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
AMC NETWORKS INC CL A 00164V103 473 6,944 SH   SOLE   6,944 0 0
AMC NETWORKS INC CL A 00164V103 617 9,056 SH   DFND 1 0 9,056 0
APPLE INC COM 037833100 3,375 6,015 SH   SOLE   6,015 0 0
APPLE INC COM 037833100 4,480 7,985 SH   DFND 1 0 7,985 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,182 22,349 SH   SOLE   22,349 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,542 29,151 SH   DFND 1 0 29,151 0
BEAM INC COM 073730103 4,881 71,715 SH   SOLE   71,715 0 0
BEAM INC COM 073730103 4,333 63,660 SH   DFND 1 0 63,660 0
BURGER KING WORLDWIDE INC COM 121220107 5,222 228,448 SH   SOLE   228,448 0 0
BURGER KING WORLDWIDE INC COM 121220107 3,249 142,125 SH   DFND 1 0 142,125 0
DISH NETWORK CORP CL A 25470M109 3,893 67,206 SH   SOLE   67,206 0 0
DISH NETWORK CORP CL A 25470M109 3,958 68,344 SH   DFND 1 0 68,344 0
DOLLAR GEN CORP NEW COM 256677105 854 14,152 SH   SOLE   14,152 0 0
DOLLAR GEN CORP NEW COM 256677105 956 15,848 SH   DFND 1 0 15,848 0
FAMILY DLR STORES INC COM 307000109 829 12,754 SH   SOLE   12,754 0 0
FAMILY DLR STORES INC COM 307000109 1,088 16,746 SH   DFND 1 0 16,746 0
FIDELITY NATIONAL FINANCIAL COM 31620R105 1,151 35,461 SH   SOLE   35,461 0 0
FIDELITY NATIONAL FINANCIAL COM 31620R105 1,514 46,659 SH   DFND 1 0 46,659 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 2,598 29,190 SH   SOLE   29,190 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 3,365 37,810 SH   DFND 1 0 37,810 0
LSI CORPORATION COM 502161102 574 52,075 SH   SOLE   52,075 0 0
LSI CORPORATION COM 502161102 749 67,925 SH   DFND 1 0 67,925 0
PRECIDIAN ETFS TR MAXI NIKKEI 74016W106 277 14,961 SH   SOLE   14,961 0 0
PROSHARES TR II VIX STRMFUT ETF 74347W361 1,839 64,459 SH   SOLE   64,459 0 0
PROSHARES TR II VIX STRMFUT ETF 74347W361 2,041 71,541 SH   DFND 1 0 71,541 0
RUCKUS WIRELESS INC COM 781220108 1,678 118,168 SH   SOLE   118,168 0 0
RUCKUS WIRELESS INC COM 781220108 2,215 155,978 SH   DFND 1 0 155,978 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 2,437 28,208 SH   SOLE   28,208 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 3,179 36,792 SH   DFND 1 0 36,792 0
SIRIUS XM HOLDINGS INC COM 82968B103 525 150,381 SH   SOLE   150,381 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 697 199,619 SH   DFND 1 0 199,619 0
SOTHEBYS COM 835898107 1,366 25,672 SH   SOLE   25,672 0 0
SOTHEBYS COM 835898107 1,784 33,528 SH   DFND 1 0 33,528 0
THERAVANCE INC COM 88338T104 3,682 103,269 SH   SOLE   103,269 0 0
THERAVANCE INC COM 88338T104 4,903 137,525 SH   DFND 1 0 137,525 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 4,230 161,203 SH   SOLE   161,203 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 5,503 209,711 SH   DFND 1 0 209,711 0
TIME WARNER CABLE INC COM 88732J207 3,571 26,353 SH   SOLE   26,353 0 0
TIME WARNER CABLE INC COM 88732J207 4,681 34,547 SH   DFND 1 0 34,547 0
T-MOBILE US INC COM 872590104 4,686 139,294 SH   SOLE   139,294 0 0
T-MOBILE US INC COM 872590104 6,097 181,229 SH   DFND 1 0 181,229 0
TW TELECOM INC COM 87311L104 3,483 114,293 SH   SOLE   114,293 0 0
TW TELECOM INC COM 87311L104 3,789 124,356 SH   DFND 1 0 124,356 0
UNWIRED PLANET INC NEW COM 91531F103 2,048 1,484,206 SH   SOLE   1,484,206 0 0
UNWIRED PLANET INC NEW COM 91531F103 2,525 1,829,729 SH   DFND 1 0 1,829,729 0