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
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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
ALLERGAN PLC SHS G0177J108 4,557 17,000 SH   SOLE   1 0 0
AMTRUST FINL SVCS INC COM 032359309 489 18,910 SH   SOLE   1 0 0
BURLINGTON STORES INC COM 122017106 3,099 55,100 SH   SOLE   1 0 0
BWX TECHNOLOGIES INC COM 05605H100 5,732 170,800 SH   SOLE   1 0 0
CARTER INC COM 146229109 9,784 92,844 SH   SOLE   1 0 0
CELGENE CORP COM 151020104 6,136 61,300 SH   SOLE   1 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 3,279 16,200 SH   SOLE   1 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,417 70,450 SH   SOLE   1 0 0
CONCORDIA HEALTHCARE CORP COM 206519100 5,043 197,000 SH   SOLE   1 0 0
CONNS INC COM 208242107 1,488 119,400 SH   SOLE   1 0 0
COOPER COS INC COM NEW 216648402 6,959 45,200 SH   SOLE   1 0 0
DOLLAR GEN CORP NEW COM 256677105 9,946 116,189 SH   SOLE   1 0 0
DOLLAR TREE INC COM 256746108 3,038 36,845 SH   SOLE   1 0 0
ENDO INTL PLC SHS G30401106 1,385 49,200 SH   SOLE   1 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,785 12,000 SH   SOLE   1 0 0
GILEAD SCIENCES INC COM 375558103 5,420 59,000 SH   SOLE   1 0 0
GREATBATCH INC COM 39153L106 862 24,200 SH   SOLE   1 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 2,257 214,300 SH   SOLE   1 0 0
MASTERCARD INC CL A 57636Q104 11,108 117,550 SH   SOLE   1 0 0
MCKESSON CORP COM 58155Q103 4,702 29,900 SH   SOLE   1 0 0
MICROSOFT CORP COM 594918104 3,203 58,000 SH   SOLE   1 0 0
MYLAN N V SHS EURO N59465109 7,517 162,185 SH   SOLE   1 0 0
NIELSEN HLDGS PLC SHS EURO G6518L108 6,273 119,120 SH   SOLE   1 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 1,564 137,800 SH   SOLE   1 0 0
PAYPAL HLDGS INC COM 70450Y103 5,717 148,100 SH   SOLE   1 0 0
PRICELINE GRP INC COM NEW 741503403 838 650 SH   SOLE   1 0 0
SABRE CORP COM 78573M104 1,330 46,000 SH   SOLE   1 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 3,847 281,600 SH   SOLE   1 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 3,156 120,000 SH   SOLE   1 0 0
VISA INC COM CL A 92826C839 16,042 209,756 SH   SOLE   1 0 0