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
ADOBE SYS INC COM 00724F101 76,076 1,099,528 SH   SOLE   1,099,528 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 140,487 1,581,168 SH   SOLE   1,581,168 0 0
BAIDU INC SPON ADR REP A 056752108 53,789 246,477 SH   SOLE   246,477 0 0
BROOKDALE SR LIVING INC COM 112463104 31,262 970,264 SH   SOLE   970,264 0 0
CANADIAN PAC RY LTD COM 13645T100 39,692 191,314 SH   SOLE   191,314 0 0
CARMIKE CINEMAS INC COM 143436400 32,489 1,048,718 SH   SOLE   1,048,718 0 0
CINEMARK HOLDINGS INC COM 17243V102 49,388 1,450,896 SH   SOLE   1,450,896 0 0
DOLLAR GEN CORP NEW COM 256677105 26,804 438,627 SH   SOLE   438,627 0 0
EXPEDIA INC DEL COM NEW 30212P303 94,413 1,077,529 SH   SOLE   1,077,529 0 0
FACEBOOK INC CL A 30303M102 97,064 1,228,038 SH   SOLE   1,228,038 0 0
INGERSOLL-RAND PLC SHS G47791101 24,938 442,473 SH   SOLE   442,473 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 37,960 1,000,000 SH   SOLE   1,000,000 0 0
LOWES COS INC COM 548661107 32,550 615,081 SH   SOLE   615,081 0 0
MICROSOFT CORP COM 594918104 63,323 1,365,896 SH   SOLE   1,365,896 0 0
NETFLIX INC COM 64110L106 27,488 60,925 SH   SOLE   60,925 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 44,409 658,200 SH Call SOLE   658,200 0 0
SBA COMMUNICATIONS CORP COM 78388J106 39,705 358,021 SH   SOLE   358,021 0 0
TIME WARNER CABLE INC COM 88732J207 92,608 645,399 SH   SOLE   645,399 0 0