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
AMTRUST FINL SVCS INC COM 032359309 29,900 524,700 SH   DFND 1 524,700 0 0
AMTRUST FINL SVCS INC COM 032359309 34,893 612,315 SH   DFND 2 612,315 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 7,802 1,529,821 SH   DFND 1 1,529,821 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 8,997 1,764,138 SH   DFND 2 1,764,138 0 0
B/E AEROSPACE INC COM 073302101 10,809 169,900 SH   DFND 1 169,900 0 0
B/E AEROSPACE INC COM 073302101 12,611 198,231 SH   DFND 2 198,231 0 0
CARTER INC COM 146229109 19,158 207,184 SH   DFND 1 207,184 0 0
CARTER INC COM 146229109 22,358 241,787 SH   DFND 2 241,787 0 0
CDK GLOBAL INC COM 12508E101 3,021 64,600 SH   DFND 1 64,600 0 0
CDK GLOBAL INC COM 12508E101 3,526 75,400 SH   DFND 2 75,400 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 30,620 158,562 SH   DFND 1 158,562 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 35,721 184,978 SH   DFND 2 184,978 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 18,702 226,583 SH   DFND 1 226,583 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 21,974 266,221 SH   DFND 2 266,221 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 17,231 584,600 SH   DFND 1 584,600 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 20,216 685,886 SH   DFND 2 685,886 0 0
DOLLAR GEN CORP NEW COM 256677105 13,282 176,200 SH   DFND 1 176,200 0 0
DOLLAR GEN CORP NEW COM 256677105 15,492 205,525 SH   DFND 2 205,525 0 0
FACEBOOK INC CL A 30303M102 23,439 285,100 SH   DFND 1 285,100 0 0
FACEBOOK INC CL A 30303M102 27,348 332,644 SH   DFND 2 332,644 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 9,040 59,900 SH   DFND 1 59,900 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 10,549 69,900 SH   DFND 2 69,900 0 0
GILEAD SCIENCES INC COM 375558103 27,594 281,200 SH   DFND 1 281,200 0 0
GILEAD SCIENCES INC COM 375558103 32,382 329,993 SH   DFND 2 329,993 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 16,312 310,047 SH   DFND 1 310,047 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 19,133 363,678 SH   DFND 2 363,678 0 0
HSN INC COM 404303109 17,249 252,800 SH   DFND 1 252,800 0 0
HSN INC COM 404303109 20,269 297,072 SH   DFND 2 297,072 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 30,766 617,659 SH   DFND 1 617,659 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 36,149 725,730 SH   DFND 2 725,730 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 25,997 890,600 SH   DFND 1 890,600 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 30,331 1,039,081 SH   DFND 2 1,039,081 0 0
MARKIT LTD SHS G58249106 12,291 456,900 SH   DFND 1 456,900 0 0
MARKIT LTD SHS G58249106 14,417 535,936 SH   DFND 2 535,936 0 0
MASTERCARD INC CL A 57636Q104 14,496 167,800 SH   DFND 1 167,800 0 0
MASTERCARD INC CL A 57636Q104 17,002 196,810 SH   DFND 2 196,810 0 0
PRICELINE GRP INC COM NEW 741503403 19,558 16,800 SH   DFND 1 16,800 0 0
PRICELINE GRP INC COM NEW 741503403 23,050 19,800 SH   DFND 2 19,800 0 0
SALESFORCE COM INC COM 79466L302 11,725 175,500 SH   DFND 1 175,500 0 0
SALESFORCE COM INC COM 79466L302 13,683 204,804 SH   DFND 2 204,804 0 0
SBA COMMUNICATIONS CORP COM 78388J106 21,988 187,772 SH   DFND 1 187,772 0 0
SBA COMMUNICATIONS CORP COM 78388J106 25,795 220,282 SH   DFND 2 220,282 0 0
TRANSDIGM GROUP INC COM 893641100 18,133 82,906 SH   DFND 1 82,906 0 0
TRANSDIGM GROUP INC COM 893641100 21,289 97,336 SH   DFND 2 97,336 0 0
VERISK ANALYTICS INC CL A 92345Y106 7,540 105,600 SH   DFND 1 105,600 0 0
VERISK ANALYTICS INC CL A 92345Y106 8,796 123,200 SH   DFND 2 123,200 0 0
VISA INC COM CL A 92826C839 18,786 287,200 SH   DFND 1 287,200 0 0
VISA INC COM CL A 92826C839 22,082 337,600 SH   DFND 2 337,600 0 0
WINDSTREAM HLDGS INC COM 97382A101 3,256 440,000 SH Put DFND 1 440,000 0 0
WINDSTREAM HLDGS INC COM 97382A101 3,848 520,000 SH Put DFND 2 520,000 0 0