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 |
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 14,590 | 521,800 | SH | SOLE | 521,800 | 0 | 0 | ||
| ALCATEL-LUCENT | SPONSORED ADR | 013904305 | 9,074 | 2,570,469 | SH | SOLE | 2,570,469 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 22,410 | 350,100 | SH | SOLE | 350,100 | 0 | 0 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 52,224 | 762,400 | SH | SOLE | 762,400 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 34,436 | 836,435 | SH | SOLE | 836,435 | 0 | 0 | ||
| BIND THERAPEUTICS INC | COM | 05548N107 | 6,354 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| BRIGHTCOVE INC | COM | 10921T101 | 5,850 | 520,006 | SH | SOLE | 520,006 | 0 | 0 | ||
| BROADCOM CORP | CL A | 111320107 | 148,743 | 5,716,500 | SH | SOLE | 5,716,500 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 59,937 | 1,086,611 | SH | SOLE | 1,086,611 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 5,056 | 61,567 | SH | SOLE | 61,567 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 96,759 | 1,685,700 | SH | SOLE | 1,685,700 | 0 | 0 | ||
| CORONADO BIOSCIENCES INC | COM | 21976U109 | 5,434 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 86,021 | 1,473,971 | SH | SOLE | 1,473,971 | 0 | 0 | ||
| CYAN INC | COM | 23247W104 | 3,518 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 159,997 | 2,833,809 | SH | SOLE | 2,833,809 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 2,077 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 98,582 | 1,568,036 | SH | SOLE | 1,568,036 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 91,796 | 2,147,274 | SH | SOLE | 2,147,274 | 0 | 0 | ||
| HERBALIFE LTD | COM USD SHS | G4412G101 | 70,754 | 1,014,100 | SH | SOLE | 1,014,100 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 93,354 | 4,212,712 | SH | SOLE | 4,212,712 | 0 | 0 | ||
| HOME INNS & HOTELS MGMT INC | SPON ADR | 43713W107 | 40,557 | 1,221,604 | SH | SOLE | 1,221,604 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 12,960 | 425,200 | SH | SOLE | 425,200 | 0 | 0 | ||
| IDENIX PHARMACEUTICALS INC | COM | 45166R204 | 65,731 | 12,664,950 | SH | SOLE | 12,664,950 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 29,591 | 366,092 | SH | SOLE | 366,092 | 0 | 0 | ||
| KINDER MORGAN INC DEL | W EXP 05/25/201 | 49456B119 | 117,184 | 23,578,312 | SH | SOLE | 23,578,312 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 79,534 | 1,212,600 | SH | SOLE | 1,212,600 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 144,199 | 1,941,809 | SH | SOLE | 1,941,809 | 0 | 0 | ||
| MEDIVATION INC | COM | 58501N101 | 49,492 | 825,687 | SH | SOLE | 825,687 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 153,295 | 2,057,097 | SH | SOLE | 2,057,097 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 238,281 | 2,283,044 | SH | SOLE | 2,283,044 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 140,417 | 5,639,234 | SH | SOLE | 5,639,234 | 0 | 0 | ||
| NORTHSTAR RLTY FIN CORP | COM | 66704R100 | 96,645 | 10,414,279 | SH | SOLE | 10,414,279 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 92,395 | 3,676,662 | SH | SOLE | 3,676,662 | 0 | 0 | ||
| PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 58,449 | 2,185,013 | SH | SOLE | 2,185,013 | 0 | 0 | ||
| PPG INDS INC | COM | 693506107 | 138,227 | 827,711 | SH | SOLE | 827,711 | 0 | 0 | ||
| PRECISION CASTPARTS CORP | COM | 740189105 | 193,486 | 851,460 | SH | SOLE | 851,460 | 0 | 0 | ||
| PTC THERAPEUTICS INC | COM | 69366J200 | 50,073 | 2,333,333 | SH | SOLE | 2,333,333 | 0 | 0 | ||
| PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 17,858 | 332,791 | SH | SOLE | 332,791 | 0 | 0 | ||
| QUINTILES TRANSNATIO HLDGS I | COM | 74876Y101 | 66,106 | 1,472,940 | SH | SOLE | 1,472,940 | 0 | 0 | ||
| REGULUS THERAPEUTICS INC | COM | 75915K101 | 8,487 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| RINGCENTRAL INC | COM | 76680R206 | 2,253 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| RUCKUS WIRELESS INC | COM | 781220108 | 39,175 | 2,327,700 | SH | SOLE | 2,327,700 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 23,615 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 150,067 | 3,921,274 | SH | SOLE | 3,921,274 | 0 | 0 | ||
| SOLARWINDS INC | COM | 83416B109 | 91,647 | 2,613,998 | SH | SOLE | 2,613,998 | 0 | 0 | ||
| SYNAGEVA BIOPHARMA CORP | COM | 87159A103 | 16,871 | 266,141 | SH | SOLE | 266,141 | 0 | 0 | ||
| TELEFONICA BRASIL SA | SPONSORED ADR | 87936R106 | 16,187 | 721,352 | SH | SOLE | 721,352 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 114,363 | 824,538 | SH | SOLE | 824,538 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 76,516 | 1,008,911 | SH | SOLE | 1,008,911 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 206,086 | 1,725,143 | SH | SOLE | 1,725,143 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 165,498 | 2,045,709 | SH | SOLE | 2,045,709 | 0 | 0 | ||
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 223,330 | 8,150,747 | SH | SOLE | 8,150,747 | 0 | 0 | ||