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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,374 | 2,800 | SH | DFND | 1 | 2,800 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,908 | 2,300 | SH | DFND | 1 | 2,300 | 0 | 0 | |
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 4,669 | 115,000 | SH | DFND | 1 | 115,000 | 0 | 0 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 10,470 | 23,500 | SH | DFND | 1 | 23,500 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 15,609 | 1,075,000 | SH | DFND | 1 | 1,075,000 | 0 | 0 | |
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 3,044 | 47,500 | SH | DFND | 1 | 47,500 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 6,973 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 10,575 | 315,000 | SH | DFND | 1 | 315,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 3,551 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 6,095 | 460,000 | SH | DFND | 1 | 460,000 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 12,498 | 380,000 | SH | DFND | 1 | 380,000 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 8,110 | 205,000 | SH | DFND | 1 | 205,000 | 0 | 0 | |
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 7,909 | 787,000 | SH | DFND | 1 | 787,000 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 8,843 | 202,500 | SH | DFND | 1 | 202,500 | 0 | 0 | |
| LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 910 | 19,999 | SH | DFND | 1 | 19,999 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 6,907 | 345,000 | SH | DFND | 1 | 345,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071M856 | 1,334 | 29,999 | SH | DFND | 1 | 29,999 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM A SIRIUSXM | 531229409 | 6,811 | 175,000 | SH | DFND | 1 | 175,000 | 0 | 0 | |
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 1,410 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 6,442 | 545,000 | SH | DFND | 1 | 545,000 | 0 | 0 | |
| ON DECK CAP INC | COM | 682163100 | 7,610 | 1,510,000 | SH | DFND | 1 | 1,510,000 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 1,181 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 11,185 | 260,000 | SH | DFND | 1 | 260,000 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 9,500 | 520,000 | SH | DFND | 1 | 520,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 27,767 | 575,000 | SH | DFND | 1 | 575,000 | 0 | 0 | |
| SPEEDWAY MOTORSPORTS INC | COM | 847788106 | 6,594 | 350,000 | SH | DFND | 1 | 350,000 | 0 | 0 | |
| STURM RUGER & CO INC | COM | 864159108 | 1,339 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 1,177 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 3,992 | 92,500 | SH | DFND | 1 | 92,500 | 0 | 0 | |
| TRUPANION INC | COM | 898202106 | 356 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| US FOODS HLDG CORP | COM | 912008109 | 12,871 | 460,000 | SH | DFND | 1 | 460,000 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 1,667 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | |