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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 108,640 | 2,841,000 | SH | SOLE | 2,841,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 72,848 | 571,000 | SH | SOLE | 571,000 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 13,292 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| ASPEN TECHNOLOGY INC | COM | 045327103 | 93,560 | 2,467,939 | SH | SOLE | 2,467,939 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 60,957 | 1,381,000 | SH | SOLE | 1,381,000 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 53,879 | 431,000 | SH | SOLE | 431,000 | 0 | 0 | ||
| CDK GLOBAL INC | COM | 12508E101 | 65,506 | 1,371,000 | SH | SOLE | 1,371,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 106,688 | 606,700 | SH | SOLE | 606,700 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 115,188 | 837,000 | SH | SOLE | 837,000 | 0 | 0 | ||
| HORIZON PHARMA PLC | SHS | G4617B105 | 32,049 | 1,617,000 | SH | SOLE | 1,617,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 118,965 | 2,461,000 | SH | SOLE | 2,461,000 | 0 | 0 | ||
| TELADOC INC | COM | 87918A105 | 15,269 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
| TOWERS WATSON & CO | CL A | 891894107 | 135,222 | 1,152,000 | SH | SOLE | 1,152,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 61,344 | 288,800 | SH | SOLE | 288,800 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 213,503 | 1,196,900 | SH | SOLE | 1,196,900 | 0 | 0 | ||
| VASCO DATA SEC INTL INC | COM | 92230Y104 | 2,300 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 14,375 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 3,668 | 574,975 | SH | SOLE | 574,975 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 12,150 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||