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
AMERCO COM 023586100 17,181 43,666 SH   SOLE   43,666 0 0
BGC PARTNERS INC CL A 05541T101 4,833 588,000 SH   SOLE   588,000 0 0
CENTENE CORP DEL COM 15135B101 1,522 28,073 SH   SOLE   28,073 0 0
CHASE CORP COM 16150R104 419 10,638 SH   SOLE   10,638 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 20,852 333,039 SH   SOLE   333,039 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 5,479 128,107 SH   SOLE   128,107 0 0
COOPER COS INC COM NEW 216648402 5,210 35,000 SH   SOLE   35,000 0 0
DEX MEDIA INC NEW COM 25213A107 17 123,673 SH   SOLE   123,673 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 509 25,948 SH   SOLE   25,948 0 0
E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 1,302 218,070 SH   SOLE   218,070 0 0
EPAM SYS INC COM 29414B104 15,090 202,500 SH   SOLE   202,500 0 0
FIRST SOUTH BANCORP INC VA COM 33646W100 193 24,415 SH   SOLE   24,415 0 0
FRESH MKT INC COM 35804H106 3,002 132,912 SH   SOLE   132,912 0 0
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 40222T104 6 19,058 SH   SOLE   19,058 0 0
ICON PLC SHS G4705A100 4,064 57,264 SH   SOLE   57,264 0 0
JONES LANG LASALLE INC COM 48020Q107 40,783 283,665 SH   SOLE   283,665 0 0
KORN FERRY INTL COM NEW 500643200 13,132 397,086 SH   SOLE   397,086 0 0
LIFELOCK INC COM 53224V100 15,334 1,750,475 SH   SOLE   1,750,475 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 19,556 308,988 SH   SOLE   308,988 0 0
MARKIT LTD SHS G58249106 21,746 749,856 SH   SOLE   749,856 0 0
MCGRAW HILL FINL INC COM 580645109 30,024 347,095 SH   SOLE   347,095 0 0
MCKESSON CORP COM 58155Q103 13,434 72,603 SH   SOLE   72,603 0 0
MILLER HERMAN INC COM 600544100 7,551 261,818 SH   SOLE   261,818 0 0
MORGANS HOTEL GROUP CO COM 61748W108 441 132,851 SH   SOLE   132,851 0 0
PAREXEL INTL CORP COM 699462107 16,478 266,112 SH   SOLE   266,112 0 0
PREMIER EXHIBITIONS INC COM NEW 74051E201 209 116,321 SH   SOLE   116,321 0 0
PRICELINE GRP INC COM NEW 741503403 15,437 12,481 SH   SOLE   12,481 0 0
RETAILMENOT INC COM SER 1 76132B106 327 39,684 SH   SOLE   39,684 0 0
SMARTPROS LTD COM 83171G103 388 145,708 SH   SOLE   145,708 0 0
SOLARWINDS INC COM 83416B109 798 20,334 SH   SOLE   20,334 0 0
SOTHEBYS COM 835898107 14,802 462,860 SH   SOLE   462,860 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108 11,008 77,040 SH   SOLE   77,040 0 0
TRINET GROUP INC COM 896288107 1,329 79,101 SH   SOLE   79,101 0 0
TWITTER INC COM 90184L102 4,416 163,935 SH   SOLE   163,935 0 0
UNITED NAT FOODS INC COM 911163103 1,649 33,993 SH   SOLE   33,993 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,382 89,490 SH   SOLE   89,490 0 0
WAL-MART STORES INC COM 931142103 3,485 53,746 SH   SOLE   53,746 0 0
WEBSTER FINL CORP CONN COM 947890109 502 14,087 SH   SOLE   14,087 0 0
YELP INC CL A 985817105 16,021 739,664 SH   SOLE   739,664 0 0
ZAIS FINL CORP COM 98886K108 1,798 134,149 SH   SOLE   134,149 0 0
ZS PHARMA INC COM 98979G105 2,956 45,021 SH   SOLE   45,021 0 0