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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 41,745 | 330,000 | SH | DFND | 1,2 | 330,000 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 69,354 | 900,000 | SH | DFND | 1,2 | 900,000 | 0 | 0 | |
| FAIR ISAAC CORP | COM | 303250104 | 5,532 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |
| GRAINGER W W INC | COM | 384802104 | 5,053 | 20,000 | SH | Call | DFND | 1,2 | 20,000 | 0 | 0 |
| ISHARES | RUSSELL 2000 ETF | 464287655 | 17,451 | 150,000 | SH | Put | DFND | 1,2 | 150,000 | 0 | 0 |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 72,260 | 1,775,000 | SH | DFND | 1,2 | 1,775,000 | 0 | 0 | |
| POPEYES LA KITCHEN INC | COM | 732872106 | 20,320 | 500,000 | SH | DFND | 1,2 | 500,000 | 0 | 0 | |
| PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 21,255 | 780,000 | SH | DFND | 1,2 | 780,000 | 0 | 0 | |
| ROCKWOOD HLDGS INC | COM | 774415103 | 11,904 | 160,000 | SH | DFND | 1,2 | 160,000 | 0 | 0 | |
| SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 50,480 | 665,000 | SH | DFND | 1,2 | 665,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 261,814 | 1,400,000 | SH | Put | DFND | 1,2 | 1,400,000 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 | 27,780 | 150,000 | SH | DFND | 1,2 | 150,000 | 0 | 0 | |
| VERISIGN INC | COM | 92343E102 | 6,739 | 125,000 | SH | DFND | 1,2 | 125,000 | 0 | 0 | |
| WESCO AIRCRAFT HLDGS INC | COM | 950814103 | 6,053 | 275,000 | SH | DFND | 1,2 | 275,000 | 0 | 0 | |