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
ACTAVIS PLC SHS G0083B108 19,007 78,746 SH   SOLE   78,746 0 0
AFFYMETRIX INC COM 00826T108 958 120,000 SH   SOLE   120,000 0 0
AMERICAN EXPRESS CO COM 025816109 3,356 38,341 SH   SOLE   38,341 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 1,022 18,924 SH   SOLE   18,924 0 0
AMGEN INC COM 031162100 21,017 149,598 SH   SOLE   149,598 0 0
AOL INC COM 00184X105 1,482 33,000 SH   SOLE   33,000 0 0
APOLLO EDUCATION GROUP INC CL A 037604105 1,182 47,000 SH   SOLE   47,000 0 0
APPLE INC COM 037833100 204,560 203,038 SH   SOLE   203,038 0 0
ARAMARK COM 03852U106 19,464 740,668 SH   SOLE   740,668 0 0
BANK OF AMERICA CORP COM 060505104 2,634 154,400 SH   SOLE   154,400 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 1,426 85,000 SH   SOLE   85,000 0 0
BEST BUY CO INC COM 086516101 1,007 30,000 SH   SOLE   30,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,314 111,250 SH   SOLE   111,250 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 3,106 38,060 SH   SOLE   38,060 0 0
CEMENTOS PACASMAYO SAA SPON ADR REP 5 15126Q109 2,159 241,027 SH   SOLE   241,027 0 0
CHEVRON CORP COM 166764100 6,774 56,776 SH   SOLE   56,776 0 0
CITIGROUP INC COM NEW 172967424 24,659 475,820 SH   SOLE   475,820 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 680 29,000 SH   SOLE   29,000 0 0
CNINSURE INC SPONSORED ADR 18976M103 2,219 402,000 SH   SOLE   402,000 0 0
COMMUNITY HEALTH SYSTEMS INC COM 203668108 2,464 44,975 SH   SOLE   44,975 0 0
CONN'S INC COM 208242107 6,707 221,688 SH   SOLE   221,688 0 0
CONTINENTAL RESOURCES INC/OK COM 212015101 2,961 44,568 SH   SOLE   44,568 0 0
COUNTRY STYLE COOKING RESTAURANT CHAIN CO LTD SPONSORED ADR 22238M109 1,996 308,858 SH   SOLE   308,858 0 0
CTRIP.COM INTERNATIONAL LTD AMERICAN DEP SHS 22943F100 738 13,000 SH   SOLE   13,000 0 0
E*TRADE FINANCIAL CORP COM NEW 269246401 1,186 52,500 SH   SOLE   52,500 0 0
EBAY INC COM 278642103 1,585 28,000 SH   SOLE   28,000 0 0
E-COMMERCE CHINA DANGDANG INC SPN ADS COM A 26833A105 853 70,000 SH   SOLE   70,000 0 0
ELECTRONIC ARTS INC COM 285512109 2,916 81,880 SH   SOLE   81,880 0 0
EQT CORP COM 26884L109 2,935 32,058 SH   SOLE   32,058 0 0
FACEBOOK INC CL A 30303M102 2,059 26,053 SH   SOLE   26,053 0 0
FORTRESS INVESTMENT GROUP LLC CL A 34958B106 908 132,000 SH   SOLE   132,000 0 0
GOOGLE INC CL A 38259P508 23,946 40,681 SH   SOLE   40,681 0 0
HARTFORD FINANCIAL SERVICES GROUP INC/THE COM 416515104 2,817 75,657 SH   SOLE   75,657 0 0
HOME INNS & HOTELS MANAGEMENT INC SPON ADR 43713W107 1,100 38,000 SH   SOLE   38,000 0 0
ICICI BANK LTD ADR 45104G104 957 19,500 SH   SOLE   19,500 0 0
INVESTMENT TECHNOLOGY GROUP INC COM 46145F105 6,921 439,050 SH   SOLE   439,050 0 0
JETBLUE AIRWAYS CORP COM 477143101 956 90,000 SH   SOLE   90,000 0 0
JPMORGAN CHASE & CO COM 46625H100 5,258 87,277 SH   SOLE   87,277 0 0
KIRBY CORP COM 497266106 2,726 23,131 SH   SOLE   23,131 0 0
LEGG MASON INC COM 524901105 1,176 23,000 SH   SOLE   23,000 0 0
LEUCADIA NATIONAL CORP COM 527288104 1,025 43,000 SH   SOLE   43,000 0 0
MERCADOLIBRE INC COM 58733R102 1,086 10,000 SH   SOLE   10,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,115 49,000 SH   SOLE   49,000 0 0
MONSTER WORLDWIDE INC COM 611742107 632 114,709 SH   SOLE   114,709 0 0
NORFOLK SOUTHERN CORP COM 655844108 20,795 186,329 SH   SOLE   186,329 0 0
PANDORA MEDIA INC COM 698354107 1,256 52,000 SH   SOLE   52,000 0 0
PERFECT WORLD CO LTD SPON ADR REP B 71372U104 610 31,000 SH   SOLE   31,000 0 0
PFIZER INC COM 717081103 20,178 682,298 SH   SOLE   682,298 0 0
QUALCOMM INC COM 747525103 19,011 245,056 SH   SOLE   245,056 0 0
RUBICON TECHNOLOGY INC COM 78112T107 1,207 283,900 SH   SOLE   283,900 0 0
SOUFUN HOLDINGS LTD ADR 836034108 854 85,800 SH   SOLE   85,800 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 18,771 409,938 SH   SOLE   409,938 0 0
THESTREET INC COM 88368Q103 892 400,000 SH   SOLE   400,000 0 0
TIVO INC COM 888706108 1,599 125,000 SH   SOLE   125,000 0 0
TRINA SOLAR LTD SPON ADR 89628E104 80 965,200 SH   SOLE   965,200 0 0
TRULIA INC COM 897888103 9,020 184,294 SH   SOLE   184,294 0 0
TWITTER INC COM 90184L102 1,998 38,750 SH   SOLE   38,750 0 0
US CONCRETE INC COM NEW 90333L201 2,025 77,500 SH   SOLE   77,500 0 0
USG CORP COM NEW 903293405 3,193 116,207 SH   SOLE   116,207 0 0
VCA INC COM 918194101 1,101 28,000 SH   SOLE   28,000 0 0
VMWARE INC CL A COM 928563402 5,548 59,120 SH   SOLE   59,120 0 0
WALGREEN CO COM 931422109 2,673 45,120 SH   SOLE   45,120 0 0
YANDEX NV-A SHS CLASS A N97284108 1,167 42,000 SH   SOLE   42,000 0 0
ZYNGA INC CL A 98986T108 1,136 420,000 SH   SOLE   420,000 0 0