ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 63084 698912 SH SOLE 698912 0 0 APPLE INC COM 037833100 102476 258431 SH SOLE 258431 0 0 BAIDU INC SPON ADR REP A 056752108 67051 708771 SH SOLE 708771 0 0 COTY INC COM CL A 222070203 4295 250000 SH SOLE 250000 0 0 DINEEQUITY INC COM 254423106 35102 509686 SH SOLE 509686 0 0 FACEBOOK INC CL A 30303M102 76560 3077169 SH SOLE 3077169 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 35366 435000 SH SOLE 435000 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 37302 361485 SH SOLE 361485 0 0 GOOGLE INC CL A 38259P508 77252 87749 SH SOLE 87749 0 0 L BRANDS INC COM 501797104 52849 1073084 SH SOLE 1073084 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 75279 1024348 SH SOLE 1024348 0 0 PRICELINE COM INC COM NEW 741503403 52842 63922 SH SOLE 63922 0 0 QUESTCOR PHARMACEUTICALS INC COM 74835Y101 41518 913693 SH SOLE 913693 0 0 SCHWAB CHARLES CORP NEW COM 808513105 50482 2377845 SH SOLE 2377845 0 0 VISA INC COM CL A 92826C839 62971 344573 SH SOLE 344573 0 0