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 |
|
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 |
21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 4,619 | 298,550 | SH | SOLE | N/A | 298,550 | 0 | 0 | |
58 COM INC | SPON ADR REP A | 31680Q104 | 5,757 | 138,565 | SH | SOLE | N/A | 138,565 | 0 | 0 | |
ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 15,415 | 277,950 | SH | SOLE | N/A | 277,950 | 0 | 0 | |
B/E AEROSPACE INC | COM | 073302101 | 9,945 | 171,400 | SH | SOLE | N/A | 171,400 | 0 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 20,716 | 90,870 | SH | SOLE | N/A | 90,870 | 0 | 0 | |
BOSTON BEER INC | CL A | 100557107 | 21,342 | 73,710 | SH | SOLE | N/A | 73,710 | 0 | 0 | |
CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 23,909 | 399,684 | SH | SOLE | N/A | 399,684 | 0 | 0 | |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 22,359 | 424,595 | SH | SOLE | N/A | 424,595 | 0 | 0 | |
DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 13,664 | 187,895 | SH | SOLE | N/A | 187,895 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 10,193 | 130,650 | SH | SOLE | N/A | 130,650 | 0 | 0 | |
FIVE BELOW INC | COM | 33829M101 | 12,504 | 306,250 | SH | SOLE | N/A | 306,250 | 0 | 0 | |
FRANCESCAS HLDGS CORP | COM | 351793104 | 9,075 | 543,400 | SH | SOLE | N/A | 543,400 | 0 | 0 | |
FRESHPET INC | COM | 358039105 | 10,697 | 627,000 | SH | SOLE | N/A | 627,000 | 0 | 0 | |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 16,945 | 333,900 | SH | SOLE | N/A | 333,900 | 0 | 0 | |
HORTONWORKS INC | COM | 440894103 | 5,486 | 203,198 | SH | SOLE | N/A | 203,198 | 0 | 0 | |
HUNT J B TRANS SVCS INC | COM | 445658107 | 19,236 | 228,325 | SH | SOLE | N/A | 228,325 | 0 | 0 | |
HYATT HOTELS CORP | COM CL A | 448579102 | 31,352 | 520,710 | SH | SOLE | N/A | 520,710 | 0 | 0 | |
ICICI BK LTD | ADR | 45104G104 | 22,655 | 1,961,450 | SH | SOLE | N/A | 1,961,450 | 0 | 0 | |
JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 8,239 | 418,000 | SH | SOLE | N/A | 418,000 | 0 | 0 | |
KATE SPADE & CO | COM | 485865109 | 16,474 | 514,650 | SH | SOLE | N/A | 514,650 | 0 | 0 | |
LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 18,985 | 645,300 | SH | SOLE | N/A | 645,300 | 0 | 0 | |
LKQ CORP | COM | 501889208 | 37,950 | 1,349,575 | SH | SOLE | N/A | 1,349,575 | 0 | 0 | |
MCGRAW HILL COS INC | COM | 580645109 | 28,347 | 318,580 | SH | SOLE | N/A | 318,580 | 0 | 0 | |
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 11,498 | 153,100 | SH | SOLE | N/A | 153,100 | 0 | 0 | |
MOODYS CORP | COM | 615369105 | 13,064 | 136,350 | SH | SOLE | N/A | 136,350 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 14,075 | 789,380 | SH | SOLE | N/A | 789,380 | 0 | 0 | |
PROTO LABS INC | COM | 743713109 | 26,669 | 397,100 | SH | SOLE | N/A | 397,100 | 0 | 0 | |
REXNORD CORP NEW | COM | 76169B102 | 17,688 | 627,000 | SH | SOLE | N/A | 627,000 | 0 | 0 | |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 37,122 | 282,150 | SH | SOLE | N/A | 282,150 | 0 | 0 | |
STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 27,491 | 339,100 | SH | SOLE | N/A | 339,100 | 0 | 0 | |
STEELCASE INC | CL A | 858155203 | 15,337 | 854,405 | SH | SOLE | N/A | 854,405 | 0 | 0 | |
TERRAFORM PWR INC | CL A COM | 88104R100 | 13,856 | 448,720 | SH | SOLE | N/A | 448,720 | 0 | 0 | |
TRINET GROUP INC | COM | 896288107 | 30,493 | 974,836 | SH | SOLE | N/A | 974,836 | 0 | 0 | |
TUESDAY MORNING CORP | COM NEW | 899035505 | 15,454 | 712,150 | SH | SOLE | N/A | 712,150 | 0 | 0 | |
TYCO INTL PLC | SHS | G91442106 | 26,250 | 598,490 | SH | SOLE | N/A | 598,490 | 0 | 0 | |
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 22,412 | 1,146,975 | SH | SOLE | N/A | 1,146,975 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 50,793 | 193,720 | SH | SOLE | N/A | 193,720 | 0 | 0 | |
WEX INC | COM | 96208T104 | 23,775 | 240,350 | SH | SOLE | N/A | 240,350 | 0 | 0 | |
XPO LOGISTICS INC | COM | 983793100 | 22,322 | 546,038 | SH | SOLE | N/A | 546,038 | 0 | 0 |