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
ABBVIE INC COM 00287Y109 622,024 10,769,105 SH   SOLE   10,769,105 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 107,084 4,324,890 SH   SOLE   4,324,890 0 0
CAPITAL ONE FINL CORP COM 14040H105 112,123 1,373,725 SH   SOLE   1,373,725 0 0
CHENIERE ENERGY INC COM NEW 16411R208 436,420 5,453,205 SH   SOLE   5,453,205 0 0
CITIGROUP INC COM NEW 172967424 772,332 14,904,121 SH   SOLE   14,904,121 0 0
COLFAX CORP COM 194014106 53,913 946,339 SH   SOLE   946,339 0 0
D R HORTON INC COM 23331A109 82,056 3,998,849 SH   SOLE   3,998,849 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 291,183 3,981,170 SH   SOLE   3,981,170 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 70,781 1,957,987 SH   SOLE   1,957,987 0 0
DOLLAR TREE INC COM 256746108 308,136 5,495,555 SH   SOLE   5,495,555 0 0
FACEBOOK INC CL A 30303M102 410,537 5,194,041 SH   SOLE   5,194,041 0 0
GOOGLE INC CL A 38259P508 543,397 923,500 SH   SOLE   923,500 0 0
AIR PRODS & CHEMS INC COM 009158106 462,660 3,554,000 SH   SOLE   3,554,000 0 0
HCA HOLDINGS INC COM 40412C101 126,568 1,794,780 SH   SOLE   1,794,780 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 239,115 9,708,263 SH   SOLE   9,708,263 0 0
HUMANA INC COM 444859102 64,311 493,602 SH   SOLE   493,602 0 0
ILLUMINA INC COM 452327109 1,418,018 8,650,670 SH   SOLE   8,650,670 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 515,744 4,255,316 SH   SOLE   4,255,316 0 0
LOWES COS INC COM 548661107 1,027,952 19,424,638 SH   SOLE   19,424,638 0 0
MARSH & MCLENNAN COS INC COM 571748102 69,754 1,332,700 SH   SOLE   1,332,700 0 0
MASTERCARD INC CL A 57636Q104 965,125 13,056,351 SH   SOLE   13,056,351 0 0
MEDTRONIC INC COM 585055106 114,076 1,841,414 SH   SOLE   1,841,414 0 0
MICRON TECHNOLOGY INC COM 595112103 704,613 20,566,647 SH   SOLE   20,566,647 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 364,547 2,198,451 SH   SOLE   2,198,451 0 0
MOHAWK INDS INC COM 608190104 765,380 5,677,048 SH   SOLE   5,677,048 0 0
MOLINA HEALTHCARE INC COM 60855R100 50,080 1,183,932 SH   SOLE   1,183,932 0 0
MONDELEZ INTL INC CL A 609207105 385,581 11,252,897 SH   SOLE   11,252,897 0 0
MONSANTO CO NEW COM 61166W101 69,464 617,401 SH   SOLE   617,401 0 0
NETFLIX INC COM 64110L106 477,721 1,058,826 SH   SOLE   1,058,826 0 0
NEWFIELD EXPL CO COM 651290108 334,490 9,023,189 SH   SOLE   9,023,189 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 50,531 3,561,000 SH   SOLE   3,561,000 0 0
PIONEER NAT RES CO COM 723787107 1,336,174 6,783,641 SH   SOLE   6,783,641 0 0
PRECISION CASTPARTS CORP COM 740189105 431,848 1,823,067 SH   SOLE   1,823,067 0 0
RALPH LAUREN CORP CL A 751212101 131,838 800,328 SH   SOLE   800,328 0 0
ALLERGAN INC COM 018490102 406,226 2,279,736 SH   SOLE   2,279,736 0 0
REGENERON PHARMACEUTICALS COM 75886F107 389,607 1,080,682 SH   SOLE   1,080,682 0 0
SBA COMMUNICATIONS CORP COM 78388J106 230,688 2,080,141 SH   SOLE   2,080,141 0 0
SALIX PHARMACEUTICALS INC COM 795435106 424,901 2,719,538 SH   SOLE   2,719,538 0 0
SANDISK CORP COM 80004C101 212,774 2,172,270 SH   SOLE   2,172,270 0 0
STATE STR CORP COM 857477103 46,035 625,394 SH   SOLE   625,394 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 970,740 7,976,502 SH   SOLE   7,976,502 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 345,877 10,086,820 SH   SOLE   10,086,820 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 1,307,761 9,967,690 SH   SOLE   9,967,690 0 0
VISA INC COM CL A 92826C839 647,710 3,035,619 SH   SOLE   3,035,619 0 0
WALGREEN CO COM 931422109 1,227,584 20,711,731 SH   SOLE   20,711,731 0 0
BAIDU INC SPON ADR REP A 056752108 376,103 1,723,427 SH   SOLE   1,723,427 0 0
WELLPOINT INC COM 94973V107 124,615 1,041,758 SH   SOLE   1,041,758 0 0
ACTAVIS PLC SHS G0083B108 615,345 2,550,336 SH   SOLE   2,550,336 0 0
AON PLC SHS CL A G0408V102 145,762 1,662,625 SH   SOLE   1,662,625 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 162,126 3,811,150 SH   SOLE   3,811,150 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 90,655 2,210,300 SH   SOLE   2,210,300 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 156,299 2,353,898 SH   SOLE   2,353,898 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 774,221 7,125,171 SH   SOLE   7,125,171 0 0
BANK AMER CORP COM 060505104 165,731 9,720,300 SH   SOLE   9,720,300 0 0
BANK NEW YORK MELLON CORP COM 064058100 648,185 16,735,985 SH   SOLE   16,735,985 0 0
BLOCK H & R INC COM 093671105 96,899 3,124,772 SH   SOLE   3,124,772 0 0
CANADIAN PAC RY LTD COM 13645T100 404,813 1,951,187 SH   SOLE   1,951,187 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,011,782 11,387,526 SH   SOLE   11,387,526 0 0
KITE PHARMA INC COM 49803L109 5,700 200,000 SH   SOLE   200,000 0 0