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
AIR PRODS & CHEMS INC COM 009158106 85,264 662,911 SH   SOLE   662,911 0 0
AMAZON COM INC COM 023135106 96,463 297,009 SH   SOLE   297,009 0 0
AON PLC SHS CL A G0408V102 58,083 644,721 SH   SOLE   644,721 0 0
CBS CORP NEW CL B 124857202 103,335 1,662,931 SH   SOLE   1,662,931 0 0
CBS CORP NEW CL B 124857202 24,036 386,800 SH Call SOLE   386,800 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 87,518 552,583 SH   SOLE   552,583 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 30,425 192,100 SH Call SOLE   192,100 0 0
COMMSCOPE HLDG CO INC COM 20337X109 37,518 1,622,042 SH   SOLE   1,622,042 0 0
CYRUSONE INC COM 23283R100 18,370 737,733 SH   SOLE   737,733 0 0
DUNKIN BRANDS GROUP INC COM 265504100 93,144 2,033,264 SH   SOLE   2,033,264 0 0
ELLIE MAE INC COM 28849P100 75,655 2,430,308 SH   SOLE   2,430,308 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 64,876 935,754 SH   SOLE   935,754 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 24,367 743,815 SH   SOLE   743,815 0 0
FORTINET INC COM 34959E109 57,862 2,302,506 SH   SOLE   2,302,506 0 0
GENERAL MTRS CO COM 37045V100 98,626 2,716,982 SH   SOLE   2,716,982 0 0
GENERAL MTRS CO COM 37045V100 178,672 4,922,100 SH Call SOLE   4,922,100 0 0
HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 68,846 2,011,268 SH   SOLE   2,011,268 0 0
IMAX CORP COM 45245E109 67,535 2,371,303 SH   SOLE   2,371,303 0 0
IMAX CORP COM 45245E109 12,215 428,900 SH Call SOLE   428,900 0 0
INFOBLOX INC COM 45672H104 2,612 198,656 SH   SOLE   198,656 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 735 264,253 SH   SOLE   264,253 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 42,664 1,492,779 SH   SOLE   1,492,779 0 0
MELCO CROWN ENTMT LTD ADR 585464100 59,343 1,661,816 SH   SOLE   1,661,816 0 0
NEW YORK & CO INC COM 649295102 1,901 515,225 SH   SOLE   515,225 0 0
NOODLES & CO CL A 65540B105 24,593 715,111 SH   SOLE   715,111 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 59,195 1,867,347 SH   SOLE   1,867,347 0 0
OSI SYSTEMS INC COM 671044105 41,793 626,111 SH   SOLE   626,111 0 0
OSI SYSTEMS INC COM 671044105 68,118 1,020,500 SH Call SOLE   1,020,500 0 0
PROCTER & GAMBLE CO COM 742718109 86,560 1,101,409 SH   SOLE   1,101,409 0 0
PROCTER & GAMBLE CO COM 742718109 237,758 3,025,300 SH Call SOLE   3,025,300 0 0
RADIOSHACK CORP COM 750438103 3,770 3,804,800 SH Call SOLE   3,804,800 0 0
RE MAX HLDGS INC CL A 75524W108 4,250 143,641 SH   SOLE   143,641 0 0
REALOGY HLDGS CORP COM 75605Y106 36,075 956,634 SH   SOLE   956,634 0 0
RED HAT INC COM 756577102 74,808 1,353,498 SH   SOLE   1,353,498 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 118,009 2,122,463 SH   SOLE   2,122,463 0 0
SBA COMMUNICATIONS CORP COM 78388J106 74,343 726,716 SH   SOLE   726,716 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 14,565 176,633 SH   SOLE   176,633 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 16,239 483,300 SH Call SOLE   483,300 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 24,477 1,091,727 SH   SOLE   1,091,727 0 0
TILE SHOP HLDGS INC COM 88677Q109 63,699 4,166,080 SH   SOLE   4,166,080 0 0
TOWERS WATSON & CO CL A 891894107 20,478 196,467 SH   SOLE   196,467 0 0
TRANSDIGM GROUP INC COM 893641100 76,669 458,385 SH   SOLE   458,385 0 0
UNION PAC CORP COM 907818108 62,490 626,464 SH   SOLE   626,464 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 46,046 1,184,300 SH Call SOLE   1,184,300 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 62,437 824,582 SH   SOLE   824,582 0 0
ZOETIS INC CL A 98978V103 25,688 796,029 SH   SOLE   796,029 0 0