The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,713 | 2,300 | SH | DFND | 1 | 2,300 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,136 | 2,800 | SH | DFND | 1 | 2,800 | 0 | 0 | |
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 1,715 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 14,487 | 1,100,000 | SH | DFND | 1 | 1,100,000 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 13,268 | 155,000 | SH | DFND | 1 | 155,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 5,488 | 230,000 | SH | DFND | 1 | 230,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 2,853 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 4,991 | 460,000 | SH | DFND | 1 | 460,000 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 19,601 | 780,000 | SH | DFND | 1 | 780,000 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 15,215 | 440,000 | SH | DFND | 1 | 440,000 | 0 | 0 | |
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 633 | 59,967 | SH | DFND | 1 | 59,967 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 13,158 | 345,000 | SH | DFND | 1 | 345,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 2,904 | 115,000 | SH | DFND | 1 | 115,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 1,956 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 4,321 | 195,000 | SH | DFND | 1 | 195,000 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 1,994 | 12,500 | SH | DFND | 1 | 12,500 | 0 | 0 | |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 6,076 | 615,000 | SH | DFND | 1 | 615,000 | 0 | 0 | |
| NOODLES & CO | CL A | 65540B105 | 5,337 | 450,000 | SH | DFND | 1 | 450,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 9,071 | 235,000 | SH | DFND | 1 | 235,000 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 10,319 | 490,000 | SH | DFND | 1 | 490,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 77,438 | 1,670,000 | SH | DFND | 1 | 1,670,000 | 0 | 0 | |
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 5,359 | 290,000 | SH | DFND | 1 | 290,000 | 0 | 0 | |
| SPEEDWAY MOTORSPORTS INC | COM | 847788106 | 4,660 | 235,000 | SH | DFND | 1 | 235,000 | 0 | 0 | |
| TIME INC NEW | COM | 887228104 | 4,169 | 270,000 | SH | DFND | 1 | 270,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 5,486 | 82,500 | SH | DFND | 1 | 82,500 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 4,945 | 280,000 | SH | DFND | 1 | 280,000 | 0 | 0 | |