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 |
| AMC NETWORKS INC | CL A | 00164V103 | 48,463 | 759,971 | SH | SOLE | 759,971 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 72,769 | 1,092,953 | SH | SOLE | 1,092,953 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 48,403 | 862,492 | SH | SOLE | 862,492 | 0 | 0 | ||
| ENERGIZER HLDGS INC | COM | 29266R108 | 53,117 | 413,172 | SH | SOLE | 413,172 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 66,706 | 854,980 | SH | SOLE | 854,980 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 60,317 | 1,332,391 | SH | SOLE | 1,332,391 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 48,495 | 437,916 | SH | SOLE | 437,916 | 0 | 0 | ||
| GNC HLDGS INC | COM CL A | 36191G107 | 39,952 | 850,764 | SH | SOLE | 850,764 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 54,621 | 1,503,886 | SH | SOLE | 1,503,886 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 48,485 | 461,896 | SH | SOLE | 461,896 | 0 | 0 | ||
| KEURIG GREEN MTN INC | COM | 49271M100 | 47,328 | 357,477 | SH | SOLE | 357,477 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 72,843 | 1,507,819 | SH | SOLE | 1,507,819 | 0 | 0 | ||
| MENS WEARHOUSE INC | COM | 587118100 | 49,132 | 1,112,847 | SH | SOLE | 1,112,847 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 60,707 | 808,351 | SH | SOLE | 808,351 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 62,206 | 182,098 | SH | SOLE | 182,098 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 48,749 | 1,042,526 | SH | SOLE | 1,042,526 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 48,907 | 42,893 | SH | SOLE | 42,893 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 53,756 | 290,323 | SH | SOLE | 290,323 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 50,719 | 1,492,626 | SH | SOLE | 1,492,626 | 0 | 0 | ||
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 60,517 | 746,479 | SH | SOLE | 746,479 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 60,466 | 2,244,476 | SH | SOLE | 2,244,476 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 60,364 | 271,408 | SH | SOLE | 271,408 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 60,387 | 808,829 | SH | SOLE | 808,829 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 60,616 | 474,153 | SH | SOLE | 474,153 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 48,477 | 644,206 | SH | SOLE | 644,206 | 0 | 0 | ||