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
ALPHABET INC CAP STK CL C 02079K107 246,993 297,740 SH   DFND 1,2,3 0 297,740 0
AUTODESK INC COM 052769106 44,166 510,761 SH   DFND 1,2 0 510,761 0
AVEXIS ORD COM 05366U100 43,846 576,700 SH   DFND 1 0 576,700 0
BAIDU INC SPON ADR REP A 056752108 244,114 1,414,989 SH   DFND 1,2,3 0 1,414,989 0
CARTER INC COM 146229109 48,767 543,067 SH   DFND 1,2 0 543,067 0
CENTURY ALUM CO COM 156431108 9,116 718,335 SH   DFND 1 0 718,335 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 213,818 653,238 SH   DFND 1,2,3 0 653,238 0
CIMPRESS N V SHS EURO N20146101 112,459 1,304,782 SH   DFND 1,2,3 0 1,304,782 0
COLFAX CORP COM 194014106 88,974 2,266,277 SH   DFND 1,2,3 0 2,266,277 0
CREDIT ACCEP CORP MICH COM 225310101 289,173 1,450,142 SH   DFND 1,2,3 0 1,450,142 0
FACEBOOK INC CL A 30303M102 106,213 747,717 SH   DFND 1,2,3 0 747,717 0
FLEETCOR TECHNOLOGIES INC COM 339041105 68,455 452,058 SH   DFND 1,2,3 0 452,058 0
FORTINET INC COM 34959E109 221,538 5,776,737 SH   DFND 1,2,3 0 5,776,737 0
HILTON GRAND VACATIONS INC COM 43283X105 3,230 112,700 SH   DFND 1,2,3 0 112,700 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 419,618 7,177,865 SH   DFND 1,2,3 0 7,177,865 0
LKQ CORP COM 501889208 214,851 7,340,313 SH   DFND 1,2,3 0 7,340,313 0
PARK HOTELS RESORTS INC COM 700517105 11,577 450,977 SH   DFND 1,2,3 0 450,977 0
RESTAURANT BRANDS INTL INC COM 76131D103 239,603 4,298,581 SH   DFND 1,2,3 0 4,298,581 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 305,128 7,308,452 SH   DFND 1,2,3 0 7,308,452 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 43,700 185,374 SH   DFND 2,3 0 185,374 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 414,268 7,152,415 SH   DFND 1,2,3 0 7,152,415 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 60,816 1,050,000 SH Call DFND 1,2,3 0 1,050,000 0
SPS COMM INC COM 78463M107 90,794 1,552,299 SH   DFND 1 0 1,552,299 0
TESORO CORP COM 881609101 374,363 4,618,340 SH   DFND 1,2,3 0 4,618,340 0
TRANSDIGM GROUP INC COM 893641100 17,076 77,562 SH   DFND 1,2 0 77,562 0