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
AMBARELLA INC SHS G037AX101 11,336 223,105 SH   SOLE   223,105 0 0
ANTHEM INC COM 036752103 85,923 654,203 SH   SOLE   654,203 0 0
ARRIS INTL INC SHS G0551A103 141,926 6,771,294 SH   SOLE   6,771,294 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 95,759 1,815,686 SH   SOLE   1,815,686 0 0
AUTODESK INC COM 052769106 714,376 13,194,968 SH   SOLE   13,194,968 0 0
AUTONATION INC COM 05329W102 157,411 3,350,596 SH   SOLE   3,350,596 0 0
BAIDU INC SPON ADR REP A 056752108 219,096 1,326,650 SH   SOLE   1,326,650 0 0
BERRY PLASTICS GROUP INC COM 08579W103 54,932 1,413,957 SH   SOLE   1,413,957 0 0
CALATLANTIC GROUP INC COM 128195104 214,315 5,838,050 SH   SOLE   5,838,050 0 0
CF INDS HLDGS INC COM 125269100 10,717 444,682 SH   SOLE   444,682 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 115,811 3,244,917 SH   SOLE   3,244,917 0 0
CONSTELLATION BRANDS INC CL A 21036P108 61,779 373,515 SH   SOLE   373,515 0 0
DOLLAR TREE INC COM 256746108 54,420 577,464 SH   SOLE   577,464 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 69,470 6,056,690 SH   SOLE   6,056,690 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 132,869 5,955,584 SH   SOLE   5,955,584 0 0
FOSSIL GROUP INC COM 34988V106 60,952 2,136,408 SH   SOLE   2,136,408 0 0
GENPACT LIMITED SHS G3922B107 122,089 4,548,781 SH   SOLE   4,548,781 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 88,240 1,787,673 SH   SOLE   1,787,673 0 0
HUMANA INC COM 444859102 142,907 794,456 SH   SOLE   794,456 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 220,765 862,499 SH   SOLE   862,499 0 0
INTERXION HOLDING N.V SHS N47279109 166,973 4,527,479 SH   SOLE   4,527,479 0 0
J ALEXANDERS HLDGS INC COM 46609J106 12,588 1,267,702 SH   SOLE   1,267,702 0 0
KAR AUCTION SVCS INC COM 48238T109 127,490 3,054,374 SH   SOLE   3,054,374 0 0
LA QUINTA HLDGS INC COM 50420D108 101,442 8,898,425 SH   SOLE   8,898,425 0 0
LENNAR CORP CL A 526057104 155,166 3,365,856 SH   SOLE   3,365,856 0 0
LINKEDIN CORP COM CL A 53578A108 6,816 36,016 SH   SOLE   36,016 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 13,788 681,566 SH   SOLE   681,566 0 0
MICROSTRATEGY INC CL A NEW 594972408 125,689 718,142 SH   SOLE   718,142 0 0
MONSANTO CO NEW COM 61166W101 196,244 1,897,730 SH   SOLE   1,897,730 0 0
MORGAN STANLEY COM NEW 617446448 46,008 1,770,890 SH   SOLE   1,770,890 0 0
PANDORA MEDIA INC COM 698354107 146,779 11,789,491 SH   SOLE   11,789,491 0 0
PTC INC COM 69370C100 109,831 2,922,601 SH   SOLE   2,922,601 0 0
S&P GLOBAL INC COM 78409V104 173,254 1,615,267 SH   SOLE   1,615,267 0 0
SMUCKER J M CO COM NEW 832696405 10,584 69,445 SH   SOLE   69,445 0 0
TAILORED BRANDS INC COM 87403A107 77,778 6,143,578 SH   SOLE   6,143,578 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 144,157 3,801,603 SH   SOLE   3,801,603 0 0
TRIPADVISOR INC COM 896945201 16,133 250,899 SH   SOLE   250,899 0 0
US FOODS HLDG CORP COM 912008109 121,624 5,017,504 SH   SOLE   5,017,504 0 0
VIASAT INC COM 92552V100 13,468 188,628 SH   SOLE   188,628 0 0
WAYFAIR INC CL A 94419L101 21,006 538,614 SH   SOLE   538,614 0 0
WENDYS CO COM 95058W100 55,854 5,806,056 SH   SOLE   5,806,056 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 62,297 3,383,875 SH   SOLE   3,383,875 0 0
YAHOO INC COM 984332106 120,679 3,212,953 SH   SOLE   3,212,953 0 0
ZYNGA INC CL A 98986T108 138,418 55,589,375 SH   SOLE   55,589,375 0 0