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
ADVISORY BOARD CO/THE COM 00762W107 3,222 68,839 SH   DFND   68,839 0 0
BOJANGLES' INC COM 097488100 386,206 18,839,342 SH   SOLE   18,839,342 0 0
CERNER CORP COM 156782104 1,983 33,689 SH   DFND   33,689 0 0
CHENIERE ENERGY INC COM 16411R208 1,662 35,165 SH   DFND   35,165 0 0
COTIVITI CORPORATION COM 22164K101 2,110,280 50,691,350 SH   SOLE   50,691,350 0 0
ETRADE FINANCIAL CORP COM 269246401 2,172 62,266 SH   DFND   62,266 0 0
ENVESTNET INC COM 29404K106 581 18,000 SH   DFND   18,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,070 31,400 SH   DFND   31,400 0 0
FIVE BELOW COM 33829M101 5,116 118,118 SH   DFND   118,118 0 0
KINDER MORGAN INC COM 49456B101 4,315 198,480 SH   DFND   198,480 0 0
LULULEMON ATHLETICA, INC. COM 550021109 1,042,860 20,105,279 SH   SOLE   20,105,279 0 0
PARTY CITY HOLDCO, INC. COM 702149105 314,720 22,400,000 SH   SOLE   22,400,000 0 0
REALOGY HOLDINGS CORP COM 75605Y106 1,993 66,889 SH   DFND   66,889 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 2,623 8,457 SH   DFND   8,457 0 0
STERICYCLE INC COM 858912108 3,572 43,100 SH   DFND   43,100 0 0
TRANSDIGM GROUP INC. COM 893641100 2,537 11,525 SH   DFND   11,525 0 0
TRANSUNION COM 89400J107 1,025,278 26,734,759 SH   SOLE   26,734,759 0 0
WHOLE FOODS MKT INC COM 966837106 1,066 35,858 SH   DFND   35,858 0 0