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
Estimated average burden
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
AIRGAS INC COM 09363102 86,152 902,488 SH   SOLE   902,488 0 0
AMERICAN EXPRESS CO COM 025816109 278,096 3,719,848 SH   SOLE   3,719,848 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 81,678 1,032,466 SH   SOLE   1,032,466 0 0
B/E AEROSPACE INC COM 073302101 271,939 4,311,013 SH   SOLE   4,311,013 0 0
CANADIAN PAC RY LTD COM 13645T100 19,558 161,132 SH   SOLE   161,132 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 455,133 3,674,874 SH   SOLE   3,674,874 0 0
CME GROUP INC COM 12572Q105 296,135 3,899,076 SH   SOLE   3,899,076 0 0
CME GROUP INC COM 12572Q105 151,900 2,000,000 SH Call SOLE   2,000,000 0 0
COACH INC COM 189754104 334,453 5,858,347 SH   SOLE   5,858,347 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 829,286 13,238,915 SH   SOLE   13,238,915 0 0
CROWN CASTLE INTL CORP COM 228227104 365,725 5,052,143 SH   SOLE   5,052,143 0 0
DOLLAR GEN CORP NEW COM 256677105 688,630 13,655,169 SH   SOLE   13,655,169 0 0
DOLLAR TREE INC COM 256746108 409,424 8,053,196 SH   SOLE   8,053,196 0 0
DSW INC CL A 23334L102 64,853 882,710 SH   SOLE   882,710 0 0
EBAY INC COM 278642103 802,468 15,515,623 SH   SOLE   15,515,623 0 0
EQUINIX INC COM NEW 29444U502 385,532 2,087,116 SH   SOLE   2,087,116 0 0
FACEBOOK INC CL A 30303M102 245,432 9,864,619 SH   SOLE   9,864,619 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 434,983 5,350,347 SH   SOLE   5,350,347 0 0
GOOGLE INC CL A 38259P508 829,052 941,709 SH   SOLE   941,709 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 124,884 4,439,693 SH   SOLE   4,439,693 0 0
BLOCK H & R INC COM 093671105 211,900 7,636,044 SH   SOLE   7,636,044 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 429,844 17,332,422 SH   SOLE   17,332,422 0 0
HUNT J B TRANS SVCS INC COM 445658107 204,556 2,831,614 SH   SOLE   2,831,614 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 587,654 1,161,068 SH   SOLE   1,161,068 0 0
ISOFTSTONE HLDGS LTD SPONSORED ADS 46489B108 4,494 870,916 SH   SOLE   870,916 0 0
KINDER MORGAN INC DEL COM 49456B101 468,968 12,292,738 SH   SOLE   12,292,738 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 335,144 65,457,804 SH   SOLE   65,457,804 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 147,695 2,009,726 SH   SOLE   2,009,726 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 101,881 1,500,678 SH   SOLE   1,500,678 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 236,144 1,862,924 SH   SOLE   1,862,924 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 586,915 7,407,735 SH   SOLE   7,407,735 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 553,546 8,925,275 SH   SOLE   8,925,275 0 0
MONSANTO CO NEW COM 61166W101 613,278 6,207,263 SH   SOLE   6,207,263 0 0
NEWS CORP CL A 65248E104 448,228 13,757,775 SH   SOLE   13,757,775 0 0
OCEANEERING INTL INC COM 675232102 250,380 3,467,861 SH   SOLE   3,467,861 0 0
OCWEN FINL CORP COM NEW 675746309 224,577 5,448,250 SH   SOLE   5,448,250 0 0
RALPH LAUREN CORP CL A 751212101 457,012 2,630,438 SH   SOLE   2,630,438 0 0
PRICELINE COM INC COM NEW 741503403 1,420,555 1,718,406 SH   SOLE   1,718,406 0 0
QUALCOMM INC COM 747525103 35,127 575,000 SH Call SOLE   575,000 0 0
QUAD / GRAPHICS INC COM CL A 747301109 1,369 56,800 SH Put SOLE   56,800 0 0
QUALCOMM INC COM 747525103 569,133 9,316,298 SH   SOLE   9,316,298 0 0
REALOGY HLDGS CORP COM 75605Y106 379,555 7,900,805 SH   SOLE   7,900,805 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 233,146 7,496,661 SH   SOLE   7,496,661 0 0
SEMGROUP CORP CL A 81663A105 210,394 3,906,318 SH   SOLE   3,906,318 0 0
SEARS HLDGS CORP COM 812350106 95,669 2,273,500 SH Put SOLE   2,273,500 0 0
GAP INC DEL COM 364760108 799,400 19,156,482 SH   SOLE   19,156,482 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 234,127 2,766,476 SH   SOLE   2,766,476 0 0
TRANSDIGM GROUP INC COM 893641100 400,737 2,556,210 SH   SOLE   2,556,210 0 0
TRIPADVISOR INC COM 896945201 121,244 1,991,854 SH   SOLE   1,991,854 0 0
TESLA MTRS INC COM 88160R101 344,411 3,208,000 SH Put SOLE   3,208,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 512,565 5,119,504 SH   SOLE   5,119,504 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 689,717 8,012,507 SH   SOLE   8,012,507 0 0
VERISIGN INC COM 92343E102 334,899 7,498,853 SH   SOLE   7,498,853 0 0
VISA INC COM CL A 92826C839 241,249 1,320,105 SH   SOLE   1,320,105 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06740C188 76,420 3,690,000 SH Put SOLE   3,690,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 241,090 2,868,750 SH   SOLE   2,868,750 0 0
WABCO HLDGS INC COM 92927K102 78,138 1,046,166 SH   SOLE   1,046,166 0 0
WORKDAY INC CL A 98138H101 225,743 3,522,285 SH   SOLE   3,522,285 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 271,617 4,746,067 SH   SOLE   4,746,067 0 0