The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE SYS INC | COM | 00724F101 | 86,832 | 1,200,000 | SH | SOLE | NONE | 1,200,000 | 0 | 0 | |
| ALTISOURCE ASSET MGMT CORP | COM | 02153X108 | 14,461 | 20,000 | SH | SOLE | NONE | 20,000 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 74,415 | 3,300,000 | SH | SOLE | NONE | 3,300,000 | 0 | 0 | |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 60,626 | 650,000 | SH | SOLE | NONE | 650,000 | 0 | 0 | |
| BLACKHAWK NETWORK HLDGS INC | CL B | 09238E203 | 31,117 | 1,158,937 | SH | SOLE | NONE | 1,158,937 | 0 | 0 | |
| CARTER INC | COM | 146229109 | 62,037 | 900,000 | SH | SOLE | NONE | 900,000 | 0 | 0 | |
| CF INDS HLDGS INC | COM | 125269100 | 48,106 | 200,000 | SH | SOLE | NONE | 200,000 | 0 | 0 | |
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 132,875 | 6,250,000 | SH | SOLE | NONE | 6,250,000 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 24,507 | 350,000 | SH | SOLE | NONE | 350,000 | 0 | 0 | |
| ENPRO INDS INC | COM | 29355X107 | 29,264 | 400,000 | SH | SOLE | NONE | 400,000 | 0 | 0 | |
| EXTERRAN HLDGS INC | COM | 30225X103 | 22,495 | 500,000 | SH | SOLE | NONE | 500,000 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 3,397 | 100,000 | SH | SOLE | NONE | 100,000 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 46,022 | 80,000 | SH | SOLE | NONE | 80,000 | 0 | 0 | |
| GRAHAM HLDGS CO | COM | 384637104 | 51,704 | 72,000 | SH | SOLE | NONE | 72,000 | 0 | 0 | |
| GULFPORT ENERGY CORP | COM NEW | 402635304 | 29,830 | 475,000 | SH | SOLE | NONE | 475,000 | 0 | 0 | |
| LAMAR ADVERTISING CO | CL A | 512815101 | 87,447 | 1,649,950 | SH | SOLE | NONE | 1,649,950 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 78,896 | 1,864,703 | SH | SOLE | NONE | 1,864,703 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 20,240 | 500,005 | SH | SOLE | NONE | 500,005 | 0 | 0 | |
| METHANEX CORP | COM | 59151K108 | 71,047 | 1,150,000 | SH | SOLE | NONE | 1,150,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 16,475 | 500,000 | SH | SOLE | NONE | 500,000 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 87,660 | 1,000,000 | SH | SOLE | NONE | 1,000,000 | 0 | 0 | |
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 56,771 | 1,100,000 | SH | SOLE | NONE | 1,100,000 | 0 | 0 | |
| NICHOLAS FINANCIAL INC | COM NEW | 65373J209 | 14,880 | 1,036,220 | SH | SOLE | NONE | 1,036,220 | 0 | 0 | |
| NORTHSTAR RLTY FIN CORP | COM | 66704R100 | 140,778 | 8,100,000 | SH | SOLE | NONE | 8,100,000 | 0 | 0 | |
| PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 11,212 | 400,000 | SH | SOLE | NONE | 400,000 | 0 | 0 | |
| RCS CAP CORP | COM CL A | 74937W102 | 86,950 | 4,095,600 | SH | SOLE | NONE | 4,095,600 | 0 | 0 | |
| RICE ENERGY INC | COM | 762760106 | 31,211 | 1,025,000 | SH | SOLE | NONE | 1,025,000 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 11,616 | 200,000 | SH | SOLE | NONE | 200,000 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 51,345 | 1,500,000 | SH | SOLE | NONE | 1,500,000 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 17,575 | 500,000 | SH | SOLE | NONE | 500,000 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 14,335 | 550,500 | SH | Call | SOLE | NONE | 550,500 | 0 | 0 |
| WESTERN REFNG INC | COM | 959319104 | 7,510 | 200,000 | SH | SOLE | NONE | 200,000 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 17,820 | 500,000 | SH | SOLE | NONE | 500,000 | 0 | 0 | |