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
ADVANCE AUTO PARTS INC COM 00751Y106 232,061 2,858,955 SH   SOLE   2,858,955 0 0
AEROPOSTALE COM 007865108 41,818 3,030,303 SH   SOLE   3,030,303 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 63,939 4,941,197 SH   SOLE   4,941,197 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 129,703 2,901,629 SH   SOLE   2,901,629 0 0
ANN INC COM 035623107 54,139 1,630,683 SH   SOLE   1,630,683 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 67,545 1,684,416 SH   SOLE   1,684,416 0 0
B/E AEROSPACE INC COM 073302101 89,237 1,414,663 SH   SOLE   1,414,663 0 0
BECTON DICKINSON & CO COM 075887109 61,378 621,044 SH   SOLE   621,044 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 5,437 258,145 SH   SOLE   258,145 0 0
CAREFUSION CORP COM 14170T101 87,151 2,365,017 SH   SOLE   2,365,017 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 52,825 426,527 SH   SOLE   426,527 0 0
CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 63,065 1,057,075 SH   SOLE   1,057,075 0 0
CME GROUP INC COM 12572Q105 88,738 1,168,372 SH   SOLE   1,168,372 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 16,349 465,000 SH   SOLE   465,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 108,214 1,727,550 SH   SOLE   1,727,550 0 0
COPART INC COM 217204106 58,763 1,907,880 SH   SOLE   1,907,880 0 0
EBAY INC COM 278642103 168,179 3,251,724 SH   SOLE   3,251,724 0 0
EQUIFAX INC COM 294429105 59,266 1,005,705 SH   SOLE   1,005,705 0 0
EXLSERVICE HOLDINGS INC COM 302081104 41,152 1,392,145 SH   SOLE   1,392,145 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 117,702 4,943,388 SH   SOLE   4,943,388 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 83,233 1,942,881 SH   SOLE   1,942,881 0 0
FISERV INC COM 337738108 119,294 1,364,763 SH   SOLE   1,364,763 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 55,338 680,666 SH   SOLE   680,666 0 0
FORTINET INC COM 34959E109 59,341 3,390,889 SH   SOLE   3,390,889 0 0
FOSSIL GROUP INC COM 34988V106 133,218 1,289,493 SH   SOLE   1,289,493 0 0
FRANKLIN RES INC COM 354613101 71,751 527,505 SH   SOLE   527,505 0 0
GENPACT LIMITED SHS G3922B107 175,924 9,143,640 SH   SOLE   9,143,640 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 47,799 743,027 SH   SOLE   743,027 0 0
ILLINOIS TOOL WKS INC COM 452308109 60,409 873,341 SH   SOLE   873,341 0 0
INTERNATIONAL GAME TECHNOLOG COM 459902102 9,191 550,000 SH   SOLE   550,000 0 0
INTERXION HOLDING N.V SHS N47279109 58,302 2,231,236 SH   SOLE   2,231,236 0 0
JOS A BANK CLOTHIERS INC COM 480838101 13,150 318,245 SH   SOLE   318,245 0 0
JPMORGAN CHASE & CO COM 46625H100 87,034 1,648,687 SH   SOLE   1,648,687 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 59,621 595,613 SH   SOLE   595,613 0 0
MICROSTRATEGY INC CL A NEW 594972408 76,955 884,951 SH   SOLE   884,951 0 0
MONSTER BEVERAGE CORP COM 611740101 113,003 1,857,679 SH   SOLE   1,857,679 0 0
NETAPP INC COM 64110D104 79,421 2,102,200 SH Call SOLE   2,102,200 0 0
ORACLE CORP COM 68389X105 60,611 1,973,662 SH   SOLE   1,973,662 0 0
PANDORA MEDIA INC COM 698354107 81,115 4,408,416 SH   SOLE   4,408,416 0 0
PVH CORP COM 693656100 11,155 89,205 SH   SOLE   89,205 0 0
QUALCOMM INC COM 747525103 129,869 2,125,861 SH   SOLE   2,125,861 0 0
QUEST DIAGNOSTICS INC COM 74834L100 58,538 965,488 SH   SOLE   965,488 0 0
SCHWAB CHARLES CORP NEW COM 808513105 95,457 4,496,345 SH   SOLE   4,496,345 0 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 131,305 1,993,093 SH   SOLE   1,993,093 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 42,374 2,004,444 SH   SOLE   2,004,444 0 0
STATE STR CORP COM 857477103 48,138 738,194 SH   SOLE   738,194 0 0
TYCO INTERNATIONAL LTD SHS H89128104 86,307 2,619,347 SH   SOLE   2,619,347 0 0
UNILEVER N V N Y SHS NEW 904784709 34,711 883,001 SH   SOLE   883,001 0 0
UNITED TECHNOLOGIES CORP COM 913017109 108,362 1,165,930 SH   SOLE   1,165,930 0 0
VCA ANTECH INC COM 918194101 125,572 4,813,038 SH   SOLE   4,813,038 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 71,125 2,474,330 SH   SOLE   2,474,330 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 77,402 1,781,817 SH   SOLE   1,781,817 0 0