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 160,356 2,450,422 SH   SOLE   2,450,422 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 35,877 2,928,750 SH   SOLE   2,928,750 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 147,723 927,441 SH   SOLE   927,441 0 0
AETNA INC NEW COM 00817Y108 84,684 953,324 SH   SOLE   953,324 0 0
AIR PRODS & CHEMS INC COM 09158106 231,412 1,604,467 SH   SOLE   1,604,467 0 0
AMETEK INC NEW COM 031100100 55,071 1,046,375 SH   SOLE   1,046,375 0 0
BROADCOM CORP CL A 111320107 184,067 4,248,021 SH   SOLE   4,248,021 0 0
CARMAX INC COM 143130102 132,102 1,984,110 SH   SOLE   1,984,110 0 0
CITRIX SYS INC COM 177376100 212,401 3,329,171 SH   SOLE   3,329,171 0 0
COMCAST CORP NEW CL A 20030N101 118,001 2,034,147 SH   SOLE   2,034,147 0 0
COMMSCOPE HLDG CO INC COM 20337X109 39,515 1,730,835 SH   SOLE   1,730,835 0 0
COMMVAULT SYSTEMS INC COM 204166102 96,109 1,859,335 SH   SOLE   1,859,335 0 0
CONNS INC COM 208242107 22,138 1,184,509 SH   SOLE   1,184,509 0 0
DISH NETWORK CORP CL A 25470M109 68,911 945,405 SH   SOLE   945,405 0 0
FIBROGEN INC COM 31572Q808 32,828 1,200,718 SH   SOLE   1,200,718 0 0
FOUNDATION MEDICINE INC COM 350465100 19,905 895,800 SH   SOLE   895,800 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 48,670 1,428,940 SH   SOLE   1,428,940 0 0
HCA HOLDINGS INC COM 40412C101 23,836 324,788 SH   SOLE   324,788 0 0
KINDER MORGAN INC DEL COM 49456B101 175,099 4,138,468 SH   SOLE   4,138,468 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 21,300 5,000,000 SH   SOLE   5,000,000 0 0
LIFELOCK INC COM 53224V100 29,422 1,589,510 SH   SOLE   1,589,510 0 0
MEDIVATION INC COM 58501N101 63,653 639,021 SH   SOLE   639,021 0 0
MGM RESORTS INTERNATIONAL COM 552953101 56,081 2,623,042 SH   SOLE   2,623,042 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 128,570 1,711,980 SH   SOLE   1,711,980 0 0
PANDORA MEDIA INC COM 698354107 50,982 2,859,379 SH   SOLE   2,859,379 0 0
PPG INDS INC COM 693506107 99,881 432,104 SH   SOLE   432,104 0 0
PTC THERAPEUTICS INC COM 69366J200 107,782 2,081,932 SH   SOLE   2,081,932 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 56,588 961,230 SH   SOLE   961,230 0 0
RADIUS HEALTH INC COM NEW 750469207 80,057 2,057,497 SH   SOLE   2,057,497 0 0
RALPH LAUREN CORP CL A 751212101 110,662 597,658 SH   SOLE   597,658 0 0
REXNORD CORP NEW COM 76169B102 55,791 1,977,700 SH   SOLE   1,977,700 0 0
RINGCENTRAL INC CL A 76680R206 36,181 2,425,000 SH   SOLE   2,425,000 0 0
SABRE CORP COM 78573M104 59,095 2,915,408 SH   SOLE   2,915,408 0 0
SALESFORCE COM INC COM 79466L302 88,858 1,498,198 SH   SOLE   1,498,198 0 0
SIGNET JEWELERS LIMITED SHS G81276100 190,001 1,444,106 SH   SOLE   1,444,106 0 0
SLM CORP COM 78442P106 78,844 7,737,398 SH   SOLE   7,737,398 0 0
SOUFUN HLDGS LTD ADR 836034108 82,074 11,106,132 SH   SOLE   11,106,132 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 39,175 381,302 SH   SOLE   381,302 0 0
TIME WARNER CABLE INC COM 88732J207 23,358 153,613 SH   SOLE   153,613 0 0
TRANSDIGM GROUP INC COM 893641100 111,225 566,465 SH   SOLE   566,465 0 0
TRIPADVISOR INC COM 896945201 48,458 649,044 SH   SOLE   649,044 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 91,513 2,382,837 SH   SOLE   2,382,837 0 0
TWITTER INC COM 90184L102 68,810 1,918,312 SH   SOLE   1,918,312 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 181,747 1,421,676 SH   SOLE   1,421,676 0 0
VANTIV INC CL A 92210H105 69,595 2,051,739 SH   SOLE   2,051,739 0 0
VIASAT INC COM 92552V100 33,803 536,295 SH   SOLE   536,295 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 21,999 1,235,182 SH   SOLE   1,235,182 0 0
ZAFGEN INC COM 98885E103 20,554 666,480 SH   SOLE   666,480 0 0