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 |
| ADOBE SYS INC | COM | 00724F101 | 26,279 | 319,617 | SH | SOLE | 319,617 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 15,188 | 119,047 | SH | SOLE | 119,047 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 71,410 | 139,503 | SH | SOLE | 139,503 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 54,748 | 1,820,676 | SH | SOLE | 1,820,676 | 0 | 0 | ||
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 | 13,931 | 507,697 | SH | SOLE | 507,697 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 36,668 | 293,323 | SH | SOLE | 293,323 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 25,873 | 147,130 | SH | SOLE | 147,130 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 6,480 | 51,755 | SH | SOLE | 51,755 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 54,871 | 736,332 | SH | SOLE | 736,332 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 37,689 | 273,865 | SH | SOLE | 273,865 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 43,100 | 1,489,272 | SH | SOLE | 1,489,272 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 49,347 | 1,724,207 | SH | SOLE | 1,724,207 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 23,392 | 544,758 | SH | SOLE | 544,758 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 49,900 | 668,359 | SH | SOLE | 668,359 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 12,731 | 123,286 | SH | SOLE | 123,286 | 0 | 0 | ||
| ORBITAL ATK INC | COM | 68557N103 | 12,635 | 175,807 | SH | SOLE | 175,807 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 34,554 | 961,982 | SH | SOLE | 961,982 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 59,049 | 563,770 | SH | SOLE | 563,770 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 22,208 | 473,718 | SH | SOLE | 473,718 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 54,768 | 781,955 | SH | SOLE | 781,955 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 23,715 | 340,435 | SH | SOLE | 340,435 | 0 | 0 | ||