The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AMAZON COM INC | COM | 023135106 | 5,653 | 7,900 | SH | DFND | 1 | 7,900 | 0 | 0 | |
| CLOVIS ONCOLOGY INC | COM | 189464100 | 7,176 | 523,000 | SH | DFND | 1 | 523,000 | 0 | 0 | |
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 5,960 | 167,000 | SH | DFND | 1 | 167,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 6,417 | 38,797 | SH | DFND | 1 | 38,797 | 0 | 0 | |
| COVANTA HLDG CORP | COM | 22282E102 | 3,339 | 203,000 | SH | DFND | 1 | 203,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 11,403 | 121,000 | SH | DFND | 1 | 121,000 | 0 | 0 | |
| GOPRO INC | CL A | 38268T103 | 4,409 | 407,858 | SH | DFND | 1 | 407,858 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 14,056 | 192,000 | SH | DFND | 1 | 192,000 | 0 | 0 | |
| INSYS THERAPEUTICS INC NEW | COM NEW | 45824V209 | 3,951 | 305,294 | SH | DFND | 1 | 305,294 | 0 | 0 | |
| ISHARES SILVER TRUST | ISHARES | 46428Q109 | 15,185 | 850,000 | SH | DFND | 1 | 850,000 | 0 | 0 | |
| LA QUINTA HLDGS INC | COM | 50420D108 | 1,583 | 138,900 | SH | DFND | 1 | 138,900 | 0 | 0 | |
| LIFELOCK INC | COM | 53224V100 | 22,687 | 1,435,000 | SH | DFND | 1 | 1,435,000 | 0 | 0 | |
| MEDICINES CO | COM | 584688105 | 15,713 | 467,223 | SH | DFND | 1 | 467,223 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 5,251 | 858,000 | SH | DFND | 1 | 858,000 | 0 | 0 | |
| PHH CORP | COM NEW | 693320202 | 810 | 60,800 | SH | DFND | 1 | 60,800 | 0 | 0 | |
| SEARS HLDGS CORP | COM | 812350106 | 3,675 | 270,000 | SH | DFND | 1 | 270,000 | 0 | 0 | |
| SELECT MED HLDGS CORP | COM | 81619Q105 | 11,390 | 1,047,828 | SH | DFND | 1 | 1,047,828 | 0 | 0 | |
| SOLARCITY CORP | COM | 83416T100 | 2,848 | 119,000 | SH | DFND | 1 | 119,000 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 11,256 | 89,000 | SH | DFND | 1 | 89,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 12,635 | 292,000 | SH | DFND | 1 | 292,000 | 0 | 0 | |