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 |
| AMERISOURCEBERGEN CORP | COM | 03073E1O5 | 4,233 | 54,767 | SH | SOLE | 1 | 0 | 0 | ||
| AMTRUST FINL SVCS INC | COM | 0323593O9 | 1,691 | 42,455 | SH | SOLE | 1 | 0 | 0 | ||
| CABELAS INC | COM | 126804301 | 4,200 | 71,300 | SH | SOLE | 1 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 4,158 | 53,644 | SH | SOLE | 1 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 5,697 | 127,250 | SH | SOLE | 1 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 7,545 | 48,445 | SH | SOLE | 1 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 10,568 | 283,472 | SH | SOLE | 1 | 0 | 0 | ||
| DOLLAR GENERAL CORP NEW | COM | 256677105 | 7,100 | 116,189 | SH | SOLE | 1 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 8,323 | 148,445 | SH | SOLE | 1 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 6,099 | 107,700 | SH | SOLE | 1 | 0 | 0 | ||
| FAMILY DLR STORES INC | COM | 307000109 | 3,514 | 45,500 | SH | SOLE | 1 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 3,382 | 52,322 | SH | SOLE | 1 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 3,844 | 235,563 | SH | SOLE | 1 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 6,562 | 26,075 | SH | SOLE | 1 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 8,689 | 117,550 | SH | SOLE | 1 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 2,254 | 23,775 | SH | SOLE | 1 | 0 | 0 | ||
| MYLAN INC | COM | 628530107 | 6,736 | 148,085 | SH | SOLE | 1 | 0 | 0 | ||
| NIELSEN HOLDINGS N V | COM | N63218106 | 5,050 | 113,920 | SH | SOLE | 1 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 4,496 | 48,300 | SH | SOLE | 1 | 0 | 0 | ||
| SOUTHERN CO | COM | 842587107 | 4,373 | 100,176 | SH | SOLE | 1 | 0 | 0 | ||
| TUMI HLDGS INC | COM | 89969Q104 | 1,222 | 60,040 | SH | SOLE | 1 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 7,453 | 217,350 | SH | SOLE | 1 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 2,335 | 17,800 | SH | SOLE | 1 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 11,189 | 52,439 | SH | SOLE | 1 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 4,160 | 57,800 | SH | SOLE | 1 | 0 | 0 | ||