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
AMBEV SA SPONSORED ADR 02319V103 266,784 42,891,298 SH   SOLE   42,891,298 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 93,861 2,956,266 SH   SOLE   2,956,266 0 0
BAIDU INC SPON ADR REP A 056752108 659,251 2,891,831 SH   SOLE   2,891,831 0 0
BANK NEW YORK MELLON CORP COM 064058100 481,406 11,866,061 SH   SOLE   11,866,061 0 0
BROADCOM CORP CL A 111320107 117,109 2,702,716 SH   SOLE   2,702,716 0 0
CITIGROUP INC COM NEW 172967424 607,129 11,220,274 SH   SOLE   11,220,274 0 0
AVIS BUDGET GROUP COM 053774105 333,023 5,020,701 SH   SOLE   5,020,701 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 143,405 3,243,000 SH   SOLE   3,243,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 348,787 4,431,857 SH   SOLE   4,431,857 0 0
CIGNA CORPORATION COM 125509109 18,808 182,761 SH   SOLE   182,761 0 0
CAPITAL ONE FINL CORP COM 14040H105 133,188 1,613,425 SH   SOLE   1,613,425 0 0
CANADIAN PAC RY LTD COM 13645T100 780,440 4,050,237 SH   SOLE   4,050,237 0 0
ACTAVIS PLC SHS G0083B108 1,180,454 4,585,892 SH   SOLE   4,585,892 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 74,926 1,646,725 SH   SOLE   1,646,725 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 433,038 8,803,384 SH   SOLE   8,803,384 0 0
DOLLAR TREE INC COM 256746108 506,132 7,191,419 SH   SOLE   7,191,419 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 338,311 4,466,740 SH   SOLE   4,466,740 0 0
EQUINIX INC COM NEW 29444U502 224,097 988,389 SH   SOLE   988,389 0 0
EATON CORP PLC SHS G29183103 121,780 1,791,937 SH   SOLE   1,791,937 0 0
GOOGLE INC CL A 38259P508 393,994 742,461 SH   SOLE   742,461 0 0
HCA HOLDINGS INC COM 40412C101 284,067 3,870,654 SH   SOLE   3,870,654 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 159,369 3,822,711 SH   SOLE   3,822,711 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 431,582 16,542,046 SH   SOLE   16,542,046 0 0
ALLERGAN INC COM 018490102 417,976 1,966,112 SH   SOLE   1,966,112 0 0
HUMANA INC COM 444859102 94,553 658,313 SH   SOLE   658,313 0 0
ILLUMINA INC COM 452327109 1,530,797 8,293,405 SH   SOLE   8,293,405 0 0
INGERSOLL-RAND PLC SHS G47791101 124,149 1,958,488 SH   SOLE   1,958,488 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 390,223 3,197,766 SH   SOLE   3,197,766 0 0
LEGG MASON INC COM 524901105 196,573 3,683,203 SH   SOLE   3,683,203 0 0
CHENIERE ENERGY INC COM NEW 16411R208 700,743 9,953,733 SH   SOLE   9,953,733 0 0
LAM RESEARCH CORP COM 512807108 28,301 356,700 SH   SOLE   356,700 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 321,472 4,049,281 SH   SOLE   4,049,281 0 0
MASTERCARD INC CL A 57636Q104 370,846 4,304,154 SH   SOLE   4,304,154 0 0
MONDELEZ INTL INC CL A 609207105 517,170 14,237,306 SH   SOLE   14,237,306 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 40,346 727,484 SH   SOLE   727,484 0 0
MGM RESORTS INTERNATIONAL COM 552953101 29,915 1,399,187 SH   SOLE   1,399,187 0 0
MOHAWK INDS INC COM 608190104 613,992 3,952,060 SH   SOLE   3,952,060 0 0
MICRON TECHNOLOGY INC COM 595112103 705,933 20,163,744 SH   SOLE   20,163,744 0 0
NEWFIELD EXPL CO COM 651290108 20,818 767,638 SH   SOLE   767,638 0 0
NXP SEMICONDUCTORS N V COM N6596X109 413,446 5,411,595 SH   SOLE   5,411,595 0 0
POTASH CORP SASK INC COM 73755L107 111,169 3,147,470 SH   SOLE   3,147,470 0 0
PIONEER NAT RES CO COM 723787107 980,465 6,586,936 SH   SOLE   6,586,936 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 40,391 1,420,733 SH   SOLE   1,420,733 0 0
RECEPTOS INC COM 756207106 62,723 511,981 SH   SOLE   511,981 0 0
TRANSOCEAN LTD REG SHS H8817H100 9,880 539,000 SH   SOLE   539,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 72,212 390,271 SH   SOLE   390,271 0 0
SEALED AIR CORP NEW COM 81211K100 137,115 3,231,553 SH   SOLE   3,231,553 0 0
SHIRE PLC SPONSORED ADR 82481R106 112,600 529,784 SH   SOLE   529,784 0 0
SALIX PHARMACEUTICALS INC COM 795435106 199,778 1,738,104 SH   SOLE   1,738,104 0 0
SANDISK CORP COM 80004C101 19,874 202,840 SH   SOLE   202,840 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 724,992 5,786,510 SH   SOLE   5,786,510 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 57,265 514,699 SH   SOLE   514,699 0 0
VISA INC COM CL A 92826C839 240,334 916,606 SH   SOLE   916,606 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 90,787 764,200 SH   SOLE   764,200 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,299,010 9,077,007 SH   SOLE   9,077,007 0 0
WAYFAIR INC CL A 94419L101 10,333 520,550 SH   SOLE   520,550 0 0
AMERIPRISE FINL INC COM 03076C106 77,194 583,700 SH   SOLE   583,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,442,749 18,933,712 SH   SOLE   18,933,712 0 0
WAL-MART STORES INC COM 931142103 158,289 1,843,145 SH   SOLE   1,843,145 0 0
ANTHEM INC COM 036752103 126,168 1,003,959 SH   SOLE   1,003,959 0 0
AIR PRODS & CHEMS INC COM 009158106 773,141 5,360,470 SH   SOLE   5,360,470 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 385,481 3,708,686 SH   SOLE   3,708,686 0 0