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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 92,444 | 2,992,673 | SH | SOLE | 2,992,673 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 27,744 | 102,071 | SH | SOLE | 102,071 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 28,895 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 119,638 | 2,105,553 | SH | SOLE | 2,105,553 | 0 | 0 | ||
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 207,484 | 3,651,600 | SH | Call | SOLE | 3,651,600 | 0 | 0 | |
ARRIS GROUP INC NEW | COM | 04270V106 | 128,784 | 4,958,950 | SH | SOLE | 4,958,950 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 92,275 | 1,137,097 | SH | SOLE | 1,137,097 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 293,077 | 6,639,704 | SH | SOLE | 6,639,704 | 0 | 0 | ||
AUTONATION INC | COM | 05329W102 | 91,289 | 1,569,081 | SH | SOLE | 1,569,081 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 68,725 | 2,712,104 | SH | SOLE | 2,712,104 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 242,000 | 1,761,151 | SH | SOLE | 1,761,151 | 0 | 0 | ||
CARNIVAL CORP | PAIRED CTF | 143658300 | 112,978 | 2,273,207 | SH | SOLE | 2,273,207 | 0 | 0 | ||
COPART INC | COM | 217204106 | 140,524 | 4,271,260 | SH | SOLE | 4,271,260 | 0 | 0 | ||
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 65,748 | 1,992,369 | SH | SOLE | 1,992,369 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 72,661 | 1,150,056 | SH | SOLE | 1,150,056 | 0 | 0 | ||
DIAGEO P L C | SPON ADR NEW | 25243Q205 | 49,461 | 458,866 | SH | SOLE | 458,866 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 86,063 | 3,521,406 | SH | SOLE | 3,521,406 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 55,080 | 795,028 | SH | SOLE | 795,028 | 0 | 0 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 111,105 | 406,381 | SH | SOLE | 406,381 | 0 | 0 | ||
FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 84,292 | 7,192,113 | SH | SOLE | 7,192,113 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 27,546 | 200,163 | SH | SOLE | 200,163 | 0 | 0 | ||
FOREST CITY ENTERPRISES INC | CL A | 345550107 | 115,483 | 5,736,836 | SH | SOLE | 5,736,836 | 0 | 0 | ||
FOSSIL GROUP INC | COM | 34988V106 | 165,929 | 2,969,377 | SH | SOLE | 2,969,377 | 0 | 0 | ||
GENPACT LIMITED | SHS | G3922B107 | 189,441 | 8,023,745 | SH | SOLE | 8,023,745 | 0 | 0 | ||
GNC HLDGS INC | COM CL A | 36191G107 | 209,700 | 5,188,026 | SH | SOLE | 5,188,026 | 0 | 0 | ||
GOOGLE INC | CL C | 38259P706 | 173,609 | 285,344 | SH | SOLE | 285,344 | 0 | 0 | ||
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 19,995 | 1,563,363 | SH | SOLE | 1,563,363 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 137,058 | 1,609,605 | SH | SOLE | 1,609,605 | 0 | 0 | ||
HOMEAWAY INC | COM | 43739Q100 | 106,794 | 4,023,870 | SH | SOLE | 4,023,870 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 122,694 | 522,125 | SH | SOLE | 522,125 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 149,675 | 5,527,151 | SH | SOLE | 5,527,151 | 0 | 0 | ||
J ALEXANDERS HLDGS INC | COM | 46609J106 | 12,385 | 1,242,217 | SH | SOLE | 1,242,217 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 108,692 | 3,061,760 | SH | SOLE | 3,061,760 | 0 | 0 | ||
KEURIG GREEN MTN INC | COM | 49271M100 | 194,096 | 3,722,587 | SH | SOLE | 3,722,587 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 115,325 | 606,560 | SH | SOLE | 606,560 | 0 | 0 | ||
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 5,470 | 148,647 | SH | SOLE | 148,647 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 29,128 | 295,621 | SH | SOLE | 295,621 | 0 | 0 | ||
MCGRAW HILL FINL INC | COM | 580645109 | 111,994 | 1,294,729 | SH | SOLE | 1,294,729 | 0 | 0 | ||
MENS WEARHOUSE INC | COM | 587118100 | 169,139 | 3,977,858 | SH | SOLE | 3,977,858 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 176,364 | 4,175,276 | SH | SOLE | 4,175,276 | 0 | 0 | ||
MICROSTRATEGY INC | CL A NEW | 594972408 | 153,743 | 782,529 | SH | SOLE | 782,529 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 140,680 | 1,648,463 | SH | SOLE | 1,648,463 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 149,912 | 7,024,923 | SH | SOLE | 7,024,923 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 78,691 | 2,535,141 | SH | SOLE | 2,535,141 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 100,800 | 3,175,796 | SH | SOLE | 3,175,796 | 0 | 0 | ||
SMUCKER J M CO | COM NEW | 832696405 | 149,906 | 1,313,925 | SH | SOLE | 1,313,925 | 0 | 0 | ||
SONIC AUTOMOTIVE INC | CL A | 83545G102 | 57,983 | 2,839,540 | SH | SOLE | 2,839,540 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 99,696 | 3,470,099 | SH | SOLE | 3,470,099 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 84,237 | 688,888 | SH | SOLE | 688,888 | 0 | 0 | ||
TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 18,641 | 1,972,563 | SH | SOLE | 1,972,563 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 191,917 | 3,045,342 | SH | SOLE | 3,045,342 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 1,132 | 32,300 | SH | SOLE | 32,300 | 0 | 0 | ||
WEBSTER FINL CORP CONN | COM | 947890109 | 127,254 | 3,571,549 | SH | SOLE | 3,571,549 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 55,408 | 3,278,595 | SH | SOLE | 3,278,595 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 75,094 | 1,413,666 | SH | SOLE | 1,413,666 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 142,308 | 4,922,466 | SH | SOLE | 4,922,466 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 85,845 | 3,963,299 | SH | SOLE | 3,963,299 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 114,998 | 1,438,370 | SH | SOLE | 1,438,370 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 166,798 | 73,157,149 | SH | SOLE | 73,157,149 | 0 | 0 |