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
ALLEGION PUB LTD CO ORD SHS G0176J109 88,650 1,449,236 SH   SOLE   1,449,236 0 0
AMBARELLA INC SHS G037AX101 37,855 500,000 SH   SOLE   500,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 189,596 3,460,406 SH   SOLE   3,460,406 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 235,515 4,298,500 SH Call SOLE   4,298,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 161,273 1,940,707 SH   SOLE   1,940,707 0 0
AUTODESK INC COM 052769106 188,441 3,213,529 SH   SOLE   3,213,529 0 0
AUTONATION INC COM 05329W102 89,805 1,396,004 SH   SOLE   1,396,004 0 0
B/E AEROSPACE INC COM 073302101 97,269 1,528,899 SH   SOLE   1,528,899 0 0
BAIDU INC SPON ADR REP A 056752108 128,107 614,718 SH   SOLE   614,718 0 0
CARNIVAL CORP PAIRED CTF 143658300 136,972 2,863,119 SH   SOLE   2,863,119 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 117,686 609,427 SH   SOLE   609,427 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 88,074 1,411,668 SH   SOLE   1,411,668 0 0
COPART INC COM 217204106 176,254 4,691,344 SH   SOLE   4,691,344 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 73,289 2,536,818 SH   SOLE   2,536,818 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 89,576 1,528,080 SH   SOLE   1,528,080 0 0
DARLING INGREDIENTS INC COM 237266101 87,492 6,245,000 SH   SOLE   6,245,000 0 0
DOLLAR TREE INC COM 256746108 58,909 725,972 SH   SOLE   725,972 0 0
DRIL-QUIP INC COM 262037104 125,499 1,835,055 SH   SOLE   1,835,055 0 0
EBAY INC COM 278642103 190,226 3,297,954 SH   SOLE   3,297,954 0 0
ENDO INTL PLC SHS G30401106 32,311 360,213 SH   SOLE   360,213 0 0
EQUINIX INC COM PAR $0.001 29444U700 107,139 460,120 SH   SOLE   460,120 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 105,164 7,458,417 SH   SOLE   7,458,417 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 44,997 298,151 SH   SOLE   298,151 0 0
FLOWSERVE CORP COM 34354P105 88,192 1,561,201 SH   SOLE   1,561,201 0 0
FOSSIL GROUP INC COM 34988V106 260,074 3,154,328 SH   SOLE   3,154,328 0 0
GENPACT LIMITED SHS G3922B107 190,089 8,175,855 SH   SOLE   8,175,855 0 0
GNC HLDGS INC COM CL A 36191G107 223,771 4,560,246 SH   SOLE   4,560,246 0 0
GOOGLE INC CL A 38259P508 29,533 53,242 SH   SOLE   53,242 0 0
GOOGLE INC CL C 38259P706 161,037 293,864 SH   SOLE   293,864 0 0
GOPRO INC CL A 38268T103 17,998 414,600 SH   SOLE   414,600 0 0
GRAHAM HLDGS CO COM 384637104 26,069 24,836 SH   SOLE   24,836 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 27,800 1,911,976 SH   SOLE   1,911,976 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 161,458 1,870,246 SH   SOLE   1,870,246 0 0
HOMEAWAY INC COM 43739Q100 126,880 4,205,511 SH   SOLE   4,205,511 0 0
HUMANA INC COM 444859102 95,492 536,411 SH   SOLE   536,411 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 89,125 382,067 SH   SOLE   382,067 0 0
INTERXION HOLDING N.V SHS N47279109 166,354 5,899,087 SH   SOLE   5,899,087 0 0
INVENSENSE INC COM 46123D205 8,366 550,000 SH   SOLE   550,000 0 0
KAR AUCTION SVCS INC COM 48238T109 136,055 3,586,997 SH   SOLE   3,586,997 0 0
MCDONALDS CORP COM 580135101 32,272 331,201 SH   SOLE   331,201 0 0
MCGRAW HILL FINL INC COM 580645109 126,385 1,222,292 SH   SOLE   1,222,292 0 0
MENS WEARHOUSE INC COM 587118100 223,364 4,278,997 SH   SOLE   4,278,997 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 88,039 1,338,998 SH   SOLE   1,338,998 0 0
MICROSTRATEGY INC CL A NEW 594972408 149,935 886,192 SH   SOLE   886,192 0 0
MONSANTO CO NEW COM 61166W101 89,166 792,303 SH   SOLE   792,303 0 0
NATIONAL OILWELL VARCO INC COM 637071101 10,907 218,181 SH   SOLE   218,181 0 0
OUTFRONT MEDIA INC COM 69007J106 94,531 3,159,454 SH   SOLE   3,159,454 0 0
PANDORA MEDIA INC COM 698354107 127,889 7,889,507 SH   SOLE   7,889,507 0 0
PRECISION CASTPARTS CORP COM 740189105 88,386 420,887 SH   SOLE   420,887 0 0
PTC INC COM 69370C100 67,239 1,858,961 SH   SOLE   1,858,961 0 0
PVH CORP COM 693656100 89,899 843,649 SH   SOLE   843,649 0 0
QLIK TECHNOLOGIES INC COM 74733T105 43,731 1,404,786 SH   SOLE   1,404,786 0 0
REXNORD CORP NEW COM 76169B102 59,701 2,236,819 SH   SOLE   2,236,819 0 0
SANDERSON FARMS INC COM 800013104 26,205 329,000 SH   SOLE   329,000 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 86,178 3,460,954 SH   SOLE   3,460,954 0 0
TIME WARNER CABLE INC COM 88732J207 75,122 501,213 SH   SOLE   501,213 0 0
TRIPADVISOR INC COM 896945201 203,351 2,445,007 SH   SOLE   2,445,007 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 45,946 3,279,502 SH   SOLE   3,279,502 0 0
ZIMMER HLDGS INC COM 98956P102 88,825 755,828 SH   SOLE   755,828 0 0
ZYNGA INC CL A 98986T108 183,010 64,213,964 SH   SOLE   64,213,964 0 0