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 | 16,695 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 14,370 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 46,905 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 44,523 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AMERICAN FARMLAND CO | COM | 02589Y100 | 1,256 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 33,404 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 65,059 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 70,851 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 3,239 | 16,000 | SH | Call | SOLE | 16,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 67,991 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 37,107 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 46,151 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 68,460 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 56,525 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 64,712 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 112,978 | 865,000 | SH | SOLE | 865,000 | 0 | 0 | ||
| ISHARES TR | 7-10 Y TR BD ETF | 464287440 | 44,136 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 27,496 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| KROGER CO | COM | 501044101 | 34,425 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 22,601 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 11,550 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 27,231 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 134,964 | 3,450,000 | SH | SOLE | 3,450,000 | 0 | 0 | ||
| ROLLINS INC | COM | 775711104 | 21,696 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 122,772 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 69,552 | 5,400,000 | SH | SOLE | 5,400,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 61,184 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 46,332 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| WHITEWAVE FOODS CO | COM | 966244105 | 40,640 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ZOES KITCHEN INC | COM | 98979J109 | 35,091 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||