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 |
| AMAZON COM INC | COM | 023135106 | 237,606 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
| BIO-REFERENCE LABS INC | COM $.01 NEW | 09057G602 | 21,514 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| BURGER KING WORLDWIDE INC | COM | 121220107 | 140,544 | 7,200,000 | SH | SOLE | 7,200,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 311,908 | 4,110,000 | SH | SOLE | 4,110,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 37,733 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 259,355 | 6,450,000 | SH | SOLE | 6,450,000 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 142,355 | 2,520,000 | SH | SOLE | 2,520,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 135,345 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 338,760 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 240,327 | 5,175,000 | SH | SOLE | 5,175,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 235,742 | 2,140,000 | SH | SOLE | 2,140,000 | 0 | 0 | ||
| GROUPON INC | COM CL A | 399473107 | 201,798 | 18,000,000 | SH | SOLE | 18,000,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 120,335 | 5,250,000 | SH | Call | SOLE | 5,250,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 301,720 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 194,238 | 1,320,000 | SH | SOLE | 1,320,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 61,366 | 696,000 | SH | SOLE | 696,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 106,623 | 7,184,866 | SH | SOLE | 7,184,866 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 235,473 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MEDNAX INC | COM | 58502B106 | 10,040 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 222,675 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 136,052 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 577,252 | 571,000 | SH | SOLE | 571,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 53,592 | 1,400,000 | SH | Put | SOLE | 1,400,000 | 0 | 0 | |
| SODASTREAM INTERNATIONAL LTD | USD SHS | M9068E105 | 24,946 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 17,300 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 131,638 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| TAL ED GROUP | ADS REPSTG COM | 874080104 | 73,225 | 5,050,000 | SH | SOLE | 5,050,000 | 0 | 0 | ||
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 68,808 | 1,274,456 | SH | SOLE | 1,274,456 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 249,660 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 20,477 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 533,647 | 15,925,000 | SH | SOLE | 15,925,000 | 0 | 0 | ||
| UTI WORLDWIDE INC | ORD | G87210103 | 33,318 | 2,205,000 | SH | SOLE | 2,205,000 | 0 | 0 | ||
| VERA BRADLEY INC | COM | 92335C106 | 16,241 | 790,884 | SH | SOLE | 790,884 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 117,527 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 94,829 | 1,085,000 | SH | SOLE | 1,085,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 265,360 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||