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 16,715 582,400 SH   SOLE N/A 582,400 0 0
58 COM INC SPON ADR REP A 31680Q104 11,781 283,000 SH   SOLE N/A 283,000 0 0
ABENGOA SA SP ADR REP B 00289R201 6,975 300,000 SH   SOLE N/A 300,000 0 0
BOEING CO COM 097023105 30,463 242,752 SH   SOLE N/A 242,752 0 0
CABELAS INC COM 126804301 13,626 208,000 SH   SOLE N/A 208,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 35,784 707,200 SH   SOLE N/A 707,200 0 0
COLFAX CORP COM 194014106 35,073 491,698 SH   SOLE N/A 491,698 0 0
CROWN CASTLE INTL CORP COM 228227104 31,086 421,328 SH   SOLE N/A 421,328 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 8,914 176,800 SH   SOLE N/A 176,800 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 33,346 491,400 SH   SOLE N/A 491,400 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 14,682 644,800 SH   SOLE N/A 644,800 0 0
FIVE BELOW INC COM 33829M101 16,346 384,800 SH   SOLE N/A 384,800 0 0
GENERAL MTRS CO COM 37045V100 23,268 676,000 SH   SOLE N/A 676,000 0 0
GENTEX CORP COM 371901109 3,279 104,000 SH   SOLE N/A 104,000 0 0
GNC HLDGS INC COM CL A 36191G107 18,483 419,880 SH   SOLE N/A 419,880 0 0
GOOGLE INC CL A 38259P508 38,250 34,320 SH   SOLE N/A 34,320 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 25,603 624,000 SH   SOLE N/A 624,000 0 0
HOME DEPOT INC COM 437076102 16,459 208,000 SH   SOLE N/A 208,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 16,455 228,800 SH   SOLE N/A 228,800 0 0
HYATT HOTELS CORP COM CL A 448579102 12,871 239,200 SH   SOLE N/A 239,200 0 0
INSPERITY INC COM 45778Q107 1,977 63,820 SH   SOLE N/A 63,820 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 12,969 464,000 SH   SOLE N/A 464,000 0 0
KATE SPADE & CO COM 485865109 16,490 444,600 SH   SOLE N/A 444,600 0 0
KIRBY CORP COM 497266106 21,060 208,000 SH   SOLE N/A 208,000 0 0
LANDSTAR SYS INC COM 515098101 10,470 176,800 SH   SOLE N/A 176,800 0 0
LKQ CORP COM 501889208 30,255 1,148,200 SH   SOLE N/A 1,148,200 0 0
LOWES COS INC COM 548661107 19,580 400,400 SH   SOLE N/A 400,400 0 0
MCGRAW HILL COS INC COM 580645109 21,425 280,800 SH   SOLE N/A 280,800 0 0
MELCO CROWN ENTMT LTD ADR 585464100 21,525 556,920 SH   SOLE N/A 556,920 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 18,673 200,200 SH   SOLE N/A 200,200 0 0
MOODYS CORP COM 615369105 14,519 183,040 SH   SOLE N/A 183,040 0 0
PANDORA MEDIA INC COM 698354107 6,307 208,000 SH   SOLE N/A 208,000 0 0
RENTRAK CORP COM 760174102 6,871 113,988 SH   SOLE N/A 113,988 0 0
SIGNET JEWELERS LIMITED SHS G81276100 16,514 156,000 SH   SOLE N/A 156,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 40,564 509,600 SH   SOLE N/A 509,600 0 0
STEELCASE INC CL A 858155203 12,092 728,000 SH   SOLE N/A 728,000 0 0
TRANSDIGM GROUP INC COM 893641100 29,325 158,340 SH   SOLE N/A 158,340 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 23,343 286,000 SH   SOLE N/A 286,000 0 0
TYCO INTERNATIONAL LTD SHS H89128104 32,014 755,040 SH   SOLE N/A 755,040 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 13,974 93,600 SH   SOLE N/A 93,600 0 0
VISA INC COM CL A 92826C839 11,225 52,000 SH   SOLE N/A 52,000 0 0
WEX INC COM 96208T104 7,890 83,004 SH   SOLE N/A 83,004 0 0
XPO LOGISTICS INC COM 983793100 18,158 617,413 SH   SOLE N/A 617,413 0 0