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
BIOGEN IDEC INC COMMON STOCK 09062X103 101,835 300,000 SH   DFND 1,2 300,000 0 0
COACH INC COMMON STOCK 189754104 4,695 125,000 SH   DFND 1,2 125,000 0 0
GARMIN LTD COMMON STOCK B3Z5T14 123,655 2,340,613 SH   DFND 1,2 2,340,613 0 0
GOOGLE INC CL C COMMON STOCK 38259P706 3,765,010 7,152,374 SH   DFND 1,2 7,152,374 0 0
GROUP 1 AUTOMOTIVE INC COMMON STOCK 398905109 52,876 590,000 SH   DFND 1,2 590,000 0 0
HOME LOAN SERVICING SOLUTIONS LTD COMMON STOCK B731MH9 25,083 1,285,000 SH   DFND 1,2 1,285,000 0 0
KITE PHARMA INC (PHYSICAL) COMMON STOCK 49803L109 222,442 3,857,147 SH   DFND 1,2 3,857,147 0 0
MEDTRONIC INC COMMON STOCK 585055106 1,032,388 14,299,000 SH   DFND 1,2 14,299,000 0 0
METLIFE INC COMMON STOCK 59156R108 11,061 204,500 SH   DFND 1,2 204,500 0 0
RF MICRO DEVICES INC COMMON STOCK 749941100 482,505 29,084,113 SH   DFND 1,2 29,084,113 0 0
ROCKWOOD HOLDINGS INC COMMON STOCK 774415103 385,914 4,897,388 SH   DFND 1,2 4,897,388 0 0
SEAWORLD ENTERTAINMENT INC COMMON STOCK 81282V100 30,530 1,705,600 SH   DFND 1,2 1,705,600 0 0
TRIQUINT SEMICONDCTR COMMON STOCK 89674K103 545,007 19,782,454 SH   DFND 1,2 19,782,454 0 0