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
ADVANCE AUTO PARTS INC COM 00751Y106 117,012 1,415,237 SH   SOLE   1,415,237 0 0
AEROPOSTALE COM 007865108 39,599 4,212,628 SH   SOLE   4,212,628 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 115,854 7,791,132 SH   SOLE   7,791,132 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 113,902 2,342,207 SH   SOLE   2,342,207 0 0
ANN INC COM 035623107 52,449 1,448,064 SH   SOLE   1,448,064 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 93,556 1,758,577 SH   SOLE   1,758,577 0 0
AUTODESK INC COM 052769106 67,889 1,649,000 SH   SOLE   1,649,000 0 0
AUTONATION INC COM 05329W102 72,474 1,389,194 SH   SOLE   1,389,194 0 0
B/E AEROSPACE INC COM 073302101 70,888 960,286 SH   SOLE   960,286 0 0
BECTON DICKINSON & CO COM 075887109 64,309 642,959 SH   SOLE   642,959 0 0
CAREFUSION CORP COM 14170T101 67,862 1,839,090 SH   SOLE   1,839,090 0 0
CARNIVAL CORP PAIRED CTF 143658300 42,171 1,292,000 SH   SOLE   1,292,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 66,390 492,651 SH   SOLE   492,651 0 0
CME GROUP INC COM 12572Q105 67,017 907,111 SH   SOLE   907,111 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 13,871 344,957 SH   SOLE   344,957 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 127,317 1,550,377 SH   SOLE   1,550,377 0 0
COPART INC COM 217204106 69,404 2,183,204 SH   SOLE   2,183,204 0 0
EBAY INC COM 278642103 185,486 3,324,428 SH   SOLE   3,324,428 0 0
EQUIFAX INC COM 294429105 62,315 1,041,194 SH   SOLE   1,041,194 0 0
EQUINIX INC COM NEW 29444U502 45,233 246,300 SH   SOLE   246,300 0 0
EXLSERVICE HOLDINGS INC COM 302081104 41,047 1,441,270 SH   SOLE   1,441,270 0 0
FEDEX CORP COM 31428X106 144,704 1,268,106 SH   SOLE   1,268,106 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 118,109 4,440,198 SH   SOLE   4,440,198 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 66,026 1,421,744 SH   SOLE   1,421,744 0 0
FISERV INC COM 337738108 138,337 1,369,000 SH   SOLE   1,369,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 42,733 387,915 SH   SOLE   387,915 0 0
FORTINET INC COM 34959E109 39,415 1,945,461 SH   SOLE   1,945,461 0 0
FOSSIL GROUP INC COM 34988V106 146,005 1,256,064 SH   SOLE   1,256,064 0 0
FRANKLIN RES INC COM 354613101 82,819 1,638,358 SH   SOLE   1,638,358 0 0
GENPACT LIMITED SHS G3922B107 160,248 8,487,691 SH   SOLE   8,487,691 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 77,955 1,003,535 SH   SOLE   1,003,535 0 0
ILLINOIS TOOL WKS INC COM 452308109 68,960 904,158 SH   SOLE   904,158 0 0
INTERXION HOLDING N.V SHS N47279109 58,602 2,634,969 SH   SOLE   2,634,969 0 0
JPMORGAN CHASE & CO COM 46625H100 85,923 1,662,275 SH   SOLE   1,662,275 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 61,132 616,619 SH   SOLE   616,619 0 0
LENNAR CORP CL A 526057104 65,998 1,864,339 SH   SOLE   1,864,339 0 0
MICROSTRATEGY INC CL A NEW 594972408 91,629 883,087 SH   SOLE   883,087 0 0
MONSTER BEVERAGE CORP COM 611740101 114,527 2,191,901 SH   SOLE   2,191,901 0 0
NATIONAL OILWELL VARCO INC COM 637071101 182,384 2,334,965 SH   SOLE   2,334,965 0 0
OWENS CORNING NEW COM 690742101 11,850 312,000 SH   SOLE   312,000 0 0
PANDORA MEDIA INC COM 698354107 116,587 4,639,374 SH   SOLE   4,639,374 0 0
PVH CORP COM 693656100 17,066 143,787 SH   SOLE   143,787 0 0
QUALCOMM INC COM 747525103 224,435 3,333,852 SH   SOLE   3,333,852 0 0
SCHWAB CHARLES CORP NEW COM 808513105 89,095 4,214,517 SH   SOLE   4,214,517 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 134,979 2,016,720 SH   SOLE   2,016,720 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 48,664 2,044,715 SH   SOLE   2,044,715 0 0
TYCO INTERNATIONAL LTD SHS H89128104 89,342 2,554,080 SH   SOLE   2,554,080 0 0
UNITED TECHNOLOGIES CORP COM 913017109 92,238 855,484 SH   SOLE   855,484 0 0
VCA ANTECH INC COM 918194101 135,272 4,926,157 SH   SOLE   4,926,157 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 113,886 3,237,239 SH   SOLE   3,237,239 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 82,563 1,812,186 SH   SOLE   1,812,186 0 0
ZYNGA INC CL A 98986T108 21,659 5,900,000 SH   SOLE   5,900,000 0 0