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 139,760 972,109 SH   SOLE   972,109 0 0
ARRIS INTL INC SHS G0551A103 230,219 7,640,856 SH   SOLE   7,640,856 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 114,251 1,851,726 SH   SOLE   1,851,726 0 0
AUTODESK INC COM 052769106 858,284 11,596,872 SH   SOLE   11,596,872 0 0
AUTONATION INC COM 05329W102 166,592 3,424,303 SH   SOLE   3,424,303 0 0
BAIDU INC SPON ADR REP A 056752108 154,156 937,631 SH   SOLE   937,631 0 0
BAIDU INC SPON ADR REP A 056752108 12,824 78,000 SH Call SOLE   78,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 49,852 1,023,030 SH   SOLE   1,023,030 0 0
CALATLANTIC GROUP INC COM 128195104 46,475 1,366,497 SH   SOLE   1,366,497 0 0
CBRE GROUP INC CL A 12504L109 183,187 5,817,307 SH   SOLE   5,817,307 0 0
CF INDS HLDGS INC COM 125269100 166,074 5,275,546 SH   SOLE   5,275,546 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 76,565 2,438,369 SH   SOLE   2,438,369 0 0
CONSTELLATION BRANDS INC CL A 21036P108 92,199 601,388 SH   SOLE   601,388 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 99,469 2,350,952 SH   SOLE   2,350,952 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 71,597 1,789,934 SH   SOLE   1,789,934 0 0
DUNKIN BRANDS GROUP INC COM 265504100 238,055 4,539,567 SH   SOLE   4,539,567 0 0
EXPEDIA INC DEL COM NEW 30212P303 113,519 1,002,112 SH   SOLE   1,002,112 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 134,006 3,945,984 SH   SOLE   3,945,984 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 83,828 6,118,805 SH   SOLE   6,118,805 0 0
FORTINET INC COM 34959E109 94,207 3,127,727 SH   SOLE   3,127,727 0 0
GENPACT LIMITED SHS G3922B107 126,068 5,179,454 SH   SOLE   5,179,454 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 140,641 1,804,480 SH   SOLE   1,804,480 0 0
HUMANA INC COM 444859102 221,093 1,083,630 SH   SOLE   1,083,630 0 0
IMPERVA INC COM 45321L100 57,000 1,484,374 SH   SOLE   1,484,374 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 228,140 4,043,597 SH   SOLE   4,043,597 0 0
INTERXION HOLDING N.V SHS N47279109 156,813 4,471,424 SH   SOLE   4,471,424 0 0
J ALEXANDERS HLDGS INC COM 46609J106 13,410 1,247,441 SH   SOLE   1,247,441 0 0
KAR AUCTION SVCS INC COM 48238T109 125,517 2,945,022 SH   SOLE   2,945,022 0 0
LA QUINTA HLDGS INC COM 50420D108 145,354 10,229,011 SH   SOLE   10,229,011 0 0
LENNAR CORP CL A 526057104 390,091 9,086,685 SH   SOLE   9,086,685 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 98,052 3,205,359 SH   SOLE   3,205,359 0 0
MICROSTRATEGY INC CL A NEW 594972408 139,699 707,693 SH   SOLE   707,693 0 0
MONSANTO CO NEW COM 61166W101 24,218 230,190 SH   SOLE   230,190 0 0
MORGAN STANLEY COM NEW 617446448 122,757 2,905,494 SH   SOLE   2,905,494 0 0
PANDORA MEDIA INC COM 698354107 160,957 12,343,308 SH   SOLE   12,343,308 0 0
PTC INC COM 69370C100 88,154 1,905,213 SH   SOLE   1,905,213 0 0
REXNORD CORP NEW COM 76169B102 15,837 808,426 SH   SOLE   808,426 0 0
S&P GLOBAL INC COM 78409V104 62,101 577,466 SH   SOLE   577,466 0 0
TAILORED BRANDS INC COM 87403A107 156,968 6,143,578 SH   SOLE   6,143,578 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 92,179 1,870,142 SH   SOLE   1,870,142 0 0
TRIPADVISOR INC COM 896945201 69,323 1,495,000 SH   SOLE   1,495,000 0 0
US FOODS HLDG CORP COM 912008109 130,718 4,756,836 SH   SOLE   4,756,836 0 0
VIASAT INC COM 92552V100 82,265 1,242,305 SH   SOLE   1,242,305 0 0
WENDYS CO COM 95058W100 123,923 9,165,885 SH   SOLE   9,165,885 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 63,773 3,465,939 SH   SOLE   3,465,939 0 0
YAHOO INC COM 984332106 79,511 2,056,144 SH   SOLE   2,056,144 0 0
ZYNGA INC CL A 98986T108 147,392 57,351,121 SH   SOLE   57,351,121 0 0