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 16,205 4,643,146 SH   SOLE   4,643,146 0 0
AMAZON COM INC COM 023135106 107,394 330,667 SH   SOLE   330,667 0 0
AMC NETWORKS INC CL A 00164V103 65,442 1,064,268 SH   SOLE   1,064,268 0 0
CARMAX INC COM 143130102 78,683 1,512,839 SH   SOLE   1,512,839 0 0
CATAMARAN CORP COM 148887102 96,680 2,189,305 SH   SOLE   2,189,305 0 0
DECKERS OUTDOOR CORP COM 243537107 63,437 734,821 SH   SOLE   734,821 0 0
EBAY INC COM 278642103 92,300 1,843,780 SH   SOLE   1,843,780 0 0
FACEBOOK INC CL A 30303M102 112,521 1,672,186 SH   SOLE   1,672,186 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 85,989 2,153,488 SH   SOLE   2,153,488 0 0
HOME DEPOT INC COM 437076102 92,936 1,147,931 SH   SOLE   1,147,931 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 86,134 2,035,775 SH   SOLE   2,035,775 0 0
LINKEDIN CORP COM CL A 53578A108 64,743 377,576 SH   SOLE   377,576 0 0
MENS WEARHOUSE INC COM 587118100 98,661 1,768,111 SH   SOLE   1,768,111 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 85,730 967,056 SH   SOLE   967,056 0 0
NEWS CORP NEW CL A 65249B109 94,161 5,248,669 SH   SOLE   5,248,669 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 40,913 1,290,631 SH   SOLE   1,290,631 0 0
PENNEY J C INC COM 708160106 65,445 7,231,510 SH   SOLE   7,231,510 0 0
PRICELINE GRP INC COM NEW 741503403 42,269 35,136 SH   SOLE   35,136 0 0
RALPH LAUREN CORP CL A 751212101 101,350 630,719 SH   SOLE   630,719 0 0
SEAWORLD ENTMT INC COM 81282V100 42,925 1,515,191 SH   SOLE   1,515,191 0 0
SPROUTS FMRS MKT INC COM 85208M102 67,061 2,049,549 SH   SOLE   2,049,549 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 89,023 1,101,499 SH   SOLE   1,101,499 0 0
T-MOBILE US INC COM 872590104 90,904 2,703,874 SH   SOLE   2,703,874 0 0
TESLA MTRS INC COM 88160R101 111,337 463,789 SH   SOLE   463,789 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 93,192 1,019,498 SH   SOLE   1,019,498 0 0
URBAN OUTFITTERS INC COM 917047102 65,931 1,947,167 SH   SOLE   1,947,167 0 0
ZYNGA INC CL A 98986T108 57,979 18,062,145 SH   SOLE   18,062,145 0 0