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 |
| ACXIOM CORP | COM | 005125109 | 2,581 | 146,800 | SH | DFND | 146,800 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 18,241 | 261,252 | SH | DFND | 261,252 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 19,244 | 542,400 | SH | DFND | 542,400 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 2,887 | 39,761 | SH | DFND | 39,761 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 13,277 | 220,400 | SH | DFND | 220,400 | 0 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 5,691 | 448,494 | SH | DFND | 448,494 | 0 | 0 | ||
| EZCORP INC | CL A NON VTG | 302301106 | 19,376 | 2,607,831 | SH | DFND | 2,607,831 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 40,503 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 4,667 | 150,613 | SH | DFND | 150,613 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 7,621 | 293,468 | SH | DFND | 293,468 | 0 | 0 | ||
| KENNAMETAL INC | COM | 489170100 | 18,515 | 542,655 | SH | DFND | 542,655 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 38,741 | 3,949,177 | SH | DFND | 3,949,177 | 0 | 0 | ||
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 23,544 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 17,660 | 400,000 | SH | DFND | 400,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 48,190 | 601,100 | SH | DFND | 601,100 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 2,938 | 22,200 | SH | DFND | 22,200 | 0 | 0 | ||
| REPROS THERAPEUTICS INC | COM NEW | 76028H209 | 2,353 | 329,030 | SH | DFND | 329,030 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 38,423 | 1,100,000 | SH | DFND | 1,100,000 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 6,986 | 200,000 | SH | Call | DFND | 200,000 | 0 | 0 | |
| TRUECAR INC | COM | 89785L107 | 12,387 | 1,033,115 | SH | DFND | 1,033,115 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 40,275 | 1,250,000 | SH | DFND | 1,250,000 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 12,338 | 278,644 | SH | DFND | 278,644 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 19,713 | 6,892,518 | SH | DFND | 6,892,518 | 0 | 0 | ||