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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 4,569 | 86,409 | SH | SOLE | 86,409 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 5,941 | 20,942 | SH | SOLE | 20,942 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 3,869 | 49,991 | SH | SOLE | 49,991 | 0 | 0 | ||
| DISCOVER FINL SVCS | COM | 254709108 | 5,827 | 103,400 | SH | SOLE | 103,400 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 5,325 | 65,624 | SH | SOLE | 65,624 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 3,859 | 62,964 | SH | SOLE | 62,964 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 6,543 | 79,586 | SH | SOLE | 79,586 | 0 | 0 | ||
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 4,955 | 134,780 | SH | SOLE | 134,780 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 4,388 | 8,008 | SH | SOLE | 8,008 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 4,473 | 135,498 | SH | SOLE | 135,498 | 0 | 0 | ||
| INTERFACE INC | COM | 458665304 | 5,920 | 284,896 | SH | SOLE | 284,896 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 2,913 | 30,371 | SH | SOLE | 30,371 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 12,565 | 331,259 | SH | SOLE | 331,259 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 2,533 | 49,219 | SH | SOLE | 49,219 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 2,547 | 51,140 | SH | SOLE | 51,140 | 0 | 0 | ||
| METHANEX CORP | COM | 59151K108 | 2,191 | 40,900 | SH | SOLE | 40,900 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 3,317 | 31,505 | SH | SOLE | 31,505 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 4,939 | 4,243 | SH | SOLE | 4,243 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 4,874 | 46,257 | SH | SOLE | 46,257 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 3,323 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TELEPHONE & DATA SYS INC | COM NEW | 879433829 | 5,445 | 218,662 | SH | SOLE | 218,662 | 0 | 0 | ||
| TUESDAY MORNING CORP | COM NEW | 899035505 | 2,873 | 178,451 | SH | SOLE | 178,451 | 0 | 0 | ||
| TUNIU CORP | SPONSORED ADS CL | 89977P106 | 359 | 28,506 | SH | SOLE | 28,506 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 4,864 | 32,242 | SH | SOLE | 32,242 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 4,806 | 71,460 | SH | SOLE | 71,460 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 4,882 | 57,918 | SH | SOLE | 57,918 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 5,283 | 118,902 | SH | SOLE | 118,902 | 0 | 0 | ||