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 |
ABBVIE INC | COM | 00287Y109 | 175,460 | 2,997,267 | SH | SOLE | 2,997,267 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 175,905 | 1,175,129 | SH | SOLE | 1,175,129 | 0 | 0 | ||
AETNA INC NEW | COM | 00817Y108 | 160,811 | 1,509,533 | SH | SOLE | 1,509,533 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 209,150 | 1,382,537 | SH | SOLE | 1,382,537 | 0 | 0 | ||
AMETEK INC NEW | COM | 031100100 | 82,738 | 1,574,760 | SH | SOLE | 1,574,760 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 13,865 | 702,000 | SH | SOLE | 702,000 | 0 | 0 | ||
BROADCOM CORP | CL A | 111320107 | 135,322 | 3,125,574 | SH | SOLE | 3,125,574 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 179,432 | 2,600,094 | SH | SOLE | 2,600,094 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 177,993 | 2,299,647 | SH | SOLE | 2,299,647 | 0 | 0 | ||
CITRIX SYS INC | COM | 177376100 | 234,407 | 3,670,062 | SH | SOLE | 3,670,062 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 77,796 | 1,377,650 | SH | SOLE | 1,377,650 | 0 | 0 | ||
COMMVAULT SYSTEMS INC | COM | 204166102 | 44,673 | 1,022,255 | SH | SOLE | 1,022,255 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 52,037 | 714,108 | SH | SOLE | 714,108 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 51,624 | 736,856 | SH | SOLE | 736,856 | 0 | 0 | ||
DYNEGY INC NEW DEL | COM | 26817R108 | 46,218 | 1,470,518 | SH | SOLE | 1,470,518 | 0 | 0 | ||
FIBROGEN INC | COM | 31572Q808 | 37,679 | 1,200,718 | SH | SOLE | 1,200,718 | 0 | 0 | ||
GOOGLE INC | CL C | 38259P706 | 102,956 | 187,876 | SH | SOLE | 187,876 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 24,434 | 324,788 | SH | SOLE | 324,788 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 56,899 | 319,620 | SH | SOLE | 319,620 | 0 | 0 | ||
KINDER MORGAN INC DEL | *W EXP 05/25/201 | 49456B119 | 54,861 | 13,380,819 | SH | SOLE | 13,380,819 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 155,395 | 7,389,224 | SH | SOLE | 7,389,224 | 0 | 0 | ||
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 150,560 | 2,289,887 | SH | SOLE | 2,289,887 | 0 | 0 | ||
PPG INDS INC | COM | 693506107 | 98,102 | 434,967 | SH | SOLE | 434,967 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 100,484 | 1,651,335 | SH | SOLE | 1,651,335 | 0 | 0 | ||
QUINTILES TRANSNATIO HLDGS I | COM | 74876Y101 | 64,374 | 961,231 | SH | SOLE | 961,231 | 0 | 0 | ||
RADIUS HEALTH INC | COM NEW | 750469207 | 93,948 | 2,282,497 | SH | SOLE | 2,282,497 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 37,175 | 2,425,000 | SH | SOLE | 2,425,000 | 0 | 0 | ||
SABRE CORP | COM | 78573M104 | 113,527 | 4,671,891 | SH | SOLE | 4,671,891 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 100,757 | 1,508,110 | SH | SOLE | 1,508,110 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 289,583 | 2,086,486 | SH | SOLE | 2,086,486 | 0 | 0 | ||
SLM CORP | COM | 78442P106 | 98,830 | 10,649,773 | SH | SOLE | 10,649,773 | 0 | 0 | ||
SPARK THERAPEUTICS INC | COM | 84652J103 | 33,177 | 428,096 | SH | SOLE | 428,096 | 0 | 0 | ||
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 13,284 | 1,432,967 | SH | SOLE | 1,432,967 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 244,672 | 1,118,656 | SH | SOLE | 1,118,656 | 0 | 0 | ||
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 158,623 | 1,051,531 | SH | SOLE | 1,051,531 | 0 | 0 | ||
VANTIV INC | CL A | 92210H105 | 53,309 | 1,414,028 | SH | SOLE | 1,414,028 | 0 | 0 | ||
VIASAT INC | COM | 92552V100 | 42,589 | 714,453 | SH | SOLE | 714,453 | 0 | 0 | ||
ZAFGEN INC | COM | 98885E103 | 26,399 | 666,480 | SH | SOLE | 666,480 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 54,045 | 595,764 | SH | SOLE | 595,764 | 0 | 0 |