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 |
| ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 5,370 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| AVANIR PHARMACEUTICALS INC | CL A NEW | 05348P401 | 49,587 | 4,160,000 | SH | SOLE | 4,160,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 68,613 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 60,548 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 20,032 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 39,520 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 118,670 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 46,476 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 136,396 | 5,200,000 | SH | SOLE | 5,200,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 74,445 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 60,292 | 1,470,000 | SH | SOLE | 1,470,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 37,960 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 31,169 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 63,722 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| RADIOSHACK CORP | COM | 750438103 | 347 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 149,156 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 7,772 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 25,793 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 26,820 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 120,766 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 58,669 | 310,400 | SH | SOLE | 310,400 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 33,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||