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 119,758 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
AERCAP HOLDINGS NV SHS N00985106 23,010 600,000 SH   DFND 1,2,3,4 600,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 42,418 789,316 SH   DFND 1,2,3,4 789,316 0 0
AUTONATION INC COM 05329W102 37,796 760,626 SH   DFND 1,2,3,4 760,626 0 0
BAZAARVOICE INC COM 073271108 19,165 2,419,791 SH   DFND 1,2,3,4 2,419,791 0 0
BLOCK H & R INC COM 093671105 43,560 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
CARTER INC COM 146229109 35,895 500,000 SH   DFND 1,2,3,4 500,000 0 0
CF INDS HLDGS INC COM 125269100 11,652 50,000 SH   DFND 1,2,3,4 50,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 161,048 8,200,000 SH   DFND 1,2,3,4 8,200,000 0 0
ENPRO INDS INC COM 29355X107 23,060 400,000 SH   DFND 1,2,3,4 400,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 140,480 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
FUSION-IO INC COM 36112J107 17,820 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
GARMIN LTD SHS H2906T109 36,952 800,000 SH   DFND 1,2,3,4 800,000 0 0
GENERAL MTRS CO COM 37045V100 89,914 2,200,000 SH   DFND 1,2,3,4 2,200,000 0 0
GENERAL MTRS CO *W EXP 12/31/201 37045V134 9,763 1,775,000 SH   DFND 1,2,3,4 1,775,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 26,454 293,904 SH   DFND 1,2,3,4 293,904 0 0
LAMAR ADVERTISING CO CL A 512815101 94,050 1,800,000 SH   DFND 1,2,3,4 1,800,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 92,752 1,100,000 SH   DFND 1,2,3,4 1,100,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 12,780 143,592 SH   DFND 1,2,3,4 143,592 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 8,637 150,000 SH   DFND 1,2,3,4 150,000 0 0
METHANEX CORP COM 59151K108 149,581 2,525,000 SH   DFND 1,2,3,4 2,525,000 0 0
MICRON TECHNOLOGY INC COM 595112103 27,188 1,250,000 SH   DFND 1,2,3,4 1,250,000 0 0
MINDRAY MEDICAL INTL LTD SPON ADR 602675100 10,908 300,000 SH   DFND 1,2,3,4 300,000 0 0
MOODYS CORP COM 615369105 58,853 750,000 SH   DFND 1,2,3,4 750,000 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 65,483 1,175,000 SH   DFND 1,2,3,4 1,175,000 0 0
NICHOLAS FINANCIAL INC COM NEW 65373J209 16,310 1,036,220 SH   DFND 1,2,3,4 1,036,220 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 78,296 5,821,290 SH   DFND 1,2,3,4 5,821,290 0 0
PERRIGO CO COM 714290103 38,365 250,000 SH   DFND 1,2,3,4 250,000 0 0
PREMIER INC CL A 74051N102 43,616 1,186,500 SH   DFND 1,2,3,4 1,186,500 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 2,172 100,000 SH   DFND 1,2,3,4 100,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 17,865 500,000 SH   DFND 1,2,3,4 500,000 0 0
STATE STR CORP COM 857477103 139,441 1,900,000 SH   DFND 1,2,3,4 1,900,000 0 0
STURM RUGER & CO INC COM 864159108 25,659 351,063 SH   DFND 1,2,3,4 351,063 0 0
U S SILICA HLDGS INC COM 90346E103 60,793 1,782,275 SH   DFND 1,2,3,4 1,782,275 0 0
VISA INC COM CL A 92826C839 50,103 225,000 SH   DFND 1,2,3,4 225,000 0 0
VISTAPRINT N V SHS N93540107 17,089 300,600 SH   DFND 1,2,3,4 300,600 0 0
WESTERN REFNG INC COM 959319104 8,482 200,000 SH   DFND 1,2,3,4 200,000 0 0