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
ACACIA COMMUNICATIONS INC COM 00401C108 11,714 248,700 SH   DFND 1 0 248,700 0
ALPHABET INC CAP STK CL C 02079K107 142,638 148,719 SH   DFND 1,2,3 0 148,719 0
ALTICE USA INC CL A 02156K103 56,400 2,065,173 SH   DFND 1,2,3 0 2,065,173 0
ANDEAVOR COM 03349M105 281,158 2,725,721 SH   DFND 1,2,3 0 2,725,721 0
APPLIED OPTOELECTRONICS INC COM 03823U102 7,854 121,446 SH   DFND 1 0 121,446 0
CENTURY ALUM CO COM 156431108 2,101 126,730 SH   DFND 1 0 126,730 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 234,627 645,608 SH   DFND 1,2,3 0 645,608 0
CIMPRESS N V SHS EURO N20146101 173,540 1,776,979 SH   DFND 1,2,3 0 1,776,979 0
CREDIT ACCEP CORP MICH COM 225310101 258,213 921,628 SH   DFND 1,2,3 0 921,628 0
EQUIFAX INC COM 294429105 122,440 1,155,205 SH   DFND 1,2,3 0 1,155,205 0
EXPEDIA INC DEL COM NEW 30212P303 356,555 2,477,111 SH   DFND 1,2,3 0 2,477,111 0
FACEBOOK INC CL A 30303M102 114,496 670,075 SH   DFND 1,2,3 0 670,075 0
FORTINET INC COM 34959E109 235,606 6,573,841 SH   DFND 1,2,3 0 6,573,841 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 507,668 7,309,833 SH   DFND 1,2,3 0 7,309,833 0
LIBERTY BROADBAND CORP COM SER A 530307107 24,344 258,486 SH   DFND 1,2,3 0 258,486 0
LIBERTY BROADBAND CORP COM SER C 530307305 201,093 2,110,106 SH   DFND 1,2,3 0 2,110,106 0
LKQ CORP COM 501889208 353,163 9,812,822 SH   DFND 1,2,3 0 9,812,822 0
MOHAWK INDS INC COM 608190104 195,557 790,099 SH   DFND 1,2,3 0 790,099 0
REDFIN CORP COM 75737F108 11,291 450,000 SH   DFND 1 0 450,000 0
RESTAURANT BRANDS INTL INC COM 76131D103 198,487 3,107,191 SH   DFND 1,2,3 0 3,107,191 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 41,943 166,951 SH   DFND 2,3 0 166,951 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 48,864 194,500 SH Call DFND 1,2,3 0 194,500 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 365,851 4,707,295 SH   DFND 1,2,3 0 4,707,295 0
SPS COMM INC COM 78463M107 96,556 1,702,632 SH   DFND 1 0 1,702,632 0
TRANSUNION COM 89400J107 162,969 3,448,340 SH   DFND 1,2,3 0 3,448,340 0