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
ACADIA PHARMACEUTICALS INC COM 004225108 87,549 3,598,407 SH   SOLE   3,598,407 0 0
ADOBE SYS INC COM 00724F101 162,597 2,473,340 SH   SOLE   2,473,340 0 0
CME GROUP INC COM 12572Q105 41,325 558,300 SH   SOLE   558,300 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 482,499 7,811,219 SH   SOLE   7,811,219 0 0
CANADIAN PAC RY LTD COM 13645T100 605,187 4,023,047 SH   SOLE   4,023,047 0 0
CAPITAL ONE FINL CORP COM 14040H105 841,076 10,900,417 SH   SOLE   10,900,417 0 0
CITRIX SYS INC COM 177376100 10,339 180,000 SH   SOLE   180,000 0 0
CONCHO RES INC COM 20605P101 312,071 2,547,520 SH   SOLE   2,547,520 0 0
CONSTELLATION BRANDS INC CL A 21036P108 595,991 7,014,138 SH   SOLE   7,014,138 0 0
CROWN CASTLE INTL CORP COM 228227104 189,669 2,570,743 SH   SOLE   2,570,743 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 131,993 1,917,104 SH   SOLE   1,917,104 0 0
FACEBOOK INC CL A 30303M102 531,408 8,821,514 SH   SOLE   8,821,514 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 279,411 1,836,658 SH   SOLE   1,836,658 0 0
HELMERICH & PAYNE INC COM 423452101 32,171 299,100 SH   SOLE   299,100 0 0
ILLUMINA INC COM 452327109 1,318,056 8,866,245 SH   SOLE   8,866,245 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 150,027 454,917 SH   SOLE   454,917 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 187,548 1,837,625 SH   SOLE   1,837,625 0 0
LOWES COS INC COM 548661107 885,705 18,112,568 SH   SOLE   18,112,568 0 0
MASTERCARD INC CL A 57636Q104 577,642 7,732,820 SH   SOLE   7,732,820 0 0
METLIFE INC COM 59156R108 45,751 866,500 SH   SOLE   866,500 0 0
MICRON TECHNOLOGY INC COM 595112103 488,996 20,667,617 SH   SOLE   20,667,617 0 0
MOHAWK INDS INC COM 608190104 341,703 2,512,888 SH   SOLE   2,512,888 0 0
MONDELEZ INTL INC CL A 609207105 529,053 15,312,675 SH   SOLE   15,312,675 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 316,231 6,323,360 SH   SOLE   6,323,360 0 0
MONSANTO CO NEW COM 61166W101 352,406 3,097,531 SH   SOLE   3,097,531 0 0
MYLAN INC COM 628530107 86,727 1,776,108 SH   SOLE   1,776,108 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 58,339 3,614,560 SH   SOLE   3,614,560 0 0
PIONEER NAT RES CO COM 723787107 306,448 1,637,536 SH   SOLE   1,637,536 0 0
PRICELINE COM INC COM NEW 741503403 120,762 101,320 SH   SOLE   101,320 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 32,055 321,900 SH   SOLE   321,900 0 0
REGENERON PHARMACEUTICALS COM 75886F107 315,835 1,051,800 SH   SOLE   1,051,800 0 0
ST JUDE MED INC COM 790849103 124,355 1,901,750 SH   SOLE   1,901,750 0 0
SALIX PHARMACEUTICALS INC COM 795435106 160,778 1,551,766 SH   SOLE   1,551,766 0 0
AUTODESK INC COM 052769106 281,882 5,731,636 SH   SOLE   5,731,636 0 0
BAIDU INC SPON ADR REP A 056752108 645,466 4,238,958 SH   SOLE   4,238,958 0 0
BANK OF AMERICA CORPORATION COM 060505104 151,148 8,787,660 SH   SOLE   8,787,660 0 0
BIOGEN IDEC INC COM 09062X103 118,953 388,900 SH   SOLE   388,900 0 0
BLACKBERRY LTD COM 09228F103 31,421 3,888,791 SH   SOLE   3,888,791 0 0
BLOCK H & R INC COM 093671105 514,858 17,053,916 SH   SOLE   17,053,916 0 0
SHIRE PLC SPONSORED ADR 82481R106 59,388 399,840 SH   SOLE   399,840 0 0
STATE STR CORP COM 857477103 40,088 576,394 SH   SOLE   576,394 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,162,557 9,668,639 SH   SOLE   9,668,639 0 0
TIME WARNER INC COM NEW 887317303 1,414,365 21,649,553 SH   SOLE   21,649,553 0 0
TRIUMPH GROUP INC NEW COM 896818101 239,669 3,711,191 SH   SOLE   3,711,191 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,212,745 37,933,856 SH   SOLE   37,933,856 0 0
US BANCORP DEL COM NEW 902973304 148,681 3,469,000 SH   SOLE   3,469,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 226,497 2,759,799 SH   SOLE   2,759,799 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,225,511 9,296,143 SH   SOLE   9,296,143 0 0
VALERO ENERGY CORP NEW COM 91913Y100 644,202 12,131,872 SH   SOLE   12,131,872 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 210,290 4,420,635 SH   SOLE   4,420,635 0 0
VISA INC COM CL A 92826C839 592,676 2,745,651 SH   SOLE   2,745,651 0 0
WALGREEN CO COM 931422109 1,591,709 24,105,841 SH   SOLE   24,105,841 0 0
WORKDAY INC CL A 98138H101 285,586 3,123,549 SH   SOLE   3,123,549 0 0
YAHOO INC COM 984332106 108,206 3,014,082 SH   SOLE   3,014,082 0 0
ZYNGA INC CL A 98986T108 122,346 28,452,470 SH   SOLE   28,452,470 0 0
ACTAVIS PLC SHS G0083B108 224,694 1,091,544 SH   SOLE   1,091,544 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 622,012 6,668,939 SH   SOLE   6,668,939 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,143,680 12,859,004 SH   SOLE   12,859,004 0 0
NXP SEMICONDUCTORS N V COM N6596X109 52,529 893,200 SH   SOLE   893,200 0 0
ING U S INC COM 45685E106 66,508 1,833,700 SH   SOLE   1,833,700 0 0