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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBVIE INCCOM00287Y109622,02410,769,105SH SOLE 10,769,10500
ACADIA PHARMACEUTICALS INCCOM004225108107,0844,324,890SH SOLE 4,324,89000
CAPITAL ONE FINL CORPCOM14040H105112,1231,373,725SH SOLE 1,373,72500
CHENIERE ENERGY INCCOM NEW16411R208436,4205,453,205SH SOLE 5,453,20500
CITIGROUP INCCOM NEW172967424772,33214,904,121SH SOLE 14,904,12100
COLFAX CORPCOM19401410653,913946,339SH SOLE 946,33900
D R HORTON INCCOM23331A10982,0563,998,849SH SOLE 3,998,84900
DAVITA HEALTHCARE PARTNERS ICOM23918K108291,1833,981,170SH SOLE 3,981,17000
DELTA AIR LINES INC DELCOM NEW24736170270,7811,957,987SH SOLE 1,957,98700
DOLLAR TREE INCCOM256746108308,1365,495,555SH SOLE 5,495,55500
FACEBOOK INCCL A30303M102410,5375,194,041SH SOLE 5,194,04100
GOOGLE INCCL A38259P508543,397923,500SH SOLE 923,50000
AIR PRODS & CHEMS INCCOM009158106462,6603,554,000SH SOLE 3,554,00000
HCA HOLDINGS INCCOM40412C101126,5681,794,780SH SOLE 1,794,78000
HILTON WORLDWIDE HLDGS INCCOM43300A104239,1159,708,263SH SOLE 9,708,26300
HUMANA INCCOM44485910264,311493,602SH SOLE 493,60200
ILLUMINA INCCOM4523271091,418,0188,650,670SH SOLE 8,650,67000
KANSAS CITY SOUTHERNCOM NEW485170302515,7444,255,316SH SOLE 4,255,31600
LOWES COS INCCOM5486611071,027,95219,424,638SH SOLE 19,424,63800
MARSH & MCLENNAN COS INCCOM57174810269,7541,332,700SH SOLE 1,332,70000
MASTERCARD INCCL A57636Q104965,12513,056,351SH SOLE 13,056,35100
MEDTRONIC INCCOM585055106114,0761,841,414SH SOLE 1,841,41400
MICRON TECHNOLOGY INCCOM595112103704,61320,566,647SH SOLE 20,566,64700
ALEXION PHARMACEUTICALS INCCOM015351109364,5472,198,451SH SOLE 2,198,45100
MOHAWK INDS INCCOM608190104765,3805,677,048SH SOLE 5,677,04800
MOLINA HEALTHCARE INCCOM60855R10050,0801,183,932SH SOLE 1,183,93200
MONDELEZ INTL INCCL A609207105385,58111,252,897SH SOLE 11,252,89700
MONSANTO CO NEWCOM61166W10169,464617,401SH SOLE 617,40100
NETFLIX INCCOM64110L106477,7211,058,826SH SOLE 1,058,82600
NEWFIELD EXPL COCOM651290108334,4909,023,189SH SOLE 9,023,18900
PETROLEO BRASILEIRO SA PETROSPONSORED ADR71654V40850,5313,561,000SH SOLE 3,561,00000
PIONEER NAT RES COCOM7237871071,336,1746,783,641SH SOLE 6,783,64100
PRECISION CASTPARTS CORPCOM740189105431,8481,823,067SH SOLE 1,823,06700
RALPH LAUREN CORPCL A751212101131,838800,328SH SOLE 800,32800
ALLERGAN INCCOM018490102406,2262,279,736SH SOLE 2,279,73600
REGENERON PHARMACEUTICALSCOM75886F107389,6071,080,682SH SOLE 1,080,68200
SBA COMMUNICATIONS CORPCOM78388J106230,6882,080,141SH SOLE 2,080,14100
SALIX PHARMACEUTICALS INCCOM795435106424,9012,719,538SH SOLE 2,719,53800
SANDISK CORPCOM80004C101212,7742,172,270SH SOLE 2,172,27000
STATE STR CORPCOM85747710346,035625,394SH SOLE 625,39400
THERMO FISHER SCIENTIFIC INCCOM883556102970,7407,976,502SH SOLE 7,976,50200
TWENTY FIRST CENTY FOX INCCL A90130A101345,87710,086,820SH SOLE 10,086,82000
VALEANT PHARMACEUTICALS INTLCOM91911K1021,307,7619,967,690SH SOLE 9,967,69000
VISA INCCOM CL A92826C839647,7103,035,619SH SOLE 3,035,61900
WALGREEN COCOM9314221091,227,58420,711,731SH SOLE 20,711,73100
BAIDU INCSPON ADR REP A056752108376,1031,723,427SH SOLE 1,723,42700
WELLPOINT INCCOM94973V107124,6151,041,758SH SOLE 1,041,75800
ACTAVIS PLCSHSG0083B108615,3452,550,336SH SOLE 2,550,33600
AON PLCSHS CL AG0408V102145,7621,662,625SH SOLE 1,662,62500
LIBERTY GLOBAL PLCSHS CL AG5480U104162,1263,811,150SH SOLE 3,811,15000
LIBERTY GLOBAL PLCSHS CL CG5480U12090,6552,210,300SH SOLE 2,210,30000
GOLAR LNG LTD BERMUDASHSG9456A100156,2992,353,898SH SOLE 2,353,89800
LYONDELLBASELL INDUSTRIES NSHS - A -N53745100774,2217,125,171SH SOLE 7,125,17100
BANK AMER CORPCOM060505104165,7319,720,300SH SOLE 9,720,30000
BANK NEW YORK MELLON CORPCOM064058100648,18516,735,985SH SOLE 16,735,98500
BLOCK H & R INCCOM09367110596,8993,124,772SH SOLE 3,124,77200
CANADIAN PAC RY LTDCOM13645T100404,8131,951,187SH SOLE 1,951,18700
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1021,011,78211,387,526SH SOLE 11,387,52600
KITE PHARMA INCCOM49803L1095,700200,000SH SOLE 200,00000