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 |
| ADVANCED AUTO PARTS INC | COM | 00751Y106 | 102,744 | 928,300 | SH | SOLE | 928,300 | 0 | 0 | ||
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 12,497 | 521,800 | SH | SOLE | 521,800 | 0 | 0 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 73,604 | 1,080,669 | SH | SOLE | 1,080,669 | 0 | 0 | ||
| AUTODESK INC | COM | 52769106 | 42,089 | 836,435 | SH | SOLE | 836,435 | 0 | 0 | ||
| BROADCOM CORP | CL A | 111320107 | 252,151 | 8,505,700 | SH | SOLE | 8,505,700 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 83,586 | 1,187,643 | SH | SOLE | 1,187,643 | 0 | 0 | ||
| CYAN INC | COM | 23247W104 | 1,852 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | COM | G27823106 | 85,775 | 1,426,500 | SH | SOLE | 1,426,500 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 112,127 | 1,858,874 | SH | SOLE | 1,858,874 | 0 | 0 | ||
| DYNAVAX TECHNOLOGIES CORP | COM | 268158102 | 15,680 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 48,645 | 647,736 | SH | SOLE | 647,736 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 23,963 | 791,896 | SH | SOLE | 791,896 | 0 | 0 | ||
| HCA HOLDINGS INC | COM | 40412C101 | 61,070 | 1,280,017 | SH | SOLE | 1,280,017 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 50,707 | 1,771,747 | SH | SOLE | 1,771,747 | 0 | 0 | ||
| HOME INNS & HOTELS MGMT INC | SPON ADR | 43713W107 | 53,311 | 1,221,604 | SH | SOLE | 1,221,604 | 0 | 0 | ||
| IDENIX PHARMACEUTICALS INC | COM | 45166R204 | 78,433 | 13,115,858 | SH | SOLE | 13,115,858 | 0 | 0 | ||
| INFINITY PHARMACEUTICALS INC | COM | 45665G303 | 4,188 | 303,266 | SH | SOLE | 303,266 | 0 | 0 | ||
| KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 57,158 | 14,078,312 | SH | SOLE | 14,078,312 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 94,825 | 1,212,600 | SH | SOLE | 1,212,600 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 105,035 | 1,253,997 | SH | SOLE | 1,253,997 | 0 | 0 | ||
| MEDIVATION INC | COM | 58501N101 | 91,142 | 1,428,117 | SH | SOLE | 1,428,117 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 74,050 | 912,062 | SH | SOLE | 912,062 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 266,089 | 2,283,044 | SH | SOLE | 2,283,044 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 189,750 | 6,023,808 | SH | SOLE | 6,023,808 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 5,663 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| NORTHSTAR RLTY FIN CORP | COM | 66704R100 | 102,997 | 7,657,781 | SH | SOLE | 7,657,781 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 87,395 | 1,520,700 | SH | SOLE | 1,520,700 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 85,394 | 3,210,311 | SH | SOLE | 3,210,311 | 0 | 0 | ||
| PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 10,300 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| PRECISION CASTPARTS CORP | COM | 740189105 | 221,684 | 823,186 | SH | SOLE | 823,186 | 0 | 0 | ||
| PTC THERAPEUTICS INC | COM | 69366J200 | 41,026 | 2,417,535 | SH | SOLE | 2,417,535 | 0 | 0 | ||
| PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 41,550 | 401,330 | SH | SOLE | 401,330 | 0 | 0 | ||
| QUINTILES TRANSNATIO HLDGS I | COM | 74876Y101 | 68,256 | 1,472,940 | SH | SOLE | 1,472,940 | 0 | 0 | ||
| RUCKUS WIRELESS INC | COM | 781220108 | 31,657 | 2,229,400 | SH | SOLE | 2,229,400 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 48,495 | 1,685,600 | SH | SOLE | 1,685,600 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 94,086 | 2,426,782 | SH | SOLE | 2,426,782 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 10,672 | 129,500 | SH | SOLE | 129,500 | 0 | 0 | ||
| SPRINT CORP | COM SER 1 | 85207U105 | 54,663 | 5,084,900 | SH | SOLE | 5,084,900 | 0 | 0 | ||
| TELEFONICA BRASIL SA | SPONSORED ADR | 87936R106 | 13,864 | 721,352 | SH | SOLE | 721,352 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 95,885 | 1,157,611 | SH | SOLE | 1,157,611 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 151,707 | 1,571,764 | SH | SOLE | 1,571,764 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 161,443 | 1,799,609 | SH | SOLE | 1,799,609 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 31,844 | 1,186,000 | SH | SOLE | 1,186,000 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 77,722 | 2,246,300 | SH | SOLE | 2,246,300 | 0 | 0 | ||
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 122,738 | 4,050,747 | SH | SOLE | 4,050,747 | 0 | 0 | ||