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
AIR PRODS & CHEMS INC COM 009158106 25,096 174,000 SH   SOLE   174,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 73,261 1,308,000 SH   SOLE   1,308,000 0 0
APPLIED MATLS INC COM 038222105 114,233 4,584,000 SH   SOLE   4,584,000 0 0
AUTODESK INC COM 052769106 63,063 1,050,000 SH   SOLE   1,050,000 0 0
CDW CORP COM 12514G108 95,733 2,722,000 SH   SOLE   2,722,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 95,007 570,200 SH   SOLE   570,200 0 0
COLFAX CORP COM 194014106 69,104 1,340,000 SH   SOLE   1,340,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 124,470 837,000 SH   SOLE   837,000 0 0
GOPRO INC CL A 38268T103 12,644 200,000 SH   SOLE   200,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 56,566 593,000 SH   SOLE   593,000 0 0
NATIONAL GEN HLDGS CORP COM 636220303 3,964 213,000 SH   SOLE   213,000 0 0
PANDORA MEDIA INC COM 698354107 30,151 1,691,000 SH   SOLE   1,691,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 42,573 812,300 SH   SOLE   812,300 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 24,447 568,000 SH   SOLE   568,000 0 0
TRANSDIGM GROUP INC COM 893641100 56,706 288,800 SH   SOLE   288,800 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 155,489 1,086,500 SH   SOLE   1,086,500 0 0