The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
AMBARELLA INC | SHS | G037AX101 | 51,345 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 193,907 | 3,136,642 | SH | SOLE | 3,136,642 | 0 | 0 | ||
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 267,198 | 4,322,200 | SH | Call | SOLE | 4,322,200 | 0 | 0 | |
ARRIS GROUP INC NEW | COM | 04270V106 | 107,012 | 3,497,138 | SH | SOLE | 3,497,138 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 132,163 | 1,458,430 | SH | SOLE | 1,458,430 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 208,006 | 4,153,886 | SH | SOLE | 4,153,886 | 0 | 0 | ||
AUTONATION INC | COM | 05329W102 | 120,152 | 1,907,774 | SH | SOLE | 1,907,774 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 186,840 | 938,519 | SH | SOLE | 938,519 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 29,990 | 187,170 | SH | SOLE | 187,170 | 0 | 0 | ||
CARNIVAL CORP | PAIRED CTF | 143658300 | 165,853 | 3,358,018 | SH | SOLE | 3,358,018 | 0 | 0 | ||
COPART INC | COM | 217204106 | 168,382 | 4,745,815 | SH | SOLE | 4,745,815 | 0 | 0 | ||
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 88,798 | 2,551,665 | SH | SOLE | 2,551,665 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 71,813 | 988,891 | SH | SOLE | 988,891 | 0 | 0 | ||
DIAGEO P L C | SPON ADR NEW | 25243Q205 | 54,940 | 473,454 | SH | SOLE | 473,454 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 164,179 | 2,725,423 | SH | SOLE | 2,725,423 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 59,954 | 752,724 | SH | SOLE | 752,724 | 0 | 0 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 120,669 | 475,076 | SH | SOLE | 475,076 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 114,247 | 7,428,307 | SH | SOLE | 7,428,307 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 58,373 | 374,040 | SH | SOLE | 374,040 | 0 | 0 | ||
FLOWSERVE CORP | COM | 34354P105 | 66,108 | 1,255,367 | SH | SOLE | 1,255,367 | 0 | 0 | ||
FOREST CITY ENTERPRISES INC | CL A | 345550107 | 99,914 | 4,521,000 | SH | SOLE | 4,521,000 | 0 | 0 | ||
FOSSIL GROUP INC | COM | 34988V106 | 248,305 | 3,579,948 | SH | SOLE | 3,579,948 | 0 | 0 | ||
GENPACT LIMITED | SHS | G3922B107 | 173,955 | 8,155,415 | SH | SOLE | 8,155,415 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 257,173 | 5,781,756 | SH | SOLE | 5,781,756 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 28,919 | 53,550 | SH | SOLE | 53,550 | 0 | 0 | ||
GOOGLE INC | CL C | 38259P706 | 164,098 | 315,264 | SH | SOLE | 315,264 | 0 | 0 | ||
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 22,496 | 1,614,903 | SH | SOLE | 1,614,903 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 193,772 | 2,133,344 | SH | SOLE | 2,133,344 | 0 | 0 | ||
HOMEAWAY INC | COM | 43739Q100 | 105,620 | 3,393,944 | SH | SOLE | 3,393,944 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 120,736 | 539,942 | SH | SOLE | 539,942 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 145,841 | 5,274,549 | SH | SOLE | 5,274,549 | 0 | 0 | ||
INVENSENSE INC | COM | 46123D205 | 8,305 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 168,519 | 2,487,005 | SH | SOLE | 2,487,005 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 142,534 | 3,811,057 | SH | SOLE | 3,811,057 | 0 | 0 | ||
KEURIG GREEN MTN INC | COM | 49271M100 | 82,817 | 1,080,733 | SH | SOLE | 1,080,733 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 114,335 | 553,332 | SH | SOLE | 553,332 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 23,609 | 248,334 | SH | SOLE | 248,334 | 0 | 0 | ||
MCGRAW HILL FINL INC | COM | 580645109 | 122,017 | 1,214,701 | SH | SOLE | 1,214,701 | 0 | 0 | ||
MENS WEARHOUSE INC | COM | 587118100 | 204,407 | 3,190,377 | SH | SOLE | 3,190,377 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 191,242 | 4,543,655 | SH | SOLE | 4,543,655 | 0 | 0 | ||
MICROSTRATEGY INC | CL A NEW | 594972408 | 151,194 | 888,960 | SH | SOLE | 888,960 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 161,034 | 1,510,784 | SH | SOLE | 1,510,784 | 0 | 0 | ||
OUTFRONT MEDIA INC | COM | 69007J106 | 43,522 | 1,724,339 | SH | SOLE | 1,724,339 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 156,438 | 10,066,783 | SH | SOLE | 10,066,783 | 0 | 0 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 116,259 | 581,672 | SH | SOLE | 581,672 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 105,030 | 2,560,459 | SH | SOLE | 2,560,459 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 121,294 | 1,052,897 | SH | SOLE | 1,052,897 | 0 | 0 | ||
SANDERSON FARMS INC | COM | 800013104 | 24,728 | 329,000 | SH | SOLE | 329,000 | 0 | 0 | ||
SMUCKER J M CO | COM NEW | 832696405 | 47,513 | 438,267 | SH | SOLE | 438,267 | 0 | 0 | ||
SONIC AUTOMOTIVE INC | CL A | 83545G102 | 70,315 | 2,950,677 | SH | SOLE | 2,950,677 | 0 | 0 | ||
SOTHEBYS | COM | 835898107 | 79,235 | 1,751,434 | SH | SOLE | 1,751,434 | 0 | 0 | ||
TENNECO INC | COM | 880349105 | 65,527 | 1,140,794 | SH | SOLE | 1,140,794 | 0 | 0 | ||
TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 21,089 | 1,289,051 | SH | SOLE | 1,289,051 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 217,153 | 2,492,001 | SH | SOLE | 2,492,001 | 0 | 0 | ||
UNIVAR INC | COM | 91336L107 | 651 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
WEBSTER FINL CORP CONN | COM | 947890109 | 117,068 | 2,960,012 | SH | SOLE | 2,960,012 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 54,105 | 3,279,095 | SH | SOLE | 3,279,095 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 72,770 | 1,691,149 | SH | SOLE | 1,691,149 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 129,090 | 3,000,000 | SH | Call | SOLE | 3,000,000 | 0 | 0 | |
ZYNGA INC | CL A | 98986T108 | 218,292 | 76,325,768 | SH | SOLE | 76,325,768 | 0 | 0 |