The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 19,766 | 266,000 | SH | DFND | 1 | 266,000 | 0 | 0 | |
| BLOCK H & R INC | COM | 093671105 | 37,082 | 1,106,273 | SH | DFND | 1 | 1,106,273 | 0 | 0 | |
| CASTLIGHT HEALTH INC | CL B | 14862Q100 | 1,155 | 76,000 | SH | DFND | 1 | 76,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 89,190 | 563,142 | SH | DFND | 1 | 563,142 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 172,725 | 2,409,000 | SH | DFND | 1 | 2,409,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 104,346 | 1,184,000 | SH | DFND | 1 | 1,184,000 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 73,941 | 1,056,000 | SH | DFND | 1 | 1,056,000 | 0 | 0 | |
| ILLUMINA INC | COM | 452327109 | 73,469 | 411,500 | SH | DFND | 1 | 411,500 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 94,534 | 2,869,000 | SH | DFND | 1 | 2,869,000 | 0 | 0 | |
| MONDELEZ INTL INC | CL A | 609207105 | 19,933 | 530,000 | SH | DFND | 1 | 530,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 31,723 | 72,000 | SH | DFND | 1 | 72,000 | 0 | 0 | |
| NORTHSTAR RLTY FIN CORP | COM | 66704R100 | 30,172 | 1,736,000 | SH | DFND | 1 | 1,736,000 | 0 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 48,368 | 301,000 | SH | DFND | 1 | 301,000 | 0 | 0 | |
| RITE AID CORP | COM | 767754104 | 10,913 | 1,522,000 | SH | DFND | 1 | 1,522,000 | 0 | 0 | |
| SANDISK CORP | COM | 80004C101 | 102,759 | 984,000 | SH | DFND | 1 | 984,000 | 0 | 0 | |
| SEARS HLDGS CORP | COM | 812350106 | 5,275 | 132,000 | SH | DFND | 1 | 132,000 | 0 | 0 | |
| SODASTREAM INTERNATIONAL LTD | USD SHS | M9068E105 | 1,109 | 33,000 | SH | DFND | 1 | 33,000 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 25,108 | 352,000 | SH | DFND | 1 | 352,000 | 0 | 0 | |
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 146,955 | 1,165,200 | SH | DFND | 1 | 1,165,200 | 0 | 0 | |
| WALGREEN CO | COM | 931422109 | 144,035 | 1,943,000 | SH | DFND | 1 | 1,943,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 105,963 | 1,179,205 | SH | DFND | 1 | 1,179,205 | 0 | 0 | |