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 48,356 790,000 SH   DFND 1,3,4 790,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 25,742 480,000 SH   DFND 2,4 480,000 0 0
AMGEN INC COM 031162100 20,230 127,000 SH   DFND 1,2,4 127,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 152,040 3,234,198 SH   DFND 1,2,3,4 3,234,198 0 0
BROADCOM CORP CL A 111320107 20,798 480,000 SH   DFND 2,4 480,000 0 0
CANADIAN NAT RES LTD COM 136385101 23,932 775,000 SH   DFND 2,4 775,000 0 0
CARTER INC COM 146229109 295,492 3,384,400 SH   DFND 1,2,3,4 3,384,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208 184,016 2,613,857 SH   DFND 1,2,3,4 2,613,857 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 60,612 2,690,300 SH   DFND 1,2,3,4 2,690,300 0 0
CITRIX SYS INC COM 177376100 3,957 62,016 SH   DFND 1,2,4 62,016 0 0
CONSTELLATION BRANDS INC CL A 21036P108 297,413 3,029,567 SH   DFND 1,2,3,4 3,029,567 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 170,112 2,245,997 SH   DFND 1,2,3,4 2,245,997 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 25,333 515,000 SH   DFND 2,4 515,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 14,140 231,000 SH   DFND 2,4 231,000 0 0
FLUOR CORP NEW COM 343412102 21,524 355,000 SH   DFND 2,4 355,000 0 0
GENERAL MTRS CO COM 37045V100 75,057 2,150,000 SH   DFND 2,4 2,150,000 0 0
GILEAD SCIENCES INC COM 375558103 201,811 2,141,000 SH   DFND 1,2,3,4 2,141,000 0 0
GRUBHUB INC COM 400110102 30,327 835,000 SH   DFND 1,3,4 835,000 0 0
IMPAX LABORATORIES INC COM 45256B101 16,889 533,100 SH   DFND 1,2,3,4 533,100 0 0
KBR INC COM 48242W106 11,696 690,000 SH   DFND 1,2,4 690,000 0 0
MARATHON PETE CORP COM 56585A102 276,242 3,060,511 SH   DFND 1,2,3,4 3,060,511 0 0
MARKIT LTD SHS G58249106 66,736 2,525,000 SH   DFND 1,2,3,4 2,525,000 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 110,185 1,897,121 SH   DFND 1,2,3,4 1,897,121 0 0
MCDERMOTT INTL INC COM 580037109 2,910 1,000,000 SH   DFND 2,4 1,000,000 0 0
MIDDLEBY CORP COM 596278101 195,891 1,976,704 SH   DFND 1,2,3,4 1,976,704 0 0
MONSANTO CO NEW COM 61166W101 279,470 2,339,251 SH   DFND 1,2,3,4 2,339,251 0 0
NVR INC COM 62944T105 280,320 219,802 SH   DFND 1,2,3,4 219,802 0 0
OCWEN FINL CORP COM NEW 675746309 134,540 8,909,964 SH   DFND 1,2,3,4 8,909,964 0 0
PERRIGO CO PLC SHS G97822103 155,870 932,457 SH   DFND 1,2,3,4 932,457 0 0
PRICELINE GRP INC COM NEW 741503403 253,399 222,239 SH   DFND 1,2,3,4 222,239 0 0
RANGE RES CORP COM 75281A109 98,098 1,835,316 SH   DFND 1,2,4 1,835,316 0 0
SIGNET JEWELERS LIMITED SHS G81276100 299,096 2,273,285 SH   DFND 1,2,3,4 2,273,285 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 47,422 2,510,407 SH   DFND 1,2,4 2,510,407 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 227,140 3,948,209 SH   DFND 1,2,3,4 3,948,209 0 0
TEREX CORP NEW COM 880779103 89,650 3,215,578 SH   DFND 1,2,3,4 3,215,578 0 0
TRANSDIGM GROUP INC COM 893641100 372,722 1,898,251 SH   DFND 1,2,3,4 1,898,251 0 0
UNITED CONTL HLDGS INC COM 910047109 26,087 390,000 SH   DFND 2,4 390,000 0 0
UNIVERSAL STAINLESS & ALLOY COM 913837100 28,747 1,143,021 SH   DFND 1,3,4 1,143,021 0 0
WABCO HLDGS INC COM 92927K102 127,027 1,212,320 SH   DFND 1,2,3,4 1,212,320 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 254,988 3,107,335 SH   DFND 1,2,3,4 3,107,335 0 0
WESCO INTL INC COM 95082P105 101,564 1,332,685 SH   DFND 1,2,3,4 1,332,685 0 0
WORKDAY INC CL A 98138H101 200,262 2,453,885 SH   DFND 1,2,3,4 2,453,885 0 0