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 |
| AEROPOSTALE | COM | 007865108 | 58,575 | 6,443,864 | SH | SOLE | 6,443,864 | 0 | 0 | ||
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | G0457F107 | 24,786 | 2,045,048 | SH | SOLE | 2,045,048 | 0 | 0 | ||
| CATAMARAN CORP | COM | 148887102 | 136,417 | 2,874,235 | SH | SOLE | 2,874,235 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 95,402 | 1,754,690 | SH | SOLE | 1,754,690 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 76,494 | 905,686 | SH | SOLE | 905,686 | 0 | 0 | ||
| DIRECTV | COM | 25490A309 | 110,575 | 1,601,142 | SH | SOLE | 1,601,142 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 64,270 | 1,065,481 | SH | SOLE | 1,065,481 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 75,662 | 1,384,507 | SH | SOLE | 1,384,507 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 123,709 | 2,985,257 | SH | SOLE | 2,985,257 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 76,247 | 1,668,426 | SH | SOLE | 1,668,426 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 77,566 | 646,705 | SH | SOLE | 646,705 | 0 | 0 | ||
| GREEN MTN COFFEE ROASTERS IN | COM | 393122106 | 34,961 | 462,818 | SH | SOLE | 462,818 | 0 | 0 | ||
| HERBALIFE LTD | COM USD SHS | G4412G101 | 31,480 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| JOS A BANK CLOTHIERS INC | COM | 480838101 | 40,622 | 741,684 | SH | SOLE | 741,684 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512815101 | 114,422 | 2,189,894 | SH | SOLE | 2,189,894 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 89,067 | 1,000,757 | SH | SOLE | 1,000,757 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 52,532 | 623,009 | SH | SOLE | 623,009 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 76,188 | 1,290,660 | SH | SOLE | 1,290,660 | 0 | 0 | ||
| MENS WEARHOUSE INC | COM | 587118100 | 76,596 | 1,499,525 | SH | SOLE | 1,499,525 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 75,817 | 933,820 | SH | SOLE | 933,820 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 97,113 | 5,389,179 | SH | SOLE | 5,389,179 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 72,725 | 2,734,006 | SH | SOLE | 2,734,006 | 0 | 0 | ||
| PENNEY J C INC | COM | 708160106 | 29,336 | 3,206,127 | SH | SOLE | 3,206,127 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 67,156 | 57,774 | SH | SOLE | 57,774 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 86,440 | 489,552 | SH | SOLE | 489,552 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 53,321 | 792,295 | SH | SOLE | 792,295 | 0 | 0 | ||
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 103,801 | 1,306,499 | SH | SOLE | 1,306,499 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 112,008 | 3,329,620 | SH | SOLE | 3,329,620 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 51,928 | 345,202 | SH | SOLE | 345,202 | 0 | 0 | ||
| TIM HORTONS INC | COM | 88706M103 | 50,003 | 856,679 | SH | SOLE | 856,679 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 106,828 | 1,106,797 | SH | SOLE | 1,106,797 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 74,806 | 2,016,343 | SH | SOLE | 2,016,343 | 0 | 0 | ||
| ZUMIEZ INC | COM | 989817101 | 6,390 | 245,782 | SH | SOLE | 245,782 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 43,477 | 11,441,308 | SH | SOLE | 11,441,308 | 0 | 0 | ||