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 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 2,538 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 15,486 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 68,279 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 68,500 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 75,413 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| CONTINENTAL RESOURCES INC | COM | 212015101 | 19,076 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 26,383 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 126,384 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 87,615 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 124,848 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 121,908 | 3,575,000 | SH | SOLE | 3,575,000 | 0 | 0 | ||
| KEURIG GREEN MTN INC | COM | 49271M100 | 7,663 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| KRAFT FOODS GROUP INC | COM | 50076Q106 | 34,056 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 15,291 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 64,884 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 75,945 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 47,124 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 109,638 | 1,123,000 | SH | SOLE | 1,123,000 | 0 | 0 | ||
| ROLLINS INC | COM | 775711104 | 28,530 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 182,624 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 92,884 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| WHITEWAVE FOODS CO | COM | 966244105 | 141,752 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| ZOES KITCHEN INC | COM | 98979J109 | 39,302 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||