The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 2,556 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 2,383 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,439 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 12,219 | 344,400 | SH | SOLE | 344,400 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 11,410 | 211,211 | SH | SOLE | 211,211 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 16,096 | 57,645 | SH | SOLE | 57,645 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 30,778 | 384,578 | SH | SOLE | 384,578 | 0 | 0 | ||
| DISCOVER FINL SVCS | COM | 254709108 | 11,527 | 179,020 | SH | SOLE | 179,020 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 17,230 | 307,290 | SH | SOLE | 307,290 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 12,416 | 283,538 | SH | SOLE | 283,538 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 18,056 | 228,447 | SH | SOLE | 228,447 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 8,347 | 300,901 | SH | SOLE | 300,901 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 12,574 | 336,304 | SH | SOLE | 336,304 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 9,323 | 342,000 | SH | SOLE | 342,000 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 10,956 | 223,132 | SH | SOLE | 223,132 | 0 | 0 | ||
| IDREAMSKY TECHNOLOGY LIMITED | SPONSORED ADS | 45173K101 | 1,888 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 5,744 | 84,241 | SH | SOLE | 84,241 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 10,504 | 366,888 | SH | SOLE | 366,888 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 12,102 | 295,069 | SH | SOLE | 295,069 | 0 | 0 | ||
| METHANEX CORP | COM | 59151K108 | 13,982 | 209,317 | SH | SOLE | 209,317 | 0 | 0 | ||
| NAVIGATOR HOLDINGS LTD | SHS | Y62132108 | 8,519 | 306,109 | SH | SOLE | 306,109 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 5,349 | 221,402 | SH | SOLE | 221,402 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 20,286 | 2,038,800 | SH | SOLE | 2,038,800 | 0 | 0 | ||
| SUNCOKE ENERGY INC | COM | 86722A103 | 2,764 | 123,098 | SH | SOLE | 123,098 | 0 | 0 | ||
| TELEFONICA BRASIL SA | SPONSORED ADR | 87936R106 | 7,734 | 393,000 | SH | SOLE | 393,000 | 0 | 0 | ||
| TELEPHONE & DATA SYS INC | COM NEW | 879433829 | 24,309 | 1,014,568 | SH | SOLE | 1,014,568 | 0 | 0 | ||
| TUESDAY MORNING CORP | COM NEW | 899035505 | 20,308 | 1,046,528 | SH | SOLE | 1,046,528 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 16,666 | 141,035 | SH | SOLE | 141,035 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 10,450 | 173,503 | SH | SOLE | 173,503 | 0 | 0 | ||
| XUNLEI LTD | SPONSORED ADR | 98419E108 | 4,291 | 399,150 | SH | SOLE | 399,150 | 0 | 0 | ||