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
A10 NETWORKS INC COM 002121101 5,135 341,417 SH   SOLE   341,417 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 142,528 1,126,700 SH   SOLE   1,126,700 0 0
AETNA INC COM COM 00817Y108 51,115 681,800 SH   SOLE   681,800 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 8,139 207,889 SH   SOLE   207,889 0 0
AIR PRODS & CHEMS INC COM 009158106 180,310 1,514,700 SH   SOLE   1,514,700 0 0
AMAZON COM INC COM 023135106 76,355 227,000 SH   SOLE   227,000 0 0
AMC NETWORKS INC CL A 00164V103 46,344 634,160 SH   SOLE   634,160 0 0
ARROWHEAD RESH CORP COM NEW 042797209 11,781 717,500 SH   SOLE   717,500 0 0
BROADCOM CORP CL A 111320107 263,574 8,375,400 SH   SOLE   8,375,400 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 15,438 1,147,833 SH   SOLE   1,147,833 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 88,870 1,762,603 SH   SOLE   1,762,603 0 0
CYTOKINETICS INC COM NEW 23282W605 6,529 687,260 SH   SOLE   687,260 0 0
DELPHI AUTOMOTIVE PLC COM G27823106 124,177 1,829,900 SH   SOLE   1,829,900 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 42,754 1,513,400 SH   SOLE   1,513,400 0 0
DOLLAR GEN CORP NEW COM 256677105 193,959 3,496,009 SH   SOLE   3,496,009 0 0
DYNAVAX TECHNOLOGIES CORP COM 268158102 12,924 7,150,036 SH   SOLE   7,150,036 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 41,262 549,500 SH   SOLE   549,500 0 0
FRANCESCAS HLDGS CORP COM 351793104 22,934 1,264,300 SH   SOLE   1,264,300 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 80,322 2,412,800 SH   SOLE   2,412,800 0 0
HCA HOLDINGS INC COM 40412C101 67,201 1,280,017 SH   SOLE   1,280,017 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 86,208 3,236,047 SH   SOLE   3,236,047 0 0
HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 44,586 1,380,804 SH   SOLE   1,380,804 0 0
IDENIX PHARMACEUTICALS INC COM 45166R204 54,296 9,004,351 SH   SOLE   9,004,351 0 0
MCGRAW HILL FINL INC COM 580645109 50,701 664,500 SH   SOLE   664,500 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 104,257 1,253,997 SH   SOLE   1,253,997 0 0
MEDIVATION INC COM 58501N101 91,250 1,417,590 SH   SOLE   1,417,590 0 0
MONSANTO CO NEW COM 61166W101 284,840 2,503,644 SH   SOLE   2,503,644 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 116,989 3,986,002 SH   SOLE   3,986,002 0 0
NOKIA CORP SPONSORED ADR 654902204 41,003 5,586,225 SH   SOLE   5,586,225 0 0
PALO ALTO NETWORKS INC COM 697435105 47,142 687,200 SH   SOLE   687,200 0 0
PANDORA MEDIA INC COM 698354107 53,217 1,755,166 SH   SOLE   1,755,166 0 0
PRECISION CASTPARTS CORP COM 740189105 104,281 412,571 SH   SOLE   412,571 0 0
PTC THERAPEUTICS INC COM 69366J200 74,813 2,862,025 SH   SOLE   2,862,025 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 61,120 1,203,864 SH   SOLE   1,203,864 0 0
RAYTHEON CO COM NEW 755111507 101,197 1,024,368 SH   SOLE   1,024,368 0 0
RINGCENTRAL INC CL A 76680R206 26,877 1,484,932 SH   SOLE   1,484,932 0 0
RUCKUS WIRELESS INC COM 781220108 27,110 2,229,400 SH   SOLE   2,229,400 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 24,800 905,100 SH   SOLE   905,100 0 0
SEAWORLD ENTMT INC COM 81282V100 71,095 2,351,800 SH   SOLE   2,351,800 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 103,478 2,426,782 SH   SOLE   2,426,782 0 0
SLM CORP COM 78442P106 78,507 3,207,000 SH   SOLE   3,207,000 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 11,074 521,352 SH   SOLE   521,352 0 0
TREVENA INC COM 89532E109 6,288 799,998 SH   SOLE   799,998 0 0
TRIPADVISOR INC COM 896945201 74,920 827,021 SH   SOLE   827,021 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 131,414 1,348,664 SH   SOLE   1,348,664 0 0
VMWARE INC CL A COM 928563402 182,728 1,691,609 SH   SOLE   1,691,609 0 0
WIX COM LTD SHS M98068105 25,909 1,127,930 SH   SOLE   1,127,930 0 0
XYLEM INC COM 98419M100 63,435 1,741,763 SH   SOLE   1,741,763 0 0
YANDEX N V SHS CLASS A N97284108 16,771 555,500 SH   SOLE   555,500 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 113,583 4,050,747 SH   SOLE   4,050,747 0 0