The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMAZON COM INC | COM | 023135106 | 11,460 | 26,400 | SH | DFND | 1 | 26,400 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 13,777 | 31,737 | SH | DFND | 2 | 31,737 | 0 | 0 | |
| AMTRUST FINL SVCS INC | COM | 032359309 | 22,555 | 344,300 | SH | DFND | 1 | 344,300 | 0 | 0 | |
| AMTRUST FINL SVCS INC | COM | 032359309 | 27,195 | 415,127 | SH | DFND | 2 | 415,127 | 0 | 0 | |
| APPLIED MICRO CIRCUITS CORP | COM NEW | 03822W406 | 10,415 | 1,542,921 | SH | DFND | 1 | 1,542,921 | 0 | 0 | |
| APPLIED MICRO CIRCUITS CORP | COM NEW | 03822W406 | 12,573 | 1,862,738 | SH | DFND | 2 | 1,862,738 | 0 | 0 | |
| B/E AEROSPACE INC | COM | 073302101 | 13,939 | 253,900 | SH | DFND | 1 | 253,900 | 0 | 0 | |
| B/E AEROSPACE INC | COM | 073302101 | 16,802 | 306,044 | SH | DFND | 2 | 306,044 | 0 | 0 | |
| CARTER INC | COM | 146229109 | 16,624 | 156,384 | SH | DFND | 1 | 156,384 | 0 | 0 | |
| CARTER INC | COM | 146229109 | 20,036 | 188,490 | SH | DFND | 2 | 188,490 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 5,555 | 102,900 | SH | DFND | 1 | 102,900 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 6,672 | 123,600 | SH | DFND | 2 | 123,600 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 34,466 | 201,262 | SH | DFND | 1 | 201,262 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 41,541 | 242,578 | SH | DFND | 2 | 242,578 | 0 | 0 | |
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 17,930 | 223,283 | SH | DFND | 1 | 223,283 | 0 | 0 | |
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 21,643 | 269,521 | SH | DFND | 2 | 269,521 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 20,261 | 651,900 | SH | DFND | 1 | 651,900 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 24,460 | 786,986 | SH | DFND | 2 | 786,986 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 12,431 | 159,900 | SH | DFND | 1 | 159,900 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 14,982 | 192,725 | SH | DFND | 2 | 192,725 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 19,846 | 231,400 | SH | DFND | 1 | 231,400 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 23,951 | 279,267 | SH | DFND | 2 | 279,267 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 12,922 | 82,800 | SH | DFND | 1 | 82,800 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 15,575 | 99,800 | SH | DFND | 2 | 99,800 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 21,636 | 184,800 | SH | DFND | 1 | 184,800 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 26,096 | 222,893 | SH | DFND | 2 | 222,893 | 0 | 0 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 16,157 | 305,247 | SH | DFND | 1 | 305,247 | 0 | 0 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 19,504 | 368,478 | SH | DFND | 2 | 368,478 | 0 | 0 | |
| HSN INC | COM | 404303109 | 21,429 | 305,300 | SH | DFND | 1 | 305,300 | 0 | 0 | |
| HSN INC | COM | 404303109 | 25,871 | 368,587 | SH | DFND | 2 | 368,587 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 29,323 | 579,159 | SH | DFND | 1 | 579,159 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 35,364 | 698,473 | SH | DFND | 2 | 698,473 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 24,259 | 874,200 | SH | DFND | 1 | 874,200 | 0 | 0 | |
| LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 29,290 | 1,055,481 | SH | DFND | 2 | 1,055,481 | 0 | 0 | |
| MARKIT LTD | SHS | G58249106 | 11,501 | 449,800 | SH | DFND | 1 | 449,800 | 0 | 0 | |
| MARKIT LTD | SHS | G58249106 | 13,885 | 543,036 | SH | DFND | 2 | 543,036 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 15,443 | 165,200 | SH | DFND | 1 | 165,200 | 0 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 18,641 | 199,410 | SH | DFND | 2 | 199,410 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 21,185 | 18,400 | SH | DFND | 1 | 18,400 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 25,676 | 22,300 | SH | DFND | 2 | 22,300 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 10,848 | 155,800 | SH | DFND | 1 | 155,800 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 13,105 | 188,204 | SH | DFND | 2 | 188,204 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 21,255 | 184,872 | SH | DFND | 1 | 184,872 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 25,659 | 223,182 | SH | DFND | 2 | 223,182 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 18,334 | 81,606 | SH | DFND | 1 | 81,606 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 22,161 | 98,636 | SH | DFND | 2 | 98,636 | 0 | 0 | |
| UNIVAR INC | COM | 91336L107 | 5,797 | 222,700 | SH | DFND | 1 | 222,700 | 0 | 0 | |
| UNIVAR INC | COM | 91336L107 | 6,989 | 268,500 | SH | DFND | 2 | 268,500 | 0 | 0 | |
| VERISK ANALYTICS INC | COM | 92345Y106 | 11,911 | 163,700 | SH | DFND | 1 | 163,700 | 0 | 0 | |
| VERISK ANALYTICS INC | COM | 92345Y106 | 14,392 | 197,800 | SH | DFND | 2 | 197,800 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 19,010 | 283,100 | SH | DFND | 1 | 283,100 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 22,945 | 341,700 | SH | DFND | 2 | 341,700 | 0 | 0 | |