13F-HR filing

VALIDATED

Holdings period 2007-03-31 · Filed 2007-05-15 · Accession 0000902664-07-001779

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	AFFYMAX INC	COM · 00826A109	LONG	733,650	$23.6 million
2	ALLSCRIPTS HEALTHCARE SOLUTI	COM · 01988P108	LONG	3,803,989	$102.0 million
3	AMERICA MOVIL SAB DE CV	SPON ADR L SHS · 02364W105	LONG	11,877,289	$567.6 million
4	APPLE INC	COM · 037833100	LONG	2,980,182	$276.9 million
5	ARRAY BIOPHARMA INC	COM · 04269X105	LONG	516,390	$6.6 million
6	BROOKFIELD ASSET MGMT INC	CL A LTD VT SH · 112585104	LONG	206,153	$10.8 million
7	BROOKFIELD ASSET MGMT INC	CL A LTD VT SH · 112585104	LONG	9,685,095	$506.2 million
8	Career Education Corp	COM · 141665109	PUT	200,000	$6.1 million
9	CARMAX INC	COM · 143130102	LONG	14,304,866	$351.0 million
10	CB RICHARD ELLIS GROUP INC	CL A · 12497T101	LONG	4,336,549	$148.2 million
11	CISCO SYS INC	COM · 17275R102	LONG	16,280,627	$415.6 million
12	COACH INC	COM · 189754104	LONG	4,388,438	$219.6 million
13	COMCAST CORP NEW	CL A SPL · 20030N200	LONG	2,149,463	$54.7 million
14	CTRIP COM INTL LTD	ADR · 22943F100	LONG	760,501	$50.9 million
15	DICKS SPORTING GOODS INC	COM · 253393102	LONG	2,420,610	$141.0 million
16	EAGLE MATERIALS INC	COM · 26969P108	LONG	4,010,184	$179.0 million
17	EASTMAN KODAK CO	COM · 277461109	PUT	1,150,000	$25.9 million
18	EQUINIX INC	COM NEW · 29444U502	LONG	2,263,848	$193.9 million
19	EXPRESS SCRIPTS INC	COM · 302182100	LONG	3,264,978	$263.5 million
20	GARTNER INC	COM · 366651107	LONG	862,704	$20.7 million
21	GENENTECH INC	COM NEW · 368710406	LONG	4,698,690	$385.9 million
22	GENERAL ELECTRIC CO	COM · 369604103	LONG	354,395	$12.5 million
23	GOOGLE INC	CL A · 38259P508	LONG	897,467	$411.2 million
24	GRUPO TELEVISA SA DE CV	SP ADR REP ORD · 40049J206	LONG	9,653,613	$287.7 million
25	ILLUMINA INC	COM · 452327109	LONG	3,249,421	$95.2 million
26	INTERCONTINENTALEXCHANGE INC	COM · 45865V100	LONG	2,689,517	$328.7 million
27	ITT EDUCATIONAL SERVICES INC	COM · 45068B109	LONG	1,827,485	$148.9 million
28	MARTIN MARIETTA MATLS INC	COM · 573284106	LONG	1,011,957	$136.8 million
29	MASTERCARD INCORPORATED	CL A · 57636Q104	LONG	4,070,659	$432.5 million
30	MSC INDL DIRECT INC	CL A · 553530106	LONG	3,188,052	$148.8 million
31	NETEASE INC	SPONSORED ADR · 64110W102	LONG	8,042,286	$142.7 million
32	NUTRI SYS INC NEW	COM · 67069D108	PUT	500,000	$26.2 million
33	NYMEX HOLDINGS INC	COM · 62948N104	LONG	2,981,253	$404.7 million
34	OVERSTOCK COM INC DEL	COM · 690370101	PUT	635,000	$10.5 million
35	P T TELEKOMUNIKASI INDONESIA	SPONSORED ADR · 715684106	LONG	397,900	$17.2 million
36	POLO RALPH LAUREN CORP	CL A · 731572103	LONG	794,406	$70.0 million
37	QUALCOMM INC	COM · 747525103	LONG	12,523,020	$534.2 million
38	RESOURCES CONNECTION INC	COM · 76122Q105	LONG	2,616,163	$83.7 million
39	SCHLUMBERGER LTD	COM · 806857108	LONG	4,745,199	$327.9 million
40	SEPRACOR INC	COM · 817315104	PUT	510,000	$23.8 million
41	SINA CORP	ORD · G81477104	LONG	4,670,695	$157.0 million
42	SOUTHWESTERN ENERGY CO	COM · 845467109	LONG	10,196,212	$417.8 million
43	SRA INTL INC	CL A · 78464R105	LONG	361,600	$8.8 million
44	STANDARD PAC CORP NEW	COM · 85375C101	LONG	5,974,021	$124.7 million
45	STRAYER ED INC	COM · 863236105	LONG	573,755	$71.7 million
46	TEXAS INDS INC	COM · 882491103	LONG	1,777,799	$134.3 million
47	VISTAPRINT LIMITED	SHS · G93762204	LONG	1,431,177	$54.8 million
48	VULCAN MATLS CO	COM · 929160109	LONG	3,100,017	$361.1 million
49	WNS HOLDINGS LTD	SPON ADR · 92932M101	LONG	1,832,608	$53.4 million