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 |
ABBVIE INC | COM | 00287Y109 | 105,074 | 1,861,700 | SH | SOLE | 1,861,700 | 0 | 0 | ||
ACHILLION PHARMACEUTICALS IN | COM | 00448Q201 | 17,007 | 2,246,632 | SH | SOLE | 2,246,632 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 126,836 | 940,084 | SH | SOLE | 940,084 | 0 | 0 | ||
AETNA INC NEW | COM | 00817Y108 | 100,636 | 1,241,200 | SH | SOLE | 1,241,200 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 9158106 | 180,467 | 1,403,100 | SH | SOLE | 1,403,100 | 0 | 0 | ||
ARROWHEAD RESH CORP | COM NEW | 42797209 | 11,873 | 829,710 | SH | SOLE | 829,710 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 173,896 | 4,684,700 | SH | SOLE | 4,684,700 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 179,415 | 7,219,900 | SH | SOLE | 7,219,900 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 39,845 | 878,227 | SH | SOLE | 878,227 | 0 | 0 | ||
CONCERT PHARMACEUTICALS INC | COM | 206022105 | 11,593 | 1,147,833 | SH | SOLE | 1,147,833 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 61,723 | 963,820 | SH | SOLE | 963,820 | 0 | 0 | ||
DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 49,158 | 715,131 | SH | SOLE | 715,131 | 0 | 0 | ||
DICERNA PHARMACEUTICALS INC | COM | 253031108 | 34,157 | 1,513,400 | SH | SOLE | 1,513,400 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 74,614 | 1,300,809 | SH | SOLE | 1,300,809 | 0 | 0 | ||
DYNAVAX TECHNOLOGIES CORP | COM | 268158102 | 8,440 | 5,274,936 | SH | SOLE | 5,274,936 | 0 | 0 | ||
FOUNDATION MEDICINE INC | COM | 350465100 | 12,035 | 446,400 | SH | SOLE | 446,400 | 0 | 0 | ||
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 72,337 | 2,108,329 | SH | SOLE | 2,108,329 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 36,623 | 649,576 | SH | SOLE | 649,576 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 157,112 | 5,605,147 | SH | SOLE | 5,605,147 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 51,693 | 638,500 | SH | SOLE | 638,500 | 0 | 0 | ||
IDENIX PHARMACEUTICALS INC | COM | 45166R204 | 81,087 | 3,364,623 | SH | SOLE | 3,364,623 | 0 | 0 | ||
LIFELOCK INC | COM | 53224V100 | 35,116 | 2,515,449 | SH | SOLE | 2,515,449 | 0 | 0 | ||
MAGNA INTL INC | COM | 559222401 | 61,269 | 568,853 | SH | SOLE | 568,853 | 0 | 0 | ||
MCGRAW HILL FINL INC | COM | 580645109 | 33,493 | 403,387 | SH | SOLE | 403,387 | 0 | 0 | ||
MEAD JOHNSON NUTRITION CO | COM | 582839106 | 26,857 | 288,253 | SH | SOLE | 288,253 | 0 | 0 | ||
MEDIVATION INC | COM | 58501N101 | 122,472 | 1,588,890 | SH | SOLE | 1,588,890 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 137,105 | 1,546,591 | SH | SOLE | 1,546,591 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 73,597 | 532,000 | SH | SOLE | 532,000 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 168,856 | 1,353,660 | SH | SOLE | 1,353,660 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 70,348 | 2,647,642 | SH | SOLE | 2,647,642 | 0 | 0 | ||
OFFICE DEPOT INC | COM | 676220106 | 23,561 | 4,140,800 | SH | SOLE | 4,140,800 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 72,156 | 2,445,966 | SH | SOLE | 2,445,966 | 0 | 0 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 79,600 | 315,371 | SH | SOLE | 315,371 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 74,813 | 2,862,025 | SH | SOLE | 2,862,025 | 0 | 0 | ||
QUINTILES TRANSNATIO HLDGS I | COM | 74876Y101 | 64,154 | 1,203,864 | SH | SOLE | 1,203,864 | 0 | 0 | ||
RADIUS HEALTH INC | COM NEW | 750469207 | 23,719 | 1,824,524 | SH | SOLE | 1,824,524 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 104,063 | 647,600 | SH | SOLE | 647,600 | 0 | 0 | ||
REXNORD CORP NEW | COM | 76169B102 | 25,712 | 913,400 | SH | SOLE | 913,400 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 36,690 | 2,425,000 | SH | SOLE | 2,425,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 86,334 | 1,486,462 | SH | SOLE | 1,486,462 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 48,932 | 1,727,200 | SH | SOLE | 1,727,200 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 55,940 | 1,195,804 | SH | SOLE | 1,195,804 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 21,642 | 91,900 | SH | SOLE | 91,900 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 139,034 | 1,257,200 | SH | SOLE | 1,257,200 | 0 | 0 | ||
SLM CORP | COM | 78442P106 | 43,449 | 5,228,500 | SH | SOLE | 5,228,500 | 0 | 0 | ||
SOUFUN HLDGS LTD | ADR | 836034108 | 39,740 | 4,059,254 | SH | SOLE | 4,059,254 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 66,280 | 396,271 | SH | SOLE | 396,271 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 62,701 | 577,041 | SH | SOLE | 577,041 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 60,981 | 1,734,870 | SH | SOLE | 1,734,870 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 147,687 | 3,604,761 | SH | SOLE | 3,604,761 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 157,448 | 1,722,436 | SH | SOLE | 1,722,436 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 119,048 | 1,229,709 | SH | SOLE | 1,229,709 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 102,485 | 1,760,600 | SH | SOLE | 1,760,600 | 0 | 0 | ||
YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 142,723 | 5,981,700 | SH | SOLE | 5,981,700 | 0 | 0 | ||
ZAFGEN INC | COM | 98885E103 | 13,183 | 666,480 | SH | SOLE | 666,480 | 0 | 0 |