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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3-D SYS CORP DELCOM NEW88554D20555,9491,274,456SH SOLE 1,274,45600
AMAZON COM INCCOM023135106273,247984,000SH SOLE 984,00000
AVIS BUDGET GROUPCOM05377410538,2381,330,000SH SOLE 1,330,00000
BIO-REFERENCE LABS INCCOM $.01 NEW09057G60220,700720,000SH SOLE 720,00000
BURGER KING WORDLWIDE INCCOM121220107140,4727,200,000SH SOLE 7,200,00000
CARTER INCCOM146229109296,2804,000,000SH SOLE 4,000,00000
CHARTER COMMUNICATIONS INC DCL A NEW16117M30564,278519,000SH SOLE 519,00000
COCA COLA ENTERPRISES INC NECOM19122T109189,8645,400,000SH SOLE 5,400,00000
COLFAX CORPCOM194014106193,8493,720,000SH SOLE 3,720,00000
COMCAST CORP NEWCL A20030N10180,7861,935,000SH SOLE 1,935,00000
COMCAST CORP NEWCL A SPL20030N20013,885350,000SH SOLE 350,00000
COTY INCCOM CL A22207020312,885750,000SH SOLE 750,00000
DOLLAR GEN CORP NEWCOM256677105302,5806,000,000SH SOLE 6,000,00000
DONNELLEY R R & SONS COCOM25786710149,0123,498,394SH SOLE 3,498,39400
FIDELITY NATL INFORMATION SVCOM31620M106214,2005,000,000SH SOLE 5,000,00000
FLEETCOR TECHNOLOGIES INCCOM339041105182,1122,240,000SH SOLE 2,240,00000
GRACE W R & CO DEL NEWCOM38388F108157,9951,880,000SH SOLE 1,880,00000
GROUPON INCCOM CL A399473107153,90018,000,000SH SOLE 18,000,00000
LIBERTY GLOBAL PLCSHS CL CG5480U120291,9274,300,000SH SOLE 4,300,00000
LIBERTY MEDIA CORP DELAWARECL A531229102487,3923,845,000SH SOLE 3,845,00000
LIGHTINTHEBOX HLDG CO LTDSPONSORED ADR53225G1025,384400,000SH SOLE 400,00000
MAKEMYTRIP LIMITED MAURITIUSSHSV5633W109102,5287,184,866SH SOLE 7,184,86600
MASTERCARD INCCL A57636Q104287,250500,000SH SOLE 500,00000
MCGRAW HILL FINL INCCOM58064510979,7851,500,000SHPutSOLE 1,500,00000
MEDNAX INCCOM58502B1069,158100,000SHPutSOLE 100,00000
MOTOROLA SOLUTIONS INCCOM NEW620076307173,1903,000,000SH SOLE 3,000,00000
NETFLIX INCCOM64110L10666,493315,000SH SOLE 315,00000
NEWS CORPCL A65248E104510,36615,665,000SH SOLE 15,665,00000
PITNEY BOWES INCCOM72447910027,0111,840,000SH SOLE 1,840,00000
PRICELINE COM INCCOM NEW741503403391,842474,000SH SOLE 474,00000
QUALCOMM INCCOM74752510385,5261,400,000SH SOLE 1,400,00000
ROYAL CARIBBEAN CRUISES LTDCOMV7780T10346,6761,400,000SHPutSOLE 1,400,00000
ROYAL CARIBBEAN CRUISES LTDCOMV7780T1035,001150,000SH SOLE 150,00000
SINCLAIR BROADCAST GROUP INCCL A82922610995,0883,237,600SH SOLE 3,237,60000
STRATASYS LTDSHSM85548101108,8621,300,000SH SOLE 1,300,00000
TAL ED GROUPADS REPSTG COM87408010478,0767,450,000SH SOLE 7,450,00000
TRANSDIGM GROUP INCCOM89364110083,088530,000SH SOLE 530,00000
UNITED STATES NATL GAS FUNDUNIT PAR $0.00191231820124,6351,300,000SHCallSOLE 1,300,00000
UTI WORLDWIDE INCORDG8721010325,1991,530,000SH SOLE 1,530,00000
VERA BRADLEY INCCOM92335C10619,654907,400SH SOLE 907,40000
VISA INCCOM CL A92826C839232,0931,270,000SH SOLE 1,270,00000
VITAMIN SHOPPE INCCOM92849E10129,146650,000SH SOLE 650,00000
YY INCADS REPCOM CLA98426T10639,7001,479,684SH SOLE 1,479,68400