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 | 42,345 | 1,500,000 | SH | DFND | 1,2 | 1,500,000 | 0 | 0 | |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 16,578 | 250,000 | SH | DFND | 1,2 | 250,000 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 62,010 | 2,600,000 | SH | DFND | 1,2 | 2,600,000 | 0 | 0 | |
| US ECOLOGY INC | COM | 91732J102 | 25,273 | 550,000 | SH | DFND | 1,2 | 550,000 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 39,780 | 2,125,000 | SH | DFND | 1,2 | 2,125,000 | 0 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 240,338 | 8,388,750 | SH | DFND | 1,2 | 8,388,750 | 0 | 0 | |
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 33,302 | 1,025,000 | SH | DFND | 1,2 | 1,025,000 | 0 | 0 | |
| MATTRESS FIRM HLDG CORP | COM | 57722W106 | 17,614 | 525,000 | SH | DFND | 1,2 | 525,000 | 0 | 0 | |
| PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 33,240 | 600,000 | SH | DFND | 1,2 | 600,000 | 0 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 132,440 | 4,563,750 | SH | DFND | 1,2 | 4,563,750 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 10,065 | 150,000 | SH | DFND | 1,2 | 150,000 | 0 | 0 | |