Holdings
| PRICELINE COM INC | $823.0M | 10.2% | 708,000 | +137,000 | +24.0% | Added |
| TWENTY FIRST CENTY FOX INC | $653.7M | 8.1% | 18,587,616 | +2,662,616 | +16.7% | Added |
| DG DOLLAR GENERAL CORP | $476.1M | 5.9% | 7,893,663 | +1,893,663 | +31.6% | Added |
| TDG TRANSDIGM GROUP INC | $422.4M | 5.3% | 2,622,972 | +822,972 | +45.7% | Added |
| CRI CARTER'S INC | $405.8M | 5.0% | 5,653,031 | +1,543,031 | +37.5% | Added |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $391.2M | 4.9% | 4,639,233 | +639,233 | +16.0% | Added |
| YAHOO INC | $364.0M | 4.5% | 9,001,451 | +1,001,451 | +12.5% | Added |
| COCA COLA ENTERPRISES INC NE | $346.1M | 4.3% | 7,842,850 | +1,392,850 | +21.6% | Added |
| FIS FIDELITY NATIONAL INFO SERV | $337.8M | 4.2% | 6,292,314 | +1,117,314 | +21.6% | Added |
| AMZN AMAZON.COM INC | $329.2M | 4.1% | 825,500 | +65,500 | +8.6% | Added |
| MA MASTERCARD INC - A | $292.4M | 3.6% | 350,000 | — | — | Held |
| NFLX NETFLIX INC | $244.1M | 3.0% | 663,000 | +223,000 | +50.7% | Added |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $239.7M | 3.0% | 2,046,067 | −93,933 | −4.4% | Reduced |
| COLFAX CORP | $228.3M | 2.8% | 3,584,937 | +1,064,937 | +42.3% | Added |
| MSI MOTOROLA SOLUTIONS INC | $201.6M | 2.5% | 2,986,721 | −763,279 | −20.4% | Reduced |
| CMCSA COMCAST CORP-CLASS A | $189.5M | 2.4% | 3,647,631 | +647,631 | +21.6% | Added |
| BURGER KING WORLDWIDE INC | $164.6M | 2.0% | 7,200,000 | — | — | Held |
| MMYT MAKEMYTRIP LTD | $138.4M | 1.7% | 7,184,866 | — | — | Held |
| GRPNCHF GROUPON INC | $134.9M | 1.7% | 11,463,759 | −6,536,241 | −36.3% | Reduced |
| LIBERTY MEDIA CORP DELAWARE | $133.8M | 1.7% | 914,410 | −405,590 | −30.7% | Reduced |
| TRIP TRIPADVISOR INC | $122.5M | 1.5% | 1,479,000 | +1,209,000 | +447.8% | Added |
| RESTORATION HARDWARE HLDGS I | $122.3M | 1.5% | 1,817,935 | +1,817,935 | — | New |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $122.2M | 1.5% | 1,460,042 | +1,460,042 | — | New |
| GAP GAP INC | $78.4M | 1.0% | 2,005,000 | +2,005,000 | — | New |
| DDD 3D SYSTEMS CORP | $72.3M | 0.9% | 777,500 | −496,956 | −39.0% | Reduced |
| LIBERTY INTERACTIVE CORP | $71.1M | 0.9% | 580,000 | −116,000 | −16.7% | Reduced |
| TAL TAL EDUCATION GROUP- ADR | $69.3M | 0.9% | 3,150,000 | −1,900,000 | −37.6% | Reduced |
| RCL PUT ROYAL CARIBBEAN CRUISES LTD | $66.4M | 0.8% | 1,400,000 | — | — | Held |
| V VISA INC-CLASS A SHARES | $63.5M | 0.8% | 284,944 | −330,056 | −53.7% | Reduced |
| GRA1EUR WR GRACE & CO | $61.1M | 0.8% | 618,034 | −466,966 | −43.0% | Reduced |
| SOUFUN HLDGS LTD | $52.6M | 0.7% | 638,000 | +638,000 | — | New |
| QIW QIWI PLC-SPONSORED ADR | $47.6M | 0.6% | 850,000 | +850,000 | — | New |
| RMD RESMED INC | $47.1M | 0.6% | 1,000,000 | +1,000,000 | — | New |
| CHARTER COMMUNICATIONS INC D | $46.6M | 0.6% | 340,463 | +60,463 | +21.6% | Added |
| SSYS STRATASYS LTD | $43.8M | 0.5% | 325,000 | −975,000 | −75.0% | Reduced |
| XONECHF EXONE CO | $40.2M | 0.5% | 665,000 | +665,000 | — | New |
| ZNGA ZYNGA INC - CL A | $35.7M | 0.4% | 9,390,000 | +9,390,000 | — | New |
| TWTR TWITTER INC | $31.8M | 0.4% | 500,000 | +500,000 | — | New |
| QIHOO 360 TECHNOLOGY CO LTD | $30.8M | 0.4% | 375,000 | +375,000 | — | New |
| TTS1EUR TILE SHOP HLDGS INC | $29.5M | 0.4% | 1,630,000 | +1,630,000 | — | New |
| SOLARCITY CORP | $28.4M | 0.4% | 500,000 | — | — | Held |
| 2663134D BITAUTO HOLDINGS LTD-ADR | $27.9M | 0.3% | 872,000 | +872,000 | — | New |
| NBIS NEBIUS GROUP NV | $27.2M | 0.3% | 631,000 | +631,000 | — | New |
| MYGN MYRIAD GENETICS INC | $25.2M | 0.3% | 1,202,100 | +1,202,100 | — | New |
| SODASTREAM INTERNATIONAL LTD | $19.9M | 0.2% | 400,000 | — | — | Held |
| ALSN ALLISON TRANSMISSION HOLDING | $19.5M | 0.2% | 708,000 | +708,000 | — | New |
| VRA VERA BRADLEY INC | $19.0M | 0.2% | 790,884 | — | — | Held |
| BIO-REFERENCE LABS INC | $18.4M | 0.2% | 720,000 | — | — | Held |
| IACIEUR IAC/INTERACTIVECORP | $16.1M | 0.2% | 235,000 | +235,000 | — | New |
| ATHM AUTOHOME INC-ADR | $15.6M | 0.2% | 425,873 | +425,873 | — | New |
| WUBAUSD 58.COM INC-ADR | $11.5M | 0.1% | 300,000 | +300,000 | — | New |
| NIMBLE STORAGE INC | $11.3M | 0.1% | 250,000 | +250,000 | — | New |
| FEYECHF MANDIANT INC | $8.7M | 0.1% | 200,000 | +200,000 | — | New |
| QUNAR CAYMAN IS LTD | $4.0M | 0.0% | 150,000 | +150,000 | — | New |
| BURL BURLINGTON STORES INC | $3.2M | 0.0% | 100,000 | +100,000 | — | New |
| DELIA'S INC NEW | $3.0M | 0.0% | 3,400,000 | +3,400,000 | — | New |
| VEEV VEEVA SYSTEMS INC-CLASS A | $2.4M | 0.0% | 75,000 | +75,000 | — | New |
| CRTOEUR CRITEO SA-SPON | $1.4M | 0.0% | 40,000 | +40,000 | — | New |
| PTB POTBELLY CORP | $1.2M | 0.0% | 50,000 | +50,000 | — | New |
| VINCE HLDG CORP | $767K | 0.0% | 25,000 | +25,000 | — | New |
| ZULILY INC | $414K | 0.0% | 10,000 | +10,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| INTC CALL INTEL CORP | 5,250,000 | $120.3M |
| UTI WORLDWIDE INC | 2,205,000 | $33.3M |
| MD PUT PEDIATRIX MEDICAL GROUP INC | 100,000 | $10.0M |
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.