The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 4,186 | 26,279 | SH | SOLE | 26,279 | 0 | 0 | ||
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 4,760 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
AXIALL CORP | COM | 05463D100 | 2,098 | 58,200 | SH | SOLE | 58,200 | 0 | 0 | ||
BLACK KNIGHT FINL SVCS INC | CL A | 09214X100 | 4,201 | 136,100 | SH | SOLE | 136,100 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 5,809 | 90,375 | SH | SOLE | 90,375 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 8,994 | 129,860 | SH | SOLE | 129,860 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 4,541 | 74,336 | SH | SOLE | 74,336 | 0 | 0 | ||
DISCOVER FINL SVCS | COM | 254709108 | 3,561 | 61,800 | SH | SOLE | 61,800 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 6,166 | 78,055 | SH | SOLE | 78,055 | 0 | 0 | ||
EPAM SYS INC | COM | 29414B104 | 2,490 | 34,964 | SH | SOLE | 34,964 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 5,788 | 67,486 | SH | SOLE | 67,486 | 0 | 0 | ||
FIBRIA CELULOSE S A | SP ADR REP COM | 31573A109 | 3,058 | 224,700 | SH | SOLE | 224,700 | 0 | 0 | ||
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 7,212 | 185,769 | SH | SOLE | 185,769 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 7,000 | 187,159 | SH | SOLE | 187,159 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 372 | 6,879 | SH | SOLE | 6,879 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 5,178 | 102,280 | SH | SOLE | 102,280 | 0 | 0 | ||
METHANEX CORP | COM | 59151K108 | 2,811 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
TELEPHONE & DATA SYS INC | COM NEW | 879433829 | 4,555 | 154,933 | SH | SOLE | 154,933 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 4,084 | 26,441 | SH | SOLE | 26,441 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 3,963 | 178,100 | SH | SOLE | 178,100 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 4,731 | 45,063 | SH | SOLE | 45,063 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 4,036 | 48,090 | SH | SOLE | 48,090 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 2,951 | 75,115 | SH | SOLE | 75,115 | 0 | 0 |