The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| CAESARS ENTMT CORP | COM | 127686103 | 6,527 | 610,000 | SH | DFND | 1 | 610,000 | 0 | 0 | |
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 7,519 | 301,000 | SH | DFND | 1 | 301,000 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 6,573 | 158,000 | SH | DFND | 1 | 158,000 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 1,500 | 21,600 | SH | DFND | 1 | 21,600 | 0 | 0 | |
| EXELIXIS INC | COM | 30161Q104 | 1,627 | 75,600 | SH | DFND | 1 | 75,600 | 0 | 0 | |
| FRANCESCAS HLDGS CORP | COM | 351793104 | 2,393 | 317,000 | SH | DFND | 1 | 317,000 | 0 | 0 | |
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 5,635 | 125,000 | SH | DFND | 1 | 125,000 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 4,406 | 109,900 | SH | DFND | 1 | 109,900 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 1,553 | 14,800 | SH | DFND | 1 | 14,800 | 0 | 0 | |
| HEALTH INS INNOVATIONS INC | COM CL A | 42225K106 | 1,892 | 58,500 | SH | DFND | 1 | 58,500 | 0 | 0 | |
| HUDSON LTD | COM CL A | G46408103 | 4,705 | 269,000 | SH | DFND | 1 | 269,000 | 0 | 0 | |
| INCYTE CORP | COM | 45337C102 | 1,441 | 21,500 | SH | DFND | 1 | 21,500 | 0 | 0 | |
| JD COM INC | SPONS ADR CL A | 47215P106 | 2,882 | 74,000 | SH | DFND | 1 | 74,000 | 0 | 0 | |
| KALA PHARMACEUTICALS INC | COM | 483119103 | 838 | 61,000 | SH | DFND | 1 | 61,000 | 0 | 0 | |
| MIX TELEMATICS LTD | SPONSORED ADR | 60688N102 | 195 | 11,000 | SH | DFND | 1 | 11,000 | 0 | 0 | |
| OVERSTOCK COM INC DEL | COM | 690370101 | 2,187 | 65,000 | SH | DFND | 1 | 65,000 | 0 | 0 | |
| SEATTLE GENETICS INC | COM | 812578102 | 1,507 | 22,700 | SH | DFND | 1 | 22,700 | 0 | 0 | |
| SOGOU INC | ADR REPSTG A | 83409V104 | 4,131 | 361,400 | SH | DFND | 1 | 361,400 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | 4,392 | 167,300 | SH | DFND | 1 | 167,300 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 3,656 | 337,000 | SH | DFND | 1 | 337,000 | 0 | 0 | |
| WAVE LIFE SCIENCES LTD | SHS CLASS A | Y95308105 | 6,206 | 162,238 | SH | DFND | 1 | 162,238 | 0 | 0 | |
| WORLD ACCEP CORP DEL | COM | 981419104 | 5,673 | 51,100 | SH | DFND | 1 | 51,100 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 3,518 | 98,000 | SH | DFND | 1 | 98,000 | 0 | 0 | |