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
ADVANCE AUTO PARTS INC COM 00751Y106 810 4,791 SH   DFND 1 4,791 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,304 7,709 SH   DFND 2 7,709 0 0
AGNICO EAGLE MINES LTD COM 008474108 805 19,163 SH   DFND 1 19,163 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,295 30,837 SH   DFND 2 30,837 0 0
AMERCO COM 023586100 708 1,916 SH   DFND 1 1,916 0 0
AMERCO COM 023586100 1,140 3,084 SH   DFND 2 3,084 0 0
CDK GLOBAL INC COM 12508E101 229 3,833 SH   DFND 1 3,833 0 0
CDK GLOBAL INC COM 12508E101 368 6,167 SH   DFND 2 6,167 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 276 958 SH   DFND 1 958 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 444 1,542 SH   DFND 2 1,542 0 0
CONAGRA BRANDS INC COM 205887102 189 4,791 SH   DFND 1 4,791 0 0
CONAGRA BRANDS INC COM 205887102 305 7,709 SH   DFND 2 7,709 0 0
DOLLAR TREE INC COM 256746108 813 10,540 SH   DFND 1 10,540 0 0
DOLLAR TREE INC COM 256746108 1,309 16,960 SH   DFND 2 16,960 0 0
ELECTRONIC ARTS INC COM 285512109 1,056 13,414 SH   DFND 1 13,414 0 0
ELECTRONIC ARTS INC COM 285512109 1,700 21,586 SH   DFND 2 21,586 0 0
FACEBOOK INC CL A 30303M102 1,102 9,582 SH   DFND 1 9,582 0 0
FACEBOOK INC CL A 30303M102 1,774 15,418 SH   DFND 2 15,418 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 1,083 40,242 SH   DFND 1 40,242 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 1,742 64,758 SH   DFND 2 64,758 0 0
MERCADOLIBRE INC COM 58733R102 598 3,833 SH   DFND 1 3,833 0 0
MERCADOLIBRE INC COM 58733R102 963 6,167 SH   DFND 2 6,167 0 0
MSG NETWORK INC CL A 553573106 206 9,582 SH   DFND 1 9,582 0 0
MSG NETWORK INC CL A 553573106 331 15,418 SH   DFND 2 15,418 0 0
PRICELINE GRP INC COM NEW 741503403 1,124 767 SH   DFND 1 767 0 0
PRICELINE GRP INC COM NEW 741503403 1,808 1,233 SH   DFND 2 1,233 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,023 19,163 SH   DFND 1 19,163 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,646 30,837 SH   DFND 2 30,837 0 0
VISA INC COM CL A 92826C839 374 4,791 SH   DFND 1 4,791 0 0
VISA INC COM CL A 92826C839 601 7,709 SH   DFND 2 7,709 0 0