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 | 489,575 | 2,378,308 | SH | SOLE | 2,378,308 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 433,906 | 6,600,334 | SH | SOLE | 6,600,334 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 126,617 | 1,356,218 | SH | SOLE | 1,356,218 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 212,481 | 3,991,755 | SH | SOLE | 3,991,755 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,189,736 | 7,813,332 | SH | SOLE | 7,813,332 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 421,079 | 9,990,000 | SH | Put | SOLE | 9,990,000 | 0 | 0 | |
| B/E AEROSPACE INC | COM | 073302101 | 295,489 | 3,404,644 | SH | SOLE | 3,404,644 | 0 | 0 | ||
| COACH INC | COM | 189754104 | 77,948 | 1,569,635 | SH | SOLE | 1,569,635 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 1,453,351 | 28,722,348 | SH | SOLE | 28,722,348 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 668,058 | 9,054,737 | SH | SOLE | 9,054,737 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 58,432 | 1,158,913 | SH | SOLE | 1,158,913 | 0 | 0 | ||
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 251,698 | 3,655,739 | SH | SOLE | 3,655,739 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 573,697 | 10,340,612 | SH | SOLE | 10,340,612 | 0 | 0 | ||
| DSW INC | CL A | 23334L102 | 249,343 | 6,953,238 | SH | SOLE | 6,953,238 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 286,868 | 4,178,703 | SH | SOLE | 4,178,703 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 416,758 | 2,254,694 | SH | SOLE | 2,254,694 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 120,480 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 626,437 | 5,442,543 | SH | SOLE | 5,442,543 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 798,163 | 19,924,198 | SH | SOLE | 19,924,198 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 251,031 | 5,731,312 | SH | SOLE | 5,731,312 | 0 | 0 | ||
| INTERCONTINENTALEXCHANGE GRO | COM | 45866F104 | 11,988 | 60,600 | SH | Call | SOLE | 60,600 | 0 | 0 | |
| INTERCONTINENTALEXCHANGE GRO | COM | 45866F104 | 656,426 | 3,318,131 | SH | SOLE | 3,318,131 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 325,133 | 2,344,486 | SH | SOLE | 2,344,486 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 290,468 | 6,982,402 | SH | SOLE | 6,982,402 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 865,525 | 21,260,739 | SH | SOLE | 21,260,739 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 447,555 | 8,518,366 | SH | SOLE | 8,518,366 | 0 | 0 | ||
| LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 245,741 | 2,619,839 | SH | SOLE | 2,619,839 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 544,923 | 7,294,819 | SH | SOLE | 7,294,819 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 839,203 | 10,998,735 | SH | SOLE | 10,998,735 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 843,527 | 9,043,926 | SH | SOLE | 9,043,926 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,150,380 | 28,064,888 | SH | SOLE | 28,064,888 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 82,833 | 2,020,800 | SH | Call | SOLE | 2,020,800 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 656,195 | 5,767,733 | SH | SOLE | 5,767,733 | 0 | 0 | ||
| OCEANEERING INTL INC | COM | 675232102 | 273,779 | 3,809,894 | SH | SOLE | 3,809,894 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 345,734 | 290,072 | SH | SOLE | 290,072 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 135,797 | 1,722,000 | SH | Call | SOLE | 1,722,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 515,029 | 6,530,923 | SH | SOLE | 6,530,923 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 560,514 | 12,900,198 | SH | SOLE | 12,900,198 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 813,532 | 8,943,844 | SH | SOLE | 8,943,844 | 0 | 0 | ||
| SEARS HLDGS CORP | COM | 812350106 | 100,013 | 2,584,400 | SH | Put | SOLE | 2,584,400 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 63,910 | 2,114,123 | SH | SOLE | 2,114,123 | 0 | 0 | ||
| SOLARWINDS INC | COM | 83416B109 | 277,794 | 6,516,396 | SH | SOLE | 6,516,396 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 302,857 | 4,426,433 | SH | SOLE | 4,426,433 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 228,043 | 2,647,047 | SH | SOLE | 2,647,047 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 191,482 | 1,033,918 | SH | SOLE | 1,033,918 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 639,615 | 20,006,725 | SH | SOLE | 20,006,725 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 506,942 | 5,202,611 | SH | SOLE | 5,202,611 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 1,162,306 | 8,816,702 | SH | SOLE | 8,816,702 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 273,015 | 2,986,060 | SH | SOLE | 2,986,060 | 0 | 0 | ||
| WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 357,269 | 4,878,718 | SH | SOLE | 4,878,718 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 263,221 | 1,184,878 | SH | SOLE | 1,184,878 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 29,826 | 987,950 | SH | SOLE | 987,950 | 0 | 0 | ||