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
ALLERGAN INC COM 018490102 79,306 468,655 SH   SOLE   468,655 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 148,441 9,248,676 SH   SOLE   9,248,676 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 140,424 2,572,818 SH   SOLE   2,572,818 0 0
ANN INC COM 035623107 53,281 1,295,116 SH   SOLE   1,295,116 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 8,776 152,807 SH   SOLE   152,807 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 145,530 2,117,102 SH   SOLE   2,117,102 0 0
AUTODESK INC COM 052769106 338,026 5,995,492 SH   SOLE   5,995,492 0 0
AUTONATION INC COM 05329W102 84,975 1,423,842 SH   SOLE   1,423,842 0 0
BAIDU INC SPON ADR REP A 056752108 80,966 433,414 SH   SOLE   433,414 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 145,188 8,301,177 SH   SOLE   8,301,177 0 0
CARMAX INC COM 143130102 29,174 560,932 SH   SOLE   560,932 0 0
CARNIVAL CORP PAIRED CTF 143658300 73,289 1,946,586 SH   SOLE   1,946,586 0 0
CBS OUTDOOR AMERS INC COM 14987J106 26,144 800,000 SH   SOLE   800,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 122,358 772,561 SH   SOLE   772,561 0 0
COPART INC COM 217204106 72,343 2,011,766 SH   SOLE   2,011,766 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 30,476 475,891 SH   SOLE   475,891 0 0
DOLLAR GEN CORP NEW COM 256677105 138,230 2,409,861 SH   SOLE   2,409,861 0 0
DRIL-QUIP INC COM 262037104 109,436 1,001,792 SH   SOLE   1,001,792 0 0
EBAY INC COM 278642103 227,509 4,544,728 SH   SOLE   4,544,728 0 0
EQUINIX INC COM NEW 29444U502 148,665 707,627 SH   SOLE   707,627 0 0
FEDEX CORP COM 31428X106 83,659 552,644 SH   SOLE   552,644 0 0
FISERV INC COM 337738108 77,631 1,286,983 SH   SOLE   1,286,983 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 79,181 1,983,000 SH   SOLE   1,983,000 0 0
FOSSIL GROUP INC COM 34988V106 282,938 2,707,024 SH   SOLE   2,707,024 0 0
FRANKLIN RES INC COM 354613101 91,152 1,575,931 SH   SOLE   1,575,931 0 0
GENPACT LIMITED SHS G3922B107 139,360 7,949,827 SH   SOLE   7,949,827 0 0
GOGO INC COM 38046C109 25,902 1,324,212 SH   SOLE   1,324,212 0 0
GOOGLE INC CL A 38259P508 40,609 69,457 SH   SOLE   69,457 0 0
GOOGLE INC CL C 38259P706 39,957 69,457 SH   SOLE   69,457 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 169,644 2,012,147 SH   SOLE   2,012,147 0 0
HUMANA INC COM 444859102 140,459 1,099,739 SH   SOLE   1,099,739 0 0
INTERXION HOLDING N.V SHS N47279109 132,862 4,852,530 SH   SOLE   4,852,530 0 0
KAR AUCTION SVCS INC COM 48238T109 174,101 5,462,836 SH   SOLE   5,462,836 0 0
LENNAR CORP CL A 526057104 86,908 2,070,235 SH   SOLE   2,070,235 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 21,286 725,000 SH   SOLE   725,000 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 24,860 327,318 SH   SOLE   327,318 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 115,322 1,846,636 SH   SOLE   1,846,636 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 57,892 723,468 SH   SOLE   723,468 0 0
MCGRAW HILL FINL INC COM 580645109 146,502 1,764,442 SH   SOLE   1,764,442 0 0
MENS WEARHOUSE INC COM 587118100 259,291 4,646,800 SH   SOLE   4,646,800 0 0
MICROSTRATEGY INC CL A NEW 594972408 125,504 892,503 SH   SOLE   892,503 0 0
MONSANTO CO NEW COM 61166W101 80,904 648,578 SH   SOLE   648,578 0 0
NATIONAL OILWELL VARCO INC COM 637071101 321,825 3,908,014 SH   SOLE   3,908,014 0 0
PVH CORP COM 693656100 77,996 668,920 SH   SOLE   668,920 0 0
RALPH LAUREN CORP CL A 751212101 81,631 508,006 SH   SOLE   508,006 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 64,095 1,370,137 SH   SOLE   1,370,137 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 83,774 1,015,930 SH   SOLE   1,015,930 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 77,647 2,910,300 SH   SOLE   2,910,300 0 0
SPRINT CORP COM SER 1 85207U105 49,479 5,800,605 SH   SOLE   5,800,605 0 0
TIBCO SOFTWARE INC COM 88632Q103 106,651 5,287,591 SH   SOLE   5,287,591 0 0
T-MOBILE US INC COM 872590104 21,661 644,288 SH   SOLE   644,288 0 0
UNITED TECHNOLOGIES CORP COM 913017109 73,493 636,578 SH   SOLE   636,578 0 0
URBAN OUTFITTERS INC COM 917047102 78,599 2,321,307 SH   SOLE   2,321,307 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 94,996 753,216 SH   SOLE   753,216 0 0
VCA INC COM 918194101 182,449 5,199,465 SH   SOLE   5,199,465 0 0
XOOM CORP COM 98419Q101 27,449 1,041,307 SH   SOLE   1,041,307 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 28,288 1,862,309 SH   SOLE   1,862,309 0 0
ZYNGA INC CL A 98986T108 85,166 26,531,473 SH   SOLE   26,531,473 0 0