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
ACTIVISION BLIZZARD INC COM 00507V109 765,928 17,289,564 SH   SOLE   17,289,564 0 0
ADOBE SYS INC COM 00724F101 501,235 4,617,977 SH   SOLE   4,617,977 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 544,973 5,151,461 SH   SOLE   5,151,461 0 0
ALIGN TECHNOLOGY INC COM 016255101 228,461 2,436,920 SH   SOLE   2,436,920 0 0
ALPHABET INC CAP STK CL C 02079K107 655,604 843,449 SH   SOLE   843,449 0 0
AMAZON COM INC COM 023135106 1,082,414 1,292,728 SH   SOLE   1,292,728 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06740Q252 3,407 100,000 SH Put SOLE   100,000 0 0
BROADCOM LTD SHS Y09827109 449,689 2,606,593 SH   SOLE   2,606,593 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,417,371 5,250,106 SH   SOLE   5,250,106 0 0
CHENIERE ENERGY INC COM NEW 16411R208 468,326 10,741,417 SH   SOLE   10,741,417 0 0
COMMSCOPE HLDG CO INC COM 20337X109 114,203 3,792,871 SH   SOLE   3,792,871 0 0
CONSTELLATION BRANDS INC CL A 21036P108 926,799 5,566,692 SH   SOLE   5,566,692 0 0
DOLLAR TREE INC COM 256746108 1,214,950 15,392,747 SH   SOLE   15,392,747 0 0
EBAY INC COM 278642103 1,091,114 33,164,569 SH   SOLE   33,164,569 0 0
ELECTRONIC ARTS INC COM 285512109 736,064 8,619,020 SH   SOLE   8,619,020 0 0
EQUINIX INC COM PAR $0.001 29444U700 648,298 1,799,578 SH   SOLE   1,799,578 0 0
EXPEDIA INC DEL COM NEW 30212P303 833,770 7,143,331 SH   SOLE   7,143,331 0 0
FACEBOOK INC CL A 30303M102 801,231 6,246,441 SH   SOLE   6,246,441 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 847,382 4,877,583 SH   SOLE   4,877,583 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 464,419 18,077,811 SH   SOLE   18,077,811 0 0
HCA HOLDINGS INC COM 40412C101 126,268 1,669,543 SH   SOLE   1,669,543 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 290,063 4,034,823 SH   SOLE   4,034,823 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 449,378 19,597,829 SH   SOLE   19,597,829 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 325,179 1,207,229 SH   SOLE   1,207,229 0 0
KINDER MORGAN INC DEL COM 49456B101 285,303 12,334,772 SH   SOLE   12,334,772 0 0
LULULEMON ATHLETICA INC COM 550021109 340,637 5,586,042 SH   SOLE   5,586,042 0 0
MICROSOFT CORP COM 594918104 836,006 14,513,996 SH   SOLE   14,513,996 0 0
MOHAWK INDS INC COM 608190104 235,766 1,176,827 SH   SOLE   1,176,827 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 609,187 4,149,493 SH   SOLE   4,149,493 0 0
NIKE INC CL B 654106103 918,889 17,452,774 SH   SOLE   17,452,774 0 0
PRICELINE GRP INC COM NEW 741503403 845,640 574,683 SH   SOLE   574,683 0 0
PROSHARES TR II ULTRA VIX SHORT 74347W254 1,665 100,000 SH Put SOLE   100,000 0 0
SEARS HLDGS CORP COM 812350106 40,110 3,500,000 SH Put SOLE   3,500,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 328,530 1,694,675 SH   SOLE   1,694,675 0 0
TRANSDIGM GROUP INC COM 893641100 650,744 2,250,775 SH   SOLE   2,250,775 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 702,200 2,950,670 SH   SOLE   2,950,670 0 0
VISA INC COM CL A 92826C839 193,326 2,337,675 SH   SOLE   2,337,675 0 0
VULCAN MATLS CO COM 929160109 568,663 5,000,113 SH   SOLE   5,000,113 0 0
WILLIAMS COS INC DEL COM 969457100 284,168 9,247,247 SH   SOLE   9,247,247 0 0
YUM BRANDS INC COM 988498101 568,998 6,265,804 SH   SOLE   6,265,804 0 0