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
ADOBE SYS INC COM 00724F101 121,515 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 132,913 2,150,000 SH   DFND 1,2,3,4 2,150,000 0 0
BALL CORP COM 058498106 121,360 1,730,000 SH   DFND 1,2,3,4 1,730,000 0 0
CARTER INC COM 146229109 85,040 800,000 SH   DFND 1,2,3,4 800,000 0 0
CDK GLOBAL INC COM 12508E101 121,455 2,250,000 SH   DFND 1,2,3,4 2,250,000 0 0
DANAHER CORP DEL COM 235851102 136,944 1,600,000 SH   DFND 1,2,3,4 1,600,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 59,900 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
EPAM SYS INC COM 29414B104 111,397 1,563,900 SH   DFND 1,2,3,4 1,563,900 0 0
GENERAC HLDGS INC COM 368736104 19,954 501,996 SH   DFND 1,2,3,4 501,996 0 0
GENERAL ELECTRIC CO COM 369604103 106,280 4,000,000 SH   DFND 1,2,3,4 4,000,000 0 0
GRAHAM HLDGS CO COM 384637104 38,085 35,426 SH   DFND 1,2,3,4 35,426 0 0
GULFPORT ENERGY CORP COM NEW 402635304 32,200 800,000 SH   DFND 1,2,3,4 800,000 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 63,000 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
IMPAX LABORATORIES INC COM 45256B101 45,920 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
KLX INC COM 482539103 88,260 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 113,918 2,250,000 SH   DFND 1,2,3,4 2,250,000 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 83,250 3,000,000 SH   DFND 1,2,3,4 3,000,000 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 28,275 500,000 SH   DFND 1,2,3,4 500,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 120,284 850,000 SH   DFND 1,2,3,4 850,000 0 0
MASCO CORP COM 574599106 66,675 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
MICRON TECHNOLOGY INC COM 595112103 7,536 400,000 SH   DFND 1,2,3,4 400,000 0 0
NICHOLAS FINANCIAL INC COM NEW 65373J209 1,647 129,498 SH   DFND 1,2,3,4 129,498 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 63,600 4,000,000 SH   DFND 1,2,3,4 4,000,000 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 2,297 100,000 SH   DFND 1,2,3,4 100,000 0 0
PPL CORP COM 69351T106 126,721 4,300,000 SH   DFND 1,2,3,4 4,300,000 0 0
RICE ENERGY INC COM 762760106 22,913 1,100,000 SH   DFND 1,2,3,4 1,100,000 0 0
SANDERSON FARMS INC COM 800013104 7,516 100,000 SH   DFND 1,2,3,4 100,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 62,035 1,900,000 SH   DFND 1,2,3,4 1,900,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 84,375 1,350,000 SH   DFND 1,2,3,4 1,350,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 57,996 1,800,000 SH   DFND 1,2,3,4 1,800,000 0 0
UNIVAR INC COM 91336L107 92,647 3,559,258 SH   DFND 1,2,3,4 3,559,258 0 0
VISA INC COM CL A 92826C839 20,145 300,000 SH   DFND 1,2,3,4 300,000 0 0
VOLITIONRX LTD COM 928661107 3,160 800,000 SH   DFND 1,2,3,4 800,000 0 0
WABCO HLDGS INC COM 92927K102 98,976 800,000 SH   DFND 1,2,3,4 800,000 0 0