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 745,619 20,648,534 SH   SOLE   20,648,534 0 0
ADOBE SYS INC COM 00724F101 517,591 5,027,599 SH   SOLE   5,027,599 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 669,034 7,619,109 SH   SOLE   7,619,109 0 0
ALIGN TECHNOLOGY INC COM 016255101 238,069 2,476,534 SH   SOLE   2,476,534 0 0
ALPHABET INC CAP STK CL C 02079K107 484,628 627,903 SH   SOLE   627,903 0 0
AMAZON COM INC COM 023135106 969,378 1,292,728 SH   SOLE   1,292,728 0 0
BANK AMER CORP COM 060505104 478,937 21,671,362 SH   SOLE   21,671,362 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06740Q252 12,755 500,000 SH   SOLE   500,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06740Q252 2,551 100,000 SH Put SOLE   100,000 0 0
BROADCOM LTD SHS Y09827109 629,914 3,563,465 SH   SOLE   3,563,465 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,357,765 4,715,772 SH   SOLE   4,715,772 0 0
CHENIERE ENERGY INC COM NEW 16411R208 214,870 5,186,332 SH   SOLE   5,186,332 0 0
COMMSCOPE HLDG CO INC COM 20337X109 141,095 3,792,871 SH   SOLE   3,792,871 0 0
CONSTELLATION BRANDS INC CL A 21036P108 978,166 6,380,317 SH   SOLE   6,380,317 0 0
DOLLAR TREE INC COM 256746108 719,019 9,316,134 SH   SOLE   9,316,134 0 0
EBAY INC COM 278642103 285,196 9,605,806 SH   SOLE   9,605,806 0 0
ELECTRONIC ARTS INC COM 285512109 742,091 9,422,175 SH   SOLE   9,422,175 0 0
ENCANA CORP COM 292505104 245,230 20,888,437 SH   SOLE   20,888,437 0 0
EQUINIX INC COM PAR $0.001 29444U700 683,612 1,912,684 SH   SOLE   1,912,684 0 0
EXPEDIA INC DEL COM NEW 30212P303 489,090 4,317,532 SH   SOLE   4,317,532 0 0
FACEBOOK INC CL A 30303M102 682,006 5,927,908 SH   SOLE   5,927,908 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 663,564 4,688,835 SH   SOLE   4,688,835 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 282,706 13,533,097 SH   SOLE   13,533,097 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 79,627 1,312,249 SH   SOLE   1,312,249 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 238,410 4,225,637 SH   SOLE   4,225,637 0 0
LULULEMON ATHLETICA INC COM 550021109 292,728 4,504,208 SH   SOLE   4,504,208 0 0
MICROSOFT CORP COM 594918104 945,398 15,213,996 SH   SOLE   15,213,996 0 0
NIKE INC CL B 654106103 731,797 14,396,950 SH   SOLE   14,396,950 0 0
PAYPAL HLDGS INC COM 70450Y103 493,348 12,499,315 SH   SOLE   12,499,315 0 0
PNC FINL SVCS GROUP INC COM 693475105 490,781 4,196,144 SH   SOLE   4,196,144 0 0
PRICELINE GRP INC COM NEW 741503403 446,373 304,471 SH   SOLE   304,471 0 0
PROSHARES TR II ULTRA VIX SHORT 74347W254 4,375 100,000 SH Put SOLE   100,000 0 0
RICE ENERGY INC COM 762760106 79,743 3,735,035 SH   SOLE   3,735,035 0 0
SEARS HLDGS CORP COM 812350106 32,515 3,500,000 SH Put SOLE   3,500,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 324,456 1,904,306 SH   SOLE   1,904,306 0 0
SYMANTEC CORP COM 871503108 317,066 13,271,908 SH   SOLE   13,271,908 0 0
TRANSDIGM GROUP INC COM 893641100 504,988 2,028,392 SH   SOLE   2,028,392 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 458,290 1,797,638 SH   SOLE   1,797,638 0 0
VISA INC COM CL A 92826C839 511,146 6,551,477 SH   SOLE   6,551,477 0 0
VULCAN MATLS CO COM 929160109 467,812 3,738,010 SH   SOLE   3,738,010 0 0
WILLIAMS COS INC DEL COM 969457100 508,452 16,327,936 SH   SOLE   16,327,936 0 0