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 ASSET MGMT CORP COM 02153X108 21,653 40,625 SH   DFND 1 40,625 0 0
ALTISOURCE ASSET MGMT CORP COM 02153X108 20,703 38,843 SH   DFND 2 38,843 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 29,449 210,336 SH   DFND 1 210,336 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 28,125 200,880 SH   DFND 2 200,880 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 6,392 495,521 SH   DFND 1 495,521 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 6,104 473,200 SH   DFND 2 473,200 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 15,710 159,075 SH   DFND 1 159,075 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 14,992 151,807 SH   DFND 2 151,807 0 0
CARTER INC COM 146229109 20,155 265,584 SH   DFND 1 265,584 0 0
CARTER INC COM 146229109 19,238 253,500 SH   DFND 2 253,500 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 15,767 117,000 SH   DFND 1 117,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 15,066 111,800 SH   DFND 2 111,800 0 0
CROWN CASTLE INTL CORP COM 228227104 24,765 339,105 SH   DFND 1 339,105 0 0
CROWN CASTLE INTL CORP COM 228227104 23,647 323,800 SH   DFND 2 323,800 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 21,425 376,530 SH   DFND 1 376,530 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 20,482 359,972 SH   DFND 2 359,972 0 0
DOLLAR TREE INC COM 256746108 12,594 220,328 SH   DFND 1 220,328 0 0
DOLLAR TREE INC COM 256746108 12,021 210,300 SH   DFND 2 210,300 0 0
DOMINOS PIZZA INC COM 25754A201 9,171 134,973 SH   DFND 1 134,973 0 0
DOMINOS PIZZA INC COM 25754A201 8,759 128,900 SH   DFND 2 128,900 0 0
FACEBOOK INC CL A 30303M102 22,950 456,800 SH   DFND 1 456,800 0 0
FACEBOOK INC CL A 30303M102 21,915 436,200 SH   DFND 2 436,200 0 0
FIRST CASH FINL SVCS INC COM 31942D107 8,249 142,345 SH   DFND 1 142,345 0 0
FIRST CASH FINL SVCS INC COM 31942D107 7,881 136,004 SH   DFND 2 136,004 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 35,042 930,248 SH   DFND 1 930,248 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 33,461 888,264 SH   DFND 2 888,264 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 4,589 141,209 SH   DFND 1 141,209 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 4,379 134,750 SH   DFND 2 134,750 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 14,220 301,854 SH   DFND 1 301,854 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 13,596 288,598 SH   DFND 2 288,598 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 19,729 261,550 SH   DFND 1 261,550 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 20,657 273,858 SH   DFND 1 273,858 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 10,310 129,930 SH   DFND 2 129,930 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 10,803 136,143 SH   DFND 2 136,143 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 14,033 597,900 SH   DFND 1 597,900 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 13,415 571,600 SH   DFND 2 571,600 0 0
MASTERCARD INC CL A 57636Q104 15,474 23,000 SH   DFND 1 23,000 0 0
MASTERCARD INC CL A 57636Q104 14,842 22,061 SH   DFND 2 22,061 0 0
OCWEN FINL CORP COM NEW 675746309 41,518 744,451 SH   DFND 1 744,451 0 0
OCWEN FINL CORP COM NEW 675746309 39,658 711,100 SH   DFND 2 711,100 0 0
PRICELINE COM INC COM NEW 741503403 13,749 13,600 SH   DFND 1 13,600 0 0
PRICELINE COM INC COM NEW 741503403 13,142 13,000 SH   DFND 2 13,000 0 0
SALESFORCE COM INC COM 79466L302 6,333 122,000 SH   DFND 1 122,000 0 0
SALESFORCE COM INC COM 79466L302 6,051 116,574 SH   DFND 2 116,574 0 0
SAP AG SPON ADR 803054204 16,090 217,667 SH   DFND 1 217,667 0 0
SAP AG SPON ADR 803054204 15,361 207,800 SH   DFND 2 207,800 0 0
SBA COMMUNICATIONS CORP COM 78388J106 37,693 468,472 SH   DFND 1 468,472 0 0
SBA COMMUNICATIONS CORP COM 78388J106 35,990 447,300 SH   DFND 2 447,300 0 0
SIRIUS XM RADIO INC COM 82967N108 18,871 4,876,150 SH   DFND 1 4,876,150 0 0
SIRIUS XM RADIO INC COM 82967N108 18,019 4,656,049 SH   DFND 2 4,656,049 0 0
TRANSDIGM GROUP INC COM 893641100 28,379 204,606 SH   DFND 1 204,606 0 0
TRANSDIGM GROUP INC COM 893641100 27,144 195,700 SH   DFND 2 195,700 0 0
TRIPADVISOR INC COM 896945201 6,325 83,400 SH   DFND 1 83,400 0 0
TRIPADVISOR INC COM 896945201 6,037 79,600 SH   DFND 2 79,600 0 0
VERISIGN INC COM 92343E102 11,231 220,700 SH   DFND 1 220,700 0 0
VERISIGN INC COM 92343E102 10,723 210,700 SH   DFND 2 210,700 0 0
VERISK ANALYTICS INC CL A 92345Y106 8,178 125,900 SH   DFND 1 125,900 0 0
VERISK ANALYTICS INC CL A 92345Y106 7,815 120,300 SH   DFND 2 120,300 0 0
VISA INC COM CL A 92826C839 17,027 89,100 SH   DFND 1 89,100 0 0
VISA INC COM CL A 92826C839 16,244 85,000 SH   DFND 2 85,000 0 0