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
ABBVIE INC COM 00287Y109 12,614 200,000 SH Put DFND 1 200,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 14,470 100,000 SH   DFND 1 100,000 0 0
ALLERGAN PLC SHS G0177J108 127,479 553,511 SH   DFND 1 553,511 0 0
AMAZON COM INC COM 023135106 37,511 44,800 SH Put DFND 1 44,800 0 0
AUTODESK INC COM 052769106 16,115 222,800 SH Call DFND 1 222,800 0 0
AUTODESK INC COM 052769106 4,301 59,465 SH   DFND 1 59,465 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 494,745 1,832,591 SH   DFND 1 1,832,591 0 0
DUNKIN BRANDS GROUP INC COM 265504100 248,609 4,773,593 SH   DFND 1 4,773,593 0 0
GENERAL MTRS CO COM 37045V100 19,929 627,300 SH Call DFND 1 627,300 0 0
HANESBRANDS INC COM 410345102 150,126 5,945,586 SH   DFND 1 5,945,586 0 0
IHS MARKIT LTD SHS G47567105 44,392 1,182,209 SH   DFND 1 1,182,209 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 186,258 691,483 SH   DFND 1 691,483 0 0
LKQ CORP COM 501889208 89,556 2,525,536 SH   DFND 1 2,525,536 0 0
MCKESSON CORP COM 58155Q103 185,450 1,112,142 SH   DFND 1 1,112,142 0 0
MOODYS CORP COM 615369105 134,905 1,245,890 SH   DFND 1 1,245,890 0 0
PATTERSON COMPANIES INC COM 703395103 73,365 1,596,972 SH   DFND 1 1,596,972 0 0
S&P GLOBAL INC COM 78409V104 142,129 1,123,018 SH   DFND 1 1,123,018 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 128,135 4,989,685 SH   DFND 1 4,989,685 0 0
SBA COMMUNICATIONS CORP COM 78388J106 306,342 2,731,299 SH   DFND 1 2,731,299 0 0
SHERWIN WILLIAMS CO COM 824348106 145,912 527,405 SH   DFND 1 527,405 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 540,750 2,500,000 SH Put DFND 1 2,500,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 49,721 2,052,900 SH Call DFND 1 2,052,900 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 300,400 12,402,988 SH   DFND 1 12,402,988 0 0
UNITED TECHNOLOGIES CORP COM 913017109 220,365 2,168,944 SH   DFND 1 2,168,944 0 0
VISA INC COM CL A 92826C839 134,712 1,628,924 SH   DFND 1 1,628,924 0 0
VMWARE INC CL A COM 928563402 11,003 150,000 SH Call DFND 1 150,000 0 0