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 |
| CATERPILLAR INC DEL | COM | 149123101 | 68,591 | 550,000 | SH | Call | DFND | 1,2 | 550,000 | 0 | 0 |
| DOLLAR TREE INC | COM | 256746108 | 34,728 | 400,000 | SH | DFND | 1,2 | 400,000 | 0 | 0 | |
| GRAINGER W W INC | COM | 384802104 | 35,950 | 200,000 | SH | Call | DFND | 1,2 | 200,000 | 0 | 0 |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 280,566 | 8,580,000 | SH | DFND | 1,2 | 8,580,000 | 0 | 0 | |
| MONRO INC | COM | 610236101 | 10,089 | 180,000 | SH | DFND | 1,2 | 180,000 | 0 | 0 | |
| PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 246,443 | 4,920,000 | SH | DFND | 1,2 | 4,920,000 | 0 | 0 | |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 55,459 | 385,000 | SH | DFND | 1,2 | 385,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 31,956 | 125,000 | SH | DFND | 1,2 | 125,000 | 0 | 0 | |