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 |
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 53,563 | 945,000 | SH | SOLE | 945,000 | 0 | 0 | ||
| ALLERGAN INC | COM | 018490102 | 44,505 | 263,000 | SH | SOLE | 263,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 72,319 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| AMTRUST FINL SVCS INC | COM | 032359309 | 38,802 | 928,046 | SH | SOLE | 928,046 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 52,772 | 936,000 | SH | SOLE | 936,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 50,569 | 270,700 | SH | SOLE | 270,700 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 74,429 | 2,323,000 | SH | SOLE | 2,323,000 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 83,042 | 2,604,842 | SH | SOLE | 2,604,842 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 99,779 | 630,000 | SH | SOLE | 630,000 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 58,887 | 790,000 | SH | SOLE | 790,000 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 82,898 | 1,142,000 | SH | SOLE | 1,142,000 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 74,641 | 1,066,000 | SH | SOLE | 1,066,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 110,712 | 840,000 | SH | SOLE | 840,000 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 62,822 | 664,571 | SH | SOLE | 664,571 | 0 | 0 | ||
| HORNBECK OFFSHORE SVCS INC N | COM | 440543106 | 23,695 | 505,000 | SH | SOLE | 505,000 | 0 | 0 | ||
| NIELSEN N V | COM | N63218106 | 76,004 | 1,570,000 | SH | SOLE | 1,570,000 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 49,885 | 1,691,000 | SH | SOLE | 1,691,000 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 30,392 | 330,200 | SH | SOLE | 330,200 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 40,066 | 239,546 | SH | SOLE | 239,546 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 138,568 | 1,098,700 | SH | SOLE | 1,098,700 | 0 | 0 | ||
| VISTAPRINT N V | SHS | N93540107 | 33,946 | 839,000 | SH | SOLE | 839,000 | 0 | 0 | ||