Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting MASTERCARD INC,MA,cl a,Buy,57636Q104,1725824434000.0,20030460.0,7.235 BAIDU INC,BIDU,spon adr rep a,Sell,056752108,1602761323000.0,7030580.0,6.719 PRICELINE GRP INC,PCLN,,Buy,741503403,1594279249000.0,1398233.0,6.684 VALEANT PHARMACEUTICALS INTL,VRX,,Sell,91911K102,1180784295000.0,8250886.0,4.95 FACEBOOK INC,FB,cl a,Buy,30303M102,1053474022000.0,13502615.0,4.417 FLEETCOR TECHNOLOGIES INC,FLT,,Sell,339041105,957041050000.0,6435620.0,4.012 DOLLAR GEN CORP NEW,DG,,Buy,256677105,913310518000.0,12918112.0,3.829 ADOBE SYS INC,ADBE,,Buy,00724F101,885431257000.0,12179247.0,3.712 EQUINIX INC,EQIX,,Buy,29444U502,882090571000.0,3890489.0,3.698 AUTODESK INC,ADSK,,Buy,052769106,868667960000.0,14463336.0,3.642 MICHAEL KORS HLDGS LTD,KORS,,Sell,G60754101,831774181000.0,11075555.0,3.487 SBA COMMUNICATIONS CORP,SBAC,,Sell,78388J106,807795054000.0,7293202.0,3.387 CANADIAN PAC RY LTD,CP,,Buy,13645T100,690921982000.0,3585666.0,2.897 MCGRAW HILL FINL INC,MHFI,,Sell,580645109,655706255000.0,7369142.0,2.749 TIFFANY & CO NEW,TIF,,Sell,886547108,646203471000.0,6047197.0,2.709 COGNIZANT TECHNOLOGY SOLUTIO,CTSH,cl a,Sell,192446102,644024638000.0,12229864.0,2.7 CHENIERE ENERGY INC,LNG,,Buy,16411R208,620852109000.0,8818922.0,2.603 CHARTER COMMUNICATIONS INC D,CHTR,cl a new,Buy,16117M305,544686112000.0,3269032.0,2.284 VISA INC,V,,New,92826C839,464492282000.0,1771519.0,1.947 REALOGY HLDGS CORP,RLGY,,Sell,75605Y106,462984206000.0,10406478.0,1.941 HCA HOLDINGS INC,HCA,,New,40412C101,428368036000.0,5836872.0,1.796 ULTA SALON COSMETCS & FRAG I,ULTA,,Sell,90384S303,427623649000.0,3344991.0,1.793 MOHAWK INDS INC,MHK,,Sell,608190104,383192644000.0,2466482.0,1.606 TRANSDIGM GROUP INC,TDG,, ,893641100,350845249000.0,1786836.0,1.471 JAZZ PHARMACEUTICALS PLC,JAZZ,,Buy,G50871105,308410669000.0,1883654.0,1.293 DAVITA HEALTHCARE PARTNERS I,DVA,,New,23918K108,298428400000.0,3940169.0,1.251 COOPER COS INC,COO,,New,216648402,283703371000.0,1750283.0,1.189 GRACE W R & CO DEL NEW,GRA,,New,38388F108,276874912000.0,2902557.0,1.161 HUMANA INC,HUM,,Sell,444859102,274553916000.0,1911536.0,1.151 VIPSHOP HLDGS LTD,VIPS,sponsored adr,New,92763W103,272304106000.0,13935727.0,1.142 WALGREENS BOOTS ALLIANCE INC,WBA,,New,931427108,270797960000.0,3553779.0,1.135 NETFLIX INC,NFLX,,New,64110L106,266335212000.0,779647.0,1.117 MICROSOFT CORP,MSFT,,Sell,594918104,253149899000.0,5449944.0,1.061 INTERCONTINENTAL EXCHANGE IN,ICE,,Sell,45866F104,250602200000.0,1142789.0,1.051 APPLE INC,AAPL,,New,037833100,241083386000.0,2184122.0,1.011 JD COM INC,JD,spon adr cl a,New,47215P106,204040467000.0,8817652.0,0.855 BARCLAYS BK PLC,VXX,ipath s&p500 vix, ,06742E711,198513000000.0,6300000.0,0.832 SOLARWINDS INC,SWI,,Sell,83416B109,118915707000.0,2386428.0,0.499 CDK GLOBAL INC,CDK,,New,12508E101,117969834000.0,2894255.0,0.495 UNDER ARMOUR INC,UAA,cl a,Sell,904311107,105931741000.0,1560114.0,0.444 INTEL CORP,INTC,, ,458140100,84192800000.0,2320000.0,0.353 ARISTA NETWORKS INC,ANET,,Buy,040413106,80546251000.0,1325646.0,0.338 SEARS HLDGS CORP,SHLDQ,,Sell,812350106,71339038000.0,2163100.0,0.299 COMMVAULT SYSTEMS INC,CVLT,,New,204166102,68297377000.0,1321288.0,0.286 INTERCONTINENTAL EXCHANGE IN,ICE,, ,45866F104,52629600000.0,240000.0,0.221 WALGREENS BOOTS ALLIANCE INC,WBA,,New,931427108,45720000000.0,600000.0,0.192 WORKDAY INC,WDAY,cl a,Sell,98138H101,43047806000.0,527482.0,0.18 WYNN RESORTS LTD,WYNN,,Sell,983134107,42400021000.0,285023.0,0.178 GAP INC DEL,GPS,,Exit,364760108,0.0,-1741200.0,-0.284 COMCAST CORP NEW,CMCSA,cl a,Exit,20030N101,0.0,-1830000.0,-0.385 TIME WARNER INC,TWX,,Exit,887317303,0.0,-1716105.0,-0.504 LIBERTY GLOBAL PLC,LBTYK,,Exit,G5480U120,0.0,-4460630.0,-0.715 TRIPADVISOR INC,TRIP,,Exit,896945201,0.0,-2771438.0,-0.99 WILLIAMS SONOMA INC,WSM,,Exit,969904101,0.0,-4390577.0,-1.142 SPIRIT AIRLS INC,SAVE,,Exit,848577102,0.0,-4262432.0,-1.152 ABBVIE INC,ABBV,,Exit,00287Y109,0.0,-5247201.0,-1.184 LPL FINL HLDGS INC,LPLA,,Exit,50212V100,0.0,-8518366.0,-1.533 ACTAVIS PLC,B108PS,,Exit,G0083B108,0.0,-2478628.0,-2.337 CROWN CASTLE INTL CORP,CCI,,Exit,228227104,0.0,-7845871.0,-2.469 COMCAST CORP NEW,CMCSA,cl a,Exit,20030N101,0.0,-13772459.0,-2.894 GAP INC DEL,GPS,,Exit,364760108,0.0,-19265265.0,-3.138