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 |
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 1,892 | 80,000 | SH | DFND | 1,2,3 | 0 | 80,000 | 0 | |
| CARVANA CO | CL A | 146869102 | 29,306 | 704,482 | SH | DFND | 1 | 0 | 704,482 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 50,384 | 171,836 | SH | DFND | 1,2,3 | 0 | 171,836 | 0 | |
| COHERUS BIOSCIENCES INC | COM | 19249H103 | 10,899 | 778,508 | SH | DFND | 1 | 0 | 778,508 | 0 | |
| CREDIT ACCEP CORP MICH | COM | 225310101 | 286,936 | 811,930 | SH | DFND | 1,2,3 | 0 | 811,930 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 436,202 | 2,244,762 | SH | DFND | 1,2,3 | 0 | 2,244,762 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 295,837 | 3,737,200 | SH | DFND | 1,2,3 | 0 | 3,737,200 | 0 | |
| JELD-WEN HLDG INC | COM | 47580P103 | 213,887 | 7,481,180 | SH | DFND | 1,2,3 | 0 | 7,481,180 | 0 | |
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 26,025 | 344,065 | SH | DFND | 1,2,3 | 0 | 344,065 | 0 | |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 222,212 | 2,934,652 | SH | DFND | 1,2,3 | 0 | 2,934,652 | 0 | |
| LKQ CORP | COM | 501889208 | 241,023 | 7,555,565 | SH | DFND | 1,2,3 | 0 | 7,555,565 | 0 | |
| MASONITE INTL CORP NEW | COM | 575385109 | 26,406 | 367,521 | SH | DFND | 1 | 0 | 367,521 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 205,224 | 2,081,165 | SH | DFND | 1,2,3 | 0 | 2,081,165 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 206,837 | 965,309 | SH | DFND | 1,2,3 | 0 | 965,309 | 0 | |
| NATIONAL INSTRS CORP | COM | 636518102 | 24,463 | 582,722 | SH | DFND | 1,2,3 | 0 | 582,722 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 211,759 | 2,885,006 | SH | DFND | 1,2,3 | 0 | 2,885,006 | 0 | |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 264,243 | 4,382,140 | SH | DFND | 1,2,3 | 0 | 4,382,140 | 0 | |
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 524,120 | 6,100,804 | SH | DFND | 1,2,3 | 0 | 6,100,804 | 0 | |
| SPS COMM INC | COM | 78463M107 | 31,358 | 426,755 | SH | DFND | 1 | 0 | 426,755 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 867,571 | 17,459,674 | SH | DFND | 1,2,3 | 0 | 17,459,674 | 0 | |
| UXIN LTD | ADS | 91818X108 | 2,605 | 288,139 | SH | DFND | 1,2,3 | 0 | 288,139 | 0 | |