The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AVIS BUDGET GROUP COM 053774105 1,132 31,200 SH   DFND   31,200 0 0
BOJANGLES', INC. COM 097488100 403,990 25,456,231 SH   SOLE   25,456,231 0 0
CHEFS WAREHOUSE INC COM 163086101 1,352 81,040 SH   DFND   81,040 0 0
CHENIERE ENERGY INC COM 16411R208 1,008 27,065 SH   DFND   27,065 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,570 29,400 SH   DFND   29,400 0 0
FIVE BELOW COM 33829M101 2,889 90,000 SH   DFND   90,000 0 0
GRAINGER W W INC COM 384802104 2,431 12,000 SH   DFND   12,000 0 0
KINDER MORGAN INC COM 49456B101 746 50,000 SH   DFND   50,000 0 0
LULULEMON ATHLETICA, INC. COM 550021109 1,054,924 20,105,279 SH   SOLE   20,105,279 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 937 54,000 SH   DFND   54,000 0 0
PARTY CITY HOLDCO, INC. COM 702149105 289,184 22,400,000 SH   SOLE   22,400,000 0 0
PRECISION CASTPARTS CORP COM 740189105 3,132 13,500 SH   DFND   13,500 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 2,446 55,731 SH   DFND   55,731 0 0
TRANSUNION COM 89400J107 1,993,387 72,302,758 SH   SOLE   72,302,758 0 0
WHOLE FOODS MKT INC COM 966837106 486 14,500 SH   DFND   14,500 0 0