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
ACTAVIS PLC SHS G0083B108 244,752 1,456,859 SH   DFND 1,2 1,456,859 0 0
ADOBE SYS INC COM 00724F101 97,072 1,621,130 SH   DFND 1,2 1,621,130 0 0
AIRGAS INC COM 009363102 46,255 413,545 SH   DFND 1,2 413,545 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 101,276 951,308 SH   DFND 1,2 951,308 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 68,835 1,194,851 SH   DFND 1,2 1,194,851 0 0
AUTODESK INC COM 052769106 78,660 1,563,233 SH   DFND 1,2 1,563,233 0 0
BAIDU INC SPON ADR REP A 056752108 64,145 360,609 SH   DFND 1,2 360,609 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 356 2 SH   DFND 1,2 2 0 0
BLOCK H & R INC COM 093671105 196,620 6,770,650 SH   DFND 1,2 6,770,650 0 0
CARTER INC COM 146229109 77,097 1,073,919 SH   DFND 1,2 1,073,919 0 0
CROWN HOLDINGS INC COM 228368106 1,575 35,345 SH   DFND 1,2 35,345 0 0
DANAHER CORP DEL COM 235851102 47,847 619,786 SH   DFND 1,2 619,786 0 0
DOLLAR GEN CORP NEW COM 256677105 119,247 1,976,899 SH   DFND 1,2 1,976,899 0 0
DOLLAR TREE INC COM 256746108 87,078 1,543,397 SH   DFND 1,2 1,543,397 0 0
DSW INC CL A 23334L102 64,008 1,497,960 SH   DFND 1,2 1,497,960 0 0
EAGLE MATERIALS INC COM 26969P108 78,426 1,012,864 SH   DFND 1,2 1,012,864 0 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 68,537 1,015,958 SH   DFND 1,2 1,015,958 0 0
EQUINIX INC COM NEW 29444U502 117,067 659,718 SH   DFND 1,2 659,718 0 0
FORTINET INC COM 34959E109 61,287 3,203,689 SH   DFND 1,2 3,203,689 0 0
HERBALIFE LTD COM USD SHS G4412G101 79,117 1,005,300 SH   DFND 1,2 1,005,300 0 0
INTERXION HOLDING N.V SHS N47279109 46,779 1,981,342 SH   DFND 1,2 1,981,342 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 137,230 1,084,304 SH   DFND 1,2 1,084,304 0 0
KAR AUCTION SVCS INC COM 48238T109 134,839 4,563,064 SH   DFND 1,2 4,563,064 0 0
LAUDER ESTEE COS INC CL A 518439104 103,455 1,373,545 SH   DFND 1,2 1,373,545 0 0
LOUISIANA PAC CORP COM 546347105 9,255 500,000 SH Call DFND 1,2 500,000 0 0
LOWES COS INC COM 548661107 179,598 3,624,576 SH   DFND 1,2 3,624,576 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 64,581 795,427 SH   DFND 1,2 795,427 0 0
MOHAWK INDS INC COM 608190104 135,646 910,988 SH   DFND 1,2 910,988 0 0
MONSTER BEVERAGE CORP COM 611740101 158,907 2,344,797 SH   DFND 1,2 2,344,797 0 0
PITNEY BOWES INC COM 724479100 93,372 4,007,384 SH   DFND 1,2 4,007,384 0 0
REALOGY HLDGS CORP COM 75605Y106 49,997 1,010,652 SH   DFND 1,2 1,010,652 0 0
SEAWORLD ENTMT INC COM 81282V100 80,791 2,808,159 SH   DFND 1,2 2,808,159 0 0
SOLARCITY CORP COM 83416T100 52,573 925,257 SH   DFND 1,2 925,257 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 106,054 952,437 SH   DFND 1,2 952,437 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 163,063 1,388,953 SH   DFND 1,2 1,388,953 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 100,241 2,550,000 SH   DFND 1,2 2,550,000 0 0
WALGREEN CO COM 931422109 58,444 1,017,481 SH   DFND 1,2 1,017,481 0 0
YANDEX N V SHS CLASS A N97284108 102,234 2,369,277 SH   DFND 1,2 2,369,277 0 0
ZYNGA INC CL A 98986T108 79,444 20,906,203 SH   DFND 1,2 20,906,203 0 0