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 40,039 211,256 SH   SOLE   211,256 0 0
AETNA INC NEW COM 00817Y108 380,656 3,479,173 SH   SOLE   3,479,173 0 0
ANTHEM INC COM 036752103 827,910 5,913,640 SH   SOLE   5,913,640 0 0
BANK NEW YORK MELLON CORP COM 064058100 402,848 10,289,868 SH   SOLE   10,289,868 0 0
BLUEBIRD BIO INC COM 09609G100 52,661 615,557 SH   SOLE   615,557 0 0
BOSTON SCIENTIFIC CORP COM 101137107 26,452 1,611,935 SH   SOLE   1,611,935 0 0
BROADCOM CORP CL A 111320107 1,212,153 23,568,995 SH   SOLE   23,568,995 0 0
CANADIAN PAC RY LTD COM 13645T100 597,487 4,161,642 SH   SOLE   4,161,642 0 0
CHENIERE ENERGY INC COM NEW 16411R208 630,718 13,058,335 SH   SOLE   13,058,335 0 0
CHESAPEAKE ENERGY CORP COM 165167107 14,226 1,940,852 SH   SOLE   1,940,852 0 0
CITIGROUP INC COM NEW 172967424 221,613 4,467,100 SH   SOLE   4,467,100 0 0
CLOVIS ONCOLOGY INC COM 189464100 76,909 836,332 SH   SOLE   836,332 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,506 218,650 SH   SOLE   218,650 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 354,626 4,496,338 SH   SOLE   4,496,338 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 310,478 4,914,181 SH   SOLE   4,914,181 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 197,828 2,735,075 SH   SOLE   2,735,075 0 0
DEERE & CO COM 244199105 15,893 214,772 SH   SOLE   214,772 0 0
DENTSPLY INTL INC NEW COM 249030107 2,529 50,000 SH   SOLE   50,000 0 0
EBAY INC COM 278642103 177,431 7,259,872 SH   SOLE   7,259,872 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 2,606 125,250 SH   SOLE   125,250 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 362,553 9,854,659 SH   SOLE   9,854,659 0 0
58 COM INC SPON ADR REP A 31680Q104 80,873 1,718,874 SH   SOLE   1,718,874 0 0
GOOGLE INC CL A 38259P508 1,617,840 2,534,329 SH   SOLE   2,534,329 0 0
AIR PRODS & CHEMS INC COM 009158106 754,919 5,917,221 SH   SOLE   5,917,221 0 0
GOOGLE INC CL C 38259P706 682,454 1,121,683 SH   SOLE   1,121,683 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 351,556 15,325,023 SH   SOLE   15,325,023 0 0
HUMANA INC COM 444859102 689,768 3,853,454 SH   SOLE   3,853,454 0 0
ILLUMINA INC COM 452327109 314,627 1,789,486 SH   SOLE   1,789,486 0 0
JD COM INC SPON ADR CL A 47215P106 121,369 4,657,304 SH   SOLE   4,657,304 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 280,928 3,091,200 SH   SOLE   3,091,200 0 0
KITE PHARMA INC COM 49803L109 137,673 2,472,580 SH   SOLE   2,472,580 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 548,137 5,053,349 SH   SOLE   5,053,349 0 0
LEGG MASON INC COM 524901105 102,739 2,469,096 SH   SOLE   2,469,096 0 0
MASTERCARD INC CL A 57636Q104 489,145 5,427,711 SH   SOLE   5,427,711 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 146,468 2,483,773 SH   SOLE   2,483,773 0 0
MCKESSON CORP COM 58155Q103 420,800 2,274,228 SH   SOLE   2,274,228 0 0
MOHAWK INDS INC COM 608190104 359,830 1,979,371 SH   SOLE   1,979,371 0 0
NETFLIX INC COM 64110L106 466,446 4,517,202 SH   SOLE   4,517,202 0 0
NIKE INC CL B 654106103 217,632 1,769,797 SH   SOLE   1,769,797 0 0
PIONEER NAT RES CO COM 723787107 810,522 6,663,287 SH   SOLE   6,663,287 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 143,751 4,780,548 SH   SOLE   4,780,548 0 0
SEALED AIR CORP NEW COM 81211K100 402,348 8,582,498 SH   SOLE   8,582,498 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 345,706 5,200,155 SH   SOLE   5,200,155 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 500,950 8,872,650 SH   SOLE   8,872,650 0 0
TEXTRON INC COM 883203101 139,802 3,714,178 SH   SOLE   3,714,178 0 0
ALLSTATE CORP COM 020002101 289,991 4,979,240 SH   SOLE   4,979,240 0 0
TRANSDIGM GROUP INC COM 893641100 241,929 1,138,974 SH   SOLE   1,138,974 0 0
TRIPADVISOR INC COM 896945201 91,899 1,458,258 SH   SOLE   1,458,258 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 890,714 4,993,353 SH   SOLE   4,993,353 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 140,012 1,344,464 SH   SOLE   1,344,464 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,933,977 23,272,886 SH   SOLE   23,272,886 0 0
WHITING PETE CORP NEW COM 966387102 15,751 1,031,483 SH   SOLE   1,031,483 0 0
ALLERGAN PLC SHS G0177J108 1,957,680 7,202,384 SH   SOLE   7,202,384 0 0
EATON CORP PLC SHS G29183103 208,987 4,073,822 SH   SOLE   4,073,822 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 250,114 3,911,692 SH   SOLE   3,911,692 0 0
ACE LTD SHS H0023R105 117,950 1,140,715 SH   SOLE   1,140,715 0 0
AMAZON COM INC COM 023135106 1,544,763 3,017,764 SH   SOLE   3,017,764 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,125,856 13,505,956 SH   SOLE   13,505,956 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 8,402 576,632 SH   SOLE   576,632 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 867,505 6,939,487 SH   SOLE   6,939,487 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 160,456 2,823,940 SH   SOLE   2,823,940 0 0
AMERIPRISE FINL INC COM 03076C106 174,207 1,596,323 SH   SOLE   1,596,323 0 0
AMGEN INC COM 031162100 31,855 230,298 SH   SOLE   230,298 0 0