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 |
| ACI WORLDWIDE INC | Common Stocks | 004498101 | 2,324 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| AKAMAI TECHNOLOGIES INC | Common Stocks | 00971T101 | 20,849 | 490,000 | SH | SOLE | 0 | 490,000 | 0 | 0 | |
| ALLIANCE DATA SYSTEMS CORP | Common Stocks | 018581108 | 18,103 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| ASCENA RETAIL GROUP INC | Common Stocks | 04351G101 | 805 | 46,165 | SH | SOLE | 0 | 46,165 | 0 | 0 | |
| AUTODESK INC | Common Stocks | 052769106 | 6,788 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| CASH STORE FINANCIAL/THE | Common Stocks | 14756F103 | 2,906 | 1,171,323 | SH | SOLE | 0 | 1,171,323 | 0 | 0 | |
| DOLLAR GENERAL CORP | Common Stocks | 256677105 | 10,882 | 215,799 | SH | SOLE | 0 | 215,799 | 0 | 0 | |
| EQUINIX INC | Common Stocks | 29444U502 | 28,631 | 155,000 | SH | SOLE | 0 | 155,000 | 0 | 0 | |
| IRON MOUNTAIN INC | Common Stocks | 462846106 | 24,614 | 925,000 | SH | SOLE | 0 | 925,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP-A | Common Stocks | 53071M104 | 23,010 | 1,000,000 | SH | SOLE | 0 | 1,000,000 | 0 | 0 | |
| MONEYGRAM INTERNATIONAL INC | Common Stocks | 60935Y208 | 22,650 | 1,000,000 | SH | SOLE | 0 | 1,000,000 | 0 | 0 | |
| MSCI INC | Common Stocks | 55354G100 | 19,462 | 585,000 | SH | SOLE | 0 | 585,000 | 0 | 0 | |