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
ACTAVIS PLC SHS G0083B108 6,776 30,379 SH   SOLE 30,379 0 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 50,113 178,181 SH   SOLE 178,181 0 0 0
AON PLC SHS CL A G0408V102 29,340 325,678 SH   SOLE 325,678 0 0 0
BANK NEW YORK MELLON CORP COM 064058100 41,149 1,097,881 SH   SOLE 1,097,881 0 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 10,352 152,888 SH   SOLE 152,888 0 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,654 176,929 SH   SOLE 176,929 0 0 0
EQUINIX INC COM NEW 29444U502 28,906 137,591 SH   SOLE 137,591 0 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 12,028 91,258 SH   SOLE 91,258 0 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 7,405 50,371 SH   SOLE 50,371 0 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 32,276 762,852 SH   SOLE 762,852 0 0 0
LPL FINL HLDGS INC COM 50212V100 26,251 527,757 SH   SOLE 527,757 0 0 0
MICRON TECHNOLOGY INC COM 595112103 9,667 293,380 SH   SOLE 293,380 0 0 0
MOODYS CORP COM 615369105 13,084 149,257 SH   SOLE 149,257 0 0 0
PIONEER NAT RES CO COM 723787107 23,651 102,915 SH   SOLE 102,915 0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 8,870 45,318 SH   SOLE 45,318 0 0 0