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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 75,337 | 498,000 | SH | DFND | 1 | 498,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 41,063 | 212,642 | SH | DFND | 1 | 212,642 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 87,036 | 1,124,500 | SH | DFND | 1 | 1,124,500 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 83,888 | 721,869 | SH | DFND | 1 | 721,869 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 73,253 | 902,736 | SH | DFND | 1 | 902,736 | 0 | 0 | |
| GOPRO INC | CL A | 38268T103 | 7,597 | 175,000 | SH | DFND | 1 | 175,000 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 15,181 | 225,000 | SH | DFND | 1 | 225,000 | 0 | 0 | |
| ILLUMINA INC | COM | 452327109 | 12,995 | 70,000 | SH | DFND | 1 | 70,000 | 0 | 0 | |
| KRAFT FOODS GROUP INC | COM | 50076Q106 | 38,505 | 442,000 | SH | DFND | 1 | 442,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 27,085 | 65,000 | SH | DFND | 1 | 65,000 | 0 | 0 | |
| NORTHSTAR RLTY FIN CORP | COM NEW | 66704R704 | 16,308 | 900,000 | SH | DFND | 1 | 900,000 | 0 | 0 | |
| PACIRA PHARMACEUTICALS INC | COM | 695127100 | 21,983 | 247,413 | SH | DFND | 1 | 247,413 | 0 | 0 | |
| PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 24,094 | 938,969 | SH | DFND | 1 | 938,969 | 0 | 0 | |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 64,513 | 1,679,577 | SH | DFND | 1 | 1,679,577 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 90,829 | 981,724 | SH | DFND | 1 | 981,724 | 0 | 0 | |
| THORATEC CORP | COM NEW | 885175307 | 48,274 | 1,152,400 | SH | DFND | 1 | 1,152,400 | 0 | 0 | |
| UNITED CONTL HLDGS INC | COM | 910047109 | 21,924 | 326,000 | SH | DFND | 1 | 326,000 | 0 | 0 | |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 23,796 | 509,000 | SH | DFND | 1 | 509,000 | 0 | 0 | |
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 112,068 | 564,232 | SH | DFND | 1 | 564,232 | 0 | 0 | |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 129,560 | 1,530,000 | SH | DFND | 1 | 1,530,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 55,190 | 653,834 | SH | DFND | 1 | 653,834 | 0 | 0 | |