Holdings
| XHB PUT SS SPDR S&P HOMEBLDRS ETF | $695.4M | 9.2% | 23,500,000 | — | — | Held |
| TWENTY FIRST CENTY FOX INC | $576.3M | 7.6% | 16,805,219 | −1,712,397 | −9.2% | Reduced |
| MA MASTERCARD INC - A | $560.8M | 7.4% | 7,586,471 | +4,146,471 | +120.5% | Added |
| 2663134D BITAUTO HOLDINGS LTD-ADR | $512.1M | 6.8% | 6,565,000 | +6,565,000 | — | New |
| TDG TRANSDIGM GROUP INC | $469.8M | 6.2% | 2,548,688 | — | — | Held |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $414.4M | 5.5% | 2,915,583 | +304,200 | +11.6% | Added |
| HERTZ GLOBAL HOLDINGS INC | $402.5M | 5.3% | 15,851,100 | +12,808,300 | +420.9% | Added |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $367.2M | 4.9% | 8,953,698 | +16,708 | +0.2% | Added |
| ZILLOW INC | $363.8M | 4.8% | 3,136,081 | — | — | Held |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $324.2M | 4.3% | 1,715,000 | −714,296 | −29.4% | Reduced |
| CHARTER COMMUNICATIONS INC D | $304.7M | 4.0% | 2,013,248 | −305,000 | −13.2% | Reduced |
| ATHM AUTOHOME INC-ADR | $282.9M | 3.8% | 6,735,000 | +6,444,127 | +2215.4% | Added |
| RESTORATION HARDWARE HLDGS I | $254.0M | 3.4% | 3,193,410 | — | — | Held |
| COLFAX CORP | $227.9M | 3.0% | 4,000,000 | +58,063 | +1.5% | Added |
| BURGER KING WORLDWIDE INC | $221.0M | 2.9% | 7,450,000 | +250,000 | +3.5% | Added |
| MMYT MAKEMYTRIP LTD | $189.9M | 2.5% | 6,824,168 | −360,698 | −5.0% | Reduced |
| CAR AVIS BUDGET GROUP INC | $185.5M | 2.5% | 3,379,800 | −790,000 | −18.9% | Reduced |
| SOUFUN HLDGS LTD | $139.3M | 1.8% | 14,000,000 | +13,136,352 | +1521.0% | Added |
| DATA TABLEAU SOFTWARE INC-CL A | $104.6M | 1.4% | 1,440,148 | +1,440,148 | — | New |
| DDD 3D SYSTEMS CORP | $87.5M | 1.2% | 1,886,483 | −313,517 | −14.3% | Reduced |
| CBS CORP NEW | $85.4M | 1.1% | 1,596,526 | +1,229,000 | +334.4% | Added |
| MYGN MYRIAD GENETICS INC | $73.3M | 1.0% | 1,900,000 | — | — | Held |
| TRULIA INC | $70.1M | 0.9% | 1,433,808 | — | — | Held |
| V VISA INC-CLASS A SHARES | $60.7M | 0.8% | 284,479 | — | — | Held |
| KING DIGITAL ENTMT PLC | $60.2M | 0.8% | 4,740,000 | +3,415,000 | +257.7% | Added |
| UTI WORLDWIDE INC | $54.5M | 0.7% | 5,129,000 | — | — | Held |
| DOORUSD MASONITE INTERNATIONAL CORP | $54.0M | 0.7% | 975,000 | +685,000 | +236.2% | Added |
| MOBILEYE N V AMSTELVEEN | $53.6M | 0.7% | 1,000,000 | +1,000,000 | — | New |
| RMD RESMED INC | $49.3M | 0.7% | 1,000,000 | — | — | Held |
| GPRO GOPRO INC-CLASS A | $49.0M | 0.7% | 523,250 | +523,250 | — | New |
| ABMDEUR ABIOMED INC | $42.0M | 0.6% | 1,690,000 | — | — | Held |
| VNET VNET GROUP INC-ADR | $36.0M | 0.5% | 2,000,000 | +2,000,000 | — | New |
| TRINA SOLAR LIMITED | $30.8M | 0.4% | 2,550,000 | +2,550,000 | — | New |
| TWTR TWITTER INC | $25.8M | 0.3% | 500,000 | — | — | Held |
| BIO-REFERENCE LABS INC | $20.2M | 0.3% | 720,000 | — | — | Held |
| ZHAOPIN LTD | $16.2M | 0.2% | 1,248,370 | — | — | Held |
| PRICELINE GRP INC | $15.7M | 0.2% | 13,536 | −98,313 | −87.9% | Reduced |
| ZNGA ZYNGA INC - CL A | $15.2M | 0.2% | 5,640,000 | — | — | Held |
| INSYEUR INSYS THERAPEUTICS INC | $11.6M | 0.2% | 300,000 | +300,000 | — | New |
| GLUU GLU MOBILE INC | $10.5M | 0.1% | 2,025,000 | +2,025,000 | — | New |
| NIMBLE STORAGE INC | $6.5M | 0.1% | 250,000 | — | — | Held |
| FEYECHF MANDIANT INC | $6.1M | 0.1% | 200,000 | — | — | Held |
| QUNAR CAYMAN IS LTD | $4.1M | 0.1% | 150,000 | — | — | Held |
| VEEV VEEVA SYSTEMS INC-CLASS A | $2.1M | 0.0% | 75,000 | — | — | Held |
| IDREAMSKY TECHNOLOGY LIMITED | $1.7M | 0.0% | 100,000 | +100,000 | — | New |
| CSLT1EUR CASTLIGHT HEALTH INC-B | $1.5M | 0.0% | 115,000 | — | — | Held |
| CXDCEUR CHINA XD PLASTICS CO LTD | $957K | 0.0% | 175,000 | +175,000 | — | New |
| DELIA'S INC NEW | $910K | 0.0% | 3,400,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DG DOLLAR GENERAL CORP | 7,893,663 | $452.8M |
| LIBERTY MEDIA CORP DELAWARE | 1,750,000 | $239.2M |
| FIS FIDELITY NATIONAL INFO SERV | 3,802,114 | $208.1M |
| CMCSA COMCAST CORP-CLASS A | 3,643,831 | $195.6M |
| NFLX NETFLIX INC | 400,300 | $176.4M |
| QIHOO 360 TECHNOLOGY CO LTD | 960,000 | $88.4M |
| WUBAUSD 58.COM INC-ADR | 1,262,300 | $68.2M |
| MNKGBP MALLINCKRODT PLC | 729,373 | $58.4M |
| QIW QIWI PLC-SPONSORED ADR | 850,000 | $34.3M |
| EXK EXACT SCIENCES CORP | 2,000,000 | $34.1M |
| I8R IROBOT CORP | 602,681 | $24.7M |
| TOUREUR TUNIU CORP-SPON ADR | 667,550 | $11.8M |
| EIGIEUR ENDURANCE INTERNATIONAL GROU | 700,000 | $10.7M |
| AMBA AMBARELLA INC | 250,000 | $7.8M |
| BURL BURLINGTON STORES INC | 100,000 | $3.2M |
| GRUBHUB INC | 55,000 | $1.9M |
| CRTOEUR CRITEO SA-SPON | 40,000 | $1.4M |
| VINCE HLDG CORP | 25,000 | $916K |
| PTB POTBELLY CORP | 50,000 | $798K |
| ZULILY INC | 10,000 | $410K |
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.