Holdings
| XHB PUT SS SPDR S&P HOMEBLDRS ETF | $769.6M | 9.8% | 23,500,000 | +23,500,000 | — | New |
| TWENTY FIRST CENTY FOX INC | $650.9M | 8.2% | 18,517,616 | −745,000 | −3.9% | Reduced |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $456.1M | 5.8% | 2,429,296 | +190,508 | +8.5% | Added |
| DG DOLLAR GENERAL CORP | $452.8M | 5.7% | 7,893,663 | — | — | Held |
| ZILLOW INC | $448.2M | 5.7% | 3,136,081 | +1,500,813 | +91.8% | Added |
| TDG TRANSDIGM GROUP INC | $426.3M | 5.4% | 2,548,688 | −74,284 | −2.8% | Reduced |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $378.1M | 4.8% | 8,936,990 | — | — | Held |
| CHARTER COMMUNICATIONS INC D | $367.2M | 4.7% | 2,318,248 | +693,000 | +42.6% | Added |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $344.2M | 4.4% | 2,611,383 | +692,383 | +36.1% | Added |
| RESTORATION HARDWARE HLDGS I | $297.1M | 3.8% | 3,193,410 | +1,255,475 | +64.8% | Added |
| COLFAX CORP | $293.8M | 3.7% | 3,941,937 | +267,000 | +7.3% | Added |
| MA MASTERCARD INC - A | $252.7M | 3.2% | 3,440,000 | — | — | Held |
| MMYT MAKEMYTRIP LTD | $252.4M | 3.2% | 7,184,866 | — | — | Held |
| CAR AVIS BUDGET GROUP INC | $248.9M | 3.2% | 4,169,800 | +272,000 | +7.0% | Added |
| LIBERTY MEDIA CORP DELAWARE | $239.2M | 3.0% | 1,750,000 | +845,000 | +93.4% | Added |
| FIS FIDELITY NATIONAL INFO SERV | $208.1M | 2.6% | 3,802,114 | −2,480,000 | −39.5% | Reduced |
| BURGER KING WORLDWIDE INC | $196.0M | 2.5% | 7,200,000 | — | — | Held |
| CMCSA COMCAST CORP-CLASS A | $195.6M | 2.5% | 3,643,831 | — | — | Held |
| NFLX NETFLIX INC | $176.4M | 2.2% | 400,300 | +400,300 | — | New |
| PRICELINE GRP INC | $134.6M | 1.7% | 111,849 | −568,451 | −83.6% | Reduced |
| DDD 3D SYSTEMS CORP | $131.6M | 1.7% | 2,200,000 | +913,200 | +71.0% | Added |
| QIHOO 360 TECHNOLOGY CO LTD | $88.4M | 1.1% | 960,000 | +960,000 | — | New |
| HERTZ GLOBAL HOLDINGS INC | $85.3M | 1.1% | 3,042,800 | +2,317,800 | +319.7% | Added |
| MYGN MYRIAD GENETICS INC | $73.9M | 0.9% | 1,900,000 | −445,921 | −19.0% | Reduced |
| WUBAUSD 58.COM INC-ADR | $68.2M | 0.9% | 1,262,300 | — | — | Held |
| TRULIA INC | $67.9M | 0.9% | 1,433,808 | −279,000 | −16.3% | Reduced |
| V VISA INC-CLASS A SHARES | $59.9M | 0.8% | 284,479 | — | — | Held |
| MNKGBP MALLINCKRODT PLC | $58.4M | 0.7% | 729,373 | +729,373 | — | New |
| UTI WORLDWIDE INC | $53.0M | 0.7% | 5,129,000 | +225,000 | +4.6% | Added |
| RMD RESMED INC | $50.6M | 0.6% | 1,000,000 | — | — | Held |
| ABMDEUR ABIOMED INC | $42.5M | 0.5% | 1,690,000 | +1,690,000 | — | New |
| QIW QIWI PLC-SPONSORED ADR | $34.3M | 0.4% | 850,000 | — | — | Held |
| EXK EXACT SCIENCES CORP | $34.1M | 0.4% | 2,000,000 | +2,000,000 | — | New |
| KING DIGITAL ENTMT PLC | $27.2M | 0.3% | 1,325,000 | +1,325,000 | — | New |
| I8R IROBOT CORP | $24.7M | 0.3% | 602,681 | +602,681 | — | New |
| CBS CORP NEW | $22.8M | 0.3% | 367,526 | +367,526 | — | New |
| BIO-REFERENCE LABS INC | $21.8M | 0.3% | 720,000 | — | — | Held |
| TWTR TWITTER INC | $20.5M | 0.3% | 500,000 | — | — | Held |
| ZHAOPIN LTD | $19.2M | 0.2% | 1,248,370 | +1,248,370 | — | New |
| ZNGA ZYNGA INC - CL A | $18.1M | 0.2% | 5,640,000 | — | — | Held |
| DOORUSD MASONITE INTERNATIONAL CORP | $16.3M | 0.2% | 290,000 | +290,000 | — | New |
| TOUREUR TUNIU CORP-SPON ADR | $11.8M | 0.1% | 667,550 | +667,550 | — | New |
| EIGIEUR ENDURANCE INTERNATIONAL GROU | $10.7M | 0.1% | 700,000 | +700,000 | — | New |
| ATHM AUTOHOME INC-ADR | $10.0M | 0.1% | 290,873 | — | — | Held |
| SOUFUN HLDGS LTD | $8.5M | 0.1% | 863,648 | +863,648 | — | New |
| FEYECHF MANDIANT INC | $8.1M | 0.1% | 200,000 | — | — | Held |
| AMBA AMBARELLA INC | $7.8M | 0.1% | 250,000 | +250,000 | — | New |
| NIMBLE STORAGE INC | $7.7M | 0.1% | 250,000 | — | — | Held |
| QUNAR CAYMAN IS LTD | $4.3M | 0.1% | 150,000 | — | — | Held |
| BURL BURLINGTON STORES INC | $3.2M | 0.0% | 100,000 | — | — | Held |
| DELIA'S INC NEW | $2.6M | 0.0% | 3,400,000 | — | — | Held |
| GRUBHUB INC | $1.9M | 0.0% | 55,000 | +55,000 | — | New |
| VEEV VEEVA SYSTEMS INC-CLASS A | $1.9M | 0.0% | 75,000 | — | — | Held |
| CSLT1EUR CASTLIGHT HEALTH INC-B | $1.7M | 0.0% | 115,000 | — | — | Held |
| CRTOEUR CRITEO SA-SPON | $1.4M | 0.0% | 40,000 | — | — | Held |
| VINCE HLDG CORP | $916K | 0.0% | 25,000 | — | — | Held |
| PTB POTBELLY CORP | $798K | 0.0% | 50,000 | — | — | Held |
| ZULILY INC | $410K | 0.0% | 10,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CRI CARTER'S INC | 6,485,031 | $503.6M |
| COCA COLA ENTERPRISES INC NE | 6,701,918 | $320.1M |
| MSI MOTOROLA SOLUTIONS INC | 1,922,000 | $123.6M |
| GAP GAP INC | 2,765,000 | $110.8M |
| IACIEUR IAC/INTERACTIVECORP | 579,000 | $41.3M |
| SOLARCITY CORP | 500,000 | $31.3M |
| KATE SPADE & CO | 835,000 | $31.0M |
| SODASTREAM INTERNATIONAL LTD | 600,000 | $26.5M |
| MARKWEST ENERGY PARTNERS L P | 365,000 | $23.8M |
| XONECHF EXONE CO | 665,000 | $23.8M |
| VRA VERA BRADLEY INC | 790,884 | $21.3M |
| CDNS CADENCE DESIGN SYS INC | 1,115,000 | $17.3M |
| HIMX HIMAX TECHNOLOGIES INC-ADR | 1,000,000 | $11.5M |
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.