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
ADVANCE AUTO PARTS INC COM 00751Y106 37,444 235,080 SH   SOLE   235,080 0 0
AIR PRODS & CHEMS INC COM 009158106 35,971 249,400 SH   SOLE   249,400 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 37,640 678,690 SH   SOLE   678,690 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 50,938 949,800 SH   SOLE   949,800 0 0
BAIDU INC SPON ADR REP A 056752108 42,995 188,600 SH   SOLE   188,600 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 40,039 2,110,666 SH   SOLE   2,110,666 0 0
CANADIAN PAC RY LTD COM 13645T100 30,043 156,004 SH   SOLE   156,004 0 0
CDK GLOBAL INC COM 12508E101 32,660 801,283 SH   SOLE   801,283 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 59,942 359,750 SH   SOLE   359,750 0 0
CHENIERE ENERGY INC COM NEW 16411R208 10,708 152,100 SH   SOLE   152,100 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 34,892 593,200 SH   SOLE   593,200 0 0
COMCAST CORP NEW CL A 20030N101 36,508 629,332 SH   SOLE   629,332 0 0
GLOBAL PMTS INC COM 37940X102 41,015 508,055 SH   SOLE   508,055 0 0
GOOGLE INC CL A 38259P508 6,357 11,979 SH   SOLE   11,979 0 0
GOOGLE INC CL C 38259P706 49,398 93,841 SH   SOLE   93,841 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 55,175 1,099,000 SH   SOLE   1,099,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,348 90,000 SH   SOLE   90,000 0 0
LITHIA MTRS INC CL A 536797103 53,401 616,000 SH   SOLE   616,000 0 0
LPL FINL HLDGS INC COM 50212V100 57,922 1,300,161 SH   SOLE   1,300,161 0 0
MCGRAW HILL FINL INC COM 580645109 42,559 478,300 SH   SOLE   478,300 0 0
MICRON TECHNOLOGY INC COM 595112103 40,153 1,146,915 SH   SOLE   1,146,915 0 0
MOHAWK INDS INC COM 608190104 57,514 370,200 SH   SOLE   370,200 0 0
MONSANTO CO NEW COM 61166W101 50,773 424,984 SH   SOLE   424,984 0 0
SABRE CORP COM 78573M104 21,993 1,084,996 SH   SOLE   1,084,996 0 0
SBA COMMUNICATIONS CORP COM 78388J106 48,723 439,900 SH   SOLE   439,900 0 0
SEALED AIR CORP NEW COM 81211K100 54,098 1,275,000 SH   SOLE   1,275,000 0 0
SEMGROUP CORP CL A 81663A105 30,306 443,139 SH   SOLE   443,139 0 0
TESORO CORP COM 881609101 43,941 591,000 SH   SOLE   591,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 38,434 1,041,845 SH   SOLE   1,041,845 0 0