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 83,685 1,518,511 SH   DFND 1,2,3 1,518,511 0 0
ALLERGAN PLC SHS G0177J108 134,015 500,000 SH   DFND 1,2,3 500,000 0 0
ALLERGAN PLC SHS G0177J108 134,015 500,000 SH Call DFND 1,2,3 500,000 0 0
ALPHABET INC CAP STK CL C 02079K107 145,638 195,500 SH   DFND 1,2,3 195,500 0 0
CST BRANDS INC COM 12646R105 115,160 3,007,568 SH   DFND 1,2,3 3,007,568 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 49,439 2,737,486 SH   DFND 1,2,3 2,737,486 0 0
CONSTELLATION BRANDS INC CL A 21036P108 133,311 882,329 SH   DFND 1,2,3 882,329 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 81,011 1,664,150 SH   DFND 1,2,3 1,664,150 0 0
DOLLAR TREE INC COM 256746108 128,601 1,559,562 SH   DFND 1,2,3 1,559,562 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 72,392 2,955,992 SH   DFND 1,2,3 2,955,992 0 0
EVOLENT HEALTH INC CL A 30050B101 14,374 1,361,147 SH   DFND 1,3 1,361,147 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 126,809 852,500 SH   DFND 1,2,3 852,500 0 0
FLUOR CORP NEW COM 343412102 12,152 226,300 SH   DFND 2,3 226,300 0 0
IMPAX LABORATORIES INC COM 45256B101 66,700 2,083,074 SH   DFND 1,2,3 2,083,074 0 0
KBR INC COM 48242W106 10,434 674,000 SH   DFND 1,2,3 674,000 0 0
KINDER MORGAN INC DEL COM 49456B101 71,184 3,985,674 SH   DFND 2,3 3,985,674 0 0
LKQ CORP COM 501889208 130,431 4,084,901 SH   DFND 1,2,3 4,084,901 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 145,208 3,711,866 SH   DFND 1,2,3 3,711,866 0 0
MANITOWOC FOODSERVICE INC COM 563568104 96,830 6,569,214 SH   DFND 1,2,3 6,569,214 0 0
MANITOWOC INC COM 563571108 3,067 708,200 SH   DFND 1,3 708,200 0 0
MARATHON PETE CORP COM 56585A102 94,815 2,550,166 SH   DFND 1,2,3 2,550,166 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 71,927 1,696,783 SH   DFND 1,2,3 1,696,783 0 0
MIDDLEBY CORP COM 596278101 121,059 1,133,832 SH   DFND 1,2,3 1,133,832 0 0
MOLSON COORS BREWING CO CL B 60871R209 164,030 1,705,450 SH   DFND 1,2,3 1,705,450 0 0
MONSANTO CO NEW COM 61166W101 61,457 700,440 SH   DFND 1,2,3 700,440 0 0
NVR INC COM 62944T105 120,159 69,360 SH   DFND 1,2,3 69,360 0 0
NETSCOUT SYS INC COM 64115T104 71,801 3,125,879 SH   DFND 1,2,3 3,125,879 0 0
PAYPAL HLDGS INC COM 70450Y103 123,662 3,203,686 SH   DFND 1,2,3 3,203,686 0 0
PRICELINE GRP INC COM NEW 741503403 98,978 76,789 SH   DFND 1,2,3 76,789 0 0
SIGNET JEWELERS LIMITED SHS G81276100 231,642 1,867,627 SH   DFND 1,2,3 1,867,627 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 10,386 735,535 SH   DFND 1,2,3 735,535 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 122,961 2,940,943 SH   DFND 1,2,3 2,940,943 0 0
TRANSDIGM GROUP INC COM 893641100 165,443 750,851 SH   DFND 1,2,3 750,851 0 0
UNITED CONTL HLDGS INC COM 910047109 89,078 1,488,100 SH   DFND 1,2,3 1,488,100 0 0
UNIVERSAL STAINLESS & ALLOY COM 913837100 7,166 703,219 SH   DFND 1,3 703,219 0 0
WABCO HLDGS INC COM 92927K102 107,517 1,005,583 SH   DFND 1,2,3 1,005,583 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 86,192 929,295 SH   DFND 1,2,3 929,295 0 0