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 |
| AMBARELLA INC | SHS | G037AX101 | 28,211 | 631,114 | SH | SOLE | 631,114 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 48,907 | 351,877 | SH | SOLE | 351,877 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 184,433 | 8,046,816 | SH | SOLE | 8,046,816 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 110,770 | 1,851,105 | SH | SOLE | 1,851,105 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 761,249 | 13,055,197 | SH | SOLE | 13,055,197 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 169,560 | 3,632,389 | SH | SOLE | 3,632,389 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 329,758 | 1,727,567 | SH | SOLE | 1,727,567 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 45,907 | 1,269,916 | SH | SOLE | 1,269,916 | 0 | 0 | ||
| CALATLANTIC GROUP INC | COM | 128195104 | 198,301 | 5,933,598 | SH | SOLE | 5,933,598 | 0 | 0 | ||
| CARNIVAL CORP | PAIRED CTF | 143658300 | 169,710 | 3,216,038 | SH | SOLE | 3,216,038 | 0 | 0 | ||
| CITIZENS FINL GROUP INC | COM | 174610105 | 44,599 | 2,128,839 | SH | SOLE | 2,128,839 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 163,661 | 3,225,478 | SH | SOLE | 3,225,478 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 69,798 | 6,433,028 | SH | SOLE | 6,433,028 | 0 | 0 | ||
| FOREST CITY RLTY TR INC | COM CL A | 345605109 | 125,766 | 5,963,299 | SH | SOLE | 5,963,299 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 79,238 | 1,783,838 | SH | SOLE | 1,783,838 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 130,877 | 4,813,438 | SH | SOLE | 4,813,438 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 115,710 | 1,971,552 | SH | SOLE | 1,971,552 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 141,069 | 771,078 | SH | SOLE | 771,078 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 164,574 | 699,897 | SH | SOLE | 699,897 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 176,480 | 5,103,523 | SH | SOLE | 5,103,523 | 0 | 0 | ||
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 13,709 | 1,298,228 | SH | SOLE | 1,298,228 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 138,095 | 3,620,747 | SH | SOLE | 3,620,747 | 0 | 0 | ||
| LA QUINTA HLDGS INC | COM | 50420D108 | 119,455 | 9,556,372 | SH | SOLE | 9,556,372 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 146,755 | 3,034,630 | SH | SOLE | 3,034,630 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 137,075 | 1,198,734 | SH | SOLE | 1,198,734 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 22,431 | 1,026,575 | SH | SOLE | 1,026,575 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 168,074 | 1,698,065 | SH | SOLE | 1,698,065 | 0 | 0 | ||
| MICROSTRATEGY INC | CL A NEW | 594972408 | 133,240 | 741,377 | SH | SOLE | 741,377 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 148,757 | 1,695,431 | SH | SOLE | 1,695,431 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 128,273 | 14,332,213 | SH | SOLE | 14,332,213 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 102,762 | 3,098,982 | SH | SOLE | 3,098,982 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 58,452 | 607,234 | SH | SOLE | 607,234 | 0 | 0 | ||
| SMUCKER J M CO | COM NEW | 832696405 | 23,158 | 178,358 | SH | SOLE | 178,358 | 0 | 0 | ||
| TAILORED BRANDS INC | COM | 87403A107 | 109,960 | 6,143,005 | SH | SOLE | 6,143,005 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 181,690 | 4,823,205 | SH | SOLE | 4,823,205 | 0 | 0 | ||
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 3,650 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 17,642 | 265,295 | SH | SOLE | 265,295 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 10,444 | 142,137 | SH | SOLE | 142,137 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 24,635 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| WEBSTER FINL CORP CONN | COM | 947890109 | 121,786 | 3,392,359 | SH | SOLE | 3,392,359 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 59,819 | 3,387,248 | SH | SOLE | 3,387,248 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 66,566 | 712,466 | SH | SOLE | 712,466 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 261,278 | 7,098,017 | SH | SOLE | 7,098,017 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 91,969 | 1,332,889 | SH | SOLE | 1,332,889 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 125,946 | 55,239,275 | SH | SOLE | 55,239,275 | 0 | 0 | ||