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 205,695 2,829,372 SH   SOLE   2,829,372 0 0
AERCAP HOLDINGS NV SHS N00985106 201,071 5,179,574 SH   SOLE   5,179,574 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,985 250,000 SH   SOLE   250,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 124,169 3,662,788 SH   SOLE   3,662,788 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 40,093 356,954 SH   SOLE   356,954 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 92,870 923,250 SH   SOLE   923,250 0 0
CALPINE CORP COM NEW 131347304 192,347 8,691,707 SH   SOLE   8,691,707 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 13,389 1,144,324 SH   SOLE   1,144,324 0 0
CBS CORP NEW CL B 124857202 244,002 4,409,143 SH   SOLE   4,409,143 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 38,311 1,511,277 SH   SOLE   1,511,277 0 0
COMMSCOPE HLDG CO INC COM 20337X109 161,167 7,059,452 SH   SOLE   7,059,452 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 49,988 927,073 SH   SOLE   927,073 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 124,308 1,579,520 SH   SOLE   1,579,520 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 46,835 644,043 SH   SOLE   644,043 0 0
DOLLAR GEN CORP NEW COM 256677105 343,763 4,862,281 SH   SOLE   4,862,281 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 136,024 914,693 SH   SOLE   914,693 0 0
GOOGLE INC CL C 38259P706 347,022 659,237 SH   SOLE   659,237 0 0
HALLIBURTON CO COM 406216101 114,091 2,900,873 SH   SOLE   2,900,873 0 0
HCA HOLDINGS INC COM 40412C101 241,119 3,285,443 SH   SOLE   3,285,443 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 29,728 135,563 SH   SOLE   135,563 0 0
JD COM INC SPON ADR CL A 47215P106 61,740 2,668,114 SH   SOLE   2,668,114 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 48,281 961,668 SH   SOLE   961,668 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 317,601 6,574,225 SH   SOLE   6,574,225 0 0
MCKESSON CORP COM 58155Q103 271,394 1,307,419 SH   SOLE   1,307,419 0 0
MGIC INVT CORP WIS COM 552848103 91,716 9,840,768 SH   SOLE   9,840,768 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 67,648 3,848,002 SH   SOLE   3,848,002 0 0
NOVARTIS A G SPONSORED ADR 66987V109 48,125 519,369 SH   SOLE   519,369 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 50,645 6,459,784 SH   SOLE   6,459,784 0 0
PRICELINE GRP INC COM NEW 741503403 126,563 111,000 SH   SOLE   111,000 0 0
PTC INC COM 69370C100 87,009 2,374,064 SH   SOLE   2,374,064 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 188,987 3,300,510 SH   SOLE   3,300,510 0 0
QLIK TECHNOLOGIES INC COM 74733T105 56,955 1,843,788 SH   SOLE   1,843,788 0 0
RADIAN GROUP INC COM 750236101 249,584 14,927,246 SH   SOLE   14,927,246 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 37,371 957,261 SH   SOLE   957,261 0 0
SABRE CORP COM 78573M104 134,372 6,629,096 SH   SOLE   6,629,096 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 283,423 14,452,986 SH   SOLE   14,452,986 0 0
SOLARWINDS INC COM 83416B109 185,330 3,719,246 SH   SOLE   3,719,246 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 90,325 1,570,042 SH   SOLE   1,570,042 0 0
TRANSDIGM GROUP INC COM 893641100 281,248 1,432,382 SH   SOLE   1,432,382 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 92,875 834,757 SH   SOLE   834,757 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 346,865 2,423,766 SH   SOLE   2,423,766 0 0
VULCAN MATLS CO COM 929160109 185,802 2,826,752 SH   SOLE   2,826,752 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 96,146 1,261,752 SH   SOLE   1,261,752 0 0
WASTE CONNECTIONS INC COM 941053100 129,077 2,934,225 SH   SOLE   2,934,225 0 0
ZULILY INC CL A 989774104 79,548 3,399,491 SH   SOLE   3,399,491 0 0