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
ADOBE SYS INC COM 00724F101 23,717 292,764 SH   SOLE 292,764 0 0
AIR PRODS & CHEMS INC COM 009158106 20,918 152,873 SH   SOLE 152,873 0 0
AMAZON COM INC COM 023135106 54,980 126,656 SH   SOLE 126,656 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 55,429 416,980 SH   SOLE 416,980 0 0
BERRY PLASTICS GROUP INC COM 08579W103 50,702 1,564,879 SH   SOLE 1,564,879 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100 13,003 467,400 SH   SOLE 467,400 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 20,343 118,789 SH   SOLE 118,789 0 0
CHENIERE ENERGY INC COM NEW 16411R208 31,588 456,074 SH   SOLE 456,074 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 40,309 628,157 SH   SOLE 628,157 0 0
EPAM SYS INC COM 29414B104 47,236 663,141 SH   SOLE 663,141 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 44,197 283,205 SH   SOLE 283,205 0 0
GOOGLE INC CL A 38259P508 10,708 19,828 SH   SOLE 19,828 0 0
HANESBRANDS INC COM 410345102 38,381 1,151,877 SH   SOLE 1,151,877 0 0
HD SUPPLY HLDGS INC COM 40416M105 17,127 486,844 SH   SOLE 486,844 0 0
JD COM INC SPON ADR CL A 47215P106 20,383 597,743 SH   SOLE 597,743 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 26,929 498,041 SH   SOLE 498,041 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 42,341 512,419 SH   OTR 1 0 512,419 0
ORBITAL ATK INC COM 68557N103 22,528 307,090 SH   SOLE 307,090 0 0
PINNACLE FOODS INC DEL COM 72348P104 8,947 196,470 SH   SOLE 196,470 0 0
PPG INDS INC COM 693506107 21,447 186,948 SH   SOLE 186,948 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 56,426 1,476,732 SH   SOLE 1,476,732 0 0
SBA COMMUNICATIONS CORP COM 78388J106 46,260 402,366 SH   OTR 1 0 402,366 0
SEALED AIR CORP NEW COM 81211K100 23,458 456,566 SH   SOLE 456,566 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 41,147 658,353 SH   SOLE 658,353 0 0
VISA INC COM CL A 92826C839 22,000 327,626 SH   SOLE 327,626 0 0