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
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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
AKAMAI TECHNOLOGIES INC COM 00971T101 94,004 1,361,200 SH   SOLE   1,361,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 87,980 1,000,000 SH   SOLE   1,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 79,508 635,000 SH   SOLE   635,000 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 55,694 770,000 SH   SOLE   770,000 0 0
FENIX PTS INC COM 31446L100 3,340 500,000 SH   SOLE   500,000 0 0
ILLUMINA INC COM 452327109 106,371 605,000 SH   SOLE   605,000 0 0
KNOWLES CORP COM 49926D109 65,058 3,530,000 SH   SOLE   3,530,000 0 0
LINKEDIN CORP COM CL A 53578A108 78,714 414,000 SH   SOLE   414,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 150,380 4,086,400 SH   SOLE   4,086,400 0 0
LKQ CORP COM 501889208 115,057 4,057,000 SH   SOLE   4,057,000 0 0
NETFLIX INC COM 64110L106 413,598 4,005,400 SH   SOLE   4,005,400 0 0
NEW RELIC INC COM 64829B100 123,785 3,248,100 SH   SOLE   3,248,100 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 6,009 475,000 SH   SOLE   475,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 61,962 1,725,000 SH   SOLE   1,725,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 231,761 2,905,000 SH   SOLE   2,905,000 0 0
TRANSDIGM GROUP INC COM 893641100 131,223 617,783 SH   SOLE   617,783 0 0
TRIPADVISOR INC COM 896945201 109,333 1,734,897 SH   SOLE   1,734,897 0 0
WORKDAY INC CL A 98138H101 243,637 3,538,150 SH   SOLE   3,538,150 0 0