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 |
| AMTRUST FINL SVCS INC | COM | 032359309 | 1,229 | 18,755 | SH | SOLE | 1 | 0 | 0 | ||
| BANK NEW YORK MELLON CORP | COM | 064058100 | 3,358 | 80,000 | SH | SOLE | 1 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 767 | 1,900 | SH | SOLE | 1 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 2,821 | 55,100 | SH | SOLE | 1 | 0 | 0 | ||
| BWX TECHNOLOGIES INC | COM | 05605H100 | 5,602 | 170,800 | SH | SOLE | 1 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 9,572 | 90,044 | SH | SOLE | 1 | 0 | 0 | ||
| CBS CORP | CL B | 124857202 | 722 | 13,000 | SH | SOLE | 1 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 6,770 | 58,500 | SH | SOLE | 1 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 7,774 | 127,250 | SH | SOLE | 1 | 0 | 0 | ||
| CONNS INC | COM | 208242107 | 4,069 | 102,500 | SH | SOLE | 1 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 7,530 | 242,272 | SH | SOLE | 1 | 0 | 0 | ||
| DOLLAR GENERAL CORP NEW | COM | 256677105 | 9,033 | 116,189 | SH | SOLE | 1 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 9,988 | 126,445 | SH | SOLE | 1 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 6,488 | 107,700 | SH | SOLE | 1 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 5,025 | 235,563 | SH | SOLE | 1 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 6,908 | 59,000 | SH | SOLE | 1 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 8,561 | 36,175 | SH | SOLE | 1 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 3,702 | 204,300 | SH | SOLE | 1 | 0 | 0 | ||
| IMS HEALTH HLDGS INC | COM | 44970B109 | 1,802 | 58,791 | SH | SOLE | 1 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 4,621 | 68,200 | SH | SOLE | 1 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 10,989 | 117,550 | SH | SOLE | 1 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 3,979 | 17,700 | SH | SOLE | 1 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 2,561 | 58,000 | SH | SOLE | 1 | 0 | 0 | ||
| MYLAN INC | COM | 628530107 | 10,599 | 156,185 | SH | SOLE | 1 | 0 | 0 | ||
| NIELSEN HOLDINGS N V | COM | N63218106 | 6,273 | 140,120 | SH | SOLE | 1 | 0 | 0 | ||
| NORTHSTAR ASSET MGMT GROUP I | COM | 66705Y104 | 2,548 | 137,800 | SH | SOLE | 1 | 0 | 0 | ||
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 2,855 | 90,400 | SH | SOLE | 1 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 1,533 | 47,100 | SH | SOLE | 1 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 3,954 | 17,800 | SH | SOLE | 1 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 14,085 | 209,756 | SH | SOLE | 1 | 0 | 0 | ||