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 |
| AUTODESK INC | COM | 052769106 | 135,262 | 1,827,612 | SH | DFND | 1,2,3 | 0 | 1,827,612 | 0 | |
| AVEXIS INC | COM | 05366U100 | 27,526 | 576,700 | SH | DFND | 1 | 0 | 576,700 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 235,818 | 1,434,330 | SH | DFND | 1,2,3 | 0 | 1,434,330 | 0 | |
| CARTER INC | COM | 146229109 | 188,029 | 2,176,509 | SH | DFND | 1,2,3 | 0 | 2,176,509 | 0 | |
| CENTURY ALUM CO | COM | 156431108 | 8,341 | 974,375 | SH | DFND | 1 | 0 | 974,375 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 267,135 | 927,809 | SH | DFND | 1,2,3 | 0 | 927,809 | 0 | |
| CIMPRESS N V | SHS EURO | N20146101 | 95,746 | 1,045,152 | SH | DFND | 1,2,3 | 0 | 1,045,152 | 0 | |
| COLFAX CORP | COM | 194014106 | 95,100 | 2,646,811 | SH | DFND | 1,2,3 | 0 | 2,646,811 | 0 | |
| CREDIT ACCEP CORP MICH | COM | 225310101 | 196,818 | 904,870 | SH | DFND | 1,2,3 | 0 | 904,870 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 120,480 | 1,561,026 | SH | DFND | 1,2,3 | 0 | 1,561,026 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 99,272 | 701,467 | SH | DFND | 1,2 | 0 | 701,467 | 0 | |
| FORTINET INC | COM | 34959E109 | 173,411 | 5,757,336 | SH | DFND | 1,2,3 | 0 | 5,757,336 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 508,631 | 18,699,669 | SH | DFND | 1,2,3 | 0 | 18,699,669 | 0 | |
| IMPAX LABORATORIES INC | COM | 45256B101 | 58,782 | 4,436,376 | SH | DFND | 1,2,3 | 0 | 4,436,376 | 0 | |
| MEDIA GEN INC NEW | COM | 58441K100 | 164,346 | 8,727,862 | SH | DFND | 1 | 0 | 8,727,862 | 0 | |
| NEXSTAR BROADCASTING GROUP CL A ORD | COM | 65336K103 | 6,330 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| PAREXEL INTL CORP | COM | 699462107 | 139,064 | 2,116,004 | SH | DFND | 1,2,3 | 0 | 2,116,004 | 0 | |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 177,750 | 3,729,537 | SH | DFND | 1,2,3 | 0 | 3,729,537 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 309,186 | 8,207,749 | SH | DFND | 1,2,3 | 0 | 8,207,749 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 99,368 | 444,538 | SH | DFND | 2,3 | 0 | 444,538 | 0 | |
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 61,268 | 1,050,000 | SH | Call | DFND | 1,2,3 | 0 | 1,050,000 | 0 |
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 470,988 | 8,071,770 | SH | DFND | 1,2,3 | 0 | 8,071,770 | 0 | |
| SPS COMM INC | COM | 78463M107 | 57,593 | 824,050 | SH | DFND | 1 | 0 | 824,050 | 0 | |
| TESORO CORP | COM | 881609101 | 380,711 | 4,353,470 | SH | DFND | 1,2,3 | 0 | 4,353,470 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 59,899 | 240,598 | SH | DFND | 1,2 | 0 | 240,598 | 0 | |
| WEIGHT WATCHERS INTERNATIONAL ORD | COM | 948626106 | 5,725 | 500,079 | SH | DFND | 1 | 0 | 500,079 | 0 | |