The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| BLACKHAWK NETWORK HLDGS INC | CL A | 09238E104 | 3,040 | 85,000 | SH | DFND | 1 | 85,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 3,370 | 29,000 | SH | DFND | 1 | 29,000 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 9,597 | 685,000 | SH | DFND | 1 | 685,000 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 11,156 | 148,000 | SH | DFND | 1 | 148,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 13,266 | 230,000 | SH | DFND | 1 | 230,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 2,055 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 5,288 | 375,000 | SH | DFND | 1 | 375,000 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 1,534 | 2,800 | SH | DFND | 1 | 2,800 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 1,553 | 2,800 | SH | DFND | 1 | 2,800 | 0 | 0 | |
| HSN INC | COM | 404303109 | 1,842 | 27,000 | SH | DFND | 1 | 27,000 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 12,896 | 340,000 | SH | DFND | 1 | 340,000 | 0 | 0 | |
| KING DIGITAL ENTMT PLC | ORD SHS | G5258J109 | 3,128 | 195,000 | SH | DFND | 1 | 195,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 6,860 | 235,000 | SH | DFND | 1 | 235,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 2,521 | 60,000 | SH | DFND | 1 | 60,000 | 0 | 0 | |
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 1,590 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 462 | 15,000 | SH | DFND | 1 | 15,000 | 0 | 0 | |
| MARKET VECTORS ETF TR | OIL SVCS ETF | 57060U191 | 1,264 | 37,500 | SH | DFND | 1 | 37,500 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 2,447 | 17,500 | SH | DFND | 1 | 17,500 | 0 | 0 | |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 4,531 | 460,000 | SH | DFND | 1 | 460,000 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 7,230 | 375,000 | SH | DFND | 1 | 375,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 84,825 | 1,875,000 | SH | DFND | 1 | 1,875,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 7,012 | 155,000 | SH | Call | DFND | 1 | 155,000 | 0 | 0 |
| SPEEDWAY MOTORSPORTS INC | COM | 847788106 | 4,550 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| TIME INC NEW | COM | 887228104 | 3,254 | 145,000 | SH | DFND | 1 | 145,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 1,913 | 23,000 | SH | DFND | 1 | 23,000 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 17,653 | 1,260,000 | SH | DFND | 1 | 1,260,000 | 0 | 0 | |
| XOOM CORP | COM | 98419Q101 | 29,160 | 1,985,000 | SH | DFND | 1 | 1,985,000 | 0 | 0 | |