Holdings
| PRICELINE COM INC | $810.8M | 11.0% | 680,300 | −27,700 | −3.9% | Reduced |
| TWENTY FIRST CENTY FOX INC | $615.8M | 8.4% | 19,262,616 | +675,000 | +3.6% | Added |
| CRI CARTER'S INC | $503.6M | 6.8% | 6,485,031 | +832,000 | +14.7% | Added |
| TDG TRANSDIGM GROUP INC | $485.8M | 6.6% | 2,622,972 | — | — | Held |
| DG DOLLAR GENERAL CORP | $437.9M | 5.9% | 7,893,663 | — | — | Held |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $363.8M | 4.9% | 8,936,990 | +4,297,757 | +92.6% | Added |
| FIS FIDELITY NATIONAL INFO SERV | $335.8M | 4.6% | 6,282,114 | −10,200 | −0.2% | Reduced |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $334.3M | 4.5% | 2,238,788 | +778,746 | +53.3% | Added |
| COCA COLA ENTERPRISES INC NE | $320.1M | 4.3% | 6,701,918 | −1,140,932 | −14.5% | Reduced |
| COLFAX CORP | $262.1M | 3.6% | 3,674,937 | +90,000 | +2.5% | Added |
| MA MASTERCARD INC - A | $257.0M | 3.5% | 3,440,000 | +3,090,000 | +882.9% | Added |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $220.9M | 3.0% | 1,919,000 | −127,067 | −6.2% | Reduced |
| CHARTER COMMUNICATIONS INC D | $200.2M | 2.7% | 1,625,248 | +1,284,785 | +377.4% | Added |
| MMYT MAKEMYTRIP LTD | $194.6M | 2.6% | 7,184,866 | — | — | Held |
| BURGER KING WORLDWIDE INC | $191.2M | 2.6% | 7,200,000 | — | — | Held |
| CAR AVIS BUDGET GROUP INC | $189.8M | 2.6% | 3,897,800 | +3,897,800 | — | New |
| CMCSA COMCAST CORP-CLASS A | $182.3M | 2.5% | 3,643,831 | −3,800 | −0.1% | Reduced |
| ZILLOW INC | $144.1M | 2.0% | 1,635,268 | +1,635,268 | — | New |
| RESTORATION HARDWARE HLDGS I | $142.6M | 1.9% | 1,937,935 | +120,000 | +6.6% | Added |
| MSI MOTOROLA SOLUTIONS INC | $123.6M | 1.7% | 1,922,000 | −1,064,721 | −35.6% | Reduced |
| LIBERTY MEDIA CORP DELAWARE | $118.3M | 1.6% | 905,000 | −9,410 | −1.0% | Reduced |
| GAP GAP INC | $110.8M | 1.5% | 2,765,000 | +760,000 | +37.9% | Added |
| MYGN MYRIAD GENETICS INC | $80.2M | 1.1% | 2,345,921 | +1,143,821 | +95.2% | Added |
| DDD 3D SYSTEMS CORP | $76.1M | 1.0% | 1,286,800 | +509,300 | +65.5% | Added |
| V VISA INC-CLASS A SHARES | $61.4M | 0.8% | 284,479 | −465 | −0.2% | Reduced |
| TRULIA INC | $56.9M | 0.8% | 1,712,808 | +1,712,808 | — | New |
| WUBAUSD 58.COM INC-ADR | $52.5M | 0.7% | 1,262,300 | +962,300 | +320.8% | Added |
| UTI WORLDWIDE INC | $51.9M | 0.7% | 4,904,000 | +4,904,000 | — | New |
| RMD RESMED INC | $44.7M | 0.6% | 1,000,000 | — | — | Held |
| IACIEUR IAC/INTERACTIVECORP | $41.3M | 0.6% | 579,000 | +344,000 | +146.4% | Added |
| SOLARCITY CORP | $31.3M | 0.4% | 500,000 | — | — | Held |
| KATE SPADE & CO | $31.0M | 0.4% | 835,000 | +835,000 | — | New |
| QIW QIWI PLC-SPONSORED ADR | $29.5M | 0.4% | 850,000 | — | — | Held |
| SODASTREAM INTERNATIONAL LTD | $26.5M | 0.4% | 600,000 | +200,000 | +50.0% | Added |
| ZNGA ZYNGA INC - CL A | $24.3M | 0.3% | 5,640,000 | −3,750,000 | −39.9% | Reduced |
| MARKWEST ENERGY PARTNERS L P | $23.8M | 0.3% | 365,000 | +365,000 | — | New |
| XONECHF EXONE CO | $23.8M | 0.3% | 665,000 | — | — | Held |
| TWTR TWITTER INC | $23.3M | 0.3% | 500,000 | — | — | Held |
| VRA VERA BRADLEY INC | $21.3M | 0.3% | 790,884 | — | — | Held |
| BIO-REFERENCE LABS INC | $19.9M | 0.3% | 720,000 | — | — | Held |
| HERTZ GLOBAL HOLDINGS INC | $19.3M | 0.3% | 725,000 | +725,000 | — | New |
| CDNS CADENCE DESIGN SYS INC | $17.3M | 0.2% | 1,115,000 | +1,115,000 | — | New |
| FEYECHF MANDIANT INC | $12.3M | 0.2% | 200,000 | — | — | Held |
| HIMX HIMAX TECHNOLOGIES INC-ADR | $11.5M | 0.2% | 1,000,000 | +1,000,000 | — | New |
| ATHM AUTOHOME INC-ADR | $11.2M | 0.2% | 290,873 | −135,000 | −31.7% | Reduced |
| NIMBLE STORAGE INC | $9.5M | 0.1% | 250,000 | — | — | Held |
| QUNAR CAYMAN IS LTD | $4.6M | 0.1% | 150,000 | — | — | Held |
| BURL BURLINGTON STORES INC | $3.0M | 0.0% | 100,000 | — | — | Held |
| DELIA'S INC NEW | $2.9M | 0.0% | 3,400,000 | — | — | Held |
| CSLT1EUR CASTLIGHT HEALTH INC-B | $2.4M | 0.0% | 115,000 | +115,000 | — | New |
| VEEV VEEVA SYSTEMS INC-CLASS A | $2.0M | 0.0% | 75,000 | — | — | Held |
| CRTOEUR CRITEO SA-SPON | $1.6M | 0.0% | 40,000 | — | — | Held |
| PTB POTBELLY CORP | $894K | 0.0% | 50,000 | — | — | Held |
| VINCE HLDG CORP | $659K | 0.0% | 25,000 | — | — | Held |
| ZULILY INC | $502K | 0.0% | 10,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| YAHOO INC | 9,001,451 | $364.0M |
| AMZN AMAZON.COM INC | 825,500 | $329.2M |
| NFLX NETFLIX INC | 663,000 | $244.1M |
| GRPNCHF GROUPON INC | 11,463,759 | $134.9M |
| TRIP TRIPADVISOR INC | 1,479,000 | $122.5M |
| LIBERTY INTERACTIVE CORP | 580,000 | $71.1M |
| TAL TAL EDUCATION GROUP- ADR | 3,150,000 | $69.3M |
| RCL PUT ROYAL CARIBBEAN CRUISES LTD | 1,400,000 | $66.4M |
| GRA1EUR WR GRACE & CO | 618,034 | $61.1M |
| SOUFUN HLDGS LTD | 638,000 | $52.6M |
| SSYS STRATASYS LTD | 325,000 | $43.8M |
| QIHOO 360 TECHNOLOGY CO LTD | 375,000 | $30.8M |
| TTS1EUR TILE SHOP HLDGS INC | 1,630,000 | $29.5M |
| 2663134D BITAUTO HOLDINGS LTD-ADR | 872,000 | $27.9M |
| NBIS NEBIUS GROUP NV | 631,000 | $27.2M |
| ALSN ALLISON TRANSMISSION HOLDING | 708,000 | $19.5M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.