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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 123,451 | 3,189,121 | SH | SOLE | 3,189,121 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 164,621 | 216,926 | SH | SOLE | 216,926 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 23,439 | 420,500 | SH | SOLE | 420,500 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 362,735 | 5,853,400 | SH | Call | SOLE | 5,853,400 | 0 | 0 | |
| ARRIS GROUP INC NEW | COM | 04270V106 | 190,269 | 6,224,055 | SH | SOLE | 6,224,055 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 161,446 | 2,393,923 | SH | SOLE | 2,393,923 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 796,916 | 13,079,213 | SH | SOLE | 13,079,213 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 93,367 | 1,564,992 | SH | SOLE | 1,564,992 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 50,819 | 1,906,912 | SH | SOLE | 1,906,912 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 314,378 | 1,663,026 | SH | SOLE | 1,663,026 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 19,408 | 536,422 | SH | SOLE | 536,422 | 0 | 0 | ||
| CALATLANTIC GROUP INC | COM | 128195104 | 89,017 | 2,347,485 | SH | SOLE | 2,347,485 | 0 | 0 | ||
| CARNIVAL CORP | PAIRED CTF | 143658300 | 167,831 | 3,080,592 | SH | SOLE | 3,080,592 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 88,766 | 1,802,712 | SH | SOLE | 1,802,712 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 4,864 | 127,968 | SH | SOLE | 127,968 | 0 | 0 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 50,769 | 465,470 | SH | SOLE | 465,470 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 89,713 | 3,264,680 | SH | SOLE | 3,264,680 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 61,735 | 1,008,420 | SH | SOLE | 1,008,420 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 94,136 | 311,295 | SH | SOLE | 311,295 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 81,971 | 7,299,282 | SH | SOLE | 7,299,282 | 0 | 0 | ||
| FOREST CITY ENTERPRISES INC | CL A | 345550107 | 139,196 | 6,347,276 | SH | SOLE | 6,347,276 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 97,158 | 2,657,482 | SH | SOLE | 2,657,482 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 149,621 | 5,989,624 | SH | SOLE | 5,989,624 | 0 | 0 | ||
| GNC HLDGS INC | COM CL A | 36191G107 | 102,444 | 3,302,523 | SH | SOLE | 3,302,523 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 165,747 | 2,189,523 | SH | SOLE | 2,189,523 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 173,123 | 675,577 | SH | SOLE | 675,577 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 161,499 | 5,356,519 | SH | SOLE | 5,356,519 | 0 | 0 | ||
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 13,767 | 1,260,728 | SH | SOLE | 1,260,728 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 124,967 | 3,374,739 | SH | SOLE | 3,374,739 | 0 | 0 | ||
| KEURIG GREEN MTN INC | COM | 49271M100 | 623,704 | 6,931,582 | SH | SOLE | 6,931,582 | 0 | 0 | ||
| KEURIG GREEN MTN INC | COM | 49271M100 | 339,953 | 3,778,100 | SH | Call | SOLE | 3,778,100 | 0 | 0 | |
| LA QUINTA HLDGS INC | COM | 50420D108 | 149,216 | 10,963,697 | SH | SOLE | 10,963,697 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 79,586 | 353,592 | SH | SOLE | 353,592 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 10,490 | 323,873 | SH | SOLE | 323,873 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 100,624 | 1,020,733 | SH | SOLE | 1,020,733 | 0 | 0 | ||
| MENS WEARHOUSE INC | COM | 587118100 | 90,179 | 6,143,005 | SH | SOLE | 6,143,005 | 0 | 0 | ||
| MICROSTRATEGY INC | CL A NEW | 594972408 | 163,242 | 910,490 | SH | SOLE | 910,490 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 162,438 | 1,648,778 | SH | SOLE | 1,648,778 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 143,949 | 10,734,443 | SH | SOLE | 10,734,443 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 66,844 | 1,846,508 | SH | SOLE | 1,846,508 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 104,218 | 3,009,464 | SH | SOLE | 3,009,464 | 0 | 0 | ||
| SMUCKER J M CO | COM NEW | 832696405 | 124,233 | 1,007,238 | SH | SOLE | 1,007,238 | 0 | 0 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 72,578 | 3,188,831 | SH | SOLE | 3,188,831 | 0 | 0 | ||
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 162,242 | 2,341,837 | SH | SOLE | 2,341,837 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 128,217 | 3,680,155 | SH | SOLE | 3,680,155 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 99,185 | 699,225 | SH | SOLE | 699,225 | 0 | 0 | ||
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 16,977 | 2,001,950 | SH | SOLE | 2,001,950 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 230,544 | 2,704,331 | SH | SOLE | 2,704,331 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 27,143 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| WEBSTER FINL CORP CONN | COM | 947890109 | 122,995 | 3,307,208 | SH | SOLE | 3,307,208 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 60,429 | 3,387,248 | SH | SOLE | 3,387,248 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 54,393 | 786,140 | SH | SOLE | 786,140 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 243,065 | 7,308,017 | SH | SOLE | 7,308,017 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 104,362 | 3,623,683 | SH | SOLE | 3,623,683 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 196,434 | 2,689,036 | SH | SOLE | 2,689,036 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 204,111 | 76,160,796 | SH | SOLE | 76,160,796 | 0 | 0 | ||