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 186,171 3,109,127 SH   SOLE   3,109,127 0 0
AMBEV SA SPONSORED ADR 02319V103 105,612 14,368,920 SH   SOLE   14,368,920 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 109,360 1,027,240 SH   SOLE   1,027,240 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 20,149 215,035 SH   SOLE   215,035 0 0
AUTODESK INC COM 052769106 95,132 1,890,588 SH   SOLE   1,890,588 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 124,716 2,358,512 SH   SOLE   2,358,512 0 0
BAIDU INC SPON ADR REP A 056752108 123,698 695,399 SH   SOLE   695,399 0 0
CALPINE CORP COM NEW 131347304 183,750 9,418,271 SH   SOLE   9,418,271 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 80,565 1,353,355 SH   SOLE   1,353,355 0 0
CAPITAL ONE FINL CORP COM 14040H105 219,510 2,865,288 SH   SOLE   2,865,288 0 0
CAPITAL ONE FINL CORP *W EXP 11/14/201 14040H139 5,312 149,900 SH   SOLE   149,900 0 0
CATAMARAN CORP COM 148887102 190,246 4,008,385 SH   SOLE   4,008,385 0 0
CBS CORP NEW CL B 124857202 100,052 1,569,694 SH   SOLE   1,569,694 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 159,764 1,168,206 SH   SOLE   1,168,206 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 32,771 1,747,800 SH   SOLE   1,747,800 0 0
CIGNA CORPORATION COM 125509109 80,267 917,549 SH   SOLE   917,549 0 0
CITIGROUP INC COM NEW 172967424 94,319 1,810,000 SH   SOLE   1,810,000 0 0
CITRIX SYS INC COM 177376100 307,195 4,856,832 SH   SOLE   4,856,832 0 0
COMMSCOPE HLDG CO INC COM 20337X109 41,556 2,195,254 SH   SOLE   2,195,254 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 217,977 5,550,715 SH   SOLE   5,550,715 0 0
CROWN CASTLE INTL CORP COM 228227104 97,384 1,326,220 SH   SOLE   1,326,220 0 0
DOLLAR GEN CORP NEW COM 256677105 193,226 3,203,348 SH   SOLE   3,203,348 0 0
EBAY INC COM 278642103 314,235 5,727,415 SH   SOLE   5,727,415 0 0
ESSENT GROUP LTD COM G3198U102 7,218 300,000 SH   SOLE   300,000 0 0
F5 NETWORKS INC COM 315616102 131,577 1,448,126 SH   SOLE   1,448,126 0 0
FACEBOOK INC CL A 30303M102 23,700 433,680 SH   SOLE   433,680 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 26,778 825,200 SH   SOLE   825,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 98,771 1,840,004 SH   SOLE   1,840,004 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 110,793 1,132,038 SH   SOLE   1,132,038 0 0
FORTINET INC COM 34959E109 207,772 10,861,056 SH   SOLE   10,861,056 0 0
HCA HOLDINGS INC COM 40412C101 242,849 5,090,099 SH   SOLE   5,090,099 0 0
HOME DEPOT INC COM 437076102 297,713 3,615,651 SH   SOLE   3,615,651 0 0
HUMANA INC COM 444859102 85,986 833,034 SH   SOLE   833,034 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 35,143 91,500 SH   SOLE   91,500 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 138,193 1,552,734 SH   SOLE   1,552,734 0 0
METLIFE INC COM 59156R108 98,024 1,817,950 SH   SOLE   1,817,950 0 0
MGIC INVT CORP WIS COM 552848103 87,048 10,313,710 SH   SOLE   10,313,710 0 0
MONSANTO CO NEW COM 61166W101 51,690 443,500 SH   SOLE   443,500 0 0
NATIONAL OILWELL VARCO INC COM 637071101 212,569 2,672,816 SH   SOLE   2,672,816 0 0
NOVARTIS A G SPONSORED ADR 66987V109 21,487 267,321 SH   SOLE   267,321 0 0
NVR INC COM 62944T105 96,233 93,793 SH   SOLE   93,793 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 33,785 6,459,784 SH   SOLE   6,459,784 0 0
PALO ALTO NETWORKS INC COM 697435105 256,354 4,460,665 SH   SOLE   4,460,665 0 0
PANERA BREAD CO CL A 69840W108 49,585 280,635 SH   SOLE   280,635 0 0
PRICELINE COM INC COM NEW 741503403 150,819 129,748 SH   SOLE   129,748 0 0
QLIK TECHNOLOGIES INC COM 74733T105 231,608 8,697,241 SH   SOLE   8,697,241 0 0
QUALCOMM INC COM 747525103 243,114 3,274,268 SH   SOLE   3,274,268 0 0
RADIAN GROUP INC COM 750236101 124,163 8,793,417 SH   SOLE   8,793,417 0 0
RALPH LAUREN CORP CL A 751212101 185,168 1,048,696 SH   SOLE   1,048,696 0 0
ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 780097788 184 9,404 SH   SOLE   9,404 0 0
ROYAL BK SCOTLAND GROUP PLC ADR PFD SER P 780097762 607 30,000 SH   SOLE   30,000 0 0
ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N 780097770 307 15,000 SH   SOLE   15,000 0 0
ROYAL BK SCOTLAND GROUP PLC SP ADR PREF M 780097796 1,045 50,000 SH   SOLE   50,000 0 0
ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 1,030 47,881 SH   SOLE   47,881 0 0
ROYAL BK SCOTLAND GROUP PLC ADR PREF SHS Q 780097754 692 31,954 SH   SOLE   31,954 0 0
SOLARWINDS INC COM 83416B109 275,469 7,281,770 SH   SOLE   7,281,770 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 66,874 1,468,135 SH   SOLE   1,468,135 0 0
TIME WARNER CABLE INC COM 88732J207 47,600 351,295 SH   SOLE   351,295 0 0
TRANSDIGM GROUP INC COM 893641100 286,735 1,780,740 SH   SOLE   1,780,740 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 43,348 449,112 SH   SOLE   449,112 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 191,813 1,633,838 SH   SOLE   1,633,838 0 0
YAHOO INC COM 984332106 102,532 2,535,407 SH   SOLE   2,535,407 0 0
YANDEX N V SHS CLASS A N97284108 140,596 3,258,308 SH   SOLE   3,258,308 0 0
ZOETIS INC CL A 98978V103 249,589 7,635,025 SH   SOLE   7,635,025 0 0