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
3-D SYS CORP DEL COM NEW 88554D205 1,714 148,395 SH   SOLE N/A 148,395 0 0
ADOBE SYS INC COM 00724F101 25,439 309,400 SH   SOLE N/A 309,400 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 20,665 358,400 SH   SOLE N/A 358,400 0 0
BAIDU INC SPON ADR REP A 056752108 8,574 62,400 SH   SOLE N/A 62,400 0 0
BORGWARNER INC COM 099724106 21,021 505,440 SH   SOLE N/A 505,440 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 9,485 312,000 SH   SOLE N/A 312,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 21,488 343,200 SH   SOLE N/A 343,200 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 28,583 452,400 SH   SOLE N/A 452,400 0 0
DEL TACO RESTAURANTS INC COM 245496104 7,467 533,392 SH   SOLE N/A 533,392 0 0
ELONG INC SPONSORED ADR 290138205 1,593 93,600 SH   SOLE N/A 93,600 0 0
EXPEDIA INC DEL COM NEW 30212P303 13,524 114,920 SH   SOLE N/A 114,920 0 0
FIVE BELOW INC COM 33829M101 27,939 832,000 SH   SOLE N/A 832,000 0 0
GNC HLDGS INC COM CL A 36191G107 19,337 478,400 SH   SOLE N/A 478,400 0 0
ICICI BK LTD ADR 45104G104 19,609 2,340,000 SH   SOLE N/A 2,340,000 0 0
INSPERITY INC COM 45778Q107 14,849 338,020 SH   SOLE N/A 338,020 0 0
KRAFT HEINZ CO COM 500754106 29,361 416,000 SH   SOLE N/A 416,000 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 24,988 952,640 SH   SOLE N/A 952,640 0 0
LKQ CORP COM 501889208 39,921 1,407,640 SH   SOLE N/A 1,407,640 0 0
MCGRAW HILL FINL INC COM 580645109 8,546 98,800 SH   SOLE N/A 98,800 0 0
MOODYS CORP COM 615369105 18,894 192,400 SH   SOLE N/A 192,400 0 0
NEW RELIC INC COM 64829B100 16,672 437,468 SH   SOLE N/A 437,468 0 0
PANDORA MEDIA INC COM 698354107 24,557 1,150,760 SH   SOLE N/A 1,150,760 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 21,144 1,107,600 SH   SOLE N/A 1,107,600 0 0
PROTO LABS INC COM 743713109 27,872 416,000 SH   SOLE N/A 416,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 6,233 271,958 SH   SOLE N/A 271,958 0 0
STEELCASE INC CL A 858155203 5,744 312,000 SH   SOLE N/A 312,000 0 0
SUNRUN INC COM 86771W105 4,708 454,000 SH   SOLE N/A 454,000 0 0
TERRAFORM PWR INC CL A COM 88104R100 7,270 511,223 SH   SOLE N/A 511,223 0 0
TYCO INTL PLC SHS G91442106 25,403 759,200 SH   SOLE N/A 759,200 0 0
VINCE HLDG CORP COM 92719W108 713 208,000 SH   SOLE N/A 208,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 13,506 803,920 SH   SOLE N/A 803,920 0 0
VISA INC COM CL A 92826C839 52,161 748,800 SH   SOLE N/A 748,800 0 0
XPO LOGISTICS INC COM 983793100 3,717 156,000 SH   SOLE N/A 156,000 0 0