The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACTAVIS INC | COM | 00507K103 | 125,737 | 873,176 | SH | DFND | 1,2 | 873,176 | 0 | 0 | |
| AIRGAS INC | COM | 009363102 | 44,755 | 422,020 | SH | DFND | 1,2 | 422,020 | 0 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 50,253 | 506,587 | SH | DFND | 1,2 | 506,587 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 341 | 2 | SH | DFND | 1,2 | 2 | 0 | 0 | |
| BLOCK H & R INC | COM | 093671105 | 222,282 | 8,337,652 | SH | DFND | 1,2 | 8,337,652 | 0 | 0 | |
| BLOCK H & R INC | COM | 093671105 | 53,320 | 2,000,000 | SH | Call | DFND | 1,2 | 2,000,000 | 0 | 0 |
| CARTER INC | COM | 146229109 | 150,641 | 1,984,995 | SH | DFND | 1,2 | 1,984,995 | 0 | 0 | |
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 137,880 | 12,332,766 | SH | DFND | 1,2 | 12,332,766 | 0 | 0 | |
| DANAHER CORP DEL | COM | 235851102 | 42,964 | 619,786 | SH | DFND | 1,2 | 619,786 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 153,100 | 2,711,655 | SH | DFND | 1,2 | 2,711,655 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 118,145 | 2,066,920 | SH | DFND | 1,2 | 2,066,920 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 28,832 | 397,405 | SH | DFND | 1,2 | 397,405 | 0 | 0 | |
| EQUINIX INC | COM NEW | 29444U502 | 168,725 | 918,734 | SH | DFND | 1,2 | 918,734 | 0 | 0 | |
| FORTINET INC | COM | 34959E109 | 64,907 | 3,203,689 | SH | DFND | 1,2 | 3,203,689 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 44,065 | 1,981,342 | SH | DFND | 1,2 | 1,981,342 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 85,598 | 3,034,315 | SH | DFND | 1,2 | 3,034,315 | 0 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 145,143 | 2,076,444 | SH | DFND | 1,2 | 2,076,444 | 0 | 0 | |
| LOUISIANA PAC CORP | COM | 546347105 | 8,795 | 500,000 | SH | Call | DFND | 1,2 | 500,000 | 0 | 0 |
| LOWES COS INC | COM | 548661107 | 109,075 | 2,291,005 | SH | DFND | 1,2 | 2,291,005 | 0 | 0 | |
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 86,943 | 1,166,707 | SH | DFND | 1,2 | 1,166,707 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 150,822 | 1,157,940 | SH | DFND | 1,2 | 1,157,940 | 0 | 0 | |
| MONSTER BEVERAGE CORP | COM | 611740101 | 66,059 | 1,264,286 | SH | DFND | 1,2 | 1,264,286 | 0 | 0 | |
| PITNEY BOWES INC | COM | 724479100 | 73,053 | 4,016,113 | SH | DFND | 1,2 | 4,016,113 | 0 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 43,478 | 1,010,652 | SH | DFND | 1,2 | 1,010,652 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 82,129 | 2,771,816 | SH | DFND | 1,2 | 2,771,816 | 0 | 0 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 87,767 | 952,437 | SH | DFND | 1,2 | 952,437 | 0 | 0 | |
| TIME WARNER INC | COM NEW | 887317303 | 102,863 | 1,563,027 | SH | DFND | 1,2 | 1,563,027 | 0 | 0 | |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 61,637 | 821,939 | SH | DFND | 1,2 | 821,939 | 0 | 0 | |
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 118,750 | 1,138,220 | SH | DFND | 1,2 | 1,138,220 | 0 | 0 | |
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 92857W209 | 78,663 | 2,236,006 | SH | DFND | 1,2 | 2,236,006 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 107,293 | 2,946,001 | SH | DFND | 1,2 | 2,946,001 | 0 | 0 | |