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
BLOCK H & R INC COM 093671105 11,689 421,227 SH   DFND 1 421,227 0 0
BLOCK H & R INC COM 093671105 8,430 303,773 SH   DFND 2 303,773 0 0
BLOCK H & R INC COM 093671105 8,075 291,000 SH Call DFND 1 291,000 0 0
BLOCK H & R INC COM 093671105 5,800 209,000 SH Call DFND 2 209,000 0 0
CARTER INC COM 146229109 18,179 245,432 SH   DFND 1 245,432 0 0
CARTER INC COM 146229109 12,182 164,468 SH   DFND 2 164,468 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 3,555 28,702 SH   DFND 1 28,702 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 2,328 18,798 SH   DFND 2 18,798 0 0
COLFAX CORP COM 194014106 1,664 31,936 SH   DFND 1 31,936 0 0
COLFAX CORP COM 194014106 1,202 23,064 SH   DFND 2 23,064 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 5,067 74,642 SH   DFND 1 0 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 3,385 49,858 SH   DFND 2 49,858 0 0
MASTERCARD INC CL A 57636Q104 6,270 10,913 SH   DFND 1 10,913 0 0
MASTERCARD INC CL A 57636Q104 4,409 7,674 SH   DFND 2 7,674 0 0
MONDELEZ INTL INC CL A 609207105 79 2,754 SH   DFND 1 2,754 0 0
MONDELEZ INTL INC CL A 609207105 64 2,246 SH   DFND 2 2,246 0 0
SEAWORLD ENTMT INC COM 81282V100 3,821 108,867 SH   DFND 1 108,867 0 0
SEAWORLD ENTMT INC COM 81282V100 2,704 77,033 SH   DFND 2 77,033 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 4,330 123,154 SH   DFND 1 123,154 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,054 86,846 SH   DFND 2 86,846 0 0
THE ADT CORPORATION COM 00101J106 832 20,943 SH   DFND 1 20,943 0 0
THE ADT CORPORATION COM 00101J106 558 14,057 SH   DFND 2 14,057 0 0
TRIPADVISOR INC COM 896945201 1,397 22,943 SH   DFND 1 22,943 0 0
TRIPADVISOR INC COM 896945201 991 16,287 SH   DFND 2 16,287 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 8,192 95,170 SH   DFND 1 95,170 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 5,365 62,330 SH   DFND 2 62,330 0 0
VISA INC COM CL A 92826C839 2,132 11,664 SH   DFND 1 11,664 0 0
VISA INC COM CL A 92826C839 1,523 8,336 SH   DFND 2 8,336 0 0
WISDOMTREE TRUST JAPN HEDGE EQT 97717W851 3,205 70,262 SH   DFND 1 70,262 0 0
WISDOMTREE TRUST JAPN HEDGE EQT 97717W851 2,269 49,738 SH   DFND 2 49,738 0 0