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
ABBVIE INC COM 00287Y109 253 4,320 SH   SOLE   4,320 0 0
ACTAVIS PLC SHS G0083B108 94,104 316,188 SH   SOLE   316,188 0 0
ACUITY BRANDS INC COM 00508Y102 276 1,640 SH   SOLE   1,640 0 0
ADOBE SYS INC COM 00724F101 255,508 3,455,606 SH   SOLE   3,455,606 0 0
AERCAP HOLDINGS NV SHS N00985106 160,651 3,680,442 SH   SOLE   3,680,442 0 0
AETNA INC NEW COM 00817Y108 279 2,620 SH   SOLE   2,620 0 0
ALASKA AIR GROUP INC COM 011659109 277 4,180 SH   SOLE   4,180 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 234 1,350 SH   SOLE   1,350 0 0
ALLEGHANY CORP DEL COM 017175100 735 1,510 SH   SOLE   1,510 0 0
ALLSTATE CORP COM 020002101 253 3,560 SH   SOLE   3,560 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 288 5,450 SH   SOLE   5,450 0 0
AMERICAN EXPRESS CO COM 025816109 250 3,200 SH   SOLE   3,200 0 0
AMERIPRISE FINL INC COM 03076C106 247 1,890 SH   SOLE   1,890 0 0
AMGEN INC COM 031162100 251 1,570 SH   SOLE   1,570 0 0
AMTRUST FINL SVCS INC COM 032359309 276 4,850 SH   SOLE   4,850 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 114,187 936,651 SH   SOLE   936,651 0 0
APPLE INC COM 037833100 253 2,030 SH   SOLE   2,030 0 0
ARAMARK COM 03852U106 351,662 11,117,977 SH   SOLE   11,117,977 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 47,132 820,111 SH   SOLE   820,111 0 0
AUTODESK INC COM 052769106 63,609 1,084,740 SH   SOLE   1,084,740 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 306,911 2,417,005 SH   SOLE   2,417,005 0 0
BAIDU INC SPON ADR REP A 056752108 227,735 1,092,777 SH   SOLE   1,092,777 0 0
BED BATH & BEYOND INC COM 075896100 269 3,500 SH   SOLE   3,500 0 0
BEST BUY INC COM 086516101 259 6,860 SH   SOLE   6,860 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 8,880 1,144,324 SH   SOLE   1,144,324 0 0
CELGENE CORP COM 151020104 257 2,230 SH   SOLE   2,230 0 0
CF INDS HLDGS INC COM 125269100 241 850 SH   SOLE   850 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 254 390 SH   SOLE   390 0 0
CISCO SYS INC COM 17275R102 247 8,990 SH   SOLE   8,990 0 0
COMMSCOPE HLDG CO INC COM 20337X109 332,750 11,659,062 SH   SOLE   11,659,062 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 34,898 667,529 SH   SOLE   667,529 0 0
COSTCO WHSL CORP NEW COM 22160K105 267 1,760 SH   SOLE   1,760 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 264 5,870 SH   SOLE   5,870 0 0
DIAMOND RESORTS INTL INC COM 25272T104 252 7,540 SH   SOLE   7,540 0 0
DIRECTV COM 25490A309 245 2,880 SH   SOLE   2,880 0 0
DOLLAR GEN CORP NEW COM 256677105 17,062 226,340 SH   SOLE   226,340 0 0
DOLLAR TREE INC COM 256746108 266 3,280 SH   SOLE   3,280 0 0
DOMINOS PIZZA INC COM 25754A201 266 2,650 SH   SOLE   2,650 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 279 1,960 SH   SOLE   1,960 0 0
EXPEDIA INC DEL COM NEW 30212P303 276 2,930 SH   SOLE   2,930 0 0
F5 NETWORKS INC COM 315616102 254 2,210 SH   SOLE   2,210 0 0
FACEBOOK INC CL A 30303M102 263 3,200 SH   SOLE   3,200 0 0
FEDEX CORP COM 31428X106 238 1,440 SH   SOLE   1,440 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 134,868 893,641 SH   SOLE   893,641 0 0
FRANKLIN RES INC COM 354613101 249 4,850 SH   SOLE   4,850 0 0
GENERAL DYNAMICS CORP COM 369550108 246 1,810 SH   SOLE   1,810 0 0
GILEAD SCIENCES INC COM 375558103 260 2,650 SH   SOLE   2,650 0 0
GOOGLE INC CL C 38259P706 386,524 705,336 SH   SOLE   705,336 0 0
HALLIBURTON CO COM 406216101 104,672 2,385,406 SH   SOLE   2,385,406 0 0
HCA HOLDINGS INC COM 40412C101 65,764 874,177 SH   SOLE   874,177 0 0
HOME DEPOT INC COM 437076102 258 2,270 SH   SOLE   2,270 0 0
HSN INC COM 404303109 263 3,860 SH   SOLE   3,860 0 0
ILLINOIS TOOL WKS INC COM 452308109 256 2,640 SH   SOLE   2,640 0 0
INFINITY PHARMACEUTICALS INC COM 45665G303 240 17,200 SH   SOLE   17,200 0 0
INSPERITY INC COM 45778Q107 264 5,040 SH   SOLE   5,040 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 255 12,760 SH   SOLE   12,760 0 0
INTUIT COM 461202103 263 2,710 SH   SOLE   2,710 0 0
JETBLUE AIRWAYS CORP COM 477143101 304 15,770 SH   SOLE   15,770 0 0
KRAFT FOODS GROUP INC COM 50076Q106 103,667 1,190,000 SH   SOLE   1,190,000 0 0
KROGER CO COM 501044101 281 3,670 SH   SOLE   3,670 0 0
L BRANDS INC COM 501797104 272 2,890 SH   SOLE   2,890 0 0
LAM RESEARCH CORP COM 512807108 221 3,150 SH   SOLE   3,150 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 51,782 1,006,059 SH   SOLE   1,006,059 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 143,030 2,871,515 SH   SOLE   2,871,515 0 0
LOWES COS INC COM 548661107 270 3,630 SH   SOLE   3,630 0 0
LULULEMON ATHLETICA INC COM 550021109 245 3,820 SH   SOLE   3,820 0 0
MASTERCARD INC CL A 57636Q104 251 2,900 SH   SOLE   2,900 0 0
MCKESSON CORP COM 58155Q103 97,875 432,691 SH   SOLE   432,691 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 249 2,480 SH   SOLE   2,480 0 0
MERCADOLIBRE INC COM 58733R102 240 1,960 SH   SOLE   1,960 0 0
MGIC INVT CORP WIS COM 552848103 130,604 13,562,217 SH   SOLE   13,562,217 0 0
MICRON TECHNOLOGY INC COM 595112103 163,573 6,029,240 SH   SOLE   6,029,240 0 0
MICROSOFT CORP COM 594918104 647 15,920 SH   SOLE   15,920 0 0
MOODYS CORP COM 615369105 271 2,610 SH   SOLE   2,610 0 0
NAVIENT CORP COM 63938C108 663 32,630 SH   SOLE   32,630 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 732 12,790 SH   SOLE   12,790 0 0
NIKE INC CL B 654106103 732 7,300 SH   SOLE   7,300 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 127,866 7,056,628 SH   SOLE   7,056,628 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 733 3,390 SH   SOLE   3,390 0 0
OLD DOMINION FGHT LINES INC COM 679580100 681 8,810 SH   SOLE   8,810 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 41,236 7,061,034 SH   SOLE   7,061,034 0 0
PPG INDS INC COM 693506107 681 3,020 SH   SOLE   3,020 0 0
PRICELINE GRP INC COM NEW 741503403 414,380 355,951 SH   SOLE   355,951 0 0
RADIAN GROUP INC COM 750236101 291,993 17,390,892 SH   SOLE   17,390,892 0 0
ROPER INDS INC NEW COM 776696106 724 4,210 SH   SOLE   4,210 0 0
ROSS STORES INC COM 778296103 695 6,600 SH   SOLE   6,600 0 0
SABRE CORP COM 78573M104 170,181 7,003,327 SH   SOLE   7,003,327 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 314,061 13,572,219 SH   SOLE   13,572,219 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 57,024 992,592 SH   SOLE   992,592 0 0
SHERWIN WILLIAMS CO COM 824348106 725 2,550 SH   SOLE   2,550 0 0
SKECHERS U S A INC CL A 830566105 275 3,830 SH   SOLE   3,830 0 0
SOLARWINDS INC COM 83416B109 131,347 2,563,359 SH   SOLE   2,563,359 0 0
SOUTHWEST AIRLS CO COM 844741108 262 5,910 SH   SOLE   5,910 0 0
SPIRIT AIRLS INC COM 848577102 708 9,150 SH   SOLE   9,150 0 0
STARBUCKS CORP COM 855244109 264 2,790 SH   SOLE   2,790 0 0
SUMMIT MATLS INC CL A 86614U100 22,150 1,000,000 SH   SOLE   1,000,000 0 0
SUPERVALU INC COM 868536103 308 26,460 SH   SOLE   26,460 0 0
SYMANTEC CORP COM 871503108 651 27,880 SH   SOLE   27,880 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 217,349 3,714,737 SH   SOLE   3,714,737 0 0
TESORO CORP COM 881609101 694 7,600 SH   SOLE   7,600 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 702 17,430 SH   SOLE   17,430 0 0
TEXAS INSTRS INC COM 882508104 254 4,440 SH   SOLE   4,440 0 0
TEXAS ROADHOUSE INC COM 882681109 253 6,940 SH   SOLE   6,940 0 0
TIME WARNER INC COM NEW 887317303 739 8,750 SH   SOLE   8,750 0 0
TRANSDIGM GROUP INC COM 893641100 294,894 1,348,272 SH   SOLE   1,348,272 0 0
TRAVELERS COMPANIES INC COM 89417E109 710 6,570 SH   SOLE   6,570 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 762 5,050 SH   SOLE   5,050 0 0
UNION PAC CORP COM 907818108 628 5,800 SH   SOLE   5,800 0 0
UNITED CONTL HLDGS INC COM 910047109 270 4,010 SH   SOLE   4,010 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 776 4,500 SH   SOLE   4,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 272 2,300 SH   SOLE   2,300 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 114,172 969,941 SH   SOLE   969,941 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 253,412 1,275,861 SH   SOLE   1,275,861 0 0
VALERO ENERGY CORP NEW COM 91913Y100 720 11,310 SH   SOLE   11,310 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 61,919 524,867 SH   SOLE   524,867 0 0
VULCAN MATLS CO COM 929160109 191,402 2,270,486 SH   SOLE   2,270,486 0 0
WASTE CONNECTIONS INC COM 941053100 81,729 1,697,739 SH   SOLE   1,697,739 0 0
WILLIAMS SONOMA INC COM 969904101 705 8,840 SH   SOLE   8,840 0 0
YAHOO INC COM 984332106 700 15,750 SH   SOLE   15,750 0 0