13F-HR filing

VALIDATED

Holdings period 2013-09-30 · Filed 2013-11-14 · Accession 0000902664-13-003750

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	AMAZON COM INC	COM · 023135106	LONG	773,737	$241.9 million
2	AMERICAN EXPRESS CO	COM · 025816109	LONG	6,244,519	$471.6 million
3	AMERICAN EXPRESS CO	COM · 025816109	CALL	1,670,000	$126.1 million
4	ASML HLDG NV	N Y REGISTRY SHS · N07059210	LONG	1,032,466	$102.0 million
5	B/E AEROSPACE INC	COM · 073302101	LONG	4,741,593	$350.0 million
6	BAIDU INC	SPON ADR REP A · 056752108	LONG	5,289,262	$820.8 million
7	BARCLAYS BK PLC	IPATH S&P500 VIX · 06740C188	PUT	3,690,000	$217.0 million
8	BLACKBERRY LTD	COM · 09228F103	PUT	25,000	$199,000
9	BLOCK H & R INC	COM · 093671105	LONG	2,303,844	$61.4 million
10	CANADIAN PAC RY LTD	COM · 13645T100	LONG	161,132	$19.9 million
11	CHARTER COMMUNICATIONS INC D	CL A NEW · 16117M305	LONG	1,951,452	$263.0 million
12	CME GROUP INC	COM · 12572Q105	LONG	5,623,300	$415.4 million
13	CME GROUP INC	COM · 12572Q105	CALL	2,000,000	$147.8 million
14	COACH INC	COM · 189754104	LONG	6,481,247	$353.4 million
15	COGNIZANT TECHNOLOGY SOLUTIO	CL A · 192446102	LONG	11,956,751	$981.9 million
16	CROWN CASTLE INTL CORP	COM · 228227104	LONG	6,340,454	$463.0 million
17	DAVITA INC	COM · 23918K108	LONG	6,302,027	$358.6 million
18	DOLLAR GEN CORP NEW	COM · 256677105	LONG	17,684,604	$998.5 million
19	DOLLAR TREE INC	COM · 256746108	LONG	7,648,196	$437.2 million
20	DSW INC	CL A · 23334L102	LONG	2,978,721	$254.1 million
21	EBAY INC	COM · 278642103	LONG	10,922,795	$609.4 million
22	EQUINIX INC	COM NEW · 29444U502	LONG	2,167,116	$398.0 million
23	META PLATFORMS INC	CL A · 30303M102	LONG	7,635,995	$383.6 million
24	FLEETCOR TECHNOLOGIES INC	COM · 339041105	LONG	4,562,496	$502.6 million
25	GAP INC	COM · 364760108	LONG	22,305,225	$898.5 million
26	GOOGLE INC	CL A · 38259P508	LONG	407,784	$357.2 million
27	GRIFOLS S A	SP ADR REP B NVT · 398438408	LONG	4,453,500	$134.4 million
28	KINDER MORGAN INC DEL	COM · 49456B101	LONG	10,913,487	$388.2 million
29	KINDER MORGAN INC DEL	*W EXP 05/25/201 · 49456B119	LONG	72,279,395	$359.2 million
30	LIBERTY GLOBAL PLC	SHS CL A · G5480U104	LONG	3,203,911	$254.2 million
31	LIBERTY GLOBAL PLC	SHS CL C · G5480U120	LONG	3,963,935	$299.0 million
32	LIBERTY MEDIA CORP DELAWARE	CL A · 531229102	LONG	1,611,640	$237.2 million
33	LOWES COS INC	COM · 548661107	LONG	2,114,588	$100.7 million
34	MASTERCARD INCORPORATED	CL A · 57636Q104	LONG	700,604	$471.4 million
35	MEAD JOHNSON NUTRITION CO	COM · 582839106	LONG	6,629,859	$492.3 million
36	MICHAEL KORS HLDGS LTD	SHS · G60754101	LONG	9,583,229	$714.1 million
37	MONSANTO CO NEW	COM · 61166W101	LONG	9,354,853	$976.4 million
38	OCEANEERING INTL INC	COM · 675232102	LONG	3,069,498	$249.4 million
39	OCWEN FINL CORP	COM NEW · 675746309	LONG	5,277,270	$294.3 million
40	PANDORA MEDIA INC	COM · 698354107	LONG	10,085,216	$253.4 million
41	PRICELINE GRP INC	COM NEW · 741503403	LONG	969,568	$980.2 million
42	QUALCOMM INC	COM · 747525103	CALL	2,297,000	$154.6 million
43	QUALCOMM INC	COM · 747525103	LONG	13,329,083	$897.3 million
44	REALOGY HLDGS CORP	COM · 75605Y106	LONG	12,003,398	$516.4 million
45	SEARS HLDGS CORP	COM · 812350106	PUT	2,273,500	$135.3 million
46	SEAWORLD ENTMT INC	COM · 81282V100	LONG	1,736,193	$51.4 million
47	SEMGROUP CORP	CL A · 81663A105	LONG	3,906,318	$222.7 million
48	SOLARWINDS INC	COM · 83416B109	LONG	5,701,473	$199.9 million
49	TRANSDIGM GROUP INC	COM · 893641100	LONG	2,556,210	$354.5 million
50	TWENTY FIRST CENTY FOX INC	CL A · 90130A101	LONG	18,700,570	$626.7 million
51	ULTA BEAUTY INC	COM · 90384S303	LONG	4,737,930	$566.0 million
52	UNITED STATES NATL GAS FUND	UNIT PAR $0.001 · 912318201	PUT	16,500,000	$301.6 million
53	VALEANT PHARMACEUTICALS INTL	COM · 91911K102	LONG	7,781,707	$811.9 million
54	VERISIGN INC	COM · 92343E102	LONG	4,888,630	$248.8 million
55	VISA INC	COM CL A · 92826C839	LONG	1,243,515	$237.6 million
56	WORKDAY INC	CL A · 98138H101	LONG	3,522,285	$285.1 million
57	WYNDHAM WORLDWIDE CORP	COM · 98310W108	LONG	5,706,191	$347.9 million