AMERICAN AIRLS GROUP INC COM 02376R102 6609 170196 SH DFND 1 170196 0 0 AMERICAN TOWER CORP NEW COM 03027X100 281653 3201335 SH DFND 1 3201335 0 0 APPLIED MATLS INC COM 038222105 8814 600000 SH Call DFND 1 600000 0 0 AUTODESK INC COM 052769106 53777 1218338 SH DFND 1 1218338 0 0 AXALTA COATING SYS LTD COM G0750C108 276156 10898036 SH DFND 1 10898036 0 0 BAIDU INC SPON ADR REP A 056752108 122696 892918 SH DFND 1 892918 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 380946 2166310 SH DFND 1 2166310 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 57984 2387143 SH DFND 1 2387143 0 0 FIFTH STR ASSET MGMT INC CL A COM 31679P109 2950 394978 SH DFND 1 394978 0 0 IAC INTERACTIVECORP COM PAR $.001 44919P508 110624 1694866 SH DFND 1 1694866 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 161439 687002 SH DFND 1 687002 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 19668 600000 SH Call DFND 1 600000 0 0 JETBLUE AIRWAYS CORP COM 477143101 14432 560034 SH DFND 1 560034 0 0 LKQ CORP COM 501889208 46820 1650929 SH DFND 1 1650929 0 0 MCGRAW HILL FINL INC COM 580645109 226522 2618757 SH DFND 1 2618757 0 0 MICROSOFT CORP COM 594918104 261599 5910496 SH DFND 1 5910496 0 0 MOODYS CORP COM 615369105 45016 458416 SH DFND 1 458416 0 0 NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 69264 4823369 SH DFND 1 4823369 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 158317 6665999 SH DFND 1 6665999 0 0 SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 144191 3251930 SH DFND 1 3251930 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 53430 500000 SH Call DFND 1 500000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 543712 2837300 SH Call DFND 1 2837300 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 328060 12159386 SH DFND 1 12159386 0 0 UNION PAC CORP COM 907818108 158554 1793396 SH DFND 1 1793396 0 0 UNITED TECHNOLOGIES CORP COM 913017109 275894 3100280 SH DFND 1 3100280 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 239747 1344024 SH DFND 1 1344024 0 0 VISA INC COM CL A 92826C839 217537 3122836 SH DFND 1 3122836 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 142798 1718390 SH DFND 1 1718390 0 0 WELLS FARGO & CO NEW COM 949746101 5135 100000 SH DFND 1 100000 0 0 WELLS FARGO & CO NEW COM 949746101 10178 198200 SH Put DFND 1 198200 0 0