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
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 38,307 407,178 SH   DFND 1 407,178 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 28,191 299,644 SH   DFND 2 299,644 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 13,564 171,475 SH   DFND 1 171,475 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 10,015 126,607 SH   DFND 2 126,607 0 0
AUTOZONE INC COM 053332102 6,715 15,850 SH   DFND 1 15,850 0 0
AUTOZONE INC COM 053332102 4,932 11,641 SH   DFND 2 11,641 0 0
CARTER INC COM 146229109 22,116 298,584 SH   DFND 1 298,584 0 0
CARTER INC COM 146229109 16,332 220,500 SH   DFND 2 220,500 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 12,088 97,600 SH   DFND 1 97,600 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 8,917 72,000 SH   DFND 2 72,000 0 0
CROWN CASTLE INTL CORP COM 228227104 20,566 284,105 SH   DFND 1 284,105 0 0
CROWN CASTLE INTL CORP COM 228227104 15,137 209,100 SH   DFND 2 209,100 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 26,324 217,915 SH   DFND 1 217,915 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 19,375 160,386 SH   DFND 2 160,386 0 0
DOLLAR TREE INC COM 256746108 12,610 248,028 SH   DFND 1 248,028 0 0
DOLLAR TREE INC COM 256746108 9,283 182,600 SH   DFND 2 182,600 0 0
DOMINOS PIZZA INC COM 25754A201 7,192 123,673 SH   DFND 1 123,673 0 0
DOMINOS PIZZA INC COM 25754A201 5,309 91,300 SH   DFND 2 91,300 0 0
EBAY INC COM 278642103 10,949 211,700 SH   DFND 1 211,700 0 0
EBAY INC COM 278642103 8,058 155,800 SH   DFND 2 155,800 0 0
FIRST CASH FINL SVCS INC COM 31942D107 7,400 150,366 SH   DFND 1 150,366 0 0
FIRST CASH FINL SVCS INC COM 31942D107 5,448 110,704 SH   DFND 2 110,704 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 33,406 1,047,548 SH   DFND 1 1,047,548 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 24,586 770,964 SH   DFND 2 770,964 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 7,449 218,434 SH   DFND 1 218,434 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 5,499 161,250 SH   DFND 2 161,250 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 13,034 309,954 SH   DFND 1 309,954 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 9,625 228,900 SH   DFND 2 228,900 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 11,337 153,043 SH   DFND 1 153,043 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 20,941 308,458 SH   DFND 1 308,458 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 8,373 113,030 SH   DFND 2 113,030 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 15,408 226,950 SH   DFND 2 226,950 0 0
MASTERCARD INC CL A 57636Q104 15,971 27,800 SH   DFND 1 27,800 0 0
MASTERCARD INC CL A 57636Q104 11,755 20,461 SH   DFND 2 20,461 0 0
OCWEN FINL CORP COM NEW 675746309 37,769 916,280 SH   DFND 1 916,280 0 0
OCWEN FINL CORP COM NEW 675746309 27,799 674,400 SH   DFND 2 674,400 0 0
PRICELINE COM INC COM NEW 741503403 11,993 14,500 SH   DFND 1 14,500 0 0
PRICELINE COM INC COM NEW 741503403 8,850 10,700 SH   DFND 2 10,700 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 5,726 184,100 SH   DFND 1 184,100 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 4,214 135,500 SH   DFND 2 135,500 0 0
SAP AG SPON ADR 803054204 17,848 245,067 SH   DFND 1 245,067 0 0
SAP AG SPON ADR 803054204 13,139 180,400 SH   DFND 2 180,400 0 0
SBA COMMUNICATIONS CORP COM 78388J106 29,560 398,806 SH   DFND 1 398,806 0 0
SBA COMMUNICATIONS CORP COM 78388J106 21,754 293,500 SH   DFND 2 293,500 0 0
SIRIUS XM RADIO INC COM 82967N108 18,393 5,490,550 SH   DFND 1 5,490,550 0 0
SIRIUS XM RADIO INC COM 82967N108 13,540 4,041,649 SH   DFND 2 4,041,649 0 0
TRANSDIGM GROUP INC COM 893641100 20,961 133,706 SH   DFND 1 133,706 0 0
TRANSDIGM GROUP INC COM 893641100 15,426 98,400 SH   DFND 2 98,400 0 0
VERISIGN INC COM 92343E102 16,408 367,400 SH   DFND 1 367,400 0 0
VERISIGN INC COM 92343E102 12,076 270,400 SH   DFND 2 270,400 0 0
VERISK ANALYTICS INC CL A 92345Y106 8,465 141,800 SH   DFND 1 141,800 0 0
VERISK ANALYTICS INC CL A 92345Y106 6,233 104,400 SH   DFND 2 104,400 0 0
VISA INC COM CL A 92826C839 16,393 89,700 SH   DFND 1 89,700 0 0
VISA INC COM CL A 92826C839 12,080 66,100 SH   DFND 2 66,100 0 0