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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,236,562 | 24,800,690 | SH | SOLE | 24,800,690 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 626,523 | 4,814,596 | SH | SOLE | 4,814,596 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 208,403 | 1,972,767 | SH | SOLE | 1,972,767 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,067,163 | 9,896,713 | SH | SOLE | 9,896,713 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 284,083 | 2,476,534 | SH | SOLE | 2,476,534 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 167,710 | 1,267,936 | SH | SOLE | 1,267,936 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06740Q252 | 12,632 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 1,164,778 | 5,319,591 | SH | SOLE | 5,319,591 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,855,981 | 5,670,234 | SH | SOLE | 5,670,234 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 245,158 | 5,186,332 | SH | SOLE | 5,186,332 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 516,490 | 13,740,082 | SH | SOLE | 13,740,082 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 309,784 | 7,427,085 | SH | SOLE | 7,427,085 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 1,176,906 | 7,261,717 | SH | SOLE | 7,261,717 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 669,316 | 14,378,423 | SH | SOLE | 14,378,423 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 513,471 | 6,544,364 | SH | SOLE | 6,544,364 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 696,463 | 7,779,975 | SH | SOLE | 7,779,975 | 0 | 0 | ||
| ENCANA CORP | COM | 292505104 | 274,785 | 23,465,824 | SH | SOLE | 23,465,824 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 573,114 | 1,431,461 | SH | SOLE | 1,431,461 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 267,720 | 2,121,901 | SH | SOLE | 2,121,901 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 725,351 | 5,106,308 | SH | SOLE | 5,106,308 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 681,703 | 4,501,773 | SH | SOLE | 4,501,773 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 478,299 | 18,438,667 | SH | SOLE | 18,438,667 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 98,707 | 1,312,249 | SH | SOLE | 1,312,249 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 244,094 | 1,184,119 | SH | SOLE | 1,184,119 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 1,067,769 | 19,159,688 | SH | SOLE | 19,159,688 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 528,811 | 297,090 | SH | SOLE | 297,090 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 481,251 | 5,976,041 | SH | SOLE | 5,976,041 | 0 | 0 | ||
| RICE ENERGY INC | COM | 762760106 | 324,803 | 13,704,768 | SH | SOLE | 13,704,768 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 298,684 | 1,714,306 | SH | SOLE | 1,714,306 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 34,891 | 1,790,364 | SH | SOLE | 1,790,364 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 811,517 | 26,451,017 | SH | SOLE | 26,451,017 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 386,133 | 5,978,219 | SH | SOLE | 5,978,219 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 434,672 | 1,523,935 | SH | SOLE | 1,523,935 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 547,956 | 6,165,815 | SH | SOLE | 6,165,815 | 0 | 0 | ||