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
ADOBE SYS INC COM 00724F101 117,228 1,957,756 SH   SOLE   1,957,756 0 0
AMAZON COM INC COM 023135106 149,596 375,124 SH   SOLE   375,124 0 0
B/E AEROSPACE INC COM 073302101 94,834 1,089,675 SH   SOLE   1,089,675 0 0
BAIDU INC SPON ADR REP A 056752108 94,598 531,808 SH   SOLE   531,808 0 0
CHENIERE ENERGY INC COM NEW 16411R208 93,698 2,172,959 SH   SOLE   2,172,959 0 0
CONSTELLATION BRANDS INC CL A 21036P108 89,771 1,275,519 SH   SOLE   1,275,519 0 0
COOPER COS INC COM NEW 216648402 115,704 934,303 SH   SOLE   934,303 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 116,107 2,339,931 SH   SOLE   2,339,931 0 0
FACEBOOK INC CL A 30303M102 131,814 2,412,012 SH   SOLE   2,412,012 0 0
GULFPORT ENERGY CORP COM NEW 402635304 110,184 1,745,358 SH   SOLE   1,745,358 0 0
HUMANA INC COM 444859102 144,347 1,398,437 SH   SOLE   1,398,437 0 0
INTERCONTINENTALEXCHANGE GRO COM 45866F104 150,124 667,454 SH   SOLE   667,454 0 0
LOWES COS INC COM 548661107 92,915 1,875,177 SH   SOLE   1,875,177 0 0
MCGRAW HILL FINL INC COM 580645109 91,914 1,175,374 SH   SOLE   1,175,374 0 0
MCKESSON CORP COM 58155Q103 88,750 549,875 SH   SOLE   549,875 0 0
MONSANTO CO NEW COM 61166W101 88,201 756,768 SH   SOLE   756,768 0 0
MOODYS CORP COM 615369105 89,821 1,144,649 SH   SOLE   1,144,649 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 80,310 3,000,000 SH   SOLE   3,000,000 0 0
PRICELINE COM INC COM NEW 741503403 117,159 100,791 SH   SOLE   100,791 0 0
PVH CORP COM 693656100 120,248 884,045 SH   SOLE   884,045 0 0
SEMGROUP CORP CL A 81663A105 89,087 1,365,739 SH   SOLE   1,365,739 0 0
SPRINT CORP COM SER 1 85207U105 101,007 9,396,025 SH   SOLE   9,396,025 0 0
STARBUCKS CORP COM 855244109 81,535 1,040,125 SH   SOLE   1,040,125 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 148,496 1,333,601 SH   SOLE   1,333,601 0 0
WISDOMTREE INVTS INC COM 97717P104 63,041 3,559,638 SH   SOLE   3,559,638 0 0