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
AAON INC COM PAR $0.004 COM 000360206 1,422 63,500 SH   SOLE   63,500 0 0
ACCELERON PHARMA INC COM COM 00434h108 13,172 338,082 SH   SOLE   337,363 0 719
AMERCO COM COM 023586100 1,923 6,764 SH   SOLE   6,764 0 0
AMERICAN AIRLINES GROUP INC CM COM 02376r102 23,971 446,979 SH   SOLE   446,979 0 0
AMERICAN INTL GROUP COM 026874784 16,676 297,741 SH   SOLE   297,741 0 0
AMICUS THERAPEUTICS COM COM 03152W109 1,386 166,646 SH   SOLE   163,074 0 3,572
BECTON DICKINSON & CO COM COM 075887109 8,031 57,710 SH   SOLE   57,710 0 0
BERRY PLASTICS GRP INC COM COM 08579w103 2,114 67,000 SH   SOLE   67,000 0 0
BIODELIVERY SCIEN INTL COM COM 09060j106 7,836 651,909 SH   SOLE   651,909 0 0
BLUEBIRD BIO, INC COM 09609G100 16,514 180,045 SH   SOLE   180,034 0 11
CELGENE CORP COM COM 151020104 23,248 207,827 SH   SOLE   207,827 0 0
CERNER CORP COM COM 156782104 13,170 203,685 SH   SOLE   203,685 0 0
CHARTER COMMUNICATION-A COM 16117M305 24,848 149,130 SH   SOLE   149,130 0 0
CME GROUP INC COM COM 12572q105 15,798 178,204 SH   SOLE   178,204 0 0
COLUMBIA SPORTSWEAR CO COM COM 198516106 1,443 32,403 SH   SOLE   32,403 0 0
CROWN HOLDINGS INC COM COM 228368106 9,721 190,982 SH   SOLE   190,982 0 0
DIAMOND FOODS INC COM COM 252603105 1,071 37,955 SH   SOLE   37,955 0 0
DISH NETWORK CORP COM 25470m109 14,437 198,065 SH   SOLE   198,065 0 0
EQUINIX INC COM NEW COM 29444u502 10,296 45,413 SH   SOLE   45,413 0 0
ESSENT GROUP LTD COM COM g3198u102 11,742 456,703 SH   SOLE   454,623 0 2,080
EVINE LINE COM 300487105 2,012 305,252 SH   SOLE   305,252 0 0
EXA CORP COM COM 300614500 550 46,926 SH   SOLE   46,926 0 0
F M C CORP COM NEW COM 302491303 10,192 178,709 SH   SOLE   178,709 0 0
FAMOUS DAVES AMER INC COM COM 307068106 519 19,759 SH   SOLE   19,759 0 0
FIREEYE INC COM 31816Q101 5,088 161,100 SH   SOLE   161,100 0 0
FIRST REP BK SAN FRANC COM COM 33616c100 1,407 27,000 SH   SOLE   27,000 0 0
GENERAL MOTORS CORPORATIONCMN COM 37045v100 8,451 242,076 SH   SOLE   242,076 0 0
GILEAD SCIENCES INC COM COM 375558103 7,199 76,374 SH   SOLE   75,616 0 758
GRUBHUB INC COM 400110102 835 23,000 SH   SOLE   23,000 0 0
HALLIBURTON CO COM COM 406216101 12,313 313,076 SH   SOLE   313,076 0 0
HCA INC COM 40412c101 27,786 378,613 SH   SOLE   378,613 0 0
Hertz Global Holdings COM 42805t105 14,934 598,809 SH   SOLE   598,280 0 529
INFINITY PPTY & CAS CP COM COM 45665q103 873 11,296 SH   SOLE   11,296 0 0
JACK IN THE BOX INC COM COM 466367109 6,382 79,821 SH   SOLE   79,821 0 0
KATE SPADE & CO COM COM 485865109 1,520 47,500 SH   SOLE   47,500 0 0
KERYX BIOPHARMACEUTCLS COM COM 492515101 509 36,000 SH   SOLE   36,000 0 0
LENDINGCLUB CORP COM COM 52603a109 4,248 167,900 SH   SOLE   166,334 0 1,566
LEVEL 3 COMMUNICTIONS COM NEW COM 52729N308 18,395 372,519 SH   SOLE   372,519 0 0
LIBERTY BROADBAND CORP COM SER COM 530307107 9,547 190,591 SH   SOLE   190,591 0 0
LIBERTY GLOBAL INC COM SER A COM g5480u104 9,168 182,621 SH   SOLE   182,621 0 0
LIBERTY INTERACTIVE CO LBT VEN COM 53071m880 21,497 569,905 SH   SOLE   569,905 0 0
LIBERTY MEDIA CORP DEL CL A COM 531229102 7,371 208,978 SH   SOLE   208,978 0 0
LIFE TIME FITNESS INC COM 53217R207 24,064 425,006 SH   SOLE   425,006 0 0
MADISON SQUARE GARDEN CL A COM 55826p100 15,269 202,884 SH   SOLE   202,884 0 0
MARATHON PETE CORP COM COM 56585a102 3,990 44,208 SH   SOLE   44,208 0 0
MICRON TECHNOLOGY INC COM COM 595112103 10,661 304,503 SH   SOLE   304,503 0 0
MPLX LP COM UNIT REP LTD COM 55336v100 11,523 156,798 SH   SOLE   155,095 0 1,703
NORTHSTAR ASSET MGMT G COM COM 66705Y104 25,087 1,111,501 SH   SOLE   1,111,501 0 0
NORTHSTAR RLTY FIN CP COM COM 66704r704 9,982 567,830 SH   SOLE   563,888 0 3,942
OMNOVA SOLUTIONS INC COM COM 682129101 488 60,000 SH   SOLE   60,000 0 0
PAPA MURPHYS HLDGS INC COM COM 698814100 587 50,500 SH   SOLE   50,500 0 0
RENTRAK CORP COM COM 760174102 1,468 20,161 SH   SOLE   20,161 0 0
RESTORATION HARDWARE HOLDING COM 761283100 1,248 13,000 SH   SOLE   13,000 0 0
RYMAN HOSPITALITY PPTY COM COM 78377T107 10,095 191,418 SH   SOLE   191,418 0 0
SALIX PHARMACEUTICALS COM COM 795435106 9,138 79,502 SH   SOLE   79,502 0 0
SOLARCITY CORP COM COM 83416T100 17,323 323,920 SH   SOLE   323,920 0 0
SOTHEBYS COM COM 835898107 17,359 402,019 SH   SOLE   402,019 0 0
TENET HEALTHCARE CORP COM NEW COM 88033G407 10,427 205,776 SH   SOLE   205,776 0 0
TIME WARNER INC COM COM 887317303 24,411 285,781 SH   SOLE   285,781 0 0
TRIBUNE CO NEW CL A COM 896047503 1,513 25,321 SH   SOLE   25,321 0 0
TRIPADVISOR INC COM 896945201 17,994 241,017 SH   SOLE   241,017 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 13,310 198,984 SH   SOLE   198,984 0 0
VAIL RESORTS INC COM COM 91879q109 18,492 202,914 SH   SOLE   202,914 0 0
VULCAN MATLS CO COM COM 929160109 14,174 215,647 SH   SOLE   215,647 0 0
WALGREEN CO COM 931427108 15,340 201,314 SH   SOLE   201,314 0 0
WHOLE FOODS MKT INC COM COM 966837106 7,987 158,416 SH   SOLE   158,257 0 159
WILLIAMS COS INC DEL COM COM 969457100 18,802 418,378 SH   SOLE   418,378 0 0
XPO LOGISTICS INC COM COM 983793100 1,486 36,355 SH   SOLE   36,355 0 0
YAHOO INC COM COM 984332106 20,794 411,690 SH   SOLE   408,654 0 3,036
ZAYO GROUP HLDGS INC COM COM 98919V105 3,035 99,284 SH   SOLE   99,284 0 0
ZOETIS INC COM 98978V103 9,324 216,691 SH   SOLE   216,691 0 0