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 |
| AMTRUST FINL SVCS INC | COM | 032359309 | 1,069 | 18,755 | SH | SOLE | 1 | 0 | 0 | ||
| BABCOCK & WILCOX CO NEW | COM | 05615F102 | 5,481 | 170,800 | SH | SOLE | 1 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 3,219 | 80,000 | SH | SOLE | 1 | 0 | 0 | ||
| B/E AEROSPACE INC | COM | 073302101 | 2,844 | 44,700 | SH | SOLE | 1 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 802 | 1,900 | SH | SOLE | 1 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 1,010 | 17,000 | SH | SOLE | 1 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 8,326 | 90,044 | SH | SOLE | 1 | 0 | 0 | ||
| CBS CORP | CL B | 124857202 | 788 | 13,000 | SH | SOLE | 1 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 3,493 | 30,300 | SH | SOLE | 1 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 7,939 | 127,250 | SH | SOLE | 1 | 0 | 0 | ||
| CONNS INC | COM | 208242107 | 3,104 | 102,500 | SH | SOLE | 1 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 1,012 | 5,400 | SH | Put | SOLE | 1 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 11,105 | 376,772 | SH | SOLE | 1 | 0 | 0 | ||
| DOLLAR GENERAL CORP NEW | COM | 256677105 | 8,758 | 116,189 | SH | SOLE | 1 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 10,260 | 126,445 | SH | SOLE | 1 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 6,212 | 107,700 | SH | SOLE | 1 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 5,477 | 235,563 | SH | SOLE | 1 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 5,790 | 59,000 | SH | SOLE | 1 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 7,705 | 32,675 | SH | SOLE | 1 | 0 | 0 | ||
| IMS HEALTH HLDGS INC | COM | 44970B109 | 1,591 | 58,791 | SH | SOLE | 1 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 3,150 | 52,000 | SH | SOLE | 1 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 10,155 | 117,550 | SH | SOLE | 1 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 3,189 | 14,100 | SH | SOLE | 1 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,545 | 38,000 | SH | SOLE | 1 | 0 | 0 | ||
| MYLAN INC | COM | 628530107 | 9,270 | 156,185 | SH | SOLE | 1 | 0 | 0 | ||
| NIELSEN HOLDINGS N V | COM | N63218106 | 5,835 | 130,920 | SH | SOLE | 1 | 0 | 0 | ||
| NORTHSTAR ASSET MGMT GROUP I | COM | 66705Y104 | 1,127 | 48,300 | SH | SOLE | 1 | 0 | 0 | ||
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 2,179 | 63,400 | SH | SOLE | 1 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 1,594 | 47,100 | SH | SOLE | 1 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 3,535 | 17,800 | SH | SOLE | 1 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 13,720 | 209,756 | SH | SOLE | 1 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 2,944 | 37,400 | SH | SOLE | 1 | 0 | 0 | ||