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
CHARTER COMMUNICATIONS INC D CLASS A NEW 16117M305 131,454 829,991 SH   DFND 1,2 829,991 0 0
CROWN CASTLE INTL CORP COMMON 228227104 86,204 1,160,842 SH   DFND 1,2 1,160,842 0 0
DOLLAR GEN CORP NEW COMMON 256677105 100,493 1,751,964 SH   DFND 1,2 1,751,964 0 0
EQUINIX INC COMMON NEW 29444U502 111,522 530,828 SH   DFND 1,2 530,828 0 0
LPL FINL HLDGS INC COMMON 50212V100 155,407 3,124,393 SH   DFND 1,2 3,124,393 0 0
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 169,598 2,369,354 SH   DFND 1,2 2,369,354 0 0
MATTRESS FIRM HLDG CORP COMMON 57722W106 132,956 2,784,416 SH   DFND 1,2 2,784,416 0 0
MSCI INC COMMON 55354G100 138,890 3,029,222 SH   DFND 1,2 3,029,222 0 0
REALPAGE INC COMMON 75606N109 144,788 6,440,766 SH   DFND 1,2 6,440,766 0 0
SBA COMMUNICATIONS CORP COMMON 78388J106 53,449 522,469 SH   DFND 1,2 522,469 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 141,413 3,022,938 SH   DFND 1,2 3,022,938 0 0
TRANSDIGM GROUP INC COMMON 893641100 223,298 1,335,036 SH   DFND 1,2 1,335,036 0 0
VISA INC COMMON CLASS A 92826C839 72,412 343,659 SH   DFND 1,2 343,659 0 0
WABCO HLDGS INC COMMON 92927K102 71,596 670,252 SH   DFND 1,2 670,252 0 0