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 | 1,989 | 95,056 | SH | DFND | 95,056 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 9,108 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 35,010 | 45,000 | SH | DFND | 45,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 8,986 | 145,000 | SH | DFND | 145,000 | 0 | 0 | ||
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | 7,336 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 2,116 | 90,600 | SH | DFND | 90,600 | 0 | 0 | ||
| CONNS INC | COM | 208242107 | 8,499 | 362,120 | SH | DFND | 362,120 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 10,992 | 400,000 | SH | DFND | 400,000 | 0 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 3,502 | 350,894 | SH | DFND | 350,894 | 0 | 0 | ||
| EZCORP INC | CL A NON VTG | 302301106 | 1,924 | 385,577 | SH | DFND | 385,577 | 0 | 0 | ||
| GREENHILL & CO INC | COM | 395259104 | 2,861 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| INTERVAL LEISURE GROUP INC | COM | 46113M108 | 3,946 | 252,773 | SH | DFND | 252,773 | 0 | 0 | ||
| INTRALINKS HLDGS INC | COM | 46118H104 | 2,822 | 311,114 | SH | DFND | 311,114 | 0 | 0 | ||
| LIVEPERSON INC | COM | 538146101 | 10,337 | 1,531,412 | SH | DFND | 1,531,412 | 0 | 0 | ||
| MANITOWOC INC | COM | 563571108 | 8,059 | 525,000 | SH | DFND | 525,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 16,644 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| NETSCOUT SYS INC | COM | 64115T104 | 7,677 | 250,053 | SH | DFND | 250,053 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 6,990 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 24,529 | 279,029 | SH | DFND | 279,029 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 4,013 | 36,000 | SH | DFND | 36,000 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 6,440 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 16,983 | 723,300 | SH | DFND | 723,300 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 21,526 | 790,515 | SH | DFND | 790,515 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 7,845 | 193,416 | SH | DFND | 193,416 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 17,777 | 290,000 | SH | DFND | 290,000 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 13,310 | 275,565 | SH | DFND | 275,565 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 2,897 | 1,081,139 | SH | DFND | 1,081,139 | 0 | 0 | ||