RALPH LAUREN CORP  CL A            $23,803,485       144,500        79,500 
ENDOLOGIX INC  COM                  $9,684,000       600,000        78,263 
STEMLINE THERAPEUTICS INC  COM      $3,456,447        76,308        76,308 
AMERICAN TOWER CORP  CL A          $35,211,750       475,000        75,000 
LEAR CORP  COM                      $5,367,750        75,000        75,000 
DELPHI AUTOMOTIVE PLC  COM          $4,381,500        75,000        75,000 
JPMORGAN CHASE & CO INC  COM        $3,747,525        72,500        72,500 
JOHNSON CONTROLS INC  COM           $2,905,000        70,000        70,000 
THERMO FISHER SC (ELECTRON) IN     $10,136,500       110,000        70,000 
INVESCO LTD  COM                    $4,147,000       130,000        65,000 
BRIGHT HORIZONS FAMILY SOLUTIO      $7,667,620       214,000        65,000 
BOULDER BRANDS INC  COM             $1,042,600        65,000        65,000 
FIRST AMERICAN FINANCIAL CORP       $1,582,750        65,000        65,000 
PRECISION CASTPARTS CORP  COM      $21,587,800        95,000        65,000 
BROADSOFT INC  COM                  $2,297,502        63,678        63,678 
WHIRLPOOL CORP  COM                 $9,225,720        63,000        63,000 
SINA CORP (SINA.COM)  ORD           $5,056,891        62,300        62,300 
MARRIOTT VACATIONS WORLDWIDE        $2,640,000        60,000        60,000 
PULTEGROUP INC  COM                 $7,590,000       460,000        60,000 
MAGNA INTERNATIONAL INC  CL A       $4,540,800        55,000        55,000 
FORD MOTOR CO  COM                    $927,850        55,000        55,000 
COMMUNITY HEALTH SYSTEMS INC        $2,207,551        53,194        53,194 
ZILLOW INC  CL A                    $4,299,588        51,001        51,001 
STARWOOD HOTELS & RESORTS  COM      $3,322,500        50,000        50,000 
HEARTWARE INTERNATIONAL INC  C      $3,659,700        50,000        50,000 
PLY GEM HOLDINGS INC  COM             $699,000        50,000        50,000 
JARDEN CORP  COM                    $2,420,000        50,000        50,000 
CELANESE CORP  COM SER A            $2,639,500        50,000        50,000 
VALSPAR CORP  COM                   $3,171,500        50,000        50,000 
T ROWE PRICE GROUP INC  COM         $3,416,675        47,500        47,500 
TESORO CORP  COM                    $2,089,050        47,500        47,500 
ABAXIS INC  COM                     $4,211,500       100,000        45,000 
DANAHER CORP  COM                   $5,199,000        75,000        42,700 
EATON CORP PLC  COM                 $4,474,600        65,000        42,000 
E COMMERCE CHINA DANGDANG  ADR      $2,426,120       231,500        41,500 
YOUKU TUDOU INC  ADR A              $1,123,400        41,000        41,000 
TIFFANY & CO  COM                   $3,064,800        40,000        40,000 
STRATASYS LTD  COM                  $4,050,400        40,000        40,000 
UNION PACIFIC CORP  COM             $6,213,600        40,000        40,000 
SCHLUMBERGER NV  COM                $3,534,400        40,000        40,000 
CAREFUSION CORP  COM                $1,476,000        40,000        40,000 
AMERISAFE INC  COM                  $1,364,649        38,430        38,430 
DELTA AIR LINES INC  COM            $2,948,750       125,000        35,000 
TYCO INTERNATIONAL LTD  COM         $7,870,500       225,000        35,000 
MANPOWERGROUP  COM                  $2,545,900        35,000        35,000 
MELCO CROWN ENTERTAINMENT LTD       $9,313,458       292,600        32,200 
DIRECTV  COM                        $1,912,960        32,000        32,000 
IMPAX LABORATORIES INC  COM         $5,932,513       289,815        31,815 
CHINA LODGING GROUP LTD  ADR          $590,722        31,107        31,107 
LINKEDIN CORP  CL A                 $7,628,106        31,001        31,001 
HIMAX TECHNOLOGIES INC  ADR           $300,000        30,000        30,000 
CUMMINS INC  COM                    $3,986,100        30,000        30,000 
EXAMWORKS GROUP INC  COM            $9,616,300       370,000        30,000 
TESLA MOTORS INC  COM               $8,991,898        46,501        29,001 
LINCOLN NATIONAL CORP  COM          $4,828,850       115,000        27,628 
SHERWIN WILLIAMS CO  COM           $27,327,000       150,000        26,000 
BUNGE LTD  COM                      $1,897,750        25,000        25,000 
WESTLAKE CHEMICAL CORP  COM        $15,699,000       150,000        25,000 
TEAM HEALTH HOLDINGS INC  COM         $948,500        25,000        25,000 
PERFECT WORLD CO LTD  ADR B           $497,500        25,000        25,000 
AFLAC INC  COM                      $3,719,400        60,000        25,000 
SUNCOR ENERGY INC  COM              $2,683,500        75,000        25,000 
SPDR S&P HOMEBUILDERS ETF             $764,975        25,000        25,000 
ARGO GROUP INTERNATIONAL HLDGS      $4,537,216       105,770        22,147 
MEDICINES CO  COM                     $670,400        20,000        20,000 
ENANTA PHARMACEUTICALS INC  CO        $458,400        20,000        20,000 
ASSURED GUARANTY LTD  COM           $1,875,000       100,000        18,600 
DICKS SPORTING GOODS INC  COM       $5,231,240        98,000        18,000 
MONSANTO CO  COM                   $20,352,150       195,000        17,500 
LENNAR CORP  CL A                     $619,500        17,500        17,500 
GENERAL DYNAMICS CORP  COM          $5,688,800        65,000        15,000 

13F data provided by: FactSet Research Systems Inc.; Please send questions to lionsharesinfo@factset.com. Copyright, FactSet Research Systems, 2013. All Rights Reserved.