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
AEROPOSTALE COM 007865108 49,059 3,554,969 SH   SOLE   3,554,969 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 19,049 1,630,903 SH   SOLE   1,630,903 0 0
CATAMARAN CORP COM 148887102 113,863 2,335,163 SH   SOLE   2,335,163 0 0
CHICOS FAS INC COM 168615102 75,209 4,408,528 SH   SOLE   4,408,528 0 0
DECKERS OUTDOOR CORP COM 243537107 79,526 1,574,466 SH   SOLE   1,574,466 0 0
DIRECTV COM 25490A309 98,778 1,602,492 SH   SOLE   1,602,492 0 0
DOLLAR GEN CORP NEW COM 256677105 115,828 2,296,807 SH   SOLE   2,296,807 0 0
EBAY INC COM 278642103 56,210 1,086,819 SH   SOLE   1,086,819 0 0
EXPEDIA INC DEL COM NEW 30212P303 89,961 1,495,614 SH   SOLE   1,495,614 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 76,268 1,235,312 SH   SOLE   1,235,312 0 0
FACEBOOK INC CL A 30303M102 119,573 4,805,993 SH   SOLE   4,805,993 0 0
FOOT LOCKER INC COM 344849104 117,598 3,347,514 SH   SOLE   3,347,514 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 84,892 2,191,318 SH   SOLE   2,191,318 0 0
FOSSIL GROUP INC COM 34988V106 65,578 634,769 SH   SOLE   634,769 0 0
GOOGLE INC CL A 38259P508 58,695 66,671 SH   SOLE   66,671 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 27,202 422,848 SH   SOLE   422,848 0 0
HERBALIFE LTD COM USD SHS G4412G101 95,708 2,120,258 SH   SOLE   2,120,258 0 0
LAMAR ADVERTISING CO CL A 512815101 69,322 1,597,659 SH   SOLE   1,597,659 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 142,007 1,932,332 SH   SOLE   1,932,332 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 42,296 623,009 SH   SOLE   623,009 0 0
LULULEMON ATHLETICA INC COM 550021109 86,871 1,326,271 SH   SOLE   1,326,271 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 86,210 1,390,032 SH   SOLE   1,390,032 0 0
PANERA BREAD CO CL A 69840W108 55,809 300,146 SH   SOLE   300,146 0 0
PENNEY J C INC COM 708160106 92,637 5,423,692 SH   SOLE   5,423,692 0 0
PIER 1 IMPORTS INC COM 720279108 54,437 2,317,470 SH   SOLE   2,317,470 0 0
PRICELINE COM INC COM NEW 741503403 76,322 92,325 SH   SOLE   92,325 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 38,492 513,224 SH   SOLE   513,224 0 0
ROSS STORES INC COM 778296103 70,284 1,084,462 SH   SOLE   1,084,462 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 80,481 2,063,095 SH   SOLE   2,063,095 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 76,615 1,212,450 SH   SOLE   1,212,450 0 0
STARZ COM SER A 85571Q102 49,237 2,227,896 SH   SOLE   2,227,896 0 0
TIM HORTONS INC COM 88706M103 57,001 1,053,790 SH   SOLE   1,053,790 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 113,294 1,131,582 SH   SOLE   1,131,582 0 0
URBAN OUTFITTERS INC COM 917047102 94,263 2,343,675 SH   SOLE   2,343,675 0 0
VERIFONE SYS INC COM 92342Y109 38,224 2,273,860 SH   SOLE   2,273,860 0 0
YAHOO INC COM 984332106 70,780 2,816,556 SH   SOLE   2,816,556 0 0
ZUMIEZ INC COM 989817101 20,342 707,532 SH   SOLE   707,532 0 0
ZYNGA INC CL A 98986T108 74,857 26,926,829 SH   SOLE   26,926,829 0 0