The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 76,114 | 1,286,800 | SH | SOLE | 1,286,800 | 0 | 0 | ||
| 58 COM INC | SPON ADR REP A | 31680Q104 | 52,550 | 1,262,300 | SH | SOLE | 1,262,300 | 0 | 0 | ||
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 11,172 | 290,873 | SH | SOLE | 290,873 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 189,823 | 3,897,800 | SH | SOLE | 3,897,800 | 0 | 0 | ||
| BIO-REFERENCE LABS INC | COM $.01 NEW | 09057G602 | 19,930 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| BURGER KING WORLDWIDE INC | COM | 121220107 | 191,160 | 7,200,000 | SH | SOLE | 7,200,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 2,952 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 17,327 | 1,115,000 | SH | SOLE | 1,115,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 503,563 | 6,485,031 | SH | SOLE | 6,485,031 | 0 | 0 | ||
| CASTLIGHT HEALTH INC | CL B | 14862Q100 | 2,440 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 200,231 | 1,625,248 | SH | SOLE | 1,625,248 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 320,084 | 6,701,918 | SH | SOLE | 6,701,918 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 262,133 | 3,674,937 | SH | SOLE | 3,674,937 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 182,337 | 3,643,831 | SH | SOLE | 3,643,831 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 1,622 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| DELIA'S INC NEW | COM | 246911101 | 2,856 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 437,940 | 7,893,663 | SH | SOLE | 7,893,663 | 0 | 0 | ||
| EXONE CO | COM | 302104104 | 23,827 | 665,000 | SH | SOLE | 665,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 335,779 | 6,282,114 | SH | SOLE | 6,282,114 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 12,314 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 220,877 | 1,919,000 | SH | SOLE | 1,919,000 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 110,766 | 2,765,000 | SH | SOLE | 2,765,000 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 19,314 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 11,520 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 41,335 | 579,000 | SH | SOLE | 579,000 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 30,970 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 363,825 | 8,936,990 | SH | SOLE | 8,936,990 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 118,311 | 905,000 | SH | SOLE | 905,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 194,566 | 7,184,866 | SH | SOLE | 7,184,866 | 0 | 0 | ||
| MARKWEST ENERGY PARTNERS L P | UNIT LTD PARTN | 570759100 | 23,842 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 256,968 | 3,440,000 | SH | SOLE | 3,440,000 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 123,565 | 1,922,000 | SH | SOLE | 1,922,000 | 0 | 0 | ||
| MYRIAD GENETICS INC | COM | 62855J104 | 80,207 | 2,345,921 | SH | SOLE | 2,345,921 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 9,473 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| POTBELLY CORP | COM | 73754Y100 | 894 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 810,843 | 680,300 | SH | SOLE | 680,300 | 0 | 0 | ||
| QIWI PLC | SPON ADR REP B | 74735M108 | 29,453 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 4,589 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 44,690 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 142,613 | 1,937,935 | SH | SOLE | 1,937,935 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 31,310 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SODASTREAM INTERNATIONAL LTD | USD SHS | M9068E105 | 26,460 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 485,774 | 2,622,972 | SH | SOLE | 2,622,972 | 0 | 0 | ||
| TRULIA INC | COM | 897888103 | 56,865 | 1,712,808 | SH | SOLE | 1,712,808 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 615,826 | 19,262,616 | SH | SOLE | 19,262,616 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 23,335 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| UTI WORLDWIDE INC | ORD | G87210103 | 51,933 | 4,904,000 | SH | SOLE | 4,904,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 2,003 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| VERA BRADLEY INC | COM | 92335C106 | 21,346 | 790,884 | SH | SOLE | 790,884 | 0 | 0 | ||
| VINCE HLDG CORP | COM | 92719W108 | 659 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 334,251 | 2,238,788 | SH | SOLE | 2,238,788 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 61,408 | 284,479 | SH | SOLE | 284,479 | 0 | 0 | ||
| ZILLOW INC | CL A | 98954A107 | 144,067 | 1,635,268 | SH | SOLE | 1,635,268 | 0 | 0 | ||
| ZULILY INC | CL A | 989774104 | 502 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 24,252 | 5,640,000 | SH | SOLE | 5,640,000 | 0 | 0 | ||