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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

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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
BED BATH & BEYOND INC COM 075896100 76,012 990,000 SH   DFND   990,000 0 0
CASCADE BANCORP COM NEW 147154207 55,050 11,468,750 SH   DFND   11,468,750 0 0
CONTAINER STORE GROUP INC COM 210751103 524,000 27,506,544 SH   DFND   27,506,544 0 0
IMS HEALTH HLDGS INC COM 44970B109 745,402 27,536,100 SH   DFND   27,536,100 0 0
NORDSTROM INC COM 655664100 34,538 430,000 SH   DFND   430,000 0 0
SHAKE SHACK INC CL A 819047101 460,176 9,194,322 SH   DFND   9,194,322 0 0