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 |
| ABBVIE INC | COM | 00287Y109 | 303,078 | 5,247,201 | SH | SOLE | 5,247,201 | 0 | 0 | ||
| ACTAVIS PLC | SHS | G0083B108 | 598,043 | 2,478,628 | SH | SOLE | 2,478,628 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 793,402 | 11,467,010 | SH | SOLE | 11,467,010 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 63,799 | 722,282 | SH | SOLE | 722,282 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 242,520 | 4,401,445 | SH | SOLE | 4,401,445 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,786,953 | 8,188,393 | SH | SOLE | 8,188,393 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 196,428 | 6,300,000 | SH | Put | SOLE | 6,300,000 | 0 | 0 | |
| CANADIAN PAC RY LTD | COM | 13645T100 | 727,735 | 3,507,664 | SH | SOLE | 3,507,664 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 470,127 | 3,105,814 | SH | SOLE | 3,105,814 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 552,760 | 6,906,909 | SH | SOLE | 6,906,909 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 808,935 | 18,068,688 | SH | SOLE | 18,068,688 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 98,417 | 1,830,000 | SH | Call | SOLE | 1,830,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 740,683 | 13,772,459 | SH | SOLE | 13,772,459 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 631,828 | 7,845,871 | SH | SOLE | 7,845,871 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 568,680 | 9,305,845 | SH | SOLE | 9,305,845 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 562,872 | 2,649,060 | SH | SOLE | 2,649,060 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 682,788 | 8,638,513 | SH | SOLE | 8,638,513 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 936,462 | 6,589,236 | SH | SOLE | 6,589,236 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 72,591 | 1,741,200 | SH | Call | SOLE | 1,741,200 | 0 | 0 | |
| GAP INC DEL | COM | 364760108 | 803,169 | 19,265,265 | SH | SOLE | 19,265,265 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 283,266 | 2,174,122 | SH | SOLE | 2,174,122 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 80,782 | 2,320,000 | SH | Put | SOLE | 2,320,000 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 46,812 | 240,000 | SH | Call | SOLE | 240,000 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 256,485 | 1,314,968 | SH | SOLE | 1,314,968 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 287,179 | 1,788,607 | SH | SOLE | 1,788,607 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 182,953 | 4,460,630 | SH | SOLE | 4,460,630 | 0 | 0 | ||
| LPL FINL HLDGS INC | COM | 50212V100 | 392,271 | 8,518,366 | SH | SOLE | 8,518,366 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 1,114,920 | 15,082,787 | SH | SOLE | 15,082,787 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 914,893 | 10,833,547 | SH | SOLE | 10,833,547 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 1,138,985 | 15,954,399 | SH | SOLE | 15,954,399 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,035,483 | 22,335,690 | SH | SOLE | 22,335,690 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 416,605 | 3,090,081 | SH | SOLE | 3,090,081 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 844,912 | 729,265 | SH | SOLE | 729,265 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 507,888 | 13,652,898 | SH | SOLE | 13,652,898 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 961,585 | 8,670,738 | SH | SOLE | 8,670,738 | 0 | 0 | ||
| SEARS HLDGS CORP | COM | 812350106 | 70,113 | 2,987,500 | SH | Put | SOLE | 2,987,500 | 0 | 0 | |
| SOLARWINDS INC | COM | 83416B109 | 274,014 | 6,516,396 | SH | SOLE | 6,516,396 | 0 | 0 | ||
| SPIRIT AIRLS INC | COM | 848577102 | 294,705 | 4,262,432 | SH | SOLE | 4,262,432 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 659,918 | 6,852,021 | SH | SOLE | 6,852,021 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 129,068 | 1,716,105 | SH | SOLE | 1,716,105 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 329,367 | 1,786,836 | SH | SOLE | 1,786,836 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 253,365 | 2,771,438 | SH | SOLE | 2,771,438 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 614,793 | 5,202,611 | SH | SOLE | 5,202,611 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 312,226 | 4,518,470 | SH | SOLE | 4,518,470 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 1,441,355 | 10,985,940 | SH | SOLE | 10,985,940 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 292,281 | 4,390,577 | SH | SOLE | 4,390,577 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 290,075 | 3,516,060 | SH | SOLE | 3,516,060 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 524,757 | 2,804,989 | SH | SOLE | 2,804,989 | 0 | 0 | ||