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
AIRGAS INC COM 009363102 64,337 673,972 SH   DFND 1,2 673,972 0 0
AUTOZONE INC COM 053332102 114,685 270,681 SH   DFND 1,2 270,681 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 337 2 SH   DFND 1,2 2 0 0
BLOCK H & R INC COM 093671105 195,498 7,044,966 SH   DFND 1,2 7,044,966 0 0
BLOCK H & R INC COM 093671105 55,500 2,000,000 SH Call DFND 1,2 2,000,000 0 0
BOEING CO COM 097023105 49,036 478,681 SH   DFND 1,2 478,681 0 0
CARTER INC COM 146229109 185,141 2,499,543 SH   DFND 1,2 2,499,543 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 130,481 12,332,766 SH   DFND 1,2 12,332,766 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 19,256 1,820,000 SH Call DFND 1,2 1,820,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 104,419 843,106 SH   DFND 1,2 843,106 0 0
DANAHER CORP DEL COM 235851102 52,785 833,889 SH   DFND 1,2 833,889 0 0
DOLLAR GEN CORP NEW COM 256677105 69,943 1,386,923 SH   DFND 1,2 1,386,923 0 0
DOLLAR TREE INC COM 256746108 120,624 2,372,613 SH   DFND 1,2 2,372,613 0 0
EAGLE MATERIALS INC COM 26969P108 31,082 469,015 SH   DFND 1,2 469,015 0 0
EQUINIX INC COM NEW 29444U502 193,180 1,045,798 SH   DFND 1,2 1,045,798 0 0
FLOWERS FOODS INC COM 343498101 85,886 3,895,054 SH   DFND 1,2 3,895,054 0 0
FORTINET INC COM 34959E109 56,065 3,203,689 SH   DFND 1,2 3,203,689 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 33,322 443,000 SH Put DFND 1,2 443,000 0 0
GROUPON INC COM CL A 399473107 52,715 6,165,544 SH   DFND 1,2 6,165,544 0 0
INFORMATICA CORP COM 45666Q102 61,156 1,748,306 SH   DFND 1,2 1,748,306 0 0
INTERXION HOLDING N.V SHS N47279109 51,772 1,981,342 SH   DFND 1,2 1,981,342 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 85,946 169,809 SH   DFND 1,2 169,809 0 0
LAUDER ESTEE COS INC CL A 518439104 66,101 1,005,036 SH   DFND 1,2 1,005,036 0 0
LOUISIANA PAC CORP COM 546347105 7,395 500,000 SH Call DFND 1,2 500,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 40,161 647,546 SH   DFND 1,2 647,546 0 0
MOHAWK INDS INC COM 608190104 104,311 927,291 SH   DFND 1,2 927,291 0 0
MONSTER BEVERAGE CORP COM 611740101 94,408 1,552,001 SH   DFND 1,2 1,552,001 0 0
NETFLIX INC COM 64110L106 32,932 156,011 SH   DFND 1,2 156,011 0 0
REALOGY HLDGS CORP COM 75605Y106 68,995 1,436,194 SH   DFND 1,2 1,436,194 0 0
RESEARCH IN MOTION LTD COM 760975102 5,672 542,300 SH   DFND 1,2 542,300 0 0
STARBUCKS CORP COM 855244109 42,595 650,200 SH   DFND 1,2 650,200 0 0
TARGET CORP COM 87612E106 23,206 337,000 SH Put DFND 1,2 337,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 80,605 952,437 SH   DFND 1,2 952,437 0 0
TIME WARNER INC COM NEW 887317303 62,737 1,085,045 SH   DFND 1,2 1,085,045 0 0
TRANSDIGM GROUP INC COM 893641100 130,622 833,208 SH   DFND 1,2 833,208 0 0
U S G CORP COM NEW 903293405 806 34,982 SH   DFND 1,2 34,982 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 61,682 616,085 SH   DFND 1,2 616,085 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 50,293 751,085 SH   DFND 1,2 751,085 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 97,978 1,138,220 SH   DFND 1,2 1,138,220 0 0
VERISIGN INC COM 92343E102 54,041 1,210,060 SH   DFND 1,2 1,210,060 0 0
VISA INC COM CL A 92826C839 27,558 150,797 SH   DFND 1,2 150,797 0 0