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 | 21,600 | 150,000 | SH | DFND | 1,2,3,4 | 150,000 | 0 | 0 | |
| ADOBE SYS INC | COM | 00724F101 | 103,880 | 2,000,000 | SH | DFND | 1,2,3,4 | 2,000,000 | 0 | 0 | |
| AEGERION PHARMACEUTICALS INC | COM | 00767E102 | 6,431 | 75,000 | SH | DFND | 1,2,3,4 | 75,000 | 0 | 0 | |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 10,640 | 200,000 | SH | DFND | 1,2,3,4 | 200,000 | 0 | 0 | |
| AUTONATION INC | COM | 05329W102 | 70,430 | 1,350,000 | SH | DFND | 1,2,3,4 | 1,350,000 | 0 | 0 | |
| BAZAARVOICE INC | COM | 073271108 | 56,210 | 6,197,347 | SH | DFND | 1,2,3,4 | 6,197,347 | 0 | 0 | |
| BLOCK H & R INC | COM | 093671105 | 93,310 | 3,500,000 | SH | DFND | 1,2,3,4 | 3,500,000 | 0 | 0 | |
| CARTER INC | COM | 146229109 | 53,123 | 700,000 | SH | DFND | 1,2,3,4 | 700,000 | 0 | 0 | |
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 158,400 | 9,600,000 | SH | DFND | 1,2,3,4 | 9,600,000 | 0 | 0 | |
| ENPRO INDS INC | COM | 29355X107 | 31,681 | 526,168 | SH | DFND | 1,2,3,4 | 526,168 | 0 | 0 | |
| EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 129,780 | 2,100,000 | SH | DFND | 1,2,3,4 | 2,100,000 | 0 | 0 | |
| FUSION-IO INC | COM | 36112J107 | 33,475 | 2,500,000 | SH | DFND | 1,2,3,4 | 2,500,000 | 0 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 89,925 | 2,500,000 | SH | DFND | 1,2,3,4 | 2,500,000 | 0 | 0 | |
| GENERAL MTRS CO | *W EXP 12/31/201 | 37045V134 | 5,200 | 1,300,000 | SH | DFND | 1,2,3,4 | 1,300,000 | 0 | 0 | |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | 142,895 | 2,120,097 | SH | DFND | 1,2,3,4 | 2,120,097 | 0 | 0 | |
| LAMAR ADVERTISING CO | CL A | 512815101 | 103,466 | 2,200,000 | SH | DFND | 1,2,3,4 | 2,200,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 76,278 | 3,250,000 | SH | DFND | 1,2,3,4 | 3,250,000 | 0 | 0 | |
| METHANEX CORP | COM | 59151K108 | 148,683 | 2,900,000 | SH | DFND | 1,2,3,4 | 2,900,000 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 105,495 | 1,500,000 | SH | DFND | 1,2,3,4 | 1,500,000 | 0 | 0 | |
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 53,417 | 1,200,242 | SH | DFND | 1,2,3,4 | 1,200,242 | 0 | 0 | |
| NICHOLAS FINANCIAL INC | COM NEW | 65373J209 | 16,880 | 1,036,220 | SH | DFND | 1,2,3,4 | 1,036,220 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 56,550 | 3,081,737 | SH | DFND | 1,2,3,4 | 3,081,737 | 0 | 0 | |
| SEARS HOMETOWN & OUTLET STOR | COM | 812362101 | 9,525 | 300,000 | SH | DFND | 1,2,3,4 | 300,000 | 0 | 0 | |
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 10,615 | 446,000 | SH | DFND | 1,2,3,4 | 446,000 | 0 | 0 | |
| STATE STR CORP | COM | 857477103 | 121,638 | 1,850,000 | SH | DFND | 1,2,3,4 | 1,850,000 | 0 | 0 | |
| STURM RUGER & CO INC | COM | 864159108 | 25,874 | 413,118 | SH | DFND | 1,2,3,4 | 413,118 | 0 | 0 | |
| U S SILICA HLDGS INC | COM | 90346E103 | 44,999 | 1,807,194 | SH | DFND | 1,2,3,4 | 1,807,194 | 0 | 0 | |