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
AMAZON COM INC COM 023135106 15,817 30,900 SH   DFND 1 30,900 0 0
AMAZON COM INC COM 023135106 16,962 33,137 SH   DFND 2 33,137 0 0
AMTRUST FINL SVCS INC COM 032359309 20,097 319,100 SH   DFND 1 319,100 0 0
AMTRUST FINL SVCS INC COM 032359309 21,511 341,555 SH   DFND 2 341,555 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 8,779 1,653,321 SH   DFND 1 1,653,321 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 9,382 1,766,818 SH   DFND 2 1,766,818 0 0
B/E AEROSPACE INC COM 073302101 5,035 114,700 SH   DFND 1 114,700 0 0
B/E AEROSPACE INC COM 073302101 5,387 122,720 SH   DFND 2 122,720 0 0
CARTER INC COM 146229109 18,489 203,984 SH   DFND 1 203,984 0 0
CARTER INC COM 146229109 19,784 218,265 SH   DFND 2 218,265 0 0
CDK GLOBAL INC COM 12508E101 5,232 109,500 SH   DFND 1 109,500 0 0
CDK GLOBAL INC COM 12508E101 5,590 117,000 SH   DFND 2 117,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 32,244 183,362 SH   DFND 1 183,362 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 34,498 196,177 SH   DFND 2 196,177 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 15,150 192,083 SH   DFND 1 192,083 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 16,215 205,593 SH   DFND 2 205,593 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 3,384 130,000 SH Call DFND 1 130,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 5,072 208,800 SH   DFND 1 208,800 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 3,735 143,500 SH Call DFND 2 143,500 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 5,427 223,414 SH   DFND 2 223,414 0 0
DOLLAR GEN CORP NEW COM 256677105 16,531 228,200 SH   DFND 1 228,200 0 0
DOLLAR GEN CORP NEW COM 256677105 17,692 244,225 SH   DFND 2 244,225 0 0
EXPEDIA INC DEL COM NEW 30212P303 20,300 172,500 SH   DFND 1 172,500 0 0
EXPEDIA INC DEL COM NEW 30212P303 21,713 184,511 SH   DFND 2 184,511 0 0
FACEBOOK INC CL A 30303M102 19,463 216,500 SH   DFND 1 216,500 0 0
FACEBOOK INC CL A 30303M102 20,800 231,367 SH   DFND 2 231,367 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 15,276 111,000 SH   DFND 1 111,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 16,349 118,800 SH   DFND 2 118,800 0 0
GILEAD SCIENCES INC COM 375558103 13,393 136,400 SH   DFND 1 136,400 0 0
GILEAD SCIENCES INC COM 375558103 14,316 145,803 SH   DFND 2 145,803 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 14,620 278,047 SH   DFND 1 278,047 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 15,615 296,978 SH   DFND 2 296,978 0 0
HSN INC COM 404303109 18,603 325,000 SH   DFND 1 325,000 0 0
HSN INC COM 404303109 19,913 347,887 SH   DFND 2 347,887 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 2,709 80,400 SH   DFND 1 80,400 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 8,258 241,182 SH   DFND 1 241,182 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 26,173 638,059 SH   DFND 1 638,059 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 2,901 86,100 SH   DFND 2 86,100 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 8,841 258,203 SH   DFND 2 258,203 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 28,016 682,973 SH   DFND 2 682,973 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 24,174 921,600 SH   DFND 1 921,600 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 25,823 984,500 SH   DFND 2 984,500 0 0
MARKIT LTD SHS G58249106 10,107 348,500 SH   DFND 1 348,500 0 0
MARKIT LTD SHS G58249106 10,812 372,836 SH   DFND 2 372,836 0 0
MASTERCARD INC CL A 57636Q104 17,294 191,900 SH   DFND 1 191,900 0 0
MASTERCARD INC CL A 57636Q104 18,512 205,410 SH   DFND 2 205,410 0 0
PRICELINE GRP INC COM NEW 741503403 24,366 19,700 SH   DFND 1 19,700 0 0
PRICELINE GRP INC COM NEW 741503403 25,974 21,000 SH   DFND 2 21,000 0 0
SALESFORCE COM INC COM 79466L302 12,470 179,600 SH   DFND 1 179,600 0 0
SALESFORCE COM INC COM 79466L302 13,345 192,204 SH   DFND 2 192,204 0 0
SBA COMMUNICATIONS CORP COM 78388J106 22,265 212,572 SH   DFND 1 212,572 0 0
SBA COMMUNICATIONS CORP COM 78388J106 23,826 227,482 SH   DFND 2 227,482 0 0
TRANSDIGM GROUP INC COM 893641100 20,308 95,606 SH   DFND 1 95,606 0 0
TRANSDIGM GROUP INC COM 893641100 21,737 102,336 SH   DFND 2 102,336 0 0
UNIVAR INC COM 91336L107 8,821 486,000 SH   DFND 1 486,000 0 0
UNIVAR INC COM 91336L107 9,436 519,867 SH   DFND 2 519,867 0 0
VERISK ANALYTICS INC COM 92345Y106 19,564 264,700 SH   DFND 1 264,700 0 0
VERISK ANALYTICS INC COM 92345Y106 20,937 283,278 SH   DFND 2 283,278 0 0
VISA INC COM CL A 92826C839 22,424 321,900 SH   DFND 1 321,900 0 0
VISA INC COM CL A 92826C839 23,998 344,500 SH   DFND 2 344,500 0 0