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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 18,805 576,299 SH   DFND 1 576,299 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 11,119 340,759 SH   DFND 2 340,759 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 1,911 58,563 SH   DFND   58,563 0 0
ACTIVISION BLIZZARD INC COM 00507V109 8,389 132,490 SH   DFND 1 132,490 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,962 78,361 SH   DFND 2 78,361 0 0
ACTIVISION BLIZZARD INC COM 00507V109 852 13,463 SH   DFND   13,463 0 0
AIR PRODS & CHEMS INC COM 009158106 28,597 174,284 SH   DFND 1 174,284 0 0
AIR PRODS & CHEMS INC COM 009158106 16,913 103,079 SH   DFND 2 103,079 0 0
AIR PRODS & CHEMS INC COM 009158106 2,906 17,710 SH   DFND   17,710 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 31,314 481,463 SH   DFND 1 481,463 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 18,516 284,683 SH   DFND 2 284,683 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,182 48,925 SH   DFND   48,925 0 0
BLACKBAUD INC COM 09227Q100 1,465 15,500 SH Put DFND 1 15,500 0 0
BLACKBAUD INC COM 09227Q100 161 1,700 SH Put DFND   1,700 0 0
CALAVO GROWERS INC COM 128246105 16,288 192,985 SH   DFND 1 192,985 0 0
CALAVO GROWERS INC COM 128246105 9,631 114,107 SH   DFND 2 114,107 0 0
CALAVO GROWERS INC COM 128246105 1,655 19,611 SH   DFND   19,611 0 0
CHENIERE ENERGY INC COM NEW 16411R208 17,335 321,980 SH   DFND 1 321,980 0 0
CHENIERE ENERGY INC COM NEW 16411R208 10,253 190,431 SH   DFND 2 190,431 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,762 32,719 SH   DFND   32,719 0 0
COMCAST CORP NEW CL A 20030N101 13,007 324,764 SH   DFND 1 324,764 0 0
COMCAST CORP NEW CL A 20030N101 7,691 192,029 SH   DFND 2 192,029 0 0
COMCAST CORP NEW CL A 20030N101 1,322 33,002 SH   DFND   33,002 0 0
CONSTELLATION BRANDS INC CL A 21036P108 37,747 165,146 SH   DFND 1 165,146 0 0
CONSTELLATION BRANDS INC CL A 21036P108 22,325 97,673 SH   DFND 2 97,673 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,836 16,782 SH   DFND   16,782 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 12,405 152,615 SH   DFND 1 152,615 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 7,339 90,293 SH   DFND 2 90,293 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 1,260 15,508 SH   DFND   15,508 0 0
JACK IN THE BOX INC COM 466367109 10,508 107,104 SH   DFND 1 107,104 0 0
JACK IN THE BOX INC COM 466367109 6,215 63,345 SH   DFND 2 63,345 0 0
JACK IN THE BOX INC COM 466367109 1,068 10,884 SH   DFND   10,884 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 12,027 141,410 SH   DFND 1 141,410 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 7,111 83,608 SH   DFND 2 83,608 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,223 14,374 SH   DFND   14,374 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,722 93,851 SH   DFND 1 93,851 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 2,201 55,494 SH   DFND 2 55,494 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 378 9,537 SH   DFND   9,537 0 0
SHUTTERFLY INC COM 82568P304 28,178 566,394 SH   DFND 1 566,394 0 0
SHUTTERFLY INC COM 82568P304 16,666 334,988 SH   DFND 2 334,988 0 0
SHUTTERFLY INC COM 82568P304 2,863 57,556 SH   DFND   57,556 0 0
SHUTTERFLY INC COM 82568P304 8,816 177,200 SH Call DFND 1 177,200 0 0
SHUTTERFLY INC COM 82568P304 5,055 101,600 SH Call DFND 2 101,600 0 0
SHUTTERFLY INC COM 82568P304 1,055 21,200 SH Call DFND   21,200 0 0
SUNOPTA INC COM 8676EP108 2,880 371,575 SH   DFND 1 371,575 0 0
SUNOPTA INC COM 8676EP108 1,703 219,708 SH   DFND 2 219,708 0 0
SUNOPTA INC COM 8676EP108 293 37,759 SH   DFND   37,759 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 13,826 405,209 SH   DFND 1 405,209 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 8,175 239,595 SH   DFND 2 239,595 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,405 41,177 SH   DFND   41,177 0 0
VIASAT INC COM 92552V100 17,567 234,690 SH   DFND 1 234,690 0 0
VIASAT INC COM 92552V100 10,389 138,804 SH   DFND 2 138,804 0 0
VIASAT INC COM 92552V100 1,785 23,849 SH   DFND   23,849 0 0
WELBILT INC COM 949090104 9,364 398,299 SH   DFND 1 398,299 0 0
WELBILT INC COM 949090104 5,537 235,510 SH   DFND 2 235,510 0 0
WELBILT INC COM 949090104 952 40,474 SH   DFND   40,474 0 0
WESTERN DIGITAL CORP COM 958102105 7,006 88,088 SH   DFND 1 88,088 0 0
WESTERN DIGITAL CORP COM 958102105 4,142 52,085 SH   DFND 2 52,085 0 0
WESTERN DIGITAL CORP COM 958102105 712 8,951 SH   DFND   8,951 0 0
WESTERN DIGITAL CORP COM 958102105 10,951 137,700 SH Call DFND 1 137,700 0 0
WESTERN DIGITAL CORP COM 958102105 5,663 71,200 SH Call DFND 2 71,200 0 0
WESTERN DIGITAL CORP COM 958102105 1,352 17,000 SH Call DFND   17,000 0 0
YUM BRANDS INC COM 988498101 11,026 135,106 SH   DFND 1 135,106 0 0
YUM BRANDS INC COM 988498101 6,520 79,887 SH   DFND 2 79,887 0 0
YUM BRANDS INC COM 988498101 1,120 13,729 SH   DFND   13,729 0 0