The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AMAZON COM INC COM 023135106 23,437 69,676 SH   SOLE   69,676 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 19,380 529,500 SH   SOLE   529,500 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 14,474 289,429 SH   SOLE   289,429 0 0
AMERICAN TOWER CORP NEW COM 03027X100 19,189 234,378 SH   SOLE   234,378 0 0
ASSURED GUARANTY LTD COM G0585R106 28,722 1,134,348 SH   SOLE   1,134,348 0 0
BALTIC TRADING LIMITED COM Y0553W103 5,613 889,600 SH   SOLE   889,600 0 0
CF INDS HLDGS INC COM 125269100 19,396 74,417 SH   SOLE   74,417 0 0
CHENIERE ENERGY INC COM NEW 16411R208 38,362 693,078 SH   SOLE   693,078 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 17,952 31,603 SH   SOLE   31,603 0 0
COMMSCOPE HLDG CO INC COM 20337X109 13,320 539,700 SH   SOLE   539,700 0 0
CONTAINER STORE GROUP INC COM 210751103 9,120 268,624 SH   SOLE   268,624 0 0
COPA HOLDINGS SA CL A P31076105 15,997 110,181 SH   SOLE   110,181 0 0
COPART INC COM 217204106 37,459 1,029,372 SH   SOLE   1,029,372 0 0
DISCOVER FINL SVCS COM 254709108 25,128 431,820 SH   SOLE   431,820 0 0
DOLLAR TREE INC COM 256746108 19,260 369,106 SH   SOLE   369,106 0 0
E M C CORP MASS COM 268648102 16,194 590,814 SH   SOLE   590,814 0 0
EPAM SYS INC COM 29414B104 20,329 617,903 SH   SOLE   617,903 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 15,909 651,742 SH   SOLE   651,742 0 0
ICICI BK LTD ADR 45104G104 35,065 800,561 SH   SOLE   800,561 0 0
LENNAR CORP CL A 526057104 18,255 460,764 SH   SOLE   460,764 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 10,787 259,300 SH   SOLE   259,300 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 8,867 217,800 SH   SOLE   217,800 0 0
LOUISIANA PAC CORP COM 546347105 24,056 1,425,944 SH   SOLE   1,425,944 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 5,379 206,869 SH   SOLE   206,869 0 0
NAVIOS MARITIME HOLDINGS INC COM Y62196103 5,011 508,728 SH   SOLE   508,728 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 30,119 1,026,191 SH   SOLE   1,026,191 0 0
PARAGON SHIPPING INC CL A NEW 69913R408 1,588 231,755 SH   SOLE   231,755 0 0
PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 3,095 298,500 SH   SOLE   298,500 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 16,828 168,994 SH   SOLE   168,994 0 0
RYDER SYS INC COM 783549108 14,663 183,468 SH   SOLE   183,468 0 0
SKY-MOBI LTD SPONSORED ADS 83084G109 1,631 185,396 SH   SOLE   185,396 0 0
SUNCOKE ENERGY INC COM 86722A103 4,703 205,898 SH   SOLE   205,898 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 15,374 586,555 SH   SOLE   586,555 0 0
TERADYNE INC COM 880770102 17,387 874,174 SH   SOLE   874,174 0 0
TRANSDIGM GROUP INC COM 893641100 15,042 81,218 SH   SOLE   81,218 0 0
U S G CORP COM NEW 903293405 20,737 633,779 SH   SOLE   633,779 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 21,152 217,078 SH   SOLE   217,078 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 16,365 109,610 SH   SOLE   109,610 0 0
VISTEON CORP COM NEW 92839U206 15,199 171,857 SH   SOLE   171,857 0 0
VULCAN MATLS CO COM 929160109 15,891 239,144 SH   SOLE   239,144 0 0
WHITEWAVE FOODS CO COM CL A 966244105 20,121 705,001 SH   SOLE   705,001 0 0