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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 32,123 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 10,073 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 46,515 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| ASHLAND INC NEW | COM | 044209104 | 31,562 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| CALIFORNIA RES CORP | COM | 13057Q107 | 14,030 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 60,590 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 3,658 | 16,000 | SH | Call | SOLE | 16,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 57,890 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 65,968 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 52,552 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 74,282 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 28,626 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 41,469 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 97,230 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 17,696 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 18,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 92,675 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 38,718 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| ROLLINS INC | COM | 775711104 | 20,489 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 44,502 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 20,818 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| WHITEWAVE FOODS CO | COM | 966244105 | 21,123 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 11,871 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ZOES KITCHEN INC | COM | 98979J109 | 29,016 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||