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 24,416 512,500 SH   SOLE   512,500 0 0
ALLERGAN INC COM 018490102 83,001 465,801 SH   SOLE   465,801 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 136,914 10,206,053 SH   SOLE   10,206,053 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 139,782 2,587,605 SH   SOLE   2,587,605 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 215,761 3,994,100 SH Call SOLE   3,994,100 0 0
ANN INC COM 035623107 75,761 1,842,000 SH   SOLE   1,842,000 0 0
APPLE INC COM 037833100 107,692 1,068,900 SH   SOLE   1,068,900 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 123,951 1,924,112 SH   SOLE   1,924,112 0 0
AUTODESK INC COM 052769106 324,782 5,894,412 SH   SOLE   5,894,412 0 0
AUTONATION INC COM 05329W102 83,631 1,662,323 SH   SOLE   1,662,323 0 0
BAIDU INC SPON ADR REP A 056752108 94,015 430,805 SH   SOLE   430,805 0 0
BERRY PLASTICS GROUP INC COM 08579W103 52,297 2,072,000 SH   SOLE   2,072,000 0 0
BRUKER CORP COM 116794108 15,367 830,000 SH   SOLE   830,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 76,398 4,439,135 SH   SOLE   4,439,135 0 0
CARNIVAL CORP PAIRED CTF 143658300 84,193 2,095,919 SH   SOLE   2,095,919 0 0
CBS OUTDOOR AMERS INC COM 14987J106 113,065 3,776,395 SH   SOLE   3,776,395 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 101,990 673,778 SH   SOLE   673,778 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 77,004 1,720,000 SH   SOLE   1,720,000 0 0
COPART INC COM 217204106 94,560 3,019,655 SH   SOLE   3,019,655 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 38,313 675,000 SH   SOLE   675,000 0 0
DOLLAR GEN CORP NEW COM 256677105 60,313 986,955 SH   SOLE   986,955 0 0
DRIL-QUIP INC COM 262037104 114,961 1,285,922 SH   SOLE   1,285,922 0 0
EBAY INC COM 278642103 261,196 4,612,321 SH   SOLE   4,612,321 0 0
EQUINIX INC COM NEW 29444U502 137,078 645,132 SH   SOLE   645,132 0 0
FEDEX CORP COM 31428X106 82,195 509,107 SH   SOLE   509,107 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 49,849 1,797,000 SH   SOLE   1,797,000 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 64,163 4,663,000 SH   SOLE   4,663,000 0 0
FISERV INC COM 337738108 82,679 1,279,169 SH   SOLE   1,279,169 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 72,504 1,763,670 SH   SOLE   1,763,670 0 0
FOSSIL GROUP INC COM 34988V106 262,496 2,795,482 SH   SOLE   2,795,482 0 0
FRANKLIN RES INC COM 354613101 85,540 1,566,384 SH   SOLE   1,566,384 0 0
GENPACT LIMITED SHS G3922B107 113,946 6,981,977 SH   SOLE   6,981,977 0 0
GNC HLDGS INC COM CL A 36191G107 163,898 4,230,725 SH   SOLE   4,230,725 0 0
GOOGLE INC CL A 38259P508 40,622 69,037 SH   SOLE   69,037 0 0
GOOGLE INC CL C 38259P706 39,859 69,037 SH   SOLE   69,037 0 0
GOPRO INC CL A 38268T103 4,685 50,000 SH   SOLE   50,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 149,993 2,062,895 SH   SOLE   2,062,895 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 13,691 539,217 SH   SOLE   539,217 0 0
HUMANA INC COM 444859102 152,944 1,173,871 SH   SOLE   1,173,871 0 0
INTERXION HOLDING N.V SHS N47279109 164,875 5,954,333 SH   SOLE   5,954,333 0 0
JANUS CAP GROUP INC COM 47102X105 51,617 3,550,000 SH   SOLE   3,550,000 0 0
KAR AUCTION SVCS INC COM 48238T109 107,324 3,748,654 SH   SOLE   3,748,654 0 0
LENNAR CORP CL A 526057104 119,233 3,070,648 SH   SOLE   3,070,648 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 36,023 1,263,071 SH   SOLE   1,263,071 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 121,069 1,831,056 SH   SOLE   1,831,056 0 0
MCDONALDS CORP COM 580135101 102,072 1,076,598 SH   SOLE   1,076,598 0 0
MCGRAW HILL FINL INC COM 580645109 143,746 1,702,147 SH   SOLE   1,702,147 0 0
MENS WEARHOUSE INC COM 587118100 215,644 4,566,790 SH   SOLE   4,566,790 0 0
MICROSTRATEGY INC CL A NEW 594972408 115,874 885,615 SH   SOLE   885,615 0 0
MONSANTO CO NEW COM 61166W101 89,068 791,649 SH   SOLE   791,649 0 0
NATIONAL OILWELL VARCO INC COM 637071101 154,157 2,025,717 SH   SOLE   2,025,717 0 0
PANDORA MEDIA INC COM 698354107 67,310 2,786,000 SH Call SOLE   2,786,000 0 0
PVH CORP COM 693656100 78,558 648,437 SH   SOLE   648,437 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 73,873 946,000 SH Call SOLE   946,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 111,225 2,497,755 SH   SOLE   2,497,755 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 77,429 1,009,767 SH   SOLE   1,009,767 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 85,070 3,470,818 SH   SOLE   3,470,818 0 0
SPRINT CORP COM SER 1 85207U105 44,201 6,971,702 SH   SOLE   6,971,702 0 0
TIBCO SOFTWARE INC COM 88632Q103 210,300 8,899,702 SH   SOLE   8,899,702 0 0
TRIBUNE PUBG CO COM 896082104 3,770 186,813 SH   SOLE   186,813 0 0
UNITED TECHNOLOGIES CORP COM 913017109 74,476 705,263 SH   SOLE   705,263 0 0
URBAN OUTFITTERS INC COM 917047102 75,009 2,043,854 SH   SOLE   2,043,854 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 83,733 638,212 SH   SOLE   638,212 0 0
VCA INC COM 918194101 133,408 3,392,009 SH   SOLE   3,392,009 0 0
VIRNETX HLDG CORP COM 92823T108 6,481 1,080,211 SH   SOLE   1,080,211 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 44,667 3,243,813 SH   SOLE   3,243,813 0 0
XOOM CORP COM 98419Q101 19,258 877,377 SH   SOLE   877,377 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 28,071 1,240,441 SH   SOLE   1,240,441 0 0
ZIMMER HLDGS INC COM 98956P102 74,407 740,000 SH   SOLE   740,000 0 0
ZYNGA INC CL A 98986T108 102,994 38,146,089 SH   SOLE   38,146,089 0 0