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
ADOBE SYS INC COM 00724F101 106,828 1,625,000 SH   DFND 1,2,3,4 1,625,000 0 0
AIR LEASE CORP CL A 00912X302 31,892 855,237 SH   DFND 1,2,3,4 855,237 0 0
ALTISOURCE ASSET MGMT CORP COM 02153X108 64,479 60,000 SH   DFND 1,2,3,4 60,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 11,406 206,223 SH   DFND 1,2,3,4 206,223 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 88,692 950,000 SH   DFND 1,2,3,4 950,000 0 0
BLOCK H & R INC COM 093671105 10,567 350,000 SH   DFND 1,2,3,4 350,000 0 0
BLOCK H & R INC COM 093671105 10,567 350,000 SH Call DFND 1,2,3,4 350,000 0 0
CARTER INC COM 146229109 100,945 1,300,000 SH   DFND 1,2,3,4 1,300,000 0 0
CF INDS HLDGS INC COM 125269100 52,128 200,000 SH   DFND 1,2,3,4 200,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 149,630 6,500,000 SH   DFND 1,2,3,4 6,500,000 0 0
ENDO INTL PLC SHS G30401106 9,611 140,000 SH   DFND 1,2,3,4 140,000 0 0
ENPRO INDS INC COM 29355X107 29,068 400,000 SH   DFND 1,2,3,4 400,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 75,090 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
GRAHAM HLDGS CO COM 384637104 23,953 34,036 SH   DFND 1,2,3,4 34,036 0 0
LAMAR ADVERTISING CO CL A 512815101 65,346 1,281,300 SH   DFND 1,2,3,4 1,281,300 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 122,130 3,000,000 SH   DFND 1,2,3,4 3,000,000 0 0
METHANEX CORP COM 59151K108 126,094 1,972,065 SH   DFND 1,2,3,4 1,972,065 0 0
MICRON TECHNOLOGY INC COM 595112103 21,294 900,000 SH   DFND 1,2,3,4 900,000 0 0
MOODYS CORP COM 615369105 99,150 1,250,000 SH   DFND 1,2,3,4 1,250,000 0 0
MYLAN INC COM 628530107 36,623 750,000 SH   DFND 1,2,3,4 750,000 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 58,179 1,550,605 SH   DFND 1,2,3,4 1,550,605 0 0
NICHOLAS FINANCIAL INC COM NEW 65373J209 16,300 1,036,220 SH   DFND 1,2,3,4 1,036,220 0 0
NORTHERN TR CORP COM 665859104 19,668 300,000 SH   DFND 1,2,3,4 300,000 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 145,260 9,000,000 SH   DFND 1,2,3,4 9,000,000 0 0
OSI SYSTEMS INC COM 671044105 14,324 239,300 SH   DFND 1,2,3,4 239,300 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 21,908 1,150,000 SH   DFND 1,2,3,4 1,150,000 0 0
PREMIER INC CL A 74051N102 30,117 914,030 SH   DFND 1,2,3,4 914,030 0 0
RESOURCE AMERICA INC CL A 761195205 1,714 200,000 SH   DFND 1,2,3,4 200,000 0 0
SALESFORCE COM INC COM 79466L302 9,134 160,000 SH   DFND 1,2,3,4 160,000 0 0
SENOMYX INC COM 81724Q107 1,601 150,000 SH   DFND 1,2,3,4 150,000 0 0
STATE STR CORP COM 857477103 83,460 1,200,000 SH   DFND 1,2,3,4 1,200,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 10,151 77,000 SH   DFND 1,2,3,4 77,000 0 0
VEEVA SYS INC CL A COM 922475108 2,003 75,000 SH   DFND 1,2,3,4 75,000 0 0
VRINGO INC COM 92911N104 1,735 500,000 SH   DFND 1,2,3,4 500,000 0 0
WALTER INVT MGMT CORP COM 93317W102 8,949 300,000 SH   DFND 1,2,3,4 300,000 0 0
WESTERN REFNG INC COM 959319104 7,720 200,000 SH   DFND 1,2,3,4 200,000 0 0
WORKDAY INC CL A 98138H101 11,429 125,000 SH   DFND 1,2,3,4 125,000 0 0