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 |
| CARDTRONICS PLC | SHS CL A | G1991C105 | 9,350 | 200,000 | SH | Call | DFND | 1,2 | 200,000 | 0 | 0 |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 25,479 | 900,000 | SH | DFND | 1,2 | 900,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 62,768 | 800,000 | SH | DFND | 1,2 | 800,000 | 0 | 0 | |
| ENERGIZER HLDGS INC NEW | COM | 29272W109 | 89,200 | 1,600,000 | SH | Call | DFND | 1,2 | 1,600,000 | 0 | 0 |
| GRAINGER W W INC | COM | 384802104 | 186,208 | 800,000 | SH | Call | DFND | 1,2 | 800,000 | 0 | 0 |
| LAMB WESTON HLDGS INC | COM | 513272104 | 21,030 | 500,000 | SH | Call | DFND | 1,2 | 500,000 | 0 | 0 |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 354,254 | 10,110,000 | SH | DFND | 1,2 | 10,110,000 | 0 | 0 | |
| PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 208,339 | 3,749,800 | SH | DFND | 1,2 | 3,749,800 | 0 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 29,790 | 1,000,000 | SH | DFND | 1,2 | 1,000,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 93,568 | 425,000 | SH | DFND | 1,2 | 425,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 88,064 | 400,000 | SH | Put | DFND | 1,2 | 400,000 | 0 | 0 |