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 34,215 31,838 SH   DFND 1 31,838 0 0
ALTISOURCE ASSET MGMT CORP COM 02153X108 35,157 32,715 SH   DFND 2 32,715 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 39,860 327,636 SH   DFND 1 327,636 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 40,839 335,680 SH   DFND 2 335,680 0 0
AMTRUST FINL SVCS INC COM 032359309 11,339 301,500 SH   DFND 1 301,500 0 0
AMTRUST FINL SVCS INC COM 032359309 11,617 308,885 SH   DFND 2 308,885 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 7,284 735,721 SH   DFND 1 735,721 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 7,365 743,973 SH   DFND 2 743,973 0 0
CARTER INC COM 146229109 25,235 324,984 SH   DFND 1 324,984 0 0
CARTER INC COM 146229109 25,862 333,054 SH   DFND 2 333,054 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 37,793 306,762 SH   DFND 1 306,762 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 38,719 314,278 SH   DFND 2 314,278 0 0
CROWN CASTLE INTL CORP COM 228227104 34,941 473,583 SH   DFND 1 473,583 0 0
CROWN CASTLE INTL CORP COM 228227104 35,792 485,119 SH   DFND 2 485,119 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 18,687 242,500 SH   DFND 1 242,500 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 19,149 248,493 SH   DFND 2 248,493 0 0
DOLLAR TREE INC COM 256746108 13,997 268,254 SH   DFND 1 268,254 0 0
DOLLAR TREE INC COM 256746108 14,156 271,300 SH   DFND 2 271,300 0 0
DOMINOS PIZZA INC COM 25754A201 10,096 131,173 SH   DFND 1 131,173 0 0
DOMINOS PIZZA INC COM 25754A201 10,214 132,700 SH   DFND 2 132,700 0 0
FACEBOOK INC CL A 30303M102 27,403 454,900 SH   DFND 1 454,900 0 0
FACEBOOK INC CL A 30303M102 28,074 466,044 SH   DFND 2 466,044 0 0
FIRST CASH FINL SVCS INC COM 31942D107 5,379 106,596 SH   DFND 1 106,596 0 0
FIRST CASH FINL SVCS INC COM 31942D107 5,513 109,255 SH   DFND 2 109,255 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 12,582 301,810 SH   DFND 1 301,810 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 12,894 309,285 SH   DFND 2 309,285 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 18,833 383,947 SH   DFND 1 383,947 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 19,045 388,280 SH   DFND 2 388,280 0 0
HOMEAWAY INC COM 43739Q100 10,649 282,700 SH   DFND 1 282,700 0 0
HOMEAWAY INC COM 43739Q100 10,909 289,600 SH   DFND 2 289,600 0 0
HSN INC COM 404303109 7,233 121,100 SH   DFND 1 121,100 0 0
HSN INC COM 404303109 7,412 124,100 SH   DFND 2 124,100 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 5,439 130,743 SH   DFND 1 130,743 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 27,001 663,259 SH   DFND 1 663,259 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 5,576 134,030 SH   DFND 2 134,030 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 27,371 672,330 SH   DFND 2 672,330 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 25,703 890,300 SH   DFND 1 890,300 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 26,334 912,165 SH   DFND 2 912,165 0 0
MASTERCARD INC CL A 57636Q104 12,057 161,400 SH   DFND 1 161,400 0 0
MASTERCARD INC CL A 57636Q104 12,192 163,210 SH   DFND 2 163,210 0 0
OCWEN FINL CORP COM NEW 675746309 54,726 1,396,786 SH   DFND 1 1,396,786 0 0
OCWEN FINL CORP COM NEW 675746309 56,082 1,431,400 SH   DFND 2 1,431,400 0 0
PANDORA MEDIA INC COM 698354107 10,624 350,400 SH   DFND 1 350,400 0 0
PANDORA MEDIA INC COM 698354107 10,885 359,000 SH   DFND 2 359,000 0 0
PRICELINE COM INC COM NEW 741503403 10,608 8,900 SH   DFND 1 8,900 0 0
PRICELINE COM INC COM NEW 741503403 10,846 9,100 SH   DFND 2 9,100 0 0
SALESFORCE COM INC COM 79466L302 19,513 341,800 SH   DFND 1 341,800 0 0
SALESFORCE COM INC COM 79466L302 19,993 350,204 SH   DFND 2 350,204 0 0
SBA COMMUNICATIONS CORP COM 78388J106 31,379 344,972 SH   DFND 1 344,972 0 0
SBA COMMUNICATIONS CORP COM 78388J106 32,154 353,494 SH   DFND 2 353,494 0 0
TRANSDIGM GROUP INC COM 893641100 24,725 133,506 SH   DFND 1 133,506 0 0
TRANSDIGM GROUP INC COM 893641100 25,315 136,689 SH   DFND 2 136,689 0 0
VISA INC COM CL A 92826C839 10,297 47,700 SH   DFND 1 47,700 0 0
VISA INC COM CL A 92826C839 10,426 48,300 SH   DFND 2 48,300 0 0
ZYNGA INC CL A 98986T108 23,946 5,568,941 SH   DFND 1 5,568,941 0 0
ZYNGA INC CL A 98986T108 24,537 5,706,381 SH   DFND 2 5,706,381 0 0