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
ALLEGION PUB LTD CO ORD SHS G0176J109 89,389 1,611,774 SH   SOLE   1,611,774 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 137,785 10,789,707 SH   SOLE   10,789,707 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 161,152 2,877,196 SH   SOLE   2,877,196 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 226,919 4,051,400 SH Call SOLE   4,051,400 0 0
ANN INC COM 035623107 47,011 1,288,683 SH   SOLE   1,288,683 0 0
APPLE INC COM 037833100 118,973 1,077,850 SH   SOLE   1,077,850 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 133,728 1,761,427 SH   SOLE   1,761,427 0 0
AUTODESK INC COM 052769106 180,330 3,002,498 SH   SOLE   3,002,498 0 0
AUTONATION INC COM 05329W102 87,738 1,452,376 SH   SOLE   1,452,376 0 0
AVIS BUDGET GROUP COM 053774105 95,186 1,435,041 SH   SOLE   1,435,041 0 0
B/E AEROSPACE INC COM 073302101 92,176 1,588,692 SH   SOLE   1,588,692 0 0
BAIDU INC SPON ADR REP A 056752108 117,317 514,617 SH   SOLE   514,617 0 0
BERRY PLASTICS GROUP INC COM 08579W103 92,426 2,929,508 SH   SOLE   2,929,508 0 0
CARNIVAL CORP PAIRED CTF 143658300 96,381 2,126,202 SH   SOLE   2,126,202 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 106,599 639,773 SH   SOLE   639,773 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 106,900 2,030,002 SH   SOLE   2,030,002 0 0
COPART INC COM 217204106 159,224 4,363,507 SH   SOLE   4,363,507 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 48,093 1,366,280 SH   SOLE   1,366,280 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 75,076 1,650,026 SH   SOLE   1,650,026 0 0
DARLING INGREDIENTS INC COM 237266101 150,044 8,262,343 SH   SOLE   8,262,343 0 0
DRIL-QUIP INC COM 262037104 126,113 1,643,593 SH   SOLE   1,643,593 0 0
EBAY INC COM 278642103 175,840 3,133,284 SH   SOLE   3,133,284 0 0
ENDO INTL PLC SHS G30401106 15,105 209,437 SH   SOLE   209,437 0 0
EQUINIX INC COM NEW 29444U502 87,116 384,227 SH   SOLE   384,227 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 92,091 5,850,763 SH   SOLE   5,850,763 0 0
FIREEYE INC COM 31816Q101 47,575 1,506,496 SH   SOLE   1,506,496 0 0
FLOWSERVE CORP COM 34354P105 57,225 956,453 SH   SOLE   956,453 0 0
FORTINET INC COM 34959E109 48,257 1,573,926 SH   SOLE   1,573,926 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 81,788 1,806,676 SH   SOLE   1,806,676 0 0
FOSSIL GROUP INC COM 34988V106 301,365 2,721,376 SH   SOLE   2,721,376 0 0
FRANKLIN RES INC COM 354613101 87,984 1,589,014 SH   SOLE   1,589,014 0 0
GENPACT LIMITED SHS G3922B107 157,261 8,307,494 SH   SOLE   8,307,494 0 0
GNC HLDGS INC COM CL A 36191G107 174,976 3,726,059 SH   SOLE   3,726,059 0 0
GOOGLE INC CL A 38259P508 37,165 70,035 SH   SOLE   70,035 0 0
GOOGLE INC CL C 38259P706 90,733 172,365 SH   SOLE   172,365 0 0
GOPRO INC CL A 38268T103 15,280 241,700 SH   SOLE   241,700 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 9,581 703,461 SH   SOLE   703,461 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 140,133 1,563,632 SH   SOLE   1,563,632 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 111,790 4,482,363 SH   SOLE   4,482,363 0 0
HUMANA INC COM 444859102 91,602 637,766 SH   SOLE   637,766 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 87,153 397,434 SH   SOLE   397,434 0 0
INTERXION HOLDING N.V SHS N47279109 165,626 6,058,008 SH   SOLE   6,058,008 0 0
INVENSENSE INC COM 46123D205 8,943 550,000 SH   SOLE   550,000 0 0
KAR AUCTION SVCS INC COM 48238T109 112,347 3,242,351 SH   SOLE   3,242,351 0 0
MCDONALDS CORP COM 580135101 114,730 1,224,438 SH   SOLE   1,224,438 0 0
MCGRAW HILL FINL INC COM 580645109 142,841 1,605,314 SH   SOLE   1,605,314 0 0
MELCO CROWN ENTMT LTD ADR 585464100 50,019 1,969,256 SH   SOLE   1,969,256 0 0
MENS WEARHOUSE INC COM 587118100 252,484 5,718,779 SH   SOLE   5,718,779 0 0
MGM RESORTS INTERNATIONAL COM 552953101 57,726 2,700,000 SH   SOLE   2,700,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 137,394 846,022 SH   SOLE   846,022 0 0
MONDELEZ INTL INC CL A 609207105 19,298 531,256 SH   SOLE   531,256 0 0
MONSANTO CO NEW COM 61166W101 95,917 802,851 SH   SOLE   802,851 0 0
NATIONAL OILWELL VARCO INC COM 637071101 146,670 2,238,213 SH   SOLE   2,238,213 0 0
OUTFRONT MEDIA INC COM 69007J106 104,417 3,890,354 SH   SOLE   3,890,354 0 0
PANDORA MEDIA INC COM 698354107 152,785 8,569,012 SH   SOLE   8,569,012 0 0
PVH CORP COM 693656100 149,139 1,163,605 SH   SOLE   1,163,605 0 0
QLIK TECHNOLOGIES INC COM 74733T105 49,337 1,597,186 SH   SOLE   1,597,186 0 0
SANDERSON FARMS INC COM 800013104 28,737 342,000 SH   SOLE   342,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 118,169 2,254,705 SH   SOLE   2,254,705 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 94,164 3,482,405 SH   SOLE   3,482,405 0 0
SPRINT CORP COM SER 1 85207U105 15,718 3,787,590 SH   SOLE   3,787,590 0 0
TIME WARNER CABLE INC COM 88732J207 75,436 496,092 SH   SOLE   496,092 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 41,705 291,421 SH   SOLE   291,421 0 0
VIRNETX HLDG CORP COM 92823T108 1,371 249,711 SH   SOLE   249,711 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 39,975 3,239,502 SH   SOLE   3,239,502 0 0
XOOM CORP COM 98419Q101 42,891 2,449,508 SH   SOLE   2,449,508 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 25,372 909,079 SH   SOLE   909,079 0 0
ZIMMER HLDGS INC COM 98956P102 116,358 1,025,908 SH   SOLE   1,025,908 0 0
ZYNGA INC CL A 98986T108 166,130 62,454,780 SH   SOLE   62,454,780 0 0