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 | 42,037 | 1,575,000 | SH | DFND | 1,2 | 1,575,000 | 0 | 0 | |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 35,653 | 555,000 | SH | DFND | 1,2 | 555,000 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 72,263 | 2,975,000 | SH | DFND | 1,2 | 2,975,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 152,800 | 3,725,000 | SH | DFND | 1,2 | 3,725,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 5,136 | 150,000 | SH | DFND | 1,2 | 150,000 | 0 | 0 | |
| POPEYES LA KITCHEN INC | COM | 732872106 | 15,499 | 275,000 | SH | DFND | 1,2 | 275,000 | 0 | 0 | |
| PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 86,933 | 1,925,000 | SH | DFND | 1,2 | 1,925,000 | 0 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 43,463 | 1,155,000 | SH | DFND | 1,2 | 1,155,000 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 13,524 | 305,000 | SH | DFND | 1,2 | 305,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 21,241 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |
| US ECOLOGY INC | COM | 91732J102 | 24,008 | 550,000 | SH | DFND | 1,2 | 550,000 | 0 | 0 | |