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 105,074 1,861,700 SH   SOLE   1,861,700 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 17,007 2,246,632 SH   SOLE   2,246,632 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 126,836 940,084 SH   SOLE   940,084 0 0
AETNA INC NEW COM 00817Y108 100,636 1,241,200 SH   SOLE   1,241,200 0 0
AIR PRODS & CHEMS INC COM 9158106 180,467 1,403,100 SH   SOLE   1,403,100 0 0
ARROWHEAD RESH CORP COM NEW 42797209 11,873 829,710 SH   SOLE   829,710 0 0
BROADCOM CORP CL A 111320107 173,896 4,684,700 SH   SOLE   4,684,700 0 0
CISCO SYS INC COM 17275R102 179,415 7,219,900 SH   SOLE   7,219,900 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 39,845 878,227 SH   SOLE   878,227 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 11,593 1,147,833 SH   SOLE   1,147,833 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 61,723 963,820 SH   SOLE   963,820 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 49,158 715,131 SH   SOLE   715,131 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 34,157 1,513,400 SH   SOLE   1,513,400 0 0
DOLLAR GEN CORP NEW COM 256677105 74,614 1,300,809 SH   SOLE   1,300,809 0 0
DYNAVAX TECHNOLOGIES CORP COM 268158102 8,440 5,274,936 SH   SOLE   5,274,936 0 0
FOUNDATION MEDICINE INC COM 350465100 12,035 446,400 SH   SOLE   446,400 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 72,337 2,108,329 SH   SOLE   2,108,329 0 0
HCA HOLDINGS INC COM 40412C101 36,623 649,576 SH   SOLE   649,576 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 157,112 5,605,147 SH   SOLE   5,605,147 0 0
HOME DEPOT INC COM 437076102 51,693 638,500 SH   SOLE   638,500 0 0
IDENIX PHARMACEUTICALS INC COM 45166R204 81,087 3,364,623 SH   SOLE   3,364,623 0 0
LIFELOCK INC COM 53224V100 35,116 2,515,449 SH   SOLE   2,515,449 0 0
MAGNA INTL INC COM 559222401 61,269 568,853 SH   SOLE   568,853 0 0
MCGRAW HILL FINL INC COM 580645109 33,493 403,387 SH   SOLE   403,387 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 26,857 288,253 SH   SOLE   288,253 0 0
MEDIVATION INC COM 58501N101 122,472 1,588,890 SH   SOLE   1,588,890 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 137,105 1,546,591 SH   SOLE   1,546,591 0 0
MOHAWK INDS INC COM 608190104 73,597 532,000 SH   SOLE   532,000 0 0
MONSANTO CO NEW COM 61166W101 168,856 1,353,660 SH   SOLE   1,353,660 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 70,348 2,647,642 SH   SOLE   2,647,642 0 0
OFFICE DEPOT INC COM 676220106 23,561 4,140,800 SH   SOLE   4,140,800 0 0
PANDORA MEDIA INC COM 698354107 72,156 2,445,966 SH   SOLE   2,445,966 0 0
PRECISION CASTPARTS CORP COM 740189105 79,600 315,371 SH   SOLE   315,371 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 64,154 1,203,864 SH   SOLE   1,203,864 0 0
RADIUS HEALTH INC COM NEW 750469207 23,719 1,824,524 SH   SOLE   1,824,524 0 0
RALPH LAUREN CORP CL A 751212101 104,063 647,600 SH   SOLE   647,600 0 0
REXNORD CORP NEW COM 76169B102 25,712 913,400 SH   SOLE   913,400 0 0
RINGCENTRAL INC CL A 76680R206 36,690 2,425,000 SH   SOLE   2,425,000 0 0
SALESFORCE COM INC COM 79466L302 86,334 1,486,462 SH   SOLE   1,486,462 0 0
SEAWORLD ENTMT INC COM 81282V100 48,932 1,727,200 SH   SOLE   1,727,200 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 55,940 1,195,804 SH   SOLE   1,195,804 0 0
SHIRE PLC SPONSORED ADR 82481R106 21,642 91,900 SH   SOLE   91,900 0 0
SIGNET JEWELERS LIMITED SHS G81276100 139,034 1,257,200 SH   SOLE   1,257,200 0 0
SLM CORP COM 78442P106 43,449 5,228,500 SH   SOLE   5,228,500 0 0
SOUFUN HLDGS LTD ADR 836034108 39,740 4,059,254 SH   SOLE   4,059,254 0 0
TRANSDIGM GROUP INC COM 893641100 66,280 396,271 SH   SOLE   396,271 0 0
TRIPADVISOR INC COM 896945201 62,701 577,041 SH   SOLE   577,041 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 60,981 1,734,870 SH   SOLE   1,734,870 0 0
TWITTER INC COM 90184L102 147,687 3,604,761 SH   SOLE   3,604,761 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 157,448 1,722,436 SH   SOLE   1,722,436 0 0
VMWARE INC CL A COM 928563402 119,048 1,229,709 SH   SOLE   1,229,709 0 0
WILLIAMS COS INC DEL COM 969457100 102,485 1,760,600 SH   SOLE   1,760,600 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 142,723 5,981,700 SH   SOLE   5,981,700 0 0
ZAFGEN INC COM 98885E103 13,183 666,480 SH   SOLE   666,480 0 0