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

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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
DOLLAR TREE INC COM 256746108 20,976 300,000 SH   DFND 1,2 300,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 38,416 800,000 SH Call DFND 1,2 800,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 316,477 10,150,000 SH   DFND 1,2 10,150,000 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 212,560 4,025,000 SH   DFND 1,2 4,025,000 0 0
REALOGY HLDGS CORP COM 75605Y106 24,338 750,000 SH   DFND 1,2 750,000 0 0
TRANSDIGM GROUP INC COM 893641100 107,548 400,000 SH   DFND 1,2 400,000 0 0