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
AMAZON COM INC COM 023135106 8,620 26,540 SH   SOLE   26,540 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 19,448 452,700 SH   SOLE   452,700 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 12,373 226,700 SH   SOLE   226,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100 8,510 94,572 SH   SOLE   94,572 0 0
ASSURED GUARANTY LTD COM G0585R106 10,360 422,845 SH   SOLE   422,845 0 0
CHENIERE ENERGY INC COM NEW 16411R208 24,713 344,678 SH   SOLE   344,678 0 0
COMMSCOPE HLDG CO INC COM 20337X109 11,075 478,800 SH   SOLE   478,800 0 0
COPA HOLDINGS SA CL A P31076105 8,724 61,188 SH   SOLE   61,188 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 10,777 168,288 SH   SOLE   168,288 0 0
DISCOVER FINL SVCS COM 254709108 11,244 181,420 SH   SOLE   181,420 0 0
EPAM SYS INC COM 29414B104 8,365 191,203 SH   SOLE   191,203 0 0
FACEBOOK INC CL A 30303M102 18,791 279,247 SH   SOLE   279,247 0 0
KAR AUCTION SVCS INC COM 48238T109 14,185 445,088 SH   SOLE   445,088 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 11,421 258,269 SH   SOLE   258,269 0 0
LOUISIANA PAC CORP COM 546347105 14,506 965,798 SH   SOLE   965,798 0 0
METHANEX CORP COM 59151K108 11,393 184,417 SH   SOLE   184,417 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 7,544 256,769 SH   SOLE   256,769 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 10,578 398,130 SH   SOLE   398,130 0 0
PANDORA MEDIA INC COM 698354107 9,826 333,100 SH   SOLE   333,100 0 0
POST HLDGS INC COM 737446104 11,132 218,651 SH   SOLE   218,651 0 0
QIWI PLC SPON ADR REP B 74735M108 8,264 204,900 SH   SOLE   204,900 0 0
RYDER SYS INC COM 783549108 8,976 101,892 SH   SOLE   101,892 0 0
SUNCOKE ENERGY INC COM 86722A103 3,967 184,498 SH   SOLE   184,498 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 22,918 877,742 SH   SOLE   877,742 0 0
TUESDAY MORNING CORP COM NEW 899035505 15,932 894,047 SH   SOLE   894,047 0 0
U S G CORP COM NEW 903293405 8,663 287,526 SH   SOLE   287,526 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 11,921 130,408 SH   SOLE   130,408 0 0
VISTEON CORP COM NEW 92839U206 13,779 142,033 SH   SOLE   142,033 0 0
VULCAN MATLS CO COM 929160109 14,718 230,874 SH   SOLE   230,874 0 0
WHITEWAVE FOODS CO COM CL A 966244105 8,322 257,103 SH   SOLE   257,103 0 0