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 |
| ADOBE SYS INC | COM | 00724F101 | 885,431,257 | 12,179,247 | SH | SOLE | 12,179,247 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 241,083,386 | 2,184,122 | SH | SOLE | 2,184,122 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 80,546,251 | 1,325,646 | SH | SOLE | 1,325,646 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 868,667,960 | 14,463,336 | SH | SOLE | 14,463,336 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,602,761,323 | 7,030,580 | SH | SOLE | 7,030,580 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 690,921,982 | 3,585,666 | SH | SOLE | 3,585,666 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 117,969,834 | 2,894,255 | SH | SOLE | 2,894,255 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 544,686,112 | 3,269,032 | SH | SOLE | 3,269,032 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 620,852,109 | 8,818,922 | SH | SOLE | 8,818,922 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 644,024,638 | 12,229,864 | SH | SOLE | 12,229,864 | 0 | 0 | ||
| COMMVAULT SYSTEMS INC | COM | 204166102 | 68,297,377 | 1,321,288 | SH | SOLE | 1,321,288 | 0 | 0 | ||
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 298,428,400 | 3,940,169 | SH | SOLE | 3,940,169 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 913,310,518 | 12,918,112 | SH | SOLE | 12,918,112 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 882,090,571 | 3,890,489 | SH | SOLE | 3,890,489 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 1,053,474,022 | 13,502,615 | SH | SOLE | 13,502,615 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 957,041,050 | 6,435,620 | SH | SOLE | 6,435,620 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 428,368,036 | 5,836,872 | SH | SOLE | 5,836,872 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 274,553,916 | 1,911,536 | SH | SOLE | 1,911,536 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 84,192,800 | 2,320,000 | SH | Put | SOLE | 2,320,000 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 52,629,600 | 240,000 | SH | Call | SOLE | 240,000 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 250,602,200 | 1,142,789 | SH | SOLE | 1,142,789 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 308,410,669 | 1,883,654 | SH | SOLE | 1,883,654 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 204,040,467 | 8,817,652 | SH | SOLE | 8,817,652 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 1,725,824,434 | 20,030,460 | SH | SOLE | 20,030,460 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 655,706,255 | 7,369,142 | SH | SOLE | 7,369,142 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 831,774,181 | 11,075,555 | SH | SOLE | 11,075,555 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 253,149,899 | 5,449,944 | SH | SOLE | 5,449,944 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 383,192,644 | 2,466,482 | SH | SOLE | 2,466,482 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 266,335,212 | 779,647 | SH | SOLE | 779,647 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 462,984,206 | 10,406,478 | SH | SOLE | 10,406,478 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 807,795,054 | 7,293,202 | SH | SOLE | 7,293,202 | 0 | 0 | ||
| SEARS HLDGS CORP | COM | 812350106 | 71,339,038 | 2,163,100 | SH | Put | SOLE | 2,163,100 | 0 | 0 | |
| SOLARWINDS INC | COM | 83416B109 | 118,915,707 | 2,386,428 | SH | SOLE | 2,386,428 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 283,703,371 | 1,750,283 | SH | SOLE | 1,750,283 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 1,594,279,249 | 1,398,233 | SH | SOLE | 1,398,233 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 646,203,471 | 6,047,197 | SH | SOLE | 6,047,197 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 350,845,249 | 1,786,836 | SH | SOLE | 1,786,836 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 427,623,649 | 3,344,991 | SH | SOLE | 3,344,991 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 105,931,741 | 1,560,114 | SH | SOLE | 1,560,114 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 1,180,784,295 | 8,250,886 | SH | SOLE | 8,250,886 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 272,304,106 | 13,935,727 | SH | SOLE | 13,935,727 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 464,492,282 | 1,771,519 | SH | SOLE | 1,771,519 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 198,513,000 | 6,300,000 | SH | Put | SOLE | 6,300,000 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 276,874,912 | 2,902,557 | SH | SOLE | 2,902,557 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 270,797,960 | 3,553,779 | SH | SOLE | 3,553,779 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 45,720,000 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 43,047,806 | 527,482 | SH | SOLE | 527,482 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 42,400,021 | 285,023 | SH | SOLE | 285,023 | 0 | 0 | ||