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
BMC STK HLDGS INC COM 05591B109 19,912 955,000 SH   DFND 1,2,3 955,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,588 6,000 SH   DFND 1,2,3 6,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 1,667 35,000 SH   DFND 1,2,3 35,000 0 0
GENERAL MTRS CO COM 37045V100 985 25,000 SH   DFND 1,2,3 25,000 0 0
MONDELEZ INTL INC CL A 609207105 2,460 60,000 SH   DFND 1,2,3 60,000 0 0
PAYPAL HLDGS INC COM 70450Y103 2,914 35,000 SH   DFND 1,2,3 35,000 0 0
PLUG POWER INC COM NEW 72919P202 9,918 4,910,000 SH   DFND 1,2,3 4,910,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 3,577 70,000 SH   DFND 1,2,3 70,000 0 0
SEASPAN CORP SHS Y75638109 1,527 150,000 SH   DFND 1,2,3 150,000 0 0
SVB FINL GROUP COM 78486Q101 1,617 5,600 SH   DFND 1,2,3 5,600 0 0
UNITED STATES STL CORP NEW COM 912909108 1,043 30,000 SH   DFND 1,2,3 30,000 0 0