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
ANTHEM INC COM 036752103 123,513 985,663 SH   SOLE   985,663 0 0
ARRIS INTL INC SHS G0551A103 214,252 7,562,742 SH   SOLE   7,562,742 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 102,972 1,849,685 SH   SOLE   1,849,685 0 0
AUTODESK INC COM 052769106 958,954 13,258,046 SH   SOLE   13,258,046 0 0
AUTONATION INC COM 05329W102 164,098 3,368,873 SH   SOLE   3,368,873 0 0
BAIDU INC SPON ADR REP A 056752108 183,976 1,010,470 SH   SOLE   1,010,470 0 0
BERRY PLASTICS GROUP INC COM 08579W103 45,993 1,048,871 SH   SOLE   1,048,871 0 0
CALATLANTIC GROUP INC COM 128195104 190,493 5,696,560 SH   SOLE   5,696,560 0 0
CBRE GROUP INC CL A 12504L109 126,506 4,521,288 SH   SOLE   4,521,288 0 0
CF INDS HLDGS INC COM 125269100 134,199 5,511,243 SH   SOLE   5,511,243 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 107,643 2,697,832 SH   SOLE   2,697,832 0 0
COMMSCOPE HLDG CO INC COM 20337X109 14,362 477,000 SH   SOLE   477,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 62,276 374,054 SH   SOLE   374,054 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 85,598 1,838,055 SH   SOLE   1,838,055 0 0
DUNKIN BRANDS GROUP INC COM 265504100 207,704 3,988,179 SH   SOLE   3,988,179 0 0
EXPEDIA INC DEL COM NEW 30212P303 93,354 799,813 SH   SOLE   799,813 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 77,100 6,177,907 SH   SOLE   6,177,907 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 118,855 5,138,562 SH   SOLE   5,138,562 0 0
FORTINET INC COM 34959E109 78,071 2,114,028 SH   SOLE   2,114,028 0 0
GENPACT LIMITED SHS G3922B107 119,833 5,003,484 SH   SOLE   5,003,484 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 115,682 1,810,933 SH   SOLE   1,810,933 0 0
HUMANA INC COM 444859102 271,671 1,535,817 SH   SOLE   1,535,817 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 212,911 790,434 SH   SOLE   790,434 0 0
INTERXION HOLDING N.V SHS N47279109 164,076 4,529,994 SH   SOLE   4,529,994 0 0
J ALEXANDERS HLDGS INC COM 46609J106 12,971 1,280,502 SH   SOLE   1,280,502 0 0
KAR AUCTION SVCS INC COM 48238T109 130,547 3,024,725 SH   SOLE   3,024,725 0 0
LA QUINTA HLDGS INC COM 50420D108 101,732 9,099,440 SH   SOLE   9,099,440 0 0
LENNAR CORP CL A 526057104 152,411 3,599,696 SH   SOLE   3,599,696 0 0
MENTOR GRAPHICS CORP COM 587200106 6,211 234,900 SH   SOLE   234,900 0 0
MICROSTRATEGY INC CL A NEW 594972408 121,689 726,762 SH   SOLE   726,762 0 0
MORGAN STANLEY COM NEW 617446448 96,913 3,022,869 SH   SOLE   3,022,869 0 0
PANDORA MEDIA INC COM 698354107 166,254 11,601,830 SH   SOLE   11,601,830 0 0
PTC INC COM 69370C100 107,759 2,431,933 SH   SOLE   2,431,933 0 0
S&P GLOBAL INC COM 78409V104 161,877 1,279,050 SH   SOLE   1,279,050 0 0
TAILORED BRANDS INC COM 87403A107 96,454 6,143,578 SH   SOLE   6,143,578 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 118,959 2,638,845 SH   SOLE   2,638,845 0 0
US FOODS HLDG CORP COM 912008109 128,670 5,449,797 SH   SOLE   5,449,797 0 0
VIASAT INC COM 92552V100 14,112 189,044 SH   SOLE   189,044 0 0
WAYFAIR INC CL A 94419L101 21,205 538,614 SH   SOLE   538,614 0 0
WENDYS CO COM 95058W100 140,028 12,965,558 SH   SOLE   12,965,558 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 73,122 3,432,950 SH   SOLE   3,432,950 0 0
YAHOO INC COM 984332106 195,534 4,536,746 SH   SOLE   4,536,746 0 0
ZYNGA INC CL A 98986T108 167,227 57,466,248 SH   SOLE   57,466,248 0 0