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 C | 02079K107 | 2,407 | 2,300 | SH | DFND | 1 | 2,300 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,423 | 2,300 | SH | DFND | 1 | 2,300 | 0 | 0 | |
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 2,674 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | |
| CANNAE HLDGS INC | COM | 13765N107 | 2,299 | 135,000 | SH | DFND | 1 | 135,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 6,708 | 167,500 | SH | DFND | 1 | 167,500 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 9,534 | 102,500 | SH | DFND | 1 | 102,500 | 0 | 0 | |
| E L F BEAUTY INC | COM | 26856L103 | 892 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 10,945 | 290,000 | SH | DFND | 1 | 290,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 4,412 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 14,181 | 197,500 | SH | DFND | 1 | 197,500 | 0 | 0 | |
| HD SUPPLY HLDGS INC | COM | 40416M105 | 28,421 | 710,000 | SH | DFND | 1 | 710,000 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 8,398 | 142,500 | SH | DFND | 1 | 142,500 | 0 | 0 | |
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 8,924 | 920,000 | SH | DFND | 1 | 920,000 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 7,198 | 142,500 | SH | DFND | 1 | 142,500 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071M856 | 1,356 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 5,495 | 225,000 | SH | DFND | 1 | 225,000 | 0 | 0 | |
| MACERICH CO | COM | 554382101 | 17,734 | 270,000 | SH | DFND | 1 | 270,000 | 0 | 0 | |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 3,759 | 300,000 | SH | DFND | 1 | 300,000 | 0 | 0 | |
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 8,178 | 34,000 | SH | DFND | 1 | 34,000 | 0 | 0 | |
| ON DECK CAP INC | COM | 682163100 | 4,449 | 775,000 | SH | DFND | 1 | 775,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 19,141 | 260,000 | SH | DFND | 1 | 260,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 21,144 | 425,000 | SH | DFND | 1 | 425,000 | 0 | 0 | |
| TRUPANION INC | COM | 898202106 | 732 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| ULTA BEAUTY INC | COM | 90384S303 | 6,374 | 28,500 | SH | DFND | 1 | 28,500 | 0 | 0 | |
| US FOODS HLDG CORP | COM | 912008109 | 48,374 | 1,515,000 | SH | DFND | 1 | 1,515,000 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 2,294 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | |