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
APPLE INC CALL 37833900 846 84 SH Call SOLE   0 0 0
ALLIANCE DATA SYSTEMS CORP COM 18581108 3,503 14,108 SH   SOLE   0 0 0
AMERICAN EXPRESS CO COM 25816109 3,561 40,675 SH   SOLE   0 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,091 43,690 SH   SOLE   0 0 0
AMAZON COM INC PUT 23135956 451 14 SH Put SOLE   0 0 0
APPLE INC COM 37833100 4,693 46,583 SH   SOLE   0 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,636 274,319 SH   SOLE   0 0 0
CABOT OIL & GAS CORP COM 127097103 4,127 126,238 SH   SOLE   0 0 0
SCHWAB CHARLES CORP NEW COM 808513105 3,587 122,043 SH   SOLE   0 0 0
CME GROUP INC COM 12572Q105 3,724 46,578 SH   SOLE   0 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 5,121 137,370 SH   SOLE   0 0 0
DOLLAR TREE INC COM 256746108 3,845 68,579 SH   SOLE   0 0 0
EBAY INC COM 278642103 3,978 70,243 SH   SOLE   0 0 0
ECOLAB INC COM 278865100 792 6,900 SH   SOLE   0 0 0
EOG RES INC COM 26875P101 2,880 29,090 SH   SOLE   0 0 0
EQUINIX INC COM NEW 29444U502 4,461 20,994 SH   SOLE   0 0 0
GOOGLE INC CL A 38259P508 3,872 6,581 SH   SOLE   0 0 0
GOOGLE INC CL C 38259P706 3,882 6,723 SH   SOLE   0 0 0
IMAX CORP COM 45245E109 687 25,009 SH   SOLE   0 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,676 3,630 SH   SOLE   0 0 0
KKR & CO L P DEL COM UNITS 48248M102 2,916 130,763 SH   SOLE   0 0 0
LAS VEGAS SANDS CORP COM 517834107 4,237 68,112 SH   SOLE   0 0 0
LAS VEGAS SANDS CORP CALL 517834907 684 110 SH Call SOLE   0 0 0
MASTERCARD INC CL A 57636Q104 4,362 59,006 SH   SOLE   0 0 0
MELCO CROWN ENTMT LTD ADR 585464100 1,518 57,739 SH   SOLE   0 0 0
MONSANTO CO NEW COM 61166W101 4,772 42,413 SH   SOLE   0 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,070 27,202 SH   SOLE   0 0 0
NETFLIX INC PUT 64110L956 541 12 SH Put SOLE   0 0 0
PERRIGO CO PLC SHS G97822103 4,120 27,431 SH   SOLE   0 0 0
PRAXAIR INC COM 74005P104 697 5,400 SH   SOLE   0 0 0
PRECISION CASTPARTS CORP COM 740189105 762 3,216 SH   SOLE   0 0 0
QUALCOMM INC COM 747525103 2,994 40,042 SH   SOLE   0 0 0
REALOGY HLDGS CORP COM 75605Y106 7,652 205,690 SH   SOLE   0 0 0
RENTRAK CORP COM 760174102 382 6,264 SH   SOLE   0 0 0
SBA COMMUNICATIONS CORP COM 78388J106 2,749 24,791 SH   SOLE   0 0 0
SCHLUMBERGER LTD COM 806857108 3,333 32,777 SH   SOLE   0 0 0
SOUTHWESTERN ENERGY CO COM 845467109 5,391 154,261 SH   SOLE   0 0 0
STARBUCKS CORP COM 855244109 3,450 45,724 SH   SOLE   0 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 3,411 102,212 SH   SOLE   0 0 0
PRICELINE GRP INC COM NEW 741503403 4,995 4,311 SH   SOLE   0 0 0
TRIMBLE NAVIGATION LTD COM 896239100 2,738 89,774 SH   SOLE   0 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 1,696 14,355 SH   SOLE   0 0 0
VISA INC COM CL A 92826C839 4,511 21,143 SH   SOLE   0 0 0
DISNEY WALT CO COM DISNEY 254687106 4,173 46,870 SH   SOLE   0 0 0
WEBMD HEALTH CORP COM 94770V102 582 13,917 SH   SOLE   0 0 0
WYNN RESORTS LTD CALL 983134907 711 38 SH Call SOLE   0 0 0
WYNN RESORTS LTD COM 983134107 4,047 21,632 SH   SOLE   0 0 0
ZILLOW INC PUT 98954A957 278 24 SH Put SOLE   0 0 0