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 |
ACTAVIS INC | COM | 00507K103 | 14,515 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 49,540 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
COINSTAR INC | COM | 19259P300 | 722 | 12,300 | SH | SOLE | 12,300 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 21,471 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
DONNELLEY R R & SONS CO | COM | 257867101 | 1,121 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 41,376 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
FIFTH & PAC COS INC | COM | 316645100 | 33,005 | 1,477,400 | SH | SOLE | 1,477,400 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 55,284 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 3,945 | 974,000 | SH | SOLE | 974,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 21,010 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
GROUPON INC | COM CL A | 399473107 | 27,360 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 14,968 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 25,762 | 50,900 | SH | SOLE | 50,900 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 60,629 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 28,174 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 29,155 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 42,080 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 14,083 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 14,650 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
NEWS CORP | CL A | 65248E104 | 47,241 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
PENNEY J C INC | COM | 708160106 | 19,642 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
PITNEY BOWES INC | COM | 724479100 | 2,108 | 143,600 | SH | SOLE | 143,600 | 0 | 0 | ||
PRICELINE COM INC | COM NEW | 741503403 | 33,893 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
QUAD / GRAPHICS INC | COM CL A | 747301109 | 1,856 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
QUIKSILVER INC | COM | 74838C106 | 7,889 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
RADIOSHACK CORP | COM | 750438103 | 1,580 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 67,155 | 895,400 | SH | SOLE | 895,400 | 0 | 0 | ||
SHIRE PLC | SPONSORED ADR | 82481R106 | 4,756 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
SIRIUS XM RADIO INC | COM | 82967N108 | 11,946 | 3,566,000 | SH | SOLE | 3,566,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 12,306 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 28,034 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 31,508 | 1,020,000 | SH | SOLE | 1,020,000 | 0 | 0 |