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
ANTHEM INC COM 036752103 164,238 993,094 SH   SOLE   993,094 0 0
ARRIS INTL INC SHS G0551A103 202,682 7,662,843 SH   SOLE   7,662,843 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 89,465 1,488,599 SH   SOLE   1,488,599 0 0
AUTODESK INC COM 052769106 698,450 8,077,372 SH   SOLE   8,077,372 0 0
AUTONATION INC COM 05329W102 54,904 1,298,268 SH   SOLE   1,298,268 0 0
BAIDU INC SPON ADR REP A 056752108 193,349 1,120,734 SH   SOLE   1,120,734 0 0
BAIDU INC SPON ADR REP A 056752108 13,457 78,000 SH Call SOLE   78,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 49,598 1,021,165 SH   SOLE   1,021,165 0 0
CBRE GROUP INC CL A 12504L109 128,846 3,703,545 SH   SOLE   3,703,545 0 0
CF INDS HLDGS INC COM 125269100 78,423 2,671,992 SH   SOLE   2,671,992 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 46,381 1,230,587 SH   SOLE   1,230,587 0 0
CONSTELLATION BRANDS INC CL A 21036P108 140,294 865,636 SH   SOLE   865,636 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 91,226 2,345,736 SH   SOLE   2,345,736 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 87,815 1,786,674 SH   SOLE   1,786,674 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 21,134 415,460 SH   SOLE   415,460 0 0
DUNKIN BRANDS GROUP INC COM 265504100 163,487 2,989,881 SH   SOLE   2,989,881 0 0
EXPEDIA INC DEL COM NEW 30212P303 126,618 1,003,554 SH   SOLE   1,003,554 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 219,614 5,639,815 SH   SOLE   5,639,815 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 79,967 6,035,221 SH   SOLE   6,035,221 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 90,889 1,226,902 SH   SOLE   1,226,902 0 0
IMPERVA INC COM 45321L100 135,450 3,299,644 SH   SOLE   3,299,644 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 247,158 4,128,238 SH   SOLE   4,128,238 0 0
INTERXION HOLDING N.V SHS N47279109 179,288 4,532,044 SH   SOLE   4,532,044 0 0
J ALEXANDERS HLDGS INC COM 46609J106 12,514 1,245,169 SH   SOLE   1,245,169 0 0
KAR AUCTION SVCS INC COM 48238T109 111,645 2,556,556 SH   SOLE   2,556,556 0 0
LA QUINTA HLDGS INC COM 50420D108 143,188 10,590,840 SH   SOLE   10,590,840 0 0
LENNAR CORP CL A 526057104 435,896 8,515,251 SH   SOLE   8,515,251 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 123,430 3,441,037 SH   SOLE   3,441,037 0 0
MICROSTRATEGY INC CL A NEW 594972408 135,197 719,900 SH   SOLE   719,900 0 0
MORGAN STANLEY COM NEW 617446448 70,955 1,656,276 SH   SOLE   1,656,276 0 0
PANDORA MEDIA INC COM 698354107 124,642 10,553,966 SH   SOLE   10,553,966 0 0
PTC INC COM 69370C100 99,936 1,901,729 SH   SOLE   1,901,729 0 0
REXNORD CORP NEW COM 76169B102 166,134 7,198,162 SH   SOLE   7,198,162 0 0
S&P GLOBAL INC COM 78409V104 75,360 576,415 SH   SOLE   576,415 0 0
TAILORED BRANDS INC COM 87403A107 108,368 7,253,578 SH   SOLE   7,253,578 0 0
TRIPADVISOR INC COM 896945201 116,327 2,695,247 SH   SOLE   2,695,247 0 0
US FOODS HLDG CORP COM 912008109 140,006 5,003,794 SH   SOLE   5,003,794 0 0
WENDYS CO COM 95058W100 159,472 11,717,244 SH   SOLE   11,717,244 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 76,807 3,456,659 SH   SOLE   3,456,659 0 0
YAHOO INC COM 984332106 16,025 345,283 SH   SOLE   345,283 0 0
ZYNGA INC CL A 98986T108 165,300 58,000,066 SH   SOLE   58,000,066 0 0