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 |
| BAIDU INC | SPON ADR REP A | 056752108 | 58,072 | 291,700 | SH | SOLE | 291,700 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 20,355 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 39,763 | 248,304 | SH | SOLE | 248,304 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 34,798 | 203,200 | SH | SOLE | 203,200 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 45,421 | 655,800 | SH | SOLE | 655,800 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 44,732 | 566,300 | SH | SOLE | 566,300 | 0 | 0 | ||
| DYNEGY INC NEW DEL | COM | 26817R108 | 41,895 | 1,432,300 | SH | SOLE | 1,432,300 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 34,330 | 331,855 | SH | SOLE | 331,855 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 48,035 | 92,284 | SH | SOLE | 92,284 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 52,442 | 1,402,200 | SH | SOLE | 1,402,200 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 45,906 | 906,700 | SH | SOLE | 906,700 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 40,008 | 353,550 | SH | SOLE | 353,550 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 44,227 | 465,200 | SH | SOLE | 465,200 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 47,011 | 468,000 | SH | SOLE | 468,000 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 52,988 | 277,567 | SH | SOLE | 277,567 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 50,138 | 470,384 | SH | SOLE | 470,384 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 51,891 | 1,265,016 | SH | SOLE | 1,265,016 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 48,517 | 422,000 | SH | SOLE | 422,000 | 0 | 0 | ||
| SEMGROUP CORP | CL A | 81663A105 | 45,900 | 577,500 | SH | SOLE | 577,500 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 65,900 | 1,054,400 | SH | SOLE | 1,054,400 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 39,643 | 222,500 | SH | SOLE | 222,500 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 39,468 | 744,547 | SH | SOLE | 744,547 | 0 | 0 | ||
| WEBSTER FINL CORP CONN | COM | 947890109 | 32,411 | 819,496 | SH | SOLE | 819,496 | 0 | 0 | ||