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 |
ALCATEL-LUCENT | SPONSORED ADR | 013904305 | 25,104 | 13,793,500 | SH | SOLE | 13,793,500 | 0 | 0 | ||
BRIGHTCOVE INC | COM | 10921T101 | 4,555 | 520,006 | SH | SOLE | 520,006 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 79,786 | 1,632,611 | SH | SOLE | 1,632,611 | 0 | 0 | ||
CITRIX SYS INC | COM | 177376100 | 73,222 | 1,213,095 | SH | SOLE | 1,213,095 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 141,474 | 2,714,400 | SH | SOLE | 2,714,400 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 67,801 | 2,077,871 | SH | SOLE | 2,077,871 | 0 | 0 | ||
CYAN INC | COM | 23247W104 | 3,657 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 179,057 | 3,550,609 | SH | SOLE | 3,550,609 | 0 | 0 | ||
E M C CORP MASS | COM | 268648102 | 80,073 | 3,390,043 | SH | SOLE | 3,390,043 | 0 | 0 | ||
EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 148,834 | 2,410,665 | SH | SOLE | 2,410,665 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 189,127 | 3,688,836 | SH | SOLE | 3,688,836 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 64,818 | 73,626 | SH | SOLE | 73,626 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 77,430 | 2,147,274 | SH | SOLE | 2,147,274 | 0 | 0 | ||
HERBALIFE LTD | COM USD SHS | G4412G101 | 70,061 | 1,552,100 | SH | SOLE | 1,552,100 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 50,282 | 2,027,500 | SH | SOLE | 2,027,500 | 0 | 0 | ||
HOME INNS & HOTELS MGMT INC | SPON ADR | 43713W107 | 32,629 | 1,221,604 | SH | SOLE | 1,221,604 | 0 | 0 | ||
IDENIX PHARMACEUTICALS INC | COM | 45166R204 | 45,720 | 12,664,950 | SH | SOLE | 12,664,950 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 90,182 | 1,205,000 | SH | SOLE | 1,205,000 | 0 | 0 | ||
KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 105,094 | 20,526,185 | SH | SOLE | 20,526,185 | 0 | 0 | ||
MEAD JOHNSON NUTRITION CO | COM | 582839106 | 194,566 | 2,455,709 | SH | SOLE | 2,455,709 | 0 | 0 | ||
MEDIVATION INC | COM | 58501N101 | 104,652 | 2,127,075 | SH | SOLE | 2,127,075 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 173,094 | 2,790,937 | SH | SOLE | 2,790,937 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 200,143 | 2,025,744 | SH | SOLE | 2,025,744 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 151,803 | 6,853,423 | SH | SOLE | 6,853,423 | 0 | 0 | ||
NEWS CORP | CL A | 65248E104 | 88,725 | 2,723,300 | SH | SOLE | 2,723,300 | 0 | 0 | ||
NORTHSTAR RLTY FIN CORP | COM | 66704R100 | 94,770 | 10,414,279 | SH | SOLE | 10,414,279 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 104,221 | 5,664,214 | SH | SOLE | 5,664,214 | 0 | 0 | ||
PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 53,686 | 2,185,013 | SH | SOLE | 2,185,013 | 0 | 0 | ||
PPG INDS INC | COM | 693506107 | 225,531 | 1,540,408 | SH | SOLE | 1,540,408 | 0 | 0 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 168,504 | 745,560 | SH | SOLE | 745,560 | 0 | 0 | ||
PRICELINE COM INC | COM NEW | 741503403 | 56,207 | 67,992 | SH | SOLE | 67,992 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 35,000 | 2,333,333 | SH | SOLE | 2,333,333 | 0 | 0 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 33,029 | 744,403 | SH | SOLE | 744,403 | 0 | 0 | ||
QUINTILES TRANSNATIO HLDGS I | COM | 74876Y101 | 62,688 | 1,472,940 | SH | SOLE | 1,472,940 | 0 | 0 | ||
RUCKUS WIRELESS INC | COM | 781220108 | 41,799 | 3,263,000 | SH | SOLE | 3,263,000 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 136,852 | 3,921,274 | SH | SOLE | 3,921,274 | 0 | 0 | ||
TETRAPHASE PHARMACEUTICALS I | COM | 88165N105 | 2,583 | 367,513 | SH | SOLE | 367,513 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 68,554 | 1,274,007 | SH | SOLE | 1,274,007 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 182,958 | 1,167,052 | SH | SOLE | 1,167,052 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 67,312 | 1,105,832 | SH | SOLE | 1,105,832 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 230,771 | 2,304,943 | SH | SOLE | 2,304,943 | 0 | 0 | ||
VEECO INSTRS INC DEL | COM | 922417100 | 28,742 | 811,695 | SH | SOLE | 811,695 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 114,513 | 1,709,409 | SH | SOLE | 1,709,409 | 0 | 0 | ||
YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 156,413 | 8,150,747 | SH | SOLE | 8,150,747 | 0 | 0 |