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
BOJANGLES' INC COM 097488100 295,778 18,839,342 SH   SOLE   18,839,342 0 0
CERNER CORP COM 156782104 42,001 652,082 SH   DFND   652,082 0 0
CHENIERE ENERGY INC COM 16411R208 41,197 592,855 SH   DFND   592,855 0 0
ENVESTNET INC COM 29404K106 42,171 691,901 SH   DFND   691,901 0 0
ETRADE FINANCIAL CORP COM 269246401 11,134 212,519 SH   DFND   212,519 0 0
EXPEDIA INC COM 30212P303 65,092 498,866 SH   DFND   498,866 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 66,713 702,170 SH   DFND   702,170 0 0
FIVE BELOW COM 33829M101 35,827 275,466 SH   DFND   275,466 0 0
KINDER MORGAN INC COM 49456B101 43,075 2,429,480 SH   DFND   2,429,480 0 0
LANCADIA HOLDINGS COM 51476W107 21,680 2,000,000 SH   DFND   2,000,000 0 0
LULULEMON ATHLETICA, INC. COM 550021109 1,642,007 10,105,279 SH   SOLE   10,105,279 0 0
NCS MultiStage COM 628877102 488,176 29,568,536 SH   SOLE   29,568,536 0 0
SHUTTERFLY INC COM 825689304 26,163 397,086 SH   DFND   397,086 0 0
STERICYCLE INC COM 858912108 17,992 306,604 SH   DFND   306,604 0 0
SYNEOS HEALTH INC. COM 87166B102 1,155,406 22,413,317 SH   SOLE   22,413,317 0 0
TRANSDIGM GROUP INC. COM 893641100 62,947 169,075 SH   DFND   169,075 0 0
UNITED TECHNOLOGIES CORP COM 913017109 21,391 153,000 SH   DFND   153,000 0 0