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
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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 51,345 500,000 SH   SOLE   500,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 193,907 3,136,642 SH   SOLE   3,136,642 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 267,198 4,322,200 SH Call SOLE   4,322,200 0 0
ARRIS GROUP INC NEW COM 04270V106 107,012 3,497,138 SH   SOLE   3,497,138 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 132,163 1,458,430 SH   SOLE   1,458,430 0 0
AUTODESK INC COM 052769106 208,006 4,153,886 SH   SOLE   4,153,886 0 0
AUTONATION INC COM 05329W102 120,152 1,907,774 SH   SOLE   1,907,774 0 0
BAIDU INC SPON ADR REP A 056752108 186,840 938,519 SH   SOLE   938,519 0 0
CANADIAN PAC RY LTD COM 13645T100 29,990 187,170 SH   SOLE   187,170 0 0
CARNIVAL CORP PAIRED CTF 143658300 165,853 3,358,018 SH   SOLE   3,358,018 0 0
COPART INC COM 217204106 168,382 4,745,815 SH   SOLE   4,745,815 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 88,798 2,551,665 SH   SOLE   2,551,665 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 71,813 988,891 SH   SOLE   988,891 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 54,940 473,454 SH   SOLE   473,454 0 0
EBAY INC COM 278642103 164,179 2,725,423 SH   SOLE   2,725,423 0 0
ENDO INTL PLC SHS G30401106 59,954 752,724 SH   SOLE   752,724 0 0
EQUINIX INC COM PAR $0.001 29444U700 120,669 475,076 SH   SOLE   475,076 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 114,247 7,428,307 SH   SOLE   7,428,307 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 58,373 374,040 SH   SOLE   374,040 0 0
FLOWSERVE CORP COM 34354P105 66,108 1,255,367 SH   SOLE   1,255,367 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 99,914 4,521,000 SH   SOLE   4,521,000 0 0
FOSSIL GROUP INC COM 34988V106 248,305 3,579,948 SH   SOLE   3,579,948 0 0
GENPACT LIMITED SHS G3922B107 173,955 8,155,415 SH   SOLE   8,155,415 0 0
GNC HLDGS INC COM CL A 36191G107 257,173 5,781,756 SH   SOLE   5,781,756 0 0
GOOGLE INC CL A 38259P508 28,919 53,550 SH   SOLE   53,550 0 0
GOOGLE INC CL C 38259P706 164,098 315,264 SH   SOLE   315,264 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 22,496 1,614,903 SH   SOLE   1,614,903 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 193,772 2,133,344 SH   SOLE   2,133,344 0 0
HOMEAWAY INC COM 43739Q100 105,620 3,393,944 SH   SOLE   3,393,944 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 120,736 539,942 SH   SOLE   539,942 0 0
INTERXION HOLDING N.V SHS N47279109 145,841 5,274,549 SH   SOLE   5,274,549 0 0
INVENSENSE INC COM 46123D205 8,305 550,000 SH   SOLE   550,000 0 0
JPMORGAN CHASE & CO COM 46625H100 168,519 2,487,005 SH   SOLE   2,487,005 0 0
KAR AUCTION SVCS INC COM 48238T109 142,534 3,811,057 SH   SOLE   3,811,057 0 0
KEURIG GREEN MTN INC COM 49271M100 82,817 1,080,733 SH   SOLE   1,080,733 0 0
LINKEDIN CORP COM CL A 53578A108 114,335 553,332 SH   SOLE   553,332 0 0
MCDONALDS CORP COM 580135101 23,609 248,334 SH   SOLE   248,334 0 0
MCGRAW HILL FINL INC COM 580645109 122,017 1,214,701 SH   SOLE   1,214,701 0 0
MENS WEARHOUSE INC COM 587118100 204,407 3,190,377 SH   SOLE   3,190,377 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 191,242 4,543,655 SH   SOLE   4,543,655 0 0
MICROSTRATEGY INC CL A NEW 594972408 151,194 888,960 SH   SOLE   888,960 0 0
MONSANTO CO NEW COM 61166W101 161,034 1,510,784 SH   SOLE   1,510,784 0 0
OUTFRONT MEDIA INC COM 69007J106 43,522 1,724,339 SH   SOLE   1,724,339 0 0
PANDORA MEDIA INC COM 698354107 156,438 10,066,783 SH   SOLE   10,066,783 0 0
PRECISION CASTPARTS CORP COM 740189105 116,259 581,672 SH   SOLE   581,672 0 0
PTC INC COM 69370C100 105,030 2,560,459 SH   SOLE   2,560,459 0 0
PVH CORP COM 693656100 121,294 1,052,897 SH   SOLE   1,052,897 0 0
SANDERSON FARMS INC COM 800013104 24,728 329,000 SH   SOLE   329,000 0 0
SMUCKER J M CO COM NEW 832696405 47,513 438,267 SH   SOLE   438,267 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 70,315 2,950,677 SH   SOLE   2,950,677 0 0
SOTHEBYS COM 835898107 79,235 1,751,434 SH   SOLE   1,751,434 0 0
TENNECO INC COM 880349105 65,527 1,140,794 SH   SOLE   1,140,794 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 21,089 1,289,051 SH   SOLE   1,289,051 0 0
TRIPADVISOR INC COM 896945201 217,153 2,492,001 SH   SOLE   2,492,001 0 0
UNIVAR INC COM 91336L107 651 25,000 SH   SOLE   25,000 0 0
WEBSTER FINL CORP CONN COM 947890109 117,068 2,960,012 SH   SOLE   2,960,012 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 54,105 3,279,095 SH   SOLE   3,279,095 0 0
YELP INC CL A 985817105 72,770 1,691,149 SH   SOLE   1,691,149 0 0
YELP INC CL A 985817105 129,090 3,000,000 SH Call SOLE   3,000,000 0 0
ZYNGA INC CL A 98986T108 218,292 76,325,768 SH   SOLE   76,325,768 0 0