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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 60,066 | 460,980 | SH | SOLE | 460,980 | 0 | 0 | ||
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 39,860 | 836,690 | SH | SOLE | 836,690 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 39,080 | 606,651 | SH | SOLE | 606,651 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 57,722 | 264,500 | SH | SOLE | 264,500 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 32,349 | 1,879,666 | SH | SOLE | 1,879,666 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 34,974 | 168,504 | SH | SOLE | 168,504 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 45,193 | 840,332 | SH | SOLE | 840,332 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 31,378 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 28,991 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 22,146 | 275,000 | SH | Call | SOLE | 275,000 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 36,238 | 593,000 | SH | SOLE | 593,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 42,631 | 610,055 | SH | SOLE | 610,055 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 9,402 | 15,979 | SH | SOLE | 15,979 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 35,907 | 62,191 | SH | SOLE | 62,191 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 14,505 | 558,100 | SH | SOLE | 558,100 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 36,433 | 791,161 | SH | SOLE | 791,161 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 70,203 | 831,300 | SH | SOLE | 831,300 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 37,673 | 1,099,615 | SH | SOLE | 1,099,615 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 59,995 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 52,878 | 469,984 | SH | SOLE | 469,984 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 32,037 | 71,008 | SH | SOLE | 71,008 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 26,079 | 1,455,684 | SH | SOLE | 1,455,684 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 53,787 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| SEMGROUP CORP | CL A | 81663A105 | 63,114 | 757,939 | SH | SOLE | 757,939 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 26,355 | 1,395,900 | SH | SOLE | 1,395,900 | 0 | 0 | ||
| TERRAFORM PWR INC | CL A COM | 88104R100 | 12,425 | 430,518 | SH | SOLE | 430,518 | 0 | 0 | ||
| TESORO CORP | COM | 881609101 | 19,819 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| THE ADT CORPORATION | COM | 00101J106 | 10,638 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 15,181 | 105,800 | SH | SOLE | 105,800 | 0 | 0 | ||
| TRANSCANADA CORP | COM | 89353D107 | 43,646 | 847,000 | SH | SOLE | 847,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 41,532 | 1,246,845 | SH | SOLE | 1,246,845 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 39,093 | 835,494 | SH | SOLE | 835,494 | 0 | 0 | ||