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
ALCATEL-LUCENT SPONSORED ADR 013904305 25,104 13,793,500 SH   SOLE   13,793,500 0 0
BRIGHTCOVE INC COM 10921T101 4,555 520,006 SH   SOLE   520,006 0 0
CBS CORP NEW CL B 124857202 79,786 1,632,611 SH   SOLE   1,632,611 0 0
CITRIX SYS INC COM 177376100 73,222 1,213,095 SH   SOLE   1,213,095 0 0
CONSTELLATION BRANDS INC CL A 21036P108 141,474 2,714,400 SH   SOLE   2,714,400 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 67,801 2,077,871 SH   SOLE   2,077,871 0 0
CYAN INC COM 23247W104 3,657 350,000 SH   SOLE   350,000 0 0
DOLLAR GEN CORP NEW COM 256677105 179,057 3,550,609 SH   SOLE   3,550,609 0 0
E M C CORP MASS COM 268648102 80,073 3,390,043 SH   SOLE   3,390,043 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 148,834 2,410,665 SH   SOLE   2,410,665 0 0
GILEAD SCIENCES INC COM 375558103 189,127 3,688,836 SH   SOLE   3,688,836 0 0
GOOGLE INC CL A 38259P508 64,818 73,626 SH   SOLE   73,626 0 0
HCA HOLDINGS INC COM 40412C101 77,430 2,147,274 SH   SOLE   2,147,274 0 0
HERBALIFE LTD COM USD SHS G4412G101 70,061 1,552,100 SH   SOLE   1,552,100 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 50,282 2,027,500 SH   SOLE   2,027,500 0 0
HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 32,629 1,221,604 SH   SOLE   1,221,604 0 0
IDENIX PHARMACEUTICALS INC COM 45166R204 45,720 12,664,950 SH   SOLE   12,664,950 0 0
ILLUMINA INC COM 452327109 90,182 1,205,000 SH   SOLE   1,205,000 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 105,094 20,526,185 SH   SOLE   20,526,185 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 194,566 2,455,709 SH   SOLE   2,455,709 0 0
MEDIVATION INC COM 58501N101 104,652 2,127,075 SH   SOLE   2,127,075 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 173,094 2,790,937 SH   SOLE   2,790,937 0 0
MONSANTO CO NEW COM 61166W101 200,143 2,025,744 SH   SOLE   2,025,744 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 151,803 6,853,423 SH   SOLE   6,853,423 0 0
NEWS CORP CL A 65248E104 88,725 2,723,300 SH   SOLE   2,723,300 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 94,770 10,414,279 SH   SOLE   10,414,279 0 0
PANDORA MEDIA INC COM 698354107 104,221 5,664,214 SH   SOLE   5,664,214 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 53,686 2,185,013 SH   SOLE   2,185,013 0 0
PPG INDS INC COM 693506107 225,531 1,540,408 SH   SOLE   1,540,408 0 0
PRECISION CASTPARTS CORP COM 740189105 168,504 745,560 SH   SOLE   745,560 0 0
PRICELINE COM INC COM NEW 741503403 56,207 67,992 SH   SOLE   67,992 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 33,029 744,403 SH   SOLE   744,403 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 62,688 1,472,940 SH   SOLE   1,472,940 0 0
RUCKUS WIRELESS INC COM 781220108 41,799 3,263,000 SH   SOLE   3,263,000 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 136,852 3,921,274 SH   SOLE   3,921,274 0 0
TETRAPHASE PHARMACEUTICALS I COM 88165N105 2,583 367,513 SH   SOLE   367,513 0 0
MOSAIC CO NEW COM 61945C103 68,554 1,274,007 SH   SOLE   1,274,007 0 0
TRANSDIGM GROUP INC COM 893641100 182,958 1,167,052 SH   SOLE   1,167,052 0 0
TRIPADVISOR INC COM 896945201 67,312 1,105,832 SH   SOLE   1,105,832 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 230,771 2,304,943 SH   SOLE   2,304,943 0 0
VEECO INSTRS INC DEL COM 922417100 28,742 811,695 SH   SOLE   811,695 0 0
VMWARE INC CL A COM 928563402 114,513 1,709,409 SH   SOLE   1,709,409 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 156,413 8,150,747 SH   SOLE   8,150,747 0 0