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 |
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 2,543 | 60,000 | SH | DFND | 1 | 60,000 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 11,184 | 995,000 | SH | DFND | 1 | 995,000 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 10,721 | 148,000 | SH | DFND | 1 | 148,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 5,621 | 230,000 | SH | DFND | 1 | 230,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 2,248 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 4,395 | 375,000 | SH | DFND | 1 | 375,000 | 0 | 0 | |
| GAMCO INVESTORS INC | COM | 361438104 | 1,510 | 27,500 | SH | DFND | 1 | 27,500 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 1,399 | 2,300 | SH | DFND | 1 | 2,300 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 1,787 | 2,800 | SH | DFND | 1 | 2,800 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 9,006 | 370,000 | SH | DFND | 1 | 370,000 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 11,780 | 435,000 | SH | DFND | 1 | 435,000 | 0 | 0 | |
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 646 | 64,770 | SH | DFND | 1 | 64,770 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 12,070 | 340,000 | SH | DFND | 1 | 340,000 | 0 | 0 | |
| KING DIGITAL ENTMT PLC | ORD SHS | G5258J109 | 2,640 | 195,000 | SH | DFND | 1 | 195,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 3,016 | 115,000 | SH | DFND | 1 | 115,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 2,018 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 3,658 | 165,000 | SH | DFND | 1 | 165,000 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 2,659 | 17,500 | SH | DFND | 1 | 17,500 | 0 | 0 | |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 3,524 | 460,000 | SH | DFND | 1 | 460,000 | 0 | 0 | |
| NOODLES & CO | CL A | 65540B105 | 10,832 | 765,000 | SH | DFND | 1 | 765,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 7,139 | 230,000 | SH | DFND | 1 | 230,000 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 8,727 | 490,000 | SH | DFND | 1 | 490,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 59,703 | 1,670,000 | SH | DFND | 1 | 1,670,000 | 0 | 0 | |
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 4,697 | 230,000 | SH | DFND | 1 | 230,000 | 0 | 0 | |
| SPEEDWAY MOTORSPORTS INC | COM | 847788106 | 3,249 | 180,000 | SH | DFND | 1 | 180,000 | 0 | 0 | |
| TIME INC NEW | COM | 887228104 | 3,334 | 175,000 | SH | DFND | 1 | 175,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 5,987 | 95,000 | SH | DFND | 1 | 95,000 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 16,055 | 950,000 | SH | DFND | 1 | 950,000 | 0 | 0 | |
| XOOM CORP | COM | 98419Q101 | 19,282 | 775,000 | SH | DFND | 1 | 775,000 | 0 | 0 | |