The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 13,259 | 161,263 | SH | SOLE | 161,263 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 68,567 | 1,145,074 | SH | SOLE | 1,145,074 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 47,336 | 593,031 | SH | SOLE | 593,031 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 40,790 | 1,500,747 | SH | SOLE | 1,500,747 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 73,206 | 1,148,514 | SH | SOLE | 1,148,514 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 64,405 | 1,239,388 | SH | SOLE | 1,239,388 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 15,331 | 264,700 | SH | SOLE | 264,700 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 44,767 | 585,949 | SH | SOLE | 585,949 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 61,517 | 1,294,820 | SH | SOLE | 1,294,820 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 34,671 | 758,666 | SH | SOLE | 758,666 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 8,308 | 274,558 | SH | SOLE | 274,558 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 4,019 | 58,515 | SH | SOLE | 58,515 | 0 | 0 | ||
| INGERSOLL-RAND PLC | SHS | G47791101 | 56,610 | 918,992 | SH | SOLE | 918,992 | 0 | 0 | ||
| INTERPUBLIC GROUP COS INC | COM | 460690100 | 38,947 | 2,200,382 | SH | SOLE | 2,200,382 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 17,251 | 218,723 | SH | SOLE | 218,723 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 24,189 | 197,317 | SH | SOLE | 197,317 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 10,128 | 175,894 | SH | SOLE | 175,894 | 0 | 0 | ||
| MASCO CORP | COM | 574599106 | 12,947 | 568,620 | SH | SOLE | 568,620 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 17,157 | 437,457 | SH | SOLE | 437,457 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 30,289 | 1,287,807 | SH | SOLE | 1,287,807 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 30,249 | 203,153 | SH | SOLE | 203,153 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 3,795 | 210,615 | SH | SOLE | 210,615 | 0 | 0 | ||
| NQ MOBILE INC | ADR REPSTG CL A | 64118U108 | 10,437 | 710,000 | SH | Call | SOLE | 710,000 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 29,556 | 328,982 | SH | SOLE | 328,982 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 12,847 | 70,010 | SH | SOLE | 70,010 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 9,622 | 71,012 | SH | SOLE | 71,012 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 25,726 | 764,744 | SH | SOLE | 764,744 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 17,143 | 487,295 | SH | SOLE | 487,295 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 2,533 | 30,267 | SH | SOLE | 30,267 | 0 | 0 | ||