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
ACTAVIS PLC SHS G0083B108 116,888 392,741 SH   SOLE   392,741 0 0
ADOBE SYS INC COM 00724F101 84,373 1,141,100 SH   SOLE   1,141,100 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 42,647 284,900 SH   SOLE   284,900 0 0
AIR PRODS & CHEMS INC COM 009158106 116,092 767,400 SH   SOLE   767,400 0 0
ARAMARK COM 03852U106 101,643 3,213,500 SH   SOLE   3,213,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 797 20,500 SH   SOLE   20,500 0 0
CDK GLOBAL INC COM 12508E101 42,356 905,825 SH   SOLE   905,825 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 31,361 162,400 SH   SOLE   162,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208 114,366 1,477,600 SH   SOLE   1,477,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 78,025 671,418 SH   SOLE   671,418 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 976 15,400 SH   SOLE   15,400 0 0
FIVE BELOW INC COM 33829M101 18,532 521,000 SH   SOLE   521,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 59,432 393,800 SH   SOLE   393,800 0 0
KRAFT FOODS GROUP INC COM 50076Q106 68,202 782,900 SH   SOLE   782,900 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 29,984 237,800 SH   SOLE   237,800 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 101,817 2,044,100 SH   SOLE   2,044,100 0 0
MCDONALDS CORP COM 580135101 60,705 623,000 SH   SOLE   623,000 0 0
MEDTRONIC PLC SHS G5960L103 68,826 882,500 SH   SOLE   882,500 0 0
MICROSTRATEGY INC CL A NEW 594972408 27,307 161,400 SH   SOLE   161,400 0 0
NEXTERA ENERGY INC COM 65339F101 106,756 1,026,002 SH   SOLE   1,026,002 0 0
NXP SEMICONDUCTORS N V COM N6596X109 62,041 618,189 SH   SOLE   618,189 0 0
PPG INDS INC COM 693506107 82,412 365,400 SH   SOLE   365,400 0 0
PRICELINE GRP INC COM NEW 741503403 46,333 39,800 SH   SOLE   39,800 0 0
SHIRE PLC SPONSORED ADR 82481R106 61,761 258,100 SH   SOLE   258,100 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 22,654 271,300 SH   SOLE   271,300 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 25,306 406,201 SH   SOLE   406,201 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 35,823 575,000 SH Call SOLE   575,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 60,569 304,950 SH   SOLE   304,950 0 0
YUM BRANDS INC COM 988498101 9,840 125,000 SH Call SOLE   125,000 0 0