759 | 1,815,686 | SH | SOLE | 1,815,686 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 714,376 | 13,194,968 | SH | SOLE | 13,194,968 | 0 | 0 | ||
AUTONATION INC | COM | 05329W102 | 157,411 | 3,350,596 | SH | SOLE | 3,350,596 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 219,096 | 1,326,650 | SH | SOLE | 1,326,650 | 0 | 0 | ||
BERRY PLASTICS GROUP INC | COM | 08579W103 | 54,932 | 1,413,957 | SH | SOLE | 1,413,957 | 0 | 0 | ||
CALATLANTIC GROUP INC | COM | 128195104 | 214,315 | 5,838,050 | SH | SOLE | 5,838,050 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 10,717 | 444,682 | SH | SOLE | 444,682 | 0 | 0 | ||
COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 115,811 | 3,244,917 | SH | SOLE | 3,244,917 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 61,779 | 373,515 | SH | SOLE | 373,515 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 54,420 | 577,464 | SH | SOLE | 577,464 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 69,470 | 6,056,690 | SH | SOLE | 6,056,690 | 0 | 0 | ||
FOREST CITY RLTY TR INC | COM CL A | 345605109 | 132,869 | 5,955,584 | SH | SOLE | 5,955,584 | 0 | 0 | ||
FOSSIL GROUP INC | COM | 34988V106 | 60,952 | 2,136,408 | SH | SOLE | 2,136,408 | 0 | 0 | ||
GENPACT LIMITED | SHS | G3922B107 | 122,089 | 4,548,781 | SH | SOLE | 4,548,781 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 88,240 | 1,787,673 | SH | SOLE | 1,787,673 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 142,907 | 794,456 | SH | SOLE | 794,456 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 220,765 | 862,499 | SH | SOLE | 862,499 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 166,973 | 4,527,479 | SH | SOLE | 4,527,479 | 0 | 0 | ||
J ALEXANDERS HLDGS INC | COM | 46609J106 | 12,588 | 1,267,702 | SH | SOLE | 1,267,702 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 127,490 | 3,054,374 | SH | SOLE | 3,054,374 | 0 | 0 | ||
LA QUINTA HLDGS INC | COM | 50420D108 | 101,442 | 8,898,425 | SH | SOLE | 8,898,425 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 155,166 | 3,365,856 | SH | SOLE | 3,365,856 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 6,816 | 36,016 | SH | SOLE | 36,016 | 0 | 0 | ||
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 13,788 | 681,566 | SH | SOLE | 681,566 | 0 | 0 | ||
MICROSTRATEGY INC | CL A NEW | 594972408 | 125,689 | 718,142 | SH | SOLE | 718,142 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 196,244 | 1,897,730 | SH | SOLE | 1,897,730 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 46,008 | 1,770,890 | SH | SOLE | 1,770,890 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 146,779 | 11,789,491 | SH | SOLE | 11,789,491 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 109,831 | 2,922,601 | SH | SOLE | 2,922,601 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 173,254 | 1,615,267 | SH | SOLE | 1,615,267 | 0 | 0 | ||
SMUCKER J M CO | COM NEW | 832696405 | 10,584 | 69,445 | SH | SOLE | 69,445 | 0 | 0 | ||
TAILORED BRANDS INC | COM | 87403A107 | 77,778 | 6,143,578 | SH | SOLE | 6,143,578 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 144,157 | 3,801,603 | SH | SOLE | 3,801,603 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 16,133 | 250,899 | SH | SOLE | 250,899 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 121,624 | 5,017,504 | SH | SOLE | 5,017,504 | 0 | 0 | ||
VIASAT INC | COM | 92552V100 | 13,468 | 188,628 | SH | SOLE | 188,628 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 21,006 | 538,614 | SH | SOLE | 538,614 | 0 | 0 | ||
WENDYS CO | COM | 95058W100 | 55,854 | 5,806,056 | SH | SOLE | 5,806,056 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 62,297 | 3,383,875 | SH | SOLE | 3,383,875 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 120,679 | 3,212,953 | SH | SOLE | 3,212,953 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 138,418 | 55,589,375 | SH | SOLE | 55,589,375 | 0 | 0 |