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 |
58 COM INC | SPON ADR REP A | 31680Q104 | 49,470 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 32,235 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 53,125 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
AMERICAN FARMLAND CO | COM | 02589Y100 | 2,112 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 66,164 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 38,294 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CELGENE CORP | COM | 151020104 | 25,748 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 95,212 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 10,638 | 58,100 | SH | Call | SOLE | 58,100 | 0 | 0 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 85,464 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 50,175 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 77,220 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 117,917 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 24,640 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 64,530 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 58,208 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
KROGER CO | COM | 501044101 | 79,477 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 24,357 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 36,693 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 67,665 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 108,449 | 1,365,000 | SH | SOLE | 1,365,000 | 0 | 0 | ||
ROLLINS INC | COM | 775711104 | 28,490 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 24,450 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 148,472 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 44,283 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 62,040 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 63,866 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
WHITEWAVE FOODS CO | COM | 966244105 | 87,548 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
ZOES KITCHEN INC | COM | 98979J109 | 50,364 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 |