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 |
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 45,020 | 945,000 | SH | SOLE | 945,000 | 0 | 0 | ||
| ALLERGAN INC | COM | 018490102 | 40,806 | 229,001 | SH | SOLE | 229,001 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 63,474 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| AMTRUST FINL SVCS INC | COM | 032359309 | 45,399 | 1,140,096 | SH | SOLE | 1,140,096 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 51,691 | 2,392,000 | SH | SOLE | 2,392,000 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 9,055 | 161,700 | SH | SOLE | 161,700 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 65,970 | 851,000 | SH | SOLE | 851,000 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 49,815 | 1,675,000 | SH | SOLE | 1,675,000 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 84,518 | 2,722,000 | SH | SOLE | 2,722,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 86,311 | 570,200 | SH | SOLE | 570,200 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 63,522 | 1,115,000 | SH | SOLE | 1,115,000 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 53,392 | 1,432,182 | SH | SOLE | 1,432,182 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 42,576 | 623,000 | SH | SOLE | 623,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 121,797 | 857,000 | SH | SOLE | 857,000 | 0 | 0 | ||
| GOPRO INC | CL A | 38268T103 | 18,740 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 39,959 | 439,400 | SH | SOLE | 439,400 | 0 | 0 | ||
| NIELSEN N V | COM | N63218106 | 67,382 | 1,520,000 | SH | SOLE | 1,520,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 40,855 | 1,691,000 | SH | SOLE | 1,691,000 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 27,170 | 402,700 | SH | SOLE | 402,700 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 49,548 | 268,800 | SH | SOLE | 268,800 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 135,792 | 1,035,000 | SH | SOLE | 1,035,000 | 0 | 0 | ||