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
ALLERGAN INC COM 018490102 75,558 424,030 SH   DFND 1 424,030 0 0
AMERICAN TOWER CORP NEW COM 03027X100 174,919 1,868,197 SH   DFND 1 1,868,197 0 0
APPLE INC COM 037833100 271,739 2,697,163 SH   DFND 1 2,697,163 0 0
BAIDU INC SPON ADR REP A 056752108 123,786 567,225 SH   DFND 1 567,225 0 0
CANADIAN PAC RY LTD COM 13645T100 258,816 1,247,703 SH   DFND 1 1,247,703 0 0
CARTER INC COM 146229109 82,363 1,062,479 SH   DFND 1 1,062,479 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 111,630 737,462 SH   DFND 1 737,462 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,190 69,400 SH Put DFND 1 69,400 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 101,059 2,673,511 SH   DFND 1 2,673,511 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 236,972 6,356,536 SH   DFND 1 6,356,536 0 0
DOLLAR GEN CORP NEW COM 256677105 228,185 3,734,010 SH   DFND 1 3,734,010 0 0
DOLLAR TREE INC COM 256746108 134,649 2,401,438 SH   DFND 1 2,401,438 0 0
FISERV INC COM 337738108 191,597 2,964,286 SH   DFND 1 2,964,286 0 0
INTEL CORP COM 458140100 70,664 2,029,400 SH Put DFND 1 2,029,400 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 202,777 1,039,616 SH   DFND 1 1,039,616 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 37,404 900,000 SH Call DFND 1 900,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 35,205 847,100 SH Put DFND 1 847,100 0 0
MCGRAW HILL FINL INC COM 580645109 205,495 2,433,333 SH   DFND 1 2,433,333 0 0
MOODYS CORP COM 615369105 125,252 1,325,414 SH   DFND 1 1,325,414 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 75,059 4,074,851 SH   DFND 1 4,074,851 0 0
NOW INC COM 67011P100 87,940 2,891,816 SH   DFND 1 2,891,816 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 215,007 7,855,589 SH   DFND 1 7,855,589 0 0
SANDISK CORP COM 80004C101 7,660 78,200 SH Call DFND 1 78,200 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 94,816 815,900 SH Call DFND 1 815,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 632,395 3,209,800 SH Call DFND 1 3,209,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 650,166 3,300,000 SH Put DFND 1 3,300,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 179,427 5,232,639 SH   DFND 1 5,232,639 0 0
ULTRA PETROLEUM CORP COM 903914109 56,791 2,441,565 SH   DFND 1 2,441,565 0 0
UNITED CONTL HLDGS INC COM 910047109 6,773 144,751 SH   DFND 1 144,751 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 207,513 1,581,651 SH   DFND 1 1,581,651 0 0
VISA INC COM CL A 92826C839 208,240 975,959 SH   DFND 1 975,959 0 0
WALGREEN CO COM 931422109 101,711 1,716,061 SH   DFND 1 1,716,061 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 6,039 170,196 SH   DFND 1 170,196 0 0
JETBLUE AIRWAYS CORP COM 477143101 5,948 560,034 SH   DFND 1 560,034 0 0