The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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hours per response: 23.8
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
AMAZON COM INC COM 023135106 241,901 773,737 SH   SOLE   773,737 0 0
AMERICAN EXPRESS CO COM 025816109 471,586 6,244,519 SH   SOLE   6,244,519 0 0
AMERICAN EXPRESS CO COM 025816109 126,118 1,670,000 SH Call SOLE   1,670,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 101,966 1,032,466 SH   SOLE   1,032,466 0 0
B/E AEROSPACE INC COM 073302101 350,024 4,741,593 SH   SOLE   4,741,593 0 0
BAIDU INC SPON ADR REP A 056752108 820,788 5,289,262 SH   SOLE   5,289,262 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06740C188 216,957 3,690,000 SH Put SOLE   3,690,000 0 0
BLACKBERRY LTD COM 09228F103 199 25,000 SH Put SOLE   25,000 0 0
BLOCK H & R INC COM 093671105 61,420 2,303,844 SH   SOLE   2,303,844 0 0
CANADIAN PAC RY LTD COM 13645T100 19,868 161,132 SH   SOLE   161,132 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 262,978 1,951,452 SH   SOLE   1,951,452 0 0
CME GROUP INC COM 12572Q105 415,449 5,623,300 SH   SOLE   5,623,300 0 0
CME GROUP INC COM 12572Q105 147,760 2,000,000 SH Call SOLE   2,000,000 0 0
COACH INC COM 189754104 353,422 6,481,247 SH   SOLE   6,481,247 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 981,888 11,956,751 SH   SOLE   11,956,751 0 0
CROWN CASTLE INTL CORP COM 228227104 463,043 6,340,454 SH   SOLE   6,340,454 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 358,585 6,302,027 SH   SOLE   6,302,027 0 0
DOLLAR GEN CORP NEW COM 256677105 998,473 17,684,604 SH   SOLE   17,684,604 0 0
DOLLAR TREE INC COM 256746108 437,171 7,648,196 SH   SOLE   7,648,196 0 0
DSW INC CL A 23334L102 254,144 2,978,721 SH   SOLE   2,978,721 0 0
EBAY INC COM 278642103 609,437 10,922,795 SH   SOLE   10,922,795 0 0
EQUINIX INC COM NEW 29444U502 397,991 2,167,116 SH   SOLE   2,167,116 0 0
FACEBOOK INC CL A 30303M102 383,556 7,635,995 SH   SOLE   7,635,995 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 502,605 4,562,496 SH   SOLE   4,562,496 0 0
GAP INC DEL COM 364760108 898,454 22,305,225 SH   SOLE   22,305,225 0 0
GOOGLE INC CL A 38259P508 357,182 407,784 SH   SOLE   407,784 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 134,379 4,453,500 SH   SOLE   4,453,500 0 0
KINDER MORGAN INC DEL COM 49456B101 388,193 10,913,487 SH   SOLE   10,913,487 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 359,229 72,279,395 SH   SOLE   72,279,395 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 254,230 3,203,911 SH   SOLE   3,203,911 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 299,000 3,963,935 SH   SOLE   3,963,935 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 237,153 1,611,640 SH   SOLE   1,611,640 0 0
LOWES COS INC COM 548661107 100,676 2,114,588 SH   SOLE   2,114,588 0 0
MASTERCARD INC CL A 57636Q104 471,352 700,604 SH   SOLE   700,604 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 492,333 6,629,859 SH   SOLE   6,629,859 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 714,142 9,583,229 SH   SOLE   9,583,229 0 0
MONSANTO CO NEW COM 61166W101 976,366 9,354,853 SH   SOLE   9,354,853 0 0
OCEANEERING INTL INC COM 675232102 249,366 3,069,498 SH   SOLE   3,069,498 0 0
OCWEN FINL CORP COM NEW 675746309 294,313 5,277,270 SH   SOLE   5,277,270 0 0
PANDORA MEDIA INC COM 698354107 253,441 10,085,216 SH   SOLE   10,085,216 0 0
PRICELINE COM INC COM NEW 741503403 980,185 969,568 SH   SOLE   969,568 0 0
QUALCOMM INC COM 747525103 154,634 2,297,000 SH Call SOLE   2,297,000 0 0
QUALCOMM INC COM 747525103 897,314 13,329,083 SH   SOLE   13,329,083 0 0
REALOGY HLDGS CORP COM 75605Y106 516,386 12,003,398 SH   SOLE   12,003,398 0 0
SEARS HLDGS CORP COM 812350106 135,251 2,273,500 SH Put SOLE   2,273,500 0 0
SEAWORLD ENTMT INC COM 81282V100 51,443 1,736,193 SH   SOLE   1,736,193 0 0
SEMGROUP CORP CL A 81663A105 222,738 3,906,318 SH   SOLE   3,906,318 0 0
SOLARWINDS INC COM 83416B109 199,894 5,701,473 SH   SOLE   5,701,473 0 0
TRANSDIGM GROUP INC COM 893641100 354,546 2,556,210 SH   SOLE   2,556,210 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 626,656 18,700,570 SH   SOLE   18,700,570 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 565,993 4,737,930 SH   SOLE   4,737,930 0 0
UNITED STATES NATL GAS FUND UNIT PAR $0.001 912318201 301,620 16,500,000 SH Put SOLE   16,500,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 811,865 7,781,707 SH   SOLE   7,781,707 0 0
VERISIGN INC COM 92343E102 248,782 4,888,630 SH   SOLE   4,888,630 0 0
VISA INC COM CL A 92826C839 237,636 1,243,515 SH   SOLE   1,243,515 0 0
WORKDAY INC CL A 98138H101 285,059 3,522,285 SH   SOLE   3,522,285 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 347,906 5,706,191 SH   SOLE   5,706,191 0 0