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 EXPRESS CO | COM | 025816109 | 398,566 | 4,392,879 | SH | SOLE | 4,392,879 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 151,519 | 1,670,000 | SH | Call | SOLE | 1,670,000 | 0 | 0 | |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 112,615 | 1,201,866 | SH | SOLE | 1,201,866 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 959,411 | 5,393,588 | SH | SOLE | 5,393,588 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 425,075 | 9,990,000 | SH | Put | SOLE | 9,990,000 | 0 | 0 | |
| B/E AEROSPACE INC | COM | 073302101 | 384,515 | 4,418,185 | SH | SOLE | 4,418,185 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 105,924 | 774,527 | SH | SOLE | 774,527 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 283,629 | 3,614,948 | SH | SOLE | 3,614,948 | 0 | 0 | ||
| CME GROUP INC | COM | 12572Q105 | 156,920 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| COACH INC | COM | 189754104 | 363,792 | 6,481,247 | SH | SOLE | 6,481,247 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 1,084,792 | 10,742,645 | SH | SOLE | 10,742,645 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 761,268 | 10,367,263 | SH | SOLE | 10,367,263 | 0 | 0 | ||
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 536,793 | 8,470,777 | SH | SOLE | 8,470,777 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 1,140,327 | 18,904,632 | SH | SOLE | 18,904,632 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 458,593 | 8,128,196 | SH | SOLE | 8,128,196 | 0 | 0 | ||
| DSW INC | CL A | 23334L102 | 293,194 | 6,861,538 | SH | SOLE | 6,861,538 | 0 | 0 | ||
| ENDO HEALTH SOLUTIONS INC | COM | 29264F205 | 292,776 | 4,340,000 | SH | SOLE | 4,340,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 163,971 | 3,000,441 | SH | SOLE | 3,000,441 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 510,580 | 4,357,596 | SH | SOLE | 4,357,596 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 803,882 | 20,570,171 | SH | SOLE | 20,570,171 | 0 | 0 | ||
| INTERCONTINENTALEXCHANGE GRO | COM | 45866F104 | 13,630 | 60,600 | SH | Call | SOLE | 60,600 | 0 | 0 | |
| INTERCONTINENTALEXCHANGE GRO | COM | 45866F104 | 494,694 | 2,199,424 | SH | SOLE | 2,199,424 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 283,849 | 69,913,434 | SH | SOLE | 69,913,434 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 396,899 | 4,459,542 | SH | SOLE | 4,459,542 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 437,180 | 5,184,770 | SH | SOLE | 5,184,770 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 222,625 | 1,521,783 | SH | SOLE | 1,521,783 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 104,778 | 2,114,588 | SH | SOLE | 2,114,588 | 0 | 0 | ||
| LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 50,916 | 494,858 | SH | SOLE | 494,858 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 794,185 | 950,596 | SH | SOLE | 950,596 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 424,104 | 5,423,331 | SH | SOLE | 5,423,331 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 298,244 | 3,560,693 | SH | SOLE | 3,560,693 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 496,187 | 6,111,431 | SH | SOLE | 6,111,431 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 953,016 | 25,474,910 | SH | SOLE | 25,474,910 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 61,727 | 1,650,000 | SH | Call | SOLE | 1,650,000 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 679,534 | 5,830,407 | SH | SOLE | 5,830,407 | 0 | 0 | ||
| OCEANEERING INTL INC | COM | 675232102 | 246,539 | 3,125,494 | SH | SOLE | 3,125,494 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 1,028,440 | 884,756 | SH | SOLE | 884,756 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 127,859 | 1,722,000 | SH | Call | SOLE | 1,722,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 808,330 | 10,886,598 | SH | SOLE | 10,886,598 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 614,922 | 12,430,198 | SH | SOLE | 12,430,198 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 490,216 | 5,456,548 | SH | SOLE | 5,456,548 | 0 | 0 | ||
| SEARS HLDGS CORP | COM | 812350106 | 111,492 | 2,273,500 | SH | Put | SOLE | 2,273,500 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 87,986 | 3,058,260 | SH | SOLE | 3,058,260 | 0 | 0 | ||
| SEMGROUP CORP | CL A | 81663A105 | 254,809 | 3,906,318 | SH | SOLE | 3,906,318 | 0 | 0 | ||
| SOLARWINDS INC | COM | 83416B109 | 253,400 | 6,698,396 | SH | SOLE | 6,698,396 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 3,708 | 45,000 | SH | Call | SOLE | 45,000 | 0 | 0 | |
| TOWERS WATSON & CO | CL A | 891894107 | 140,132 | 1,098,124 | SH | SOLE | 1,098,124 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 445,805 | 2,768,629 | SH | SOLE | 2,768,629 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 717,687 | 20,406,235 | SH | SOLE | 20,406,235 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 464,177 | 4,809,126 | SH | SOLE | 4,809,126 | 0 | 0 | ||
| UNITED STATES NATL GAS FUND | UNIT PAR $0.001 | 912318201 | 341,385 | 16,500,000 | SH | Put | SOLE | 16,500,000 | 0 | 0 | |
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 910,611 | 7,756,485 | SH | SOLE | 7,756,485 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 379,296 | 6,344,858 | SH | SOLE | 6,344,858 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 256,554 | 3,085,065 | SH | SOLE | 3,085,065 | 0 | 0 | ||
| WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 462,949 | 6,282,391 | SH | SOLE | 6,282,391 | 0 | 0 | ||