The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 45,433 | 349,000 | SH | DFND | 1 | 349,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 17,859 | 201,000 | SH | DFND | 1 | 201,000 | 0 | 0 | |
| AUXILIUM PHARMACEUTICALS INC | COM | 05334D107 | 11,253 | 377,000 | SH | DFND | 1 | 377,000 | 0 | 0 | |
| BLOCK H & R INC | COM | 093671105 | 43,174 | 1,392,273 | SH | DFND | 1 | 1,392,273 | 0 | 0 | |
| BURGER KING WORLDWIDE INC | COM | 121220107 | 16,744 | 564,548 | SH | DFND | 1 | 564,548 | 0 | 0 | |
| CASTLIGHT HEALTH INC | CL B | 14862Q100 | 362 | 28,000 | SH | DFND | 1 | 28,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 27,117 | 179,142 | SH | DFND | 1 | 179,142 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 177,427 | 2,217,000 | SH | DFND | 1 | 2,217,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 61,012 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 37,827 | 619,000 | SH | DFND | 1 | 619,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 31,440 | 560,736 | SH | DFND | 1 | 560,736 | 0 | 0 | |
| GT ADVANCED TECHNOLOGIES INC | COM | 36191U106 | 21,660 | 2,000,000 | SH | Put | DFND | 1 | 2,000,000 | 0 | 0 |
| HCA HOLDINGS INC | COM | 40412C101 | 11,354 | 161,000 | SH | DFND | 1 | 161,000 | 0 | 0 | |
| ILLUMINA INC | COM | 452327109 | 39,423 | 240,500 | SH | DFND | 1 | 240,500 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 68,520 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 31,357 | 69,500 | SH | DFND | 1 | 69,500 | 0 | 0 | |
| NORTHSTAR ASSET MGMT GROUP I | COM | 66705Y104 | 15,989 | 868,000 | SH | DFND | 1 | 868,000 | 0 | 0 | |
| PACIRA PHARMACEUTICALS INC | COM | 695127100 | 10,895 | 112,413 | SH | DFND | 1 | 112,413 | 0 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 22,805 | 138,437 | SH | DFND | 1 | 138,437 | 0 | 0 | |
| SANDISK CORP | COM | 80004C101 | 56,909 | 581,000 | SH | DFND | 1 | 581,000 | 0 | 0 | |
| SEARS HLDGS CORP | COM | 812350106 | 7,771 | 308,000 | SH | DFND | 1 | 308,000 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 34,799 | 479,000 | SH | DFND | 1 | 479,000 | 0 | 0 | |
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 85,091 | 648,561 | SH | DFND | 1 | 648,561 | 0 | 0 | |
| WALGREEN CO | COM | 931422109 | 96,966 | 1,636,000 | SH | DFND | 1 | 1,636,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 40,361 | 489,224 | SH | DFND | 1 | 489,224 | 0 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 12,503 | 338,000 | SH | DFND | 1 | 338,000 | 0 | 0 | |