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 |
| ACACIA RESH CORP | ACACIA TCH COM | 003881307 | 3,173 | 205,000 | SH | DFND | 1 | 205,000 | 0 | 0 | |
| BLACKHAWK NETWORK HLDGS INC | CL A | 09238E104 | 13,608 | 420,000 | SH | DFND | 1 | 420,000 | 0 | 0 | |
| BLACKHAWK NETWORK HLDGS INC | CL B | 09238E203 | 969 | 30,000 | SH | DFND | 1 | 30,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 5,927 | 68,000 | SH | DFND | 1 | 68,000 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 9,014 | 147,500 | SH | DFND | 1 | 147,500 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 19,537 | 345,000 | SH | DFND | 1 | 345,000 | 0 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 6,046 | 69,000 | SH | DFND | 1 | 69,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 1,976 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 1,617 | 2,800 | SH | DFND | 1 | 2,800 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 1,648 | 2,800 | SH | DFND | 1 | 2,800 | 0 | 0 | |
| HSN INC | COM | 404303109 | 3,529 | 57,500 | SH | DFND | 1 | 57,500 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 989 | 15,000 | SH | DFND | 1 | 15,000 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 6,442 | 225,000 | SH | DFND | 1 | 225,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 12,977 | 455,000 | SH | DFND | 1 | 455,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 2,429 | 64,000 | SH | DFND | 1 | 64,000 | 0 | 0 | |
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 2,170 | 64,000 | SH | DFND | 1 | 64,000 | 0 | 0 | |
| MONSTER BEVERAGE CORP | COM | 611740101 | 2,750 | 30,000 | SH | DFND | 1 | 30,000 | 0 | 0 | |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 3,602 | 435,000 | SH | DFND | 1 | 435,000 | 0 | 0 | |
| OUTERWALL INC | COM | 690070107 | 2,805 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| PETSMART INC | COM | 716768106 | 2,103 | 30,000 | SH | DFND | 1 | 30,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 83,833 | 1,720,000 | SH | DFND | 1 | 1,720,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 15,110 | 310,000 | SH | Call | DFND | 1 | 310,000 | 0 | 0 |
| SPEEDWAY MOTORSPORTS INC | COM | 847788106 | 3,412 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| TIME INC NEW | COM | 887228104 | 3,397 | 145,000 | SH | DFND | 1 | 145,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 2,103 | 23,000 | SH | DFND | 1 | 23,000 | 0 | 0 | |
| VOYA FINL INC | COM | 929089100 | 1,955 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 15,491 | 1,125,000 | SH | DFND | 1 | 1,125,000 | 0 | 0 | |
| XOOM CORP | COM | 98419Q101 | 34,681 | 1,580,000 | SH | DFND | 1 | 1,580,000 | 0 | 0 | |