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 |
| ACXIOM CORP | COM | 005125109 | 10,437 | 528,198 | SH | DFND | 528,198 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 8,931 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 10,005 | 144,870 | SH | DFND | 144,870 | 0 | 0 | ||
| ARAMARK HLDGS CORP | COM | 03852U106 | 11,107 | 374,724 | SH | DFND | 374,724 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 17,845 | 542,400 | SH | DFND | 542,400 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 5,387 | 220,400 | SH | DFND | 220,400 | 0 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 2,509 | 195,894 | SH | DFND | 195,894 | 0 | 0 | ||
| EZCORP INC | CL A NON VTG | 302301106 | 7,617 | 1,234,570 | SH | DFND | 1,234,570 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 28,727 | 45,000 | SH | DFND | 45,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 6,257 | 243,368 | SH | DFND | 243,368 | 0 | 0 | ||
| KENNAMETAL INC | COM | 489170100 | 13,507 | 542,655 | SH | DFND | 542,655 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 25,592 | 3,385,135 | SH | DFND | 3,385,135 | 0 | 0 | ||
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 12,788 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 17,704 | 400,000 | SH | DFND | 400,000 | 0 | 0 | ||
| NETSCOUT SYS INC | COM | 64115T104 | 8,844 | 250,053 | SH | DFND | 250,053 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 44,504 | 561,000 | SH | DFND | 561,000 | 0 | 0 | ||
| REPROS THERAPEUTICS INC | COM NEW | 76028H209 | 2,445 | 329,030 | SH | DFND | 329,030 | 0 | 0 | ||
| ROVI CORP | COM | 779376102 | 1,574 | 150,000 | SH | Call | DFND | 150,000 | 0 | 0 | |
| SOTHEBYS | COM | 835898107 | 951 | 29,726 | SH | DFND | 29,726 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 28,567 | 1,078,400 | SH | DFND | 1,078,400 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 7,947 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| TRUECAR INC | COM | 89785L107 | 2,273 | 436,314 | SH | DFND | 436,314 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 30,332 | 1,120,515 | SH | DFND | 1,120,515 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 8,096 | 187,614 | SH | DFND | 187,614 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 15,577 | 391,000 | SH | DFND | 391,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 10,474 | 4,593,691 | SH | DFND | 4,593,691 | 0 | 0 | ||