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

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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
ADEPTUS HEALTH INC CL A 006855100 13,971 173,000 SH   DFND 1 173,000 0 0
AETNA INC NEW COM 00817Y108 23,633 216,000 SH   DFND 1 216,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 22,049 456,500 SH   DFND 1 456,500 0 0
CLOVIS ONCOLOGY INC COM 189464100 120,145 1,306,491 SH   DFND 1 1,306,491 0 0
COLUMBIA PIPELINE GROUP INC COM 198280109 12,035 658,000 SH   DFND 1 658,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 53,621 428,247 SH   DFND 1 428,247 0 0
DOLLAR TREE INC COM 256746108 48,331 725,036 SH   DFND 1 725,036 0 0
FRESHPET INC COM 358039105 4,064 387,000 SH   DFND 1 387,000 0 0
GOOGLE INC CL A 38259P508 79,477 124,500 SH   DFND 1 124,500 0 0
GOPRO INC CL A 38268T103 1,530 49,000 SH   DFND 1 49,000 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 43,927 673,000 SH   DFND 1 673,000 0 0
KNOWLES CORP COM 49926D109 4,666 253,167 SH   DFND 1 253,167 0 0
MANNKIND CORP COM 56400P201 61 19,000 SH   DFND 1 19,000 0 0
MEDICINES CO COM 584688105 92,546 2,438,000 SH   DFND 1 2,438,000 0 0
NISOURCE INC COM 65473P105 12,206 658,000 SH   DFND 1 658,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 34,630 964,086 SH   DFND 1 964,086 0 0
SEARS HLDGS CORP COM 812350106 1,989 88,000 SH   DFND 1 88,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 36,641 3,395,825 SH   DFND 1 3,395,825 0 0
SERITAGE GROWTH PPTYS CL A ADDED 81752R100 9,700 260,412 SH   DFND 1 260,412 0 0
SOLARCITY CORP COM 83416T100 6,278 147,000 SH   DFND 1 147,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 97,819 1,226,104 SH   DFND 1 1,226,104 0 0
TIDEWATER INC COM 886423102 4,262 324,347 SH   DFND 1 324,347 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 123,985 1,492,000 SH   DFND 1 1,492,000 0 0
WORLD ACCEP CORP DEL COM 981419104 1,621 60,386 SH   DFND 1 60,386 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 28,834 634,000 SH   DFND 1 634,000 0 0