The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 318,678 | 7,418,016 | SH | SOLE | 0 | 7,418,016 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 329,254 | 6,032,511 | SH | SOLE | 0 | 6,032,511 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 127,664 | 683,392 | SH | SOLE | 0 | 683,392 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 43,531 | 1,501,076 | SH | SOLE | 0 | 1,501,076 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 130,938 | 544,372 | SH | SOLE | 0 | 544,372 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 316,289 | 6,466,761 | SH | SOLE | 0 | 6,466,761 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 664,330 | 12,375,738 | SH | SOLE | 0 | 12,375,738 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 213,048 | 2,868,941 | SH | SOLE | 0 | 2,868,941 | 0 | ||
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 320,281 | 4,428,669 | SH | SOLE | 0 | 4,428,669 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 92,475 | 2,388,300 | SH | SOLE | 0 | 2,388,300 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 272,287 | 3,175,724 | SH | SOLE | 0 | 3,175,724 | 0 | ||
| FISERV INC | COM | 337738108 | 163,019 | 2,702,577 | SH | SOLE | 0 | 2,702,577 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 81,975 | 1,616,231 | SH | SOLE | 0 | 1,616,231 | 0 | ||
| GARMIN LTD | SHS | H2906T109 | 165,707 | 2,720,977 | SH | SOLE | 0 | 2,720,977 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 509,792 | 6,148,743 | SH | SOLE | 0 | 6,148,743 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 69,701 | 981,568 | SH | SOLE | 0 | 981,568 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 61,479 | 2,638,586 | SH | SOLE | 0 | 2,638,586 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 34,956 | 185,052 | SH | SOLE | 0 | 185,052 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 207,743 | 4,697,937 | SH | SOLE | 0 | 4,697,937 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 127,544 | 3,014,507 | SH | SOLE | 0 | 3,014,507 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 140,313 | 1,436,892 | SH | SOLE | 0 | 1,436,892 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 74,198 | 1,009,913 | SH | SOLE | 0 | 1,009,913 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 343,017 | 4,131,246 | SH | SOLE | 0 | 4,131,246 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 99,866 | 536,311 | SH | SOLE | 0 | 536,311 | 0 | ||
| MOODYS CORP | COM | 615369105 | 80,146 | 914,280 | SH | SOLE | 0 | 914,280 | 0 | ||
| NIKE INC | CL B | 654106103 | 235,033 | 3,030,731 | SH | SOLE | 0 | 3,030,731 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 49,742 | 1,569,150 | SH | SOLE | 0 | 1,569,150 | 0 | ||
| OWENS ILL INC | COM NEW | 690768403 | 6,016 | 173,685 | SH | SOLE | 0 | 173,685 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 70,086 | 594,200 | SH | SOLE | 0 | 594,200 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 408,407 | 11,618,976 | SH | SOLE | 0 | 11,618,976 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 62,301 | 295,672 | SH | SOLE | 0 | 295,672 | 0 | ||
| WELLS FARGO & CO NEW | COM | 949746101 | 456,284 | 8,681,204 | SH | SOLE | 0 | 8,681,204 | 0 | ||
| WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 38,554 | 509,164 | SH | SOLE | 0 | 509,164 | 0 | ||