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 |
| AON PLC | SHS CL A | G0408V102 | 9,642 | 114,401 | SH | SOLE | 1 | 114,401 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 4,559 | 92,686 | SH | SOLE | 1 | 92,686 | 0 | 0 | |
| BLOCK H & R INC | COM | 093671105 | 5,711 | 189,179 | SH | SOLE | 1 | 189,179 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 6,764 | 109,446 | SH | SOLE | 1 | 109,446 | 0 | 0 | |
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 6,889 | 144,230 | SH | SOLE | 1 | 144,230 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 12,221 | 143,833 | SH | SOLE | 1 | 143,833 | 0 | 0 | |
| COPART INC | COM | 217204106 | 3,996 | 109,811 | SH | SOLE | 1 | 109,811 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 7,580 | 136,618 | SH | SOLE | 1 | 136,618 | 0 | 0 | |
| EQUINIX INC | COM NEW | 29444U502 | 5,827 | 31,524 | SH | SOLE | 1 | 31,524 | 0 | 0 | |
| FIDELITY NATIONAL FINANCIAL | CL A | 31620R105 | 6,067 | 192,967 | SH | SOLE | 1 | 192,967 | 0 | 0 | |
| GENPACT LIMITED | SHS | G3922B107 | 6,041 | 346,800 | SH | SOLE | 1 | 346,800 | 0 | 0 | |
| HARLEY DAVIDSON INC | COM | 412822108 | 4,780 | 71,766 | SH | SOLE | 1 | 71,766 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 4,656 | 65,220 | SH | SOLE | 1 | 65,220 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 2,745 | 114,485 | SH | SOLE | 1 | 114,485 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 8,964 | 295,333 | SH | SOLE | 1 | 295,333 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 6,361 | 220,330 | SH | SOLE | 1 | 220,330 | 0 | 0 | |
| LPL FINL HLDGS INC | COM | 50212V100 | 6,817 | 129,749 | SH | SOLE | 1 | 129,749 | 0 | 0 | |
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 5,639 | 98,456 | SH | SOLE | 1 | 98,456 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 5,794 | 42,610 | SH | SOLE | 1 | 42,610 | 0 | 0 | |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 5,321 | 82,773 | SH | SOLE | 1 | 82,773 | 0 | 0 | |
| NIELSEN HOLDINGS N V | COM | N63218106 | 9,461 | 211,985 | SH | SOLE | 1 | 211,985 | 0 | 0 | |
| PROGRESSIVE WASTE SOLUTIONS | COM | 74339G101 | 5,037 | 199,023 | SH | SOLE | 1 | 199,023 | 0 | 0 | |
| PVH CORP | COM | 693656100 | 5,805 | 46,520 | SH | SOLE | 1 | 46,520 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 5,976 | 140,156 | SH | SOLE | 1 | 140,156 | 0 | 0 | |
| VCA ANTECH INC | COM | 918194101 | 4,424 | 137,264 | SH | SOLE | 1 | 137,264 | 0 | 0 | |
| ZEBRA TECNHOLOGIES CORP | CL A | 989207105 | 6,275 | 90,403 | SH | SOLE | 1 | 90,403 | 0 | 0 | |