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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 8,003 | 120,759 | SH | SOLE | 120,759 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 15,746 | 509,730 | SH | SOLE | 509,730 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 32,538 | 119,708 | SH | SOLE | 119,708 | 0 | 0 | ||
| CONCHO RES INC | COM | 20605P101 | 13,512 | 137,452 | SH | SOLE | 137,452 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 14,699 | 227,550 | SH | SOLE | 227,550 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 40,758 | 601,593 | SH | SOLE | 601,593 | 0 | 0 | ||
| ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 22,743 | 618,176 | SH | SOLE | 618,176 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 2,174 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | ||
| FRESH MKT INC | COM | 35804H106 | 2,706 | 119,787 | SH | SOLE | 119,787 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 41,065 | 357,930 | SH | SOLE | 357,930 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 32,084 | 52,734 | SH | SOLE | 52,734 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 2,942 | 38,035 | SH | SOLE | 38,035 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 41,914 | 1,071,136 | SH | SOLE | 1,071,136 | 0 | 0 | ||
| JARDEN CORP | COM | 471109108 | 21,152 | 432,728 | SH | SOLE | 432,728 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 3,715 | 86,526 | SH | SOLE | 86,526 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 55,996 | 1,387,764 | SH | SOLE | 1,387,764 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 4,864 | 65,153 | SH | SOLE | 65,153 | 0 | 0 | ||
| MOHAWK INDS INC | COM | 608190104 | 30,445 | 167,474 | SH | SOLE | 167,474 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,937 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 27,750 | 111,001 | SH | SOLE | 111,001 | 0 | 0 | ||
| SNAP ON INC | COM | 833034101 | 32,703 | 216,662 | SH | SOLE | 216,662 | 0 | 0 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 16,408 | 179,305 | SH | SOLE | 179,305 | 0 | 0 | ||
| STARZ | COM SER A | 85571Q102 | 1,717 | 45,986 | SH | SOLE | 45,986 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 19,944 | 279,206 | SH | SOLE | 279,206 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 16,124 | 225,766 | SH | SOLE | 225,766 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 39,861 | 1,001,277 | SH | SOLE | 1,001,277 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 39,772 | 187,243 | SH | SOLE | 187,243 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 18,010 | 716,945 | SH | SOLE | 716,945 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 8,048 | 83,160 | SH | SOLE | 83,160 | 0 | 0 | ||
| VANTIV INC | CL A | 92210H105 | 40,856 | 909,526 | SH | SOLE | 909,526 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 31,281 | 449,053 | SH | SOLE | 449,053 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 31,304 | 376,698 | SH | SOLE | 376,698 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 16,883 | 409,976 | SH | SOLE | 409,976 | 0 | 0 | ||