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 |
ADOBE SYS INC | COM | 00724F101 | 49,567 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 21,892 | 509,600 | SH | SOLE | 509,600 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 291,607 | 3,308,832 | SH | SOLE | 3,308,832 | 0 | 0 | ||
CROWN CASTLE INTL CORP | COM | 228227104 | 68,218 | 918,640 | SH | SOLE | 918,640 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 75,469 | 1,178,463 | SH | SOLE | 1,178,463 | 0 | 0 | ||
DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 252,331 | 3,489,084 | SH | SOLE | 3,489,084 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 275,034 | 4,087,288 | SH | SOLE | 4,087,288 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 178,977 | 7,681,424 | SH | SOLE | 7,681,424 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 1,427,042 | 7,992,844 | SH | SOLE | 7,992,844 | 0 | 0 | ||
INTERCEPT PHARMACEUTICALS IN | COM | 45845P108 | 49,237 | 208,077 | SH | SOLE | 208,077 | 0 | 0 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 325,522 | 3,027,831 | SH | SOLE | 3,027,831 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 1,099,353 | 22,907,968 | SH | SOLE | 22,907,968 | 0 | 0 | ||
BLACKBERRY LTD | COM | 09228F103 | 39,821 | 3,888,791 | SH | SOLE | 3,888,791 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 721,536 | 9,820,830 | SH | SOLE | 9,820,830 | 0 | 0 | ||
MELCO CROWN ENTMT LTD | ADR | 585464100 | 55,039 | 1,541,269 | SH | SOLE | 1,541,269 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 583,184 | 17,699,068 | SH | SOLE | 17,699,068 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 628,592 | 4,543,823 | SH | SOLE | 4,543,823 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 597,957 | 15,898,877 | SH | SOLE | 15,898,877 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 721,076 | 5,780,631 | SH | SOLE | 5,780,631 | 0 | 0 | ||
MYRIAD GENETICS INC | COM | 62855J104 | 51,775 | 1,330,294 | SH | SOLE | 1,330,294 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 580,498 | 1,317,517 | SH | SOLE | 1,317,517 | 0 | 0 | ||
NEWFIELD EXPL CO | COM | 651290108 | 237,133 | 5,364,990 | SH | SOLE | 5,364,990 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 935,978 | 4,072,836 | SH | SOLE | 4,072,836 | 0 | 0 | ||
CAMERON INTERNATIONAL CORP | COM | 13342B105 | 331,070 | 4,889,535 | SH | SOLE | 4,889,535 | 0 | 0 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 82,989 | 328,801 | SH | SOLE | 328,801 | 0 | 0 | ||
PRINCIPAL FINL GROUP INC | COM | 74251V102 | 57,675 | 1,142,537 | SH | SOLE | 1,142,537 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 168,474 | 1,048,443 | SH | SOLE | 1,048,443 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 837,087 | 2,963,456 | SH | SOLE | 2,963,456 | 0 | 0 | ||
RITE AID CORP | COM | 767754104 | 96,501 | 13,458,963 | SH | SOLE | 13,458,963 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 15,314 | 149,697 | SH | SOLE | 149,697 | 0 | 0 | ||
SALIX PHARMACEUTICALS INC | COM | 795435106 | 356,396 | 2,889,303 | SH | SOLE | 2,889,303 | 0 | 0 | ||
STATE STR CORP | COM | 857477103 | 40,147 | 596,894 | SH | SOLE | 596,894 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 976,011 | 8,271,280 | SH | SOLE | 8,271,280 | 0 | 0 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 544,188 | 3,004,242 | SH | SOLE | 3,004,242 | 0 | 0 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 839,694 | 10,165,787 | SH | SOLE | 10,165,787 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 53,583 | 708,677 | SH | SOLE | 708,677 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 71,544 | 498,700 | SH | SOLE | 498,700 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 191,504 | 3,915,440 | SH | SOLE | 3,915,440 | 0 | 0 | ||
CONCHO RES INC | COM | 20605P101 | 2,510 | 17,370 | SH | SOLE | 17,370 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 553,040 | 7,872,453 | SH | SOLE | 7,872,453 | 0 | 0 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | 66,776 | 956,398 | SH | SOLE | 956,398 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 465,032 | 13,229,932 | SH | SOLE | 13,229,932 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 122,328 | 1,277,443 | SH | SOLE | 1,277,443 | 0 | 0 | ||
VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 1,492,117 | 11,830,932 | SH | SOLE | 11,830,932 | 0 | 0 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 211,364 | 4,218,837 | SH | SOLE | 4,218,837 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 578,326 | 2,744,653 | SH | SOLE | 2,744,653 | 0 | 0 | ||
WALGREEN CO | COM | 931422109 | 1,492,767 | 20,137,154 | SH | SOLE | 20,137,154 | 0 | 0 | ||
WELLPOINT INC | COM | 94973V107 | 102,691 | 954,285 | SH | SOLE | 954,285 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 204,125 | 2,271,588 | SH | SOLE | 2,271,588 | 0 | 0 | ||
ZIMMER HLDGS INC | COM | 98956P102 | 62,648 | 603,193 | SH | SOLE | 603,193 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 83,225 | 25,926,695 | SH | SOLE | 25,926,695 | 0 | 0 | ||
ACTAVIS PLC | SHS | G0083B108 | 269,405 | 1,207,824 | SH | SOLE | 1,207,824 | 0 | 0 | ||
ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 13,277 | 234,242 | SH | SOLE | 234,242 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 235,682 | 2,658,573 | SH | SOLE | 2,658,573 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 1,051,860 | 10,771,736 | SH | SOLE | 10,771,736 | 0 | 0 | ||
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 107,480 | 4,757,878 | SH | SOLE | 4,757,878 | 0 | 0 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 313,452 | 2,006,092 | SH | SOLE | 2,006,092 | 0 | 0 | ||
ALLERGAN INC | COM | 018490102 | 135,946 | 803,369 | SH | SOLE | 803,369 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 212,455 | 2,286,178 | SH | SOLE | 2,286,178 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 126,223 | 2,238,794 | SH | SOLE | 2,238,794 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 874,538 | 4,681,428 | SH | SOLE | 4,681,428 | 0 | 0 | ||
BLOCK H & R INC | COM | 093671105 | 199,784 | 6,133,995 | SH | SOLE | 6,133,995 | 0 | 0 |