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 |
| Activision Blizzard Inc | COM | 00507V109 | 29,460 | 386,000 | SH | DFND | 1 | 386,000 | 0 | 0 | |
| Adobe Sys Inc | COM | 00724F101 | 26,819 | 110,000 | SH | DFND | 1 | 110,000 | 0 | 0 | |
| Alibaba Group Hldg Ltd | SPONSORED ADS | 01609W102 | 42,060 | 226,700 | SH | DFND | 1 | 226,700 | 0 | 0 | |
| Amazon Com Inc | COM | 023135106 | 47,594 | 28,000 | SH | DFND | 1 | 28,000 | 0 | 0 | |
| Amerco | COM | 023586100 | 44,875 | 126,000 | SH | DFND | 1 | 126,000 | 0 | 0 | |
| Booking Hldgs Inc | COM | 09857L108 | 43,177 | 21,300 | SH | DFND | 1 | 21,300 | 0 | 0 | |
| Cintas Corp | COM | 172908105 | 28,871 | 156,000 | SH | DFND | 1 | 156,000 | 0 | 0 | |
| Cognizant Technology Solutions | CL A | 192446102 | 25,838 | 327,100 | SH | DFND | 1 | 327,100 | 0 | 0 | |
| Constellation Brands Inc | CL A | 21036P108 | 25,520 | 116,600 | SH | DFND | 1 | 116,600 | 0 | 0 | |
| Entercom Communications Corp | CL A | 293639100 | 28,412 | 3,763,166 | SH | DFND | 1 | 3,763,166 | 0 | 0 | |
| Equifax Inc | COM | 294429105 | 46,291 | 370,000 | SH | DFND | 1 | 370,000 | 0 | 0 | |
| Facebook Inc | CL A | 30303M102 | 47,220 | 243,000 | SH | DFND | 1 | 243,000 | 0 | 0 | |
| IHS Markit Ltd | SHS | G47567105 | 44,367 | 860,000 | SH | DFND | 1 | 860,000 | 0 | 0 | |
| Intercontinental Exchange Inc | COM | 45866F104 | 44,718 | 608,000 | SH | DFND | 1 | 608,000 | 0 | 0 | |
| Liberty Media Corp Delaware | COM SER C FRMLA | 531229854 | 105,821 | 2,850,000 | SH | DFND | 1 | 2,850,000 | 0 | 0 | |
| Live Nation Entertainment Inc | COM | 538034109 | 29,628 | 610,000 | SH | DFND | 1 | 610,000 | 0 | 0 | |
| Micron Technology Inc | COM | 595112103 | 39,330 | 750,000 | SH | DFND | 1 | 750,000 | 0 | 0 | |
| Pagseguro Digital Ltd | COM CL A | G68707101 | 44,039 | 1,587,000 | SH | DFND | 1 | 1,587,000 | 0 | 0 | |
| Penney J C Inc | COM | 708160106 | 3,360 | 1,436,000 | SH | DFND | 1 | 1,436,000 | 0 | 0 | |
| QTS Rlty TR Inc | COM CL A | 74736A103 | 27,097 | 686,000 | SH | DFND | 1 | 686,000 | 0 | 0 | |
| Santander Consumer USA HDG I | COM | 80283M101 | 85,905 | 4,500,000 | SH | Call | DFND | 1 | 4,500,000 | 0 | 0 |
| Ss&C Technologies Hldgs Inc | COM | 78467J100 | 137,907 | 2,657,162 | SH | DFND | 1 | 2,657,162 | 0 | 0 | |
| Syneos Health Inc | CL A | 87166B102 | 36,723 | 783,000 | SH | DFND | 1 | 783,000 | 0 | 0 | |
| Travelport Worldwide Ltd | SHS | G9019D104 | 29,635 | 1,598,437 | SH | DFND | 1 | 1,598,437 | 0 | 0 | |
| Trinet Group Inc | COM | 896288107 | 28,697 | 513,000 | SH | DFND | 1 | 513,000 | 0 | 0 | |
| United Rentals Inc | COM | 911363109 | 27,310 | 185,000 | SH | DFND | 1 | 185,000 | 0 | 0 | |
| United Rentals Inc | COM | 911363109 | 40,595 | 275,000 | SH | Call | DFND | 1 | 275,000 | 0 | 0 |