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 11,062 35,669 SH   DFND 1 35,669 0 0
ALTISOURCE ASSET MGMT CORP COM 02153X108 12,755 41,130 SH   DFND 2 41,130 0 0
AMTRUST FINL SVCS INC COM 032359309 33,508 595,700 SH   DFND 1 595,700 0 0
AMTRUST FINL SVCS INC COM 032359309 38,656 687,223 SH   DFND 2 687,223 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 9,974 1,529,821 SH   DFND 1 1,529,821 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 11,502 1,764,138 SH   DFND 2 1,764,138 0 0
CARTER INC COM 146229109 25,895 296,584 SH   DFND 1 296,584 0 0
CARTER INC COM 146229109 29,868 342,086 SH   DFND 2 342,086 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 29,402 176,462 SH   DFND 1 176,462 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 33,920 203,578 SH   DFND 2 203,578 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 19,406 246,583 SH   DFND 1 246,583 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 22,370 284,241 SH   DFND 2 284,241 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 25,368 752,300 SH   DFND 1 752,300 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 29,137 864,086 SH   DFND 2 864,086 0 0
DOLLAR GEN CORP NEW COM 256677105 14,557 205,900 SH   DFND 1 205,900 0 0
DOLLAR GEN CORP NEW COM 256677105 16,791 237,500 SH   DFND 2 237,500 0 0
FACEBOOK INC CL A 30303M102 25,021 320,700 SH   DFND 1 320,700 0 0
FACEBOOK INC CL A 30303M102 28,847 369,744 SH   DFND 2 369,744 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 3,869 580,000 SH Put DFND 1 580,000 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 4,536 680,000 SH Put DFND 2 680,000 0 0
GILEAD SCIENCES INC COM 375558103 26,779 284,100 SH   DFND 1 284,100 0 0
GILEAD SCIENCES INC COM 375558103 30,871 327,506 SH   DFND 2 327,506 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 6,499 178,210 SH   DFND 1 178,210 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 7,496 205,541 SH   DFND 2 205,541 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 19,004 375,347 SH   DFND 1 375,347 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 21,772 430,029 SH   DFND 2 430,029 0 0
HSN INC COM 404303109 16,940 222,900 SH   DFND 1 222,900 0 0
HSN INC COM 404303109 19,537 257,072 SH   DFND 2 257,072 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 6,268 124,843 SH   DFND 1 124,843 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 30,245 626,059 SH   DFND 1 626,059 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 7,226 143,930 SH   DFND 2 143,930 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 34,654 717,330 SH   DFND 2 717,330 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 23,062 783,900 SH   DFND 1 783,900 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 26,292 893,676 SH   DFND 2 893,676 0 0
MARKIT LTD SHS G58249106 10,028 379,400 SH   DFND 1 379,400 0 0
MARKIT LTD SHS G58249106 11,561 437,436 SH   DFND 2 437,436 0 0
MASTERCARD INC CL A 57636Q104 12,924 150,000 SH   DFND 1 150,000 0 0
MASTERCARD INC CL A 57636Q104 15,044 174,610 SH   DFND 2 174,610 0 0
PRICELINE GRP INC COM NEW 741503403 19,384 17,000 SH   DFND 1 17,000 0 0
PRICELINE GRP INC COM NEW 741503403 22,348 19,600 SH   DFND 2 19,600 0 0
SALESFORCE COM INC COM 79466L302 13,766 232,100 SH   DFND 1 232,100 0 0
SALESFORCE COM INC COM 79466L302 15,622 263,404 SH   DFND 2 263,404 0 0
SBA COMMUNICATIONS CORP COM 78388J106 25,040 226,072 SH   DFND 1 226,072 0 0
SBA COMMUNICATIONS CORP COM 78388J106 28,891 260,847 SH   DFND 2 260,847 0 0
TRANSDIGM GROUP INC COM 893641100 18,596 94,706 SH   DFND 1 94,706 0 0
TRANSDIGM GROUP INC COM 893641100 21,459 109,289 SH   DFND 2 109,289 0 0
VISA INC COM CL A 92826C839 19,062 72,700 SH   DFND 1 72,700 0 0
VISA INC COM CL A 92826C839 21,894 83,500 SH   DFND 2 83,500 0 0
WINDSTREAM HLDGS INC COM 97382A101 3,626 440,000 SH Put DFND 1 440,000 0 0
WINDSTREAM HLDGS INC COM 97382A101 4,285 520,000 SH Put DFND 2 520,000 0 0
ZYNGA INC CL A 98986T108 18,949 7,123,641 SH   DFND 1 7,123,641 0 0
ZYNGA INC CL A 98986T108 21,601 8,120,766 SH   DFND 2 8,120,766 0 0