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 |
| Amerco | COM | 023586100 | 40,267 | 110,000 | SH | DFND | 1 | 110,000 | 0 | 0 | |
| Autozone Inc | COM | 053332102 | 120,367 | 211,000 | SH | Call | DFND | 1 | 211,000 | 0 | 0 |
| Arris Intl Inc | SHS | G0551A103 | 39,004 | 1,392,000 | SH | DFND | 1 | 1,392,000 | 0 | 0 | |
| Cognizant Technology Solutions | CL A | 192446102 | 39,110 | 589,000 | SH | DFND | 1 | 589,000 | 0 | 0 | |
| Constellation Brands Inc | CL A | 21036P108 | 41,846 | 216,000 | SH | DFND | 1 | 216,000 | 0 | 0 | |
| Equifax Inc | COM | 294429105 | 39,178 | 285,100 | SH | DFND | 1 | 285,100 | 0 | 0 | |
| Intercontinental Exchange Inc | COM | 45866F104 | 40,673 | 617,000 | SH | DFND | 1 | 617,000 | 0 | 0 | |
| Jones Lang Lasalle Inc | COM | 48020Q107 | 41,750 | 334,000 | SH | DFND | 1 | 334,000 | 0 | 0 | |
| Liberty Media Corp Delaware | COM SER C FRMLA | 531229854 | 34,431 | 940,222 | SH | DFND | 1 | 940,222 | 0 | 0 | |
| Live Nation Entertainment | COM | 538034109 | 39,732 | 1,140,100 | SH | DFND | 1 | 1,140,100 | 0 | 0 | |
| IHS Markit Ltd | SHS | G47567105 | 37,478 | 851,000 | SH | DFND | 1 | 851,000 | 0 | 0 | |
| Priceline Grp Inc | COM NEW | 741503403 | 78,562 | 42,000 | SH | DFND | 1 | 42,000 | 0 | 0 | |
| Middleby Corp | COM | 596278101 | 36,615 | 301,332 | SH | DFND | 1 | 301,332 | 0 | 0 | |
| Qts Rlty Tr Inc | COM CL A | 74736A103 | 29,566 | 565,000 | SH | DFND | 1 | 565,000 | 0 | 0 | |
| Santander Consumer Usa Hdg I | COM | 80283M101 | 42,913 | 3,363,110 | SH | DFND | 1 | 3,363,110 | 0 | 0 | |
| Ss&C Technologies Hldgs Inc | COM | 78467J100 | 79,432 | 2,068,000 | SH | DFND | 1 | 2,068,000 | 0 | 0 | |
| Travelport Worldwide Ltd | SHS | G9019D104 | 48,218 | 3,504,200 | SH | DFND | 1 | 3,504,200 | 0 | 0 | |