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
21VIANET GROUP INC SPONSORED ADR 90138A103 7,338 312,000 SH   SOLE N/A 312,000 0 0
ABENGOA SA SP ADR REP B 00289R201 4,524 300,000 SH   SOLE N/A 300,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 19,579 74,464 SH   SOLE N/A 74,464 0 0
AMERICAN TOWER CORP NEW COM 03027X100 25,734 322,400 SH   SOLE N/A 322,400 0 0
BENEFITFOCUS INC COM 08180D106 2,618 45,346 SH   SOLE N/A 45,346 0 0
BONA FILM GROUP LTD SPONSORED ADS 09777B107 597 104,000 SH   SOLE N/A 104,000 0 0
CABELAS INC COM 126804301 10,651 159,777 SH   SOLE N/A 159,777 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 29,236 289,521 SH   SOLE N/A 289,521 0 0
COLFAX CORP COM 194014106 19,871 312,000 SH   SOLE N/A 312,000 0 0
CROWN CASTLE INTL CORP COM 228227104 10,691 145,600 SH   SOLE N/A 145,600 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 37,413 754,000 SH   SOLE N/A 754,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 18,761 312,000 SH   SOLE N/A 312,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 19,117 728,000 SH   SOLE N/A 728,000 0 0
FAIRWAY GROUP HLDGS CORP CL A 30603D109 7,177 395,200 SH   SOLE N/A 395,200 0 0
FIFTH & PAC COS INC COM 316645100 18,344 572,000 SH   SOLE N/A 572,000 0 0
FIVE BELOW INC COM 33829M101 13,478 312,000 SH   SOLE N/A 312,000 0 0
GENERAL MTRS CO COM 37045V100 45,650 1,116,960 SH   SOLE N/A 1,116,960 0 0
GENESEE & WYO INC CL A 371559105 29,968 312,000 SH   SOLE N/A 312,000 0 0
GNC HLDGS INC COM CL A 36191G107 45,591 780,000 SH   SOLE N/A 780,000 0 0
GOOGLE INC CL A 38259P508 37,297 33,280 SH   SOLE N/A 33,280 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 15,043 436,800 SH   SOLE N/A 436,800 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 9,674 338,000 SH   SOLE N/A 338,000 0 0
HOME DEPOT INC COM 437076102 8,563 104,000 SH   SOLE N/A 104,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 21,706 280,800 SH   SOLE N/A 280,800 0 0
HYATT HOTELS CORP COM CL A 448579102 17,489 353,600 SH   SOLE N/A 353,600 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 6,102 208,250 SH   SOLE N/A 208,250 0 0
KIRBY CORP COM 497266106 15,483 156,000 SH   SOLE N/A 156,000 0 0
LEIDOS HLDGS INC COM 525327102 15,414 331,546 SH   SOLE N/A 331,546 0 0
LKQ CORP COM 501889208 20,530 624,000 SH   SOLE N/A 624,000 0 0
LOWES COS INC COM 548661107 15,460 312,000 SH   SOLE N/A 312,000 0 0
LULULEMON ATHLETICA INC COM 550021109 13,506 228,800 SH   SOLE N/A 228,800 0 0
MCGRAW HILL COS INC COM 580645109 28,465 364,000 SH   SOLE N/A 364,000 0 0
MELCO CROWN ENTMT LTD ADR 585464100 20,802 530,400 SH   SOLE N/A 530,400 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 8,444 104,000 SH   SOLE N/A 104,000 0 0
PERFECT WORLD CO LTD SPON ADR REP B 71372U104 6,458 363,200 SH   SOLE N/A 363,200 0 0
RENTRAK CORP COM 760174102 4,319 113,988 SH   SOLE N/A 113,988 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 32,894 965,204 SH   SOLE N/A 965,204 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 37,183 468,000 SH   SOLE N/A 468,000 0 0
TIBCO SOFTWARE INC COM 88632Q103 9,819 436,800 SH   SOLE N/A 436,800 0 0
TRANSDIGM GROUP INC COM 893641100 27,631 171,600 SH   SOLE N/A 171,600 0 0
TYCO INTERNATIONAL LTD SHS H89128104 28,170 686,400 SH   SOLE N/A 686,400 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 12,083 144,400 SH   SOLE N/A 144,400 0 0
XPO LOGISTICS INC COM 983793100 12,248 465,866 SH   SOLE N/A 465,866 0 0