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
AMAZON COM INC COM 023135106 17,877 21,350 SH   DFND 1 21,350 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,325 25,977 SH   DFND 1 25,977 0 0
DOLLAR TREE INC COM 256746108 10,734 136,000 SH   DFND 1 136,000 0 0
EXACT SCIENCES CORP COM 30063P105 13,964 751,946 SH   DFND 1 751,946 0 0
FACEBOOK INC CL A 30303M102 18,086 141,000 SH   DFND 1 141,000 0 0
GODADDY INC CL A 380237107 7,907 229,000 SH   DFND 1 229,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 14,170 192,000 SH   DFND 1 192,000 0 0
INTREXON CORP COM 46122T102 1,205 43,000 SH   DFND 1 43,000 0 0
LIFELOCK INC COM 53224V100 47,351 2,798,504 SH   DFND 1 2,798,504 0 0
MEDICINES CO COM 584688105 10,659 282,434 SH   DFND 1 282,434 0 0
NOVAGOLD RES INC COM NEW 66987E206 4,805 858,000 SH   DFND 1 858,000 0 0
POPULAR INC COM NEW 733174700 5,962 156,000 SH   DFND 1 156,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 14,365 114,332 SH   DFND 1 114,332 0 0
SELECT MED HLDGS CORP COM 81619Q105 13,066 967,825 SH   DFND 1 967,825 0 0
SOLARCITY CORP COM 83416T100 5,144 263,000 SH   DFND 1 263,000 0 0
T MOBILE US INC COM 872590104 12,474 267,000 SH   DFND 1 267,000 0 0