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
ACADIA HEALTHCARE COMPANY, INC. COM 00404A109 18,379 370,913 SH   SOLE   370,913 0 0
ADVISORY BOARD CO/THE COM 00762W107 2,488 55,600 SH   DFND   55,600 0 0
BOJANGLES', INC. COM 097488100 406,281 25,456,231 SH   SOLE   25,456,231 0 0
CHENIERE ENERGY INC COM 16411R208 1,533 35,165 SH   DFND   35,165 0 0
COTIVITI CORPORATION COM 22164K101 1,968,309 58,702,930 SH   SOLE   58,702,930 0 0
E*TRADE FINANCIAL CORP COM 269246401 1,813 62,266 SH   DFND   62,266 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,215 31,400 SH   DFND   31,400 0 0
FIVE BELOW COM 33829M101 3,626 90,000 SH   DFND   90,000 0 0
KINDER MORGAN INC COM 49456B101 3,023 130,700 SH   DFND   130,700 0 0
LULULEMON ATHLETICA, INC. COM 550021109 1,226,020 20,105,279 SH   SOLE   20,105,279 0 0
PARTY CITY HOLDCO, INC. COM 702149105 383,488 22,400,000 SH   SOLE   22,400,000 0 0
REALOGY HOLDINGS CORP COM 75605Y106 1,730 66,889 SH   DFND   66,889 0 0
SCHWAB (CHARLES) CORP COM 808513105 631 20,000 SH   DFND   20,000 0 0
STERICYCLE INC COM 858912108 1,683 21,000 SH   DFND   21,000 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 4,920 151,110 SH   DFND   151,110 0 0
TRANSUNION COM 89400J107 1,292,293 37,457,759 SH   SOLE   37,457,759 0 0
WHOLE FOODS MKT INC COM 966837106 1,017 35,858 SH   DFND   35,858 0 0