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 |
A10 NETWORKS INC | COM | 002121101 | 5,135 | 341,417 | SH | SOLE | 341,417 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 142,528 | 1,126,700 | SH | SOLE | 1,126,700 | 0 | 0 | ||
AETNA INC COM | COM | 00817Y108 | 51,115 | 681,800 | SH | SOLE | 681,800 | 0 | 0 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 8,139 | 207,889 | SH | SOLE | 207,889 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 180,310 | 1,514,700 | SH | SOLE | 1,514,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 76,355 | 227,000 | SH | SOLE | 227,000 | 0 | 0 | ||
AMC NETWORKS INC | CL A | 00164V103 | 46,344 | 634,160 | SH | SOLE | 634,160 | 0 | 0 | ||
ARROWHEAD RESH CORP | COM NEW | 042797209 | 11,781 | 717,500 | SH | SOLE | 717,500 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 263,574 | 8,375,400 | SH | SOLE | 8,375,400 | 0 | 0 | ||
CONCERT PHARMACEUTICALS INC | COM | 206022105 | 15,438 | 1,147,833 | SH | SOLE | 1,147,833 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 88,870 | 1,762,603 | SH | SOLE | 1,762,603 | 0 | 0 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 6,529 | 687,260 | SH | SOLE | 687,260 | 0 | 0 | ||
DELPHI AUTOMOTIVE PLC | COM | G27823106 | 124,177 | 1,829,900 | SH | SOLE | 1,829,900 | 0 | 0 | ||
DICERNA PHARMACEUTICALS INC | COM | 253031108 | 42,754 | 1,513,400 | SH | SOLE | 1,513,400 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 193,959 | 3,496,009 | SH | SOLE | 3,496,009 | 0 | 0 | ||
DYNAVAX TECHNOLOGIES CORP | COM | 268158102 | 12,924 | 7,150,036 | SH | SOLE | 7,150,036 | 0 | 0 | ||
EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 41,262 | 549,500 | SH | SOLE | 549,500 | 0 | 0 | ||
FRANCESCAS HLDGS CORP | COM | 351793104 | 22,934 | 1,264,300 | SH | SOLE | 1,264,300 | 0 | 0 | ||
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 80,322 | 2,412,800 | SH | SOLE | 2,412,800 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 67,201 | 1,280,017 | SH | SOLE | 1,280,017 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 86,208 | 3,236,047 | SH | SOLE | 3,236,047 | 0 | 0 | ||
HOME INNS & HOTELS MGMT INC | SPON ADR | 43713W107 | 44,586 | 1,380,804 | SH | SOLE | 1,380,804 | 0 | 0 | ||
IDENIX PHARMACEUTICALS INC | COM | 45166R204 | 54,296 | 9,004,351 | SH | SOLE | 9,004,351 | 0 | 0 | ||
MCGRAW HILL FINL INC | COM | 580645109 | 50,701 | 664,500 | SH | SOLE | 664,500 | 0 | 0 | ||
MEAD JOHNSON NUTRITION CO | COM | 582839106 | 104,257 | 1,253,997 | SH | SOLE | 1,253,997 | 0 | 0 | ||
MEDIVATION INC | COM | 58501N101 | 91,250 | 1,417,590 | SH | SOLE | 1,417,590 | 0 | 0 | ||
MONSANTO CO NEW | COM | 61166W101 | 284,840 | 2,503,644 | SH | SOLE | 2,503,644 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 116,989 | 3,986,002 | SH | SOLE | 3,986,002 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 41,003 | 5,586,225 | SH | SOLE | 5,586,225 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 47,142 | 687,200 | SH | SOLE | 687,200 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 53,217 | 1,755,166 | SH | SOLE | 1,755,166 | 0 | 0 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 104,281 | 412,571 | SH | SOLE | 412,571 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 74,813 | 2,862,025 | SH | SOLE | 2,862,025 | 0 | 0 | ||
QUINTILES TRANSNATIO HLDGS I | COM | 74876Y101 | 61,120 | 1,203,864 | SH | SOLE | 1,203,864 | 0 | 0 | ||
RAYTHEON CO | COM NEW | 755111507 | 101,197 | 1,024,368 | SH | SOLE | 1,024,368 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 26,877 | 1,484,932 | SH | SOLE | 1,484,932 | 0 | 0 | ||
RUCKUS WIRELESS INC | COM | 781220108 | 27,110 | 2,229,400 | SH | SOLE | 2,229,400 | 0 | 0 | ||
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 24,800 | 905,100 | SH | SOLE | 905,100 | 0 | 0 | ||
SEAWORLD ENTMT INC | COM | 81282V100 | 71,095 | 2,351,800 | SH | SOLE | 2,351,800 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 103,478 | 2,426,782 | SH | SOLE | 2,426,782 | 0 | 0 | ||
SLM CORP | COM | 78442P106 | 78,507 | 3,207,000 | SH | SOLE | 3,207,000 | 0 | 0 | ||
TELEFONICA BRASIL SA | SPONSORED ADR | 87936R106 | 11,074 | 521,352 | SH | SOLE | 521,352 | 0 | 0 | ||
TREVENA INC | COM | 89532E109 | 6,288 | 799,998 | SH | SOLE | 799,998 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 74,920 | 827,021 | SH | SOLE | 827,021 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 131,414 | 1,348,664 | SH | SOLE | 1,348,664 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 182,728 | 1,691,609 | SH | SOLE | 1,691,609 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 25,909 | 1,127,930 | SH | SOLE | 1,127,930 | 0 | 0 | ||
XYLEM INC | COM | 98419M100 | 63,435 | 1,741,763 | SH | SOLE | 1,741,763 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 16,771 | 555,500 | SH | SOLE | 555,500 | 0 | 0 | ||
YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 113,583 | 4,050,747 | SH | SOLE | 4,050,747 | 0 | 0 |