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 | 84,711 | 1,466,600 | SH | SOLE | 1,466,600 | 0 | 0 | ||
ACHILLION PHARMACEUTICALS IN | COM | 00448Q201 | 22,421 | 2,246,632 | SH | SOLE | 2,246,632 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 172,268 | 1,322,084 | SH | SOLE | 1,322,084 | 0 | 0 | ||
AETNA INC NEW | COM | 00817Y108 | 75,403 | 930,900 | SH | SOLE | 930,900 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 9158106 | 149,473 | 1,148,200 | SH | SOLE | 1,148,200 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 97,735 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
AMETEK INC NEW | COM | 31100100 | 24,653 | 491,000 | SH | SOLE | 491,000 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 167,666 | 4,148,100 | SH | SOLE | 4,148,100 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 165,780 | 6,586,400 | SH | SOLE | 6,586,400 | 0 | 0 | ||
CITRIX SYS INC | COM | 177376100 | 160,964 | 2,256,300 | SH | SOLE | 2,256,300 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 106,823 | 1,986,300 | SH | SOLE | 1,986,300 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 19,893 | 832,000 | SH | SOLE | 832,000 | 0 | 0 | ||
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 60,406 | 1,102,500 | SH | SOLE | 1,102,500 | 0 | 0 | ||
COMMVAULT SYSTEMS INC | COM | 204166102 | 80,867 | 1,604,500 | SH | SOLE | 1,604,500 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 45,392 | 799,720 | SH | SOLE | 799,720 | 0 | 0 | ||
DICERNA PHARMACEUTICALS INC | COM | 253031108 | 7,138 | 560,718 | SH | SOLE | 560,718 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 145,503 | 2,381,000 | SH | SOLE | 2,381,000 | 0 | 0 | ||
FOUNDATION MEDICINE INC | COM | 350465100 | 16,984 | 895,800 | SH | SOLE | 895,800 | 0 | 0 | ||
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 57,326 | 1,692,029 | SH | SOLE | 1,692,029 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 45,808 | 649,576 | SH | SOLE | 649,575 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 67,874 | 2,673,250 | SH | SOLE | 2,673,250 | 0 | 0 | ||
KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 18,200 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
KINDER MORGAN MANAGEMENT LLC | SHS | 49455U100 | 109,834 | 1,166,590 | SH | SOLE | 1,166,590 | 0 | 0 | ||
LIFELOCK INC | COM | 53224V100 | 22,714 | 1,589,510 | SH | SOLE | 1,589,510 | 0 | 0 | ||
MCGRAW HILL FINL INC | COM | 580645109 | 34,066 | 403,387 | SH | SOLE | 403,387 | 0 | 0 | ||
MEDIVATION INC | COM | 58501N101 | 61,694 | 623,990 | SH | SOLE | 623,990 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 93,934 | 1,315,791 | SH | SOLE | 1,315,791 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 70,052 | 519,600 | SH | SOLE | 519,600 | 0 | 0 | ||
MONSTER BEVERAGE CORP | COM | 611740101 | 38,300 | 417,800 | SH | SOLE | 417,800 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 41,168 | 1,703,966 | SH | SOLE | 1,703,966 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 125,958 | 2,862,025 | SH | SOLE | 2,862,025 | 0 | 0 | ||
QUINTILES TRANSNATIO HLDGS I | COM | 74876Y101 | 67,152 | 1,203,864 | SH | SOLE | 1,203,864 | 0 | 0 | ||
RADIUS HEALTH INC | COM NEW | 750469207 | 38,315 | 1,824,524 | SH | SOLE | 1,824,524 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 96,136 | 583,600 | SH | SOLE | 583,600 | 0 | 0 | ||
REXNORD CORP NEW | COM | 76169B102 | 45,574 | 1,601,900 | SH | SOLE | 1,601,900 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 30,822 | 2,425,000 | SH | SOLE | 2,425,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 64,339 | 1,118,362 | SH | SOLE | 1,118,362 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 190,549 | 1,672,800 | SH | SOLE | 1,672,800 | 0 | 0 | ||
SLM CORP | COM | 78442P106 | 54,674 | 6,387,200 | SH | SOLE | 6,387,200 | 0 | 0 | ||
SOUFUN HLDGS LTD | ADR | 836034108 | 40,390 | 4,059,254 | SH | SOLE | 4,059,254 | 0 | 0 | ||
SPRINT CORP | COM SER 1 | 85207U105 | 29,424 | 4,641,000 | SH | SOLE | 4,641,000 | 0 | 0 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 24,295 | 258,433 | SH | SOLE | 258,433 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 56,321 | 305,543 | SH | SOLE | 305,543 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 43,767 | 478,741 | SH | SOLE | 478,741 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 90,501 | 2,639,270 | SH | SOLE | 2,639,270 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 121,675 | 2,358,961 | SH | SOLE | 2,358,961 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 164,048 | 1,388,236 | SH | SOLE | 1,388,236 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 86,390 | 920,609 | SH | SOLE | 920,609 | 0 | 0 | ||
WEATHERFORD INTL PLC | ORD SHS | G48833100 | 63,452 | 3,050,600 | SH | SOLE | 3,050,600 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 97,449 | 1,760,600 | SH | SOLE | 1,760,600 | 0 | 0 | ||
YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 90,279 | 5,037,900 | SH | SOLE | 5,037,900 | 0 | 0 | ||
ZAFGEN INC | COM | 98885E103 | 13,096 | 666,480 | SH | SOLE | 666,480 | 0 | 0 |