The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 90,386 1,631,511 SH   DFND 1,2,3 1,631,511 0 0
ALLERGAN PLC SHS G0177J108 270,748 1,171,614 SH   DFND 1,2,3 1,171,614 0 0
ALLERGAN PLC SHS G0177J108 254,199 1,100,000 SH Call DFND 1,2,3 1,100,000 0 0
ALPHABET INC CAP STK CL C 02079K107 166,052 239,925 SH   DFND 1,2,3 239,925 0 0
BLUCORA INC COM 095229100 11,739 1,133,110 SH   DFND 1,3 1,133,110 0 0
BP PLC SPONSORED ADR 055622104 71,020 2,000,000 SH   DFND 2,3 2,000,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 71,281 311,763 SH   DFND 1,2,3 311,763 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 50,918 2,554,861 SH   DFND 1,2,3 2,554,861 0 0
CONSTELLATION BRANDS INC CL A 21036P108 130,910 791,476 SH   DFND 1,2,3 791,476 0 0
CST BRANDS INC COM 12646R105 147,752 3,429,716 SH   DFND 1,2,3 3,429,716 0 0
DOLLAR TREE INC COM 256746108 181,774 1,928,837 SH   DFND 1,2,3 1,928,837 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 89,050 3,790,992 SH   DFND 1,2,3 3,790,992 0 0
EVOLENT HEALTH INC CL A 30050B101 25,663 1,336,597 SH   DFND 1,3 1,336,597 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 116,533 814,175 SH   DFND 1,2,3 814,175 0 0
FLUOR CORP NEW COM 343412102 8,910 180,800 SH   DFND 2,3 180,800 0 0
FREEPORT-MCMORAN INC CL B 35671D857 55,700 5,000,000 SH Put DFND 1,2,3 5,000,000 0 0
IMPAX LABORATORIES INC COM 45256B101 56,187 1,949,569 SH   DFND 1,2,3 1,949,569 0 0
KBR INC COM 48242W106 8,924 674,000 SH   DFND 1,2,3 674,000 0 0
KINDER MORGAN INC DEL COM 49456B101 71,013 3,793,449 SH   DFND 2,3 3,793,449 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 134,517 3,628,716 SH   DFND 1,2,3 3,628,716 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 99,572 4,921,999 SH   DFND 1,2,3 4,921,999 0 0
LKQ CORP COM 501889208 138,811 4,378,901 SH   DFND 1,2,3 4,378,901 0 0
MANITOWOC FOODSERVICE INC COM 563568104 80,445 4,565,562 SH   DFND 1,2,3 4,565,562 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 39,257 1,170,096 SH   DFND 1,2,3 1,170,096 0 0
MOLSON COORS BREWING CO CL B 60871R209 159,904 1,581,175 SH   DFND 1,2,3 1,581,175 0 0
MONSANTO CO NEW COM 61166W101 51,427 500,000 SH Call DFND 1,2,3 500,000 0 0
NETSCOUT SYS INC COM 64115T104 67,872 3,050,429 SH   DFND 1,2,3 3,050,429 0 0
NVR INC COM 62944T105 117,253 65,860 SH   DFND 1,2,3 65,860 0 0
PAYPAL HLDGS INC COM 70450Y103 111,706 3,059,611 SH   DFND 1,2,3 3,059,611 0 0
PRICELINE GRP INC COM NEW 741503403 108,523 86,929 SH   DFND 1,2,3 86,929 0 0
RIO TINTO PLC SPONSORED ADR 767204100 38,499 1,230,000 SH Put DFND 1,2,3 1,230,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 78,216 949,109 SH   DFND 1,2,3 949,109 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 305,125 12,500,000 SH Put DFND 1,2,3 12,500,000 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 5,302 357,250 SH   DFND 1,3 357,250 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 114,231 2,808,718 SH   DFND 1,2,3 2,808,718 0 0
TRANSDIGM GROUP INC COM 893641100 157,628 597,776 SH   DFND 1,2,3 597,776 0 0
UNITED STATES STL CORP NEW COM 912909108 16,860 1,000,000 SH Put DFND 1,2,3 1,000,000 0 0
UNIVERSAL STAINLESS & ALLOY COM 913837100 7,436 682,194 SH   DFND 1,3 682,194 0 0
VONAGE HLDGS CORP COM 92886T201 1,109 181,804 SH   DFND 1,3 181,804 0 0
WABCO HLDGS INC COM 92927K102 91,147 995,383 SH   DFND 1,2,3 995,383 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 95,205 887,445 SH   DFND 1,2,3 887,445 0 0