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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 22,358 | 700,000 | SH | DFND | 1,2 | 700,000 | 0 | 0 | |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 17,175 | 335,000 | SH | DFND | 1,2 | 335,000 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 67,056 | 2,275,000 | SH | DFND | 1,2 | 2,275,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 98,624 | 1,980,000 | SH | DFND | 1,2 | 1,980,000 | 0 | 0 | |
| POPEYES LA KITCHEN INC | COM | 732872106 | 17,946 | 300,000 | SH | DFND | 1,2 | 300,000 | 0 | 0 | |
| PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 61,118 | 1,425,000 | SH | DFND | 1,2 | 1,425,000 | 0 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 30,699 | 675,000 | SH | DFND | 1,2 | 675,000 | 0 | 0 | |
| SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 34,280 | 500,000 | SH | DFND | 1,2 | 500,000 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 12,352 | 215,000 | SH | DFND | 1,2 | 215,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 21,872 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |
| US ECOLOGY INC | COM SER C | 91732J102 | 16,240 | 325,000 | SH | DFND | 1,2 | 325,000 | 0 | 0 | |