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
CANADIAN PAC RY LTD COM 13645T100 247,090 1,634,960 SH   DFND 1 1,634,960 0 0
CARTER INC COM 146229109 13,993 194,919 SH   DFND 1 194,919 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 174,712 3,959,041 SH   DFND 1 3,959,041 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 229,799 2,740,272 SH   DFND 1 2,740,272 0 0
DOLLAR GEN CORP NEW COM 256677105 152,804 2,533,227 SH   DFND 1 2,533,227 0 0
DOLLAR TREE INC COM 256746108 166,682 2,954,307 SH   DFND 1 2,954,307 0 0
EQUINIX INC COM NEW 29444U502 6,264 35,300 SH Call DFND 1 35,300 0 0
FISERV INC COM 337738108 220,218 3,729,342 SH   DFND 1 3,729,342 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 7,689 498,300 SH Put DFND 1 498,300 0 0
GENPACT LIMITED SHS G3922B107 50,128 2,728,816 SH   DFND 1 2,728,816 0 0
GOLDCORP INC NEW COM 380956409 2,167 100,000 SH Call DFND 1 100,000 0 0
INTERCONTINENTALEXCHANGE GRO COM 45866F104 234,018 1,040,448 SH   DFND 1 1,040,448 0 0
KIOR INC CL A 497217109 73 43,332 SH   DFND 1 43,332 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 244,852 8,342,471 SH   DFND 1 8,342,471 0 0
MASTERCARD INC CL A 57636Q104 81,137 97,117 SH   DFND 1 97,117 0 0
MCGRAW HILL FINL INC COM 580645109 110,618 1,414,554 SH   DFND 1 1,414,554 0 0
MOODYS CORP COM 615369105 183,915 2,343,766 SH   DFND 1 2,343,766 0 0
PERKINELMER INC COM 714046109 132,898 3,223,334 SH   DFND 1 3,223,334 0 0
PHILIP MORRIS INTL INC COM 718172109 246,838 2,832,988 SH   DFND 1 2,832,988 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 249,020 8,237,507 SH   DFND 1 8,237,507 0 0
SCHWAB CHARLES CORP NEW COM 808513105 20,878 803,000 SH Put DFND 1 803,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 32,790 1,500,000 SH Put DFND 1 1,500,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 81,284 700,000 SH Call DFND 1 700,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 11,612 100,000 SH   DFND 1 100,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 522,710 2,830,200 SH Put DFND 1 2,830,200 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 136,577 3,883,334 SH   DFND 1 3,883,334 0 0
ULTRA PETROLEUM CORP COM 903914109 52,901 2,443,484 SH   DFND 1 2,443,484 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 179,458 1,528,603 SH   DFND 1 1,528,603 0 0
VISA INC COM CL A 92826C839 80,994 363,723 SH   DFND 1 363,723 0 0