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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,219 | 2,800 | SH | DFND | 1 | 2,800 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,775 | 2,300 | SH | DFND | 1 | 2,300 | 0 | 0 | |
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 4,333 | 115,000 | SH | DFND | 1 | 115,000 | 0 | 0 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 8,867 | 23,500 | SH | DFND | 1 | 23,500 | 0 | 0 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 26,412 | 70,000 | SH | Call | DFND | 1 | 70,000 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 | 13,878 | 1,075,000 | SH | DFND | 1 | 1,075,000 | 0 | 0 | |
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 2,611 | 47,500 | SH | DFND | 1 | 47,500 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 7,407 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 8,610 | 290,000 | SH | DFND | 1 | 290,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 2,876 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| FIDELITY NATIONAL FINANCIAL | FNFV GROUP COM | 31620R402 | 6,302 | 460,000 | SH | DFND | 1 | 460,000 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 20,691 | 550,000 | SH | DFND | 1 | 550,000 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 7,189 | 205,000 | SH | DFND | 1 | 205,000 | 0 | 0 | |
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 7,794 | 725,000 | SH | DFND | 1 | 725,000 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 8,631 | 202,500 | SH | DFND | 1 | 202,500 | 0 | 0 | |
| LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 793 | 19,999 | SH | DFND | 1 | 19,999 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 6,993 | 350,000 | SH | DFND | 1 | 350,000 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | LBT VEN COM A NE | 53071M856 | 1,106 | 29,999 | SH | DFND | 1 | 29,999 | 0 | 0 | |
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 1,505 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 7,254 | 545,000 | SH | DFND | 1 | 545,000 | 0 | 0 | |
| ON DECK CAP INC | COM | 682163100 | 5,788 | 1,250,000 | SH | DFND | 1 | 1,250,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 10,262 | 260,000 | SH | DFND | 1 | 260,000 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 9,844 | 520,000 | SH | DFND | 1 | 520,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 36,381 | 725,000 | SH | DFND | 1 | 725,000 | 0 | 0 | |
| SPEEDWAY MOTORSPORTS INC | COM | 847788106 | 7,585 | 350,000 | SH | DFND | 1 | 350,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 4,173 | 90,000 | SH | DFND | 1 | 90,000 | 0 | 0 | |
| US FOODS HLDG CORP | COM | 912008109 | 10,442 | 380,000 | SH | DFND | 1 | 380,000 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 3,680 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |