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
ADOBE SYS INC COM 00724F101 49,567 685,000 SH   SOLE   685,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 21,892 509,600 SH   SOLE   509,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 291,607 3,308,832 SH   SOLE   3,308,832 0 0
CROWN CASTLE INTL CORP COM 228227104 68,218 918,640 SH   SOLE   918,640 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 75,469 1,178,463 SH   SOLE   1,178,463 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 252,331 3,489,084 SH   SOLE   3,489,084 0 0
FACEBOOK INC CL A 30303M102 275,034 4,087,288 SH   SOLE   4,087,288 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 178,977 7,681,424 SH   SOLE   7,681,424 0 0
ILLUMINA INC COM 452327109 1,427,042 7,992,844 SH   SOLE   7,992,844 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 49,237 208,077 SH   SOLE   208,077 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 325,522 3,027,831 SH   SOLE   3,027,831 0 0
LOWES COS INC COM 548661107 1,099,353 22,907,968 SH   SOLE   22,907,968 0 0
BLACKBERRY LTD COM 09228F103 39,821 3,888,791 SH   SOLE   3,888,791 0 0
MASTERCARD INC CL A 57636Q104 721,536 9,820,830 SH   SOLE   9,820,830 0 0
MELCO CROWN ENTMT LTD ADR 585464100 55,039 1,541,269 SH   SOLE   1,541,269 0 0
MICRON TECHNOLOGY INC COM 595112103 583,184 17,699,068 SH   SOLE   17,699,068 0 0
MOHAWK INDS INC COM 608190104 628,592 4,543,823 SH   SOLE   4,543,823 0 0
MONDELEZ INTL INC CL A 609207105 597,957 15,898,877 SH   SOLE   15,898,877 0 0
MONSANTO CO NEW COM 61166W101 721,076 5,780,631 SH   SOLE   5,780,631 0 0
MYRIAD GENETICS INC COM 62855J104 51,775 1,330,294 SH   SOLE   1,330,294 0 0
NETFLIX INC COM 64110L106 580,498 1,317,517 SH   SOLE   1,317,517 0 0
NEWFIELD EXPL CO COM 651290108 237,133 5,364,990 SH   SOLE   5,364,990 0 0
PIONEER NAT RES CO COM 723787107 935,978 4,072,836 SH   SOLE   4,072,836 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 331,070 4,889,535 SH   SOLE   4,889,535 0 0
PRECISION CASTPARTS CORP COM 740189105 82,989 328,801 SH   SOLE   328,801 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 57,675 1,142,537 SH   SOLE   1,142,537 0 0
RALPH LAUREN CORP CL A 751212101 168,474 1,048,443 SH   SOLE   1,048,443 0 0
REGENERON PHARMACEUTICALS COM 75886F107 837,087 2,963,456 SH   SOLE   2,963,456 0 0
RITE AID CORP COM 767754104 96,501 13,458,963 SH   SOLE   13,458,963 0 0
SBA COMMUNICATIONS CORP COM 78388J106 15,314 149,697 SH   SOLE   149,697 0 0
SALIX PHARMACEUTICALS INC COM 795435106 356,396 2,889,303 SH   SOLE   2,889,303 0 0
STATE STR CORP COM 857477103 40,147 596,894 SH   SOLE   596,894 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 976,011 8,271,280 SH   SOLE   8,271,280 0 0
CANADIAN PAC RY LTD COM 13645T100 544,188 3,004,242 SH   SOLE   3,004,242 0 0
CAPITAL ONE FINL CORP COM 14040H105 839,694 10,165,787 SH   SOLE   10,165,787 0 0
CENTENE CORP DEL COM 15135B101 53,583 708,677 SH   SOLE   708,677 0 0
CIMAREX ENERGY CO COM 171798101 71,544 498,700 SH   SOLE   498,700 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 191,504 3,915,440 SH   SOLE   3,915,440 0 0
CONCHO RES INC COM 20605P101 2,510 17,370 SH   SOLE   17,370 0 0
TIME WARNER INC COM NEW 887317303 553,040 7,872,453 SH   SOLE   7,872,453 0 0
TRIUMPH GROUP INC NEW COM 896818101 66,776 956,398 SH   SOLE   956,398 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 465,032 13,229,932 SH   SOLE   13,229,932 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 122,328 1,277,443 SH   SOLE   1,277,443 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,492,117 11,830,932 SH   SOLE   11,830,932 0 0
VALERO ENERGY CORP NEW COM 91913Y100 211,364 4,218,837 SH   SOLE   4,218,837 0 0
VISA INC COM CL A 92826C839 578,326 2,744,653 SH   SOLE   2,744,653 0 0
WALGREEN CO COM 931422109 1,492,767 20,137,154 SH   SOLE   20,137,154 0 0
WELLPOINT INC COM 94973V107 102,691 954,285 SH   SOLE   954,285 0 0
WORKDAY INC CL A 98138H101 204,125 2,271,588 SH   SOLE   2,271,588 0 0
ZIMMER HLDGS INC COM 98956P102 62,648 603,193 SH   SOLE   603,193 0 0
ZYNGA INC CL A 98986T108 83,225 25,926,695 SH   SOLE   25,926,695 0 0
ACTAVIS PLC SHS G0083B108 269,405 1,207,824 SH   SOLE   1,207,824 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 13,277 234,242 SH   SOLE   234,242 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 235,682 2,658,573 SH   SOLE   2,658,573 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,051,860 10,771,736 SH   SOLE   10,771,736 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 107,480 4,757,878 SH   SOLE   4,757,878 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 313,452 2,006,092 SH   SOLE   2,006,092 0 0
ALLERGAN INC COM 018490102 135,946 803,369 SH   SOLE   803,369 0 0
APPLE INC COM 037833100 212,455 2,286,178 SH   SOLE   2,286,178 0 0
AUTODESK INC COM 052769106 126,223 2,238,794 SH   SOLE   2,238,794 0 0
BAIDU INC SPON ADR REP A 056752108 874,538 4,681,428 SH   SOLE   4,681,428 0 0
BLOCK H & R INC COM 093671105 199,784 6,133,995 SH   SOLE   6,133,995 0 0