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 168,704 1,012,508 SH   DFND 1,2 1,012,508 0 0
CROWN CASTLE INTL CORP NEW COMMON 22822V101 56,029 711,935 SH   DFND 1,2 711,935 0 0
EQUINIX INC COMMON NEW 29444U502 86,750 382,613 SH   DFND 1,2 382,613 0 0
LPL FINL HLDGS INC COMMON 50212V100 122,966 2,760,190 SH   DFND 1,2 2,760,190 0 0
LUMBER LIQUIDATORS HLDGS INC COMMON 55003T107 130,636 1,970,074 SH   DFND 1,2 1,970,074 0 0
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 570759100 202,693 3,016,718 SH   DFND 1,2 3,016,718 0 0
MATTRESS FIRM HLDG CORP COMMON 57722W106 123,858 2,132,535 SH   DFND 1,2 2,132,535 0 0
MSCI INC COMMON 55354G100 115,702 2,438,916 SH   DFND 1,2 2,438,916 0 0
NORD ANGLIA EDUCATION INC SHS G6583A102 31,924 1,673,151 SH   DFND 1,2 1,673,151 0 0
REALPAGE INC COMMON 75606N109 119,726 5,451,981 SH   DFND 1,2 5,451,981 0 0
SBA COMMUNICATIONS CORP COMMON 78388J106 84,871 766,261 SH   DFND 1,2 766,261 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 124,476 2,375,040 SH   DFND 1,2 2,375,040 0 0
TRANSDIGM GROUP INC COMMON 893641100 262,134 1,335,036 SH   DFND 1,2 1,335,036 0 0
VISA INC COMMON CLASS A 92826C839 75,792 289,061 SH   DFND 1,2 289,061 0 0
WABCO HLDGS INC COMMON 92927K102 180,785 1,725,380 SH   DFND 1,2 1,725,380 0 0