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 |
| ACTAVIS PLC | SHS | G0083B108 | 552,858 | 2,478,628 | SH | SOLE | 2,478,628 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 860,323 | 11,889,484 | SH | SOLE | 11,889,484 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 115,334 | 2,684,674 | SH | SOLE | 2,684,674 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 33,012 | 529,120 | SH | SOLE | 529,120 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 302,417 | 5,067,310 | SH | SOLE | 5,067,310 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,666,979 | 8,923,393 | SH | SOLE | 8,923,393 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 145,712 | 780,000 | SH | Call | SOLE | 780,000 | 0 | 0 | |
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 180,180 | 6,300,000 | SH | Put | SOLE | 6,300,000 | 0 | 0 | |
| CANADIAN PAC RY LTD | COM | 13645T100 | 635,669 | 3,509,269 | SH | SOLE | 3,509,269 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 40,697 | 567,600 | SH | SOLE | 567,600 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 1,443,326 | 29,509,835 | SH | SOLE | 29,509,835 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 98,234 | 1,830,000 | SH | Call | SOLE | 1,830,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 652,281 | 12,151,289 | SH | SOLE | 12,151,289 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 625,646 | 8,425,071 | SH | SOLE | 8,425,071 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 74,217 | 1,158,913 | SH | SOLE | 1,158,913 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 407,792 | 7,109,343 | SH | SOLE | 7,109,343 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 483,042 | 2,299,216 | SH | SOLE | 2,299,216 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 795,890 | 6,038,616 | SH | SOLE | 6,038,616 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 72,382 | 1,741,200 | SH | Call | SOLE | 1,741,200 | 0 | 0 | |
| GAP INC DEL | COM | 364760108 | 800,857 | 19,265,265 | SH | SOLE | 19,265,265 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 32,920 | 659,729 | SH | SOLE | 659,729 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 71,688 | 2,320,000 | SH | Put | SOLE | 2,320,000 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 642,961 | 3,403,713 | SH | SOLE | 3,403,713 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 306,829 | 2,087,127 | SH | SOLE | 2,087,127 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 239,632 | 8,405,200 | SH | SOLE | 8,405,200 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 288,302 | 6,519,720 | SH | SOLE | 6,519,720 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 668,774 | 15,806,512 | SH | SOLE | 15,806,512 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 423,704 | 8,518,366 | SH | SOLE | 8,518,366 | 0 | 0 | ||
| LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 198,977 | 2,619,839 | SH | SOLE | 2,619,839 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 864,471 | 11,766,312 | SH | SOLE | 11,766,312 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 1,038,170 | 12,503,547 | SH | SOLE | 12,503,547 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 1,021,735 | 11,525,497 | SH | SOLE | 11,525,497 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,098,678 | 26,347,204 | SH | SOLE | 26,347,204 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 58,380 | 1,400,000 | SH | Call | SOLE | 1,400,000 | 0 | 0 | |
| OCEANEERING INTL INC | COM | 675232102 | 297,667 | 3,809,894 | SH | SOLE | 3,809,894 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 832,050 | 691,646 | SH | SOLE | 691,646 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 514,851 | 13,652,898 | SH | SOLE | 13,652,898 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 890,085 | 8,700,738 | SH | SOLE | 8,700,738 | 0 | 0 | ||
| SEARS HLDGS CORP | COM | 812350106 | 100,076 | 2,504,400 | SH | Put | SOLE | 2,504,400 | 0 | 0 | |
| SOLARWINDS INC | COM | 83416B109 | 251,924 | 6,516,396 | SH | SOLE | 6,516,396 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 248,294 | 25,361,965 | SH | SOLE | 25,361,965 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 221,388 | 3,500,760 | SH | SOLE | 3,500,760 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 424,947 | 4,238,872 | SH | SOLE | 4,238,872 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 163,814 | 979,395 | SH | SOLE | 979,395 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 118,883 | 1,094,087 | SH | SOLE | 1,094,087 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 564,000 | 16,045,522 | SH | SOLE | 16,045,522 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 475,571 | 5,202,611 | SH | SOLE | 5,202,611 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 282,516 | 4,748,964 | SH | SOLE | 4,748,964 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 1,272,481 | 10,089,450 | SH | SOLE | 10,089,450 | 0 | 0 | ||
| WILLIAMS COS INC DEL | COM | 969457100 | 284,938 | 4,895,000 | SH | SOLE | 4,895,000 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 106,463 | 1,483,179 | SH | SOLE | 1,483,179 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 315,953 | 3,516,060 | SH | SOLE | 3,516,060 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 429,868 | 2,071,053 | SH | SOLE | 2,071,053 | 0 | 0 | ||