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
ABENGOA YIELD PLC ORD SHS G00349103 9,388 486,688 SH   DFND 1 486,688 0 0
BOEING CO COM 097023105 32,272 223,200 SH   DFND 1 223,200 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 21,218 115,881 SH   DFND 1 115,881 0 0
GRUBHUB INC COM 400110102 35,114 1,451,000 SH   DFND 1 1,451,000 0 0
LIVANOVA PLC SHS G5509L101 33,769 568,790 SH   DFND 1 568,790 0 0
MASTERCARD INC CL A 57636Q104 42,157 433,000 SH   DFND 1 433,000 0 0
PAYPAL HLDGS INC COM 70450Y103 22,118 611,000 SH   DFND 1 611,000 0 0
VISA INC COM CL A 92826C839 136,936 1,765,772 SH   DFND 1 1,765,772 0 0