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
BOK FINANCIAL CORP COMMON STOCK 05561Q201 7,351 122,442 SH   DFND 1,2 122,442 0 0
BONANZA CREEK ENERGY INC COMMON STOCK 097793103 69,835 2,909,792 SH   DFND 1,2 2,909,792 0 0
BROADCOM CORP CL A COMMON STOCK 111320107 173,320 4,000,000 SH   DFND 1,2 4,000,000 0 0
DIRECTV COMMON STOCK 25490A309 142,188 1,640,000 SH   DFND 1,2 1,640,000 0 0
GOOGLE INC CL C COMMON STOCK 38259P706 2,907,466 5,523,302 SH   DFND 1,2 5,523,302 0 0
GUIDEWIRE SOFTWARE INC COMMON STOCK 40171V100 7,595 150,000 SH   DFND 1,2 150,000 0 0
HCP INC (REIT) COMMON STOCK 40414L109 88,060 2,000,000 SH   DFND 1,2 2,000,000 0 0
INTERNATIONAL RECTIFIER CORPORATION COMMON STOCK 460254105 59,760 1,497,734 SH   DFND 1,2 1,497,734 0 0
KANSAS CITY SOUTHERN COMMON STOCK 485170302 11,593 95,000 SH   DFND 1,2 95,000 0 0
MACERICH CO (REIT) COMMON STOCK 554382101 135,124 1,620,000 SH   DFND 1,2 1,620,000 0 0
MEDTRONIC INC COMMON STOCK 585055106 401,721 5,564,000 SH   DFND 1,2 5,564,000 0 0
NEVRO CORP COMMON STOCK 64157F103 9,668 250,000 SH   DFND 1,2 250,000 0 0
NEW RELIC INC COMMON STOCK 64829B100 2,439 70,000 SH   DFND 1,2 70,000 0 0
SEALED AIR CORP COMMON STOCK 81211K100 48,158 1,135,000 SH   DFND 1,2 1,135,000 0 0
SYNCHRONY FINANCIAL COMMON STOCK 87165B103 59,500 2,000,000 SH   DFND 1,2 2,000,000 0 0
TRAVELPORT WORLDWIDE LTD COMMON STOCK BQV0M37 7,200 400,000 SH   DFND 1,2 400,000 0 0