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 |
| ADOBE SYS INC | COM | 00724F101 | 32,759 | 498,317 | SH | SOLE | 498,317 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 42,636 | 1,164,913 | SH | SOLE | 1,164,913 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 28,517 | 585,565 | SH | SOLE | 585,565 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 54,101 | 1,792,006 | SH | SOLE | 1,792,006 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 94,010 | 1,698,470 | SH | SOLE | 1,698,470 | 0 | 0 | ||
| ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 46,682 | 998,550 | SH | SOLE | 998,550 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 27,179 | 451,176 | SH | SOLE | 451,176 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 64,432 | 559,789 | SH | SOLE | 559,789 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 19,047 | 17,090 | SH | SOLE | 17,090 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 64,696 | 2,131,674 | SH | SOLE | 2,131,674 | 0 | 0 | ||
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 43,475 | 759,119 | SH | SOLE | 759,119 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 28,051 | 725,768 | SH | SOLE | 725,768 | 0 | 0 | ||
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 14,228 | 519,265 | SH | SOLE | 519,265 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 40,011 | 1,217,252 | SH | SOLE | 1,217,252 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 42,340 | 531,248 | SH | SOLE | 531,248 | 0 | 0 | ||
| TOWERS WATSON & CO | CL A | 891894107 | 29,183 | 255,879 | SH | SOLE | 255,879 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 13,828 | 223,463 | SH | SOLE | 223,463 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 29,863 | 200,018 | SH | SOLE | 200,018 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 29,980 | 138,885 | SH | SOLE | 138,885 | 0 | 0 | ||
| WALGREEN CO | COM | 931422109 | 27,128 | 410,850 | SH | SOLE | 410,850 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 24,813 | 111,693 | SH | SOLE | 111,693 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 38,776 | 1,080,123 | SH | SOLE | 1,080,123 | 0 | 0 | ||