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 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 3,532 | 107,457 | SH | SOLE | 107,457 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,734 | 74,405 | SH | SOLE | 74,405 | 0 | 0 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 11,570 | 215,732 | SH | SOLE | 215,732 | 0 | 0 | ||
| BJS RESTAURANTS INC | COM | 09180C106 | 10,687 | 212,853 | SH | SOLE | 212,853 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 10,687 | 39,212 | SH | SOLE | 39,212 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 7,863 | 111,691 | SH | SOLE | 111,691 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 7,999 | 175,797 | SH | SOLE | 175,797 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 18,741 | 266,276 | SH | SOLE | 266,276 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 7,953 | 166,564 | SH | SOLE | 166,564 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 14,448 | 185,186 | SH | SOLE | 185,186 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 12,582 | 365,231 | SH | SOLE | 365,231 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 8,444 | 247,909 | SH | SOLE | 247,909 | 0 | 0 | ||
| INTERFACE INC | COM | 458665304 | 7,270 | 441,400 | SH | SOLE | 441,400 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 12,436 | 155,533 | SH | SOLE | 155,533 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 19,731 | 569,444 | SH | SOLE | 569,444 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 7,647 | 152,319 | SH | SOLE | 152,319 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 4,801 | 99,373 | SH | SOLE | 99,373 | 0 | 0 | ||
| LOUISIANA PAC CORP | COM | 546347105 | 6,171 | 372,666 | SH | SOLE | 372,666 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 8,919 | 155,756 | SH | SOLE | 155,756 | 0 | 0 | ||
| TELEPHONE & DATA SYS INC | COM NEW | 879433829 | 12,347 | 489,005 | SH | SOLE | 489,005 | 0 | 0 | ||
| TUESDAY MORNING CORP | COM NEW | 899035505 | 6,242 | 287,665 | SH | SOLE | 287,665 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 18,869 | 147,599 | SH | SOLE | 147,599 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 11,844 | 177,060 | SH | SOLE | 177,060 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 12,412 | 188,836 | SH | SOLE | 188,836 | 0 | 0 | ||