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
Amazon.com Inc COM 023135106 36,173 83,330 SH   DFND 1 83,330 0 0
Amazon.com Inc COM 023135106 2,330 5,367 SH   DFND   5,367 0 0
Charter Communications Inc CL A NEW 16117M305 21,814 127,382 SH   DFND 1 127,382 0 0
Charter Communications Inc CL A NEW 16117M305 1,377 8,042 SH   DFND   8,042 0 0
Endo Pharmaceuticals Holdings SHS G30401106 15,191 190,717 SH   DFND 1 190,717 0 0
Endo Pharmaceuticals Holdings SHS G30401106 1,146 14,384 SH   DFND   14,384 0 0
Equinix Inc COM PAR $0.001 29444U700 9,270 36,495 SH   DFND 1 36,495 0 0
Equinix Inc COM PAR $0.001 29444U700 1,129 4,444 SH   DFND   4,444 0 0
Esterline Technologies Corp COM 297425100 11,455 120,150 SH   DFND 1 120,150 0 0
HCA Holdings Inc COM 40412C101 8,958 98,747 SH   DFND 1 98,747 0 0
Liberty Global Plc SHS CL C G5480U120 10,850 214,300 SH   DFND 1 214,300 0 0
Medicines Co/The COM 584688105 7,284 254,591 SH   DFND 1 254,591 0 0
Precision Castparts Corp COM 740189105 17,734 88,727 SH   DFND 1 88,727 0 0
Precision Castparts Corp COM 740189105 1,087 5,441 SH   DFND   5,441 0 0
priceline.com Inc COM NEW 741503403 15,670 13,610 SH   DFND 1 13,610 0 0
priceline.com Inc COM NEW 741503403 1,154 1,002 SH   DFND   1,002 0 0
Tenet Healthcare Corp COM NEW 88033G407 5,005 86,477 SH   DFND 1 86,477 0 0
XOMA Corp COM 98419J107 3,936 1,014,500 SH   DFND 1 1,014,500 0 0
KRAFT FOODS GROUP INC COM 50076Q106 180,156 2,116,000 SH Call DFND 1 21,160 0 0