The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AFFILIATED MANAGERS GROUP COM 8252108 4,875 22,299 SH   SOLE   0 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 370 53 SH Put SOLE   0 0 0
ALLIANCE DATA SYSTEMS CORP COM 18581108 3,995 13,686 SH   SOLE   0 0 0
AMERICAN EXPRESS CO COM 25816109 2,957 38,053 SH   SOLE   0 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,673 60,813 SH   SOLE   0 0 0
APOLLO ED GROUP INC CL A 37604105 134 104 SH Put SOLE   0 0 0
APPLE INC COM 37833100 5,077 40,477 SH   SOLE   0 0 0
AUTOZONE INC COM 53332102 333 500 SH   SOLE   0 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 12,873 314,968 SH   SOLE   0 0 0
CABOT OIL & GAS CORP COM 127097103 2,679 84,942 SH   SOLE   0 0 0
CALPINE CORP COM NEW 131347304 1,078 59,900 SH   SOLE   0 0 0
CARMAX INC COM 143130102 2,290 34,589 SH   SOLE   0 0 0
CF INDS HLDGS INC COM 125269100 1,382 21,500 SH   SOLE   0 0 0
SCHWAB CHARLES CORP NEW COM 808513105 6,239 191,097 SH   SOLE   0 0 0
CME GROUP INC COM 12572Q105 4,298 46,185 SH   SOLE   0 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 2,938 94,520 SH   SOLE   0 0 0
DOLLAR TREE INC COM 256746108 3,456 43,753 SH   SOLE   0 0 0
ELECTRONIC ARTS INC COM 285512109 565 85 SH Put SOLE   0 0 0
EBAY INC COM 278642103 1,353 22,461 SH   SOLE   0 0 0
ECOLAB INC COM 278865100 629 5,560 SH   SOLE   0 0 0
EOG RES INC COM 26875P101 4,550 51,966 SH   SOLE   0 0 0
EQUINIX INC COM PAR $0.001 29444U700 7,665 30,179 SH   SOLE   0 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 1,343 15,100 SH   SOLE   0 0 0
FACEBOOK INC CL A 30303M102 5,708 66,555 SH   SOLE   0 0 0
GOOGLE INC CL A 38259P508 4,876 9,029 SH   SOLE   0 0 0
GOOGLE INC CL C 38259P706 4,714 9,057 SH   SOLE   0 0 0
HELMERICH & PAYNE INC COM 423452101 1,959 27,813 SH   SOLE   0 0 0
IMAX CORP COM 45245E109 2,088 51,844 SH   SOLE   0 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,972 8,818 SH   SOLE   0 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,647 5,463 SH   SOLE   0 0 0
KKR & CO L P DEL COM UNITS 48248M102 363 15,900 SH   SOLE   0 0 0
LAS VEGAS SANDS CORP COM 517834107 7,909 150,440 SH   SOLE   0 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 952 17,600 SH   SOLE   0 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 547 19,700 SH   SOLE   0 0 0
LAS VEGAS SANDS CORP COM 517834107 2,134 406 SH Call SOLE   0 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 545 6,600 SH   SOLE   0 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 470 6,400 SH   SOLE   0 0 0
MARATHON PETE CORP COM 56585A102 1,339 25,600 SH   SOLE   0 0 0
MASTERCARD INC CL A 57636Q104 5,081 54,350 SH   SOLE   0 0 0
MCDONALDS CORP COM 580135101 713 7,500 SH   SOLE   0 0 0
MELCO CROWN ENTMT LTD ADR 585464100 2,190 111,566 SH   SOLE   0 0 0
MONSANTO CO NEW COM 61166W101 5,090 47,757 SH   SOLE   0 0 0
NATIONAL OILWELL VARCO INC COM 637071101 309 6,400 SH   SOLE   0 0 0
PERRIGO CO PLC SHS G97822103 6,124 33,134 SH   SOLE   0 0 0
PRAXAIR INC COM 74005p104 1,063 8,888 SH   SOLE   0 0 0
PRECISION CASTPARTS CORP COM 740189105 563 2,816 SH   SOLE   0 0 0
QUALCOMM INC COM 747525103 3,208 51,217 SH   SOLE   0 0 0
REALOGY HLDGS CORP COM 75605Y106 9,152 195,889 SH   SOLE   0 0 0
RENTRAK CORP COM 760174102 1,412 20,234 SH   SOLE   0 0 0
SBA COMMUNICATIONS CORP COM 78388J106 2,593 22,558 SH   SOLE   0 0 0
SCHLUMBERGER LTD COM 806857108 4,616 53,555 SH   SOLE   0 0 0
SOUTHWESTERN ENERGY CO COM 845467109 5,887 259,007 SH   SOLE   0 0 0
STARBUCKS CORP COM 855244109 4,747 88,539 SH   SOLE   0 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 5,623 152,714 SH   SOLE   0 0 0
PRICELINE GRP INC COM NEW 741503403 6,357 5,521 SH   SOLE   0 0 0
TRIMBLE NAVIGATION LTD COM 896239100 3,390 144,508 SH   SOLE   0 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 933 4,200 SH   SOLE   0 0 0
VISA INC COM CL A 92826C839 5,677 84,536 SH   SOLE   0 0 0
DISNEY WALT CO COM DISNEY 254687106 2,537 22,227 SH   SOLE   0 0 0
WEBMD HEALTH CORP COM 94770V102 2,237 50,529 SH   SOLE   0 0 0
WESTERN DIGITAL CORP COM 958102105 1,404 17,900 SH   SOLE   0 0 0
WYNN RESORTS LTD COM 983134107 1,362 138 SH Call SOLE   0 0 0