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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 75,277 | 2,666,545 | SH | DFND | 1 | 2,666,545 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 103,184 | 3,889,344 | SH | DFND | 1 | 3,889,344 | 0 | 0 | |
| CHEMOURS CO | COM | 163851108 | 32,084 | 3,893,737 | SH | DFND | 1 | 3,893,737 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 146,994 | 9,865,396 | SH | DFND | 1 | 9,865,396 | 0 | 0 | |
| DAVITA HEALTHCARE PARTNERS I | COM | 23918K108 | 113,221 | 1,464,312 | SH | DFND | 1 | 1,464,312 | 0 | 0 | |
| DOVER CORP | COM | 260003108 | 51,187 | 738,419 | SH | DFND | 1 | 738,419 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 68,109 | 882,810 | SH | DFND | 1 | 882,810 | 0 | 0 | |
| FLOTEK INDS INC DEL | COM | 343389102 | 79,643 | 6,033,594 | SH | DFND | 1 | 6,033,594 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 6,650 | 135,000 | SH | DFND | 1 | 135,000 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 117,521 | 3,408,373 | SH | DFND | 1 | 3,408,373 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 114,965 | 4,414,941 | SH | DFND | 1 | 4,414,941 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 60,286 | 823,472 | SH | DFND | 1 | 823,472 | 0 | 0 | |
| HD SUPPLY HLDGS INC | COM | 40416M105 | 17,299 | 496,801 | SH | DFND | 1 | 496,801 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 114,763 | 5,093,782 | SH | DFND | 1 | 5,093,782 | 0 | 0 | |
| INGEVITY CORP | COM | 45688C107 | 5,695 | 167,306 | SH | DFND | 1 | 167,306 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 4,015 | 644,460 | SH | DFND | 1 | 644,460 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,034,820 | 9,000,000 | SH | Put | DFND | 1 | 9,000,000 | 0 | 0 |
| MERCER INTL INC | COM | 588056101 | 87,460 | 10,959,849 | SH | DFND | 1 | 10,959,849 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 91,542 | 4,045,141 | SH | DFND | 1 | 4,045,141 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 54,591 | 1,712,401 | SH | DFND | 1 | 1,712,401 | 0 | 0 | |
| NORTEK INC | COM NEW | 656559309 | 193,388 | 3,260,633 | SH | DFND | 1 | 3,260,633 | 0 | 0 | |
| OLIN CORP | COM PAR $1 | 680665205 | 68,911 | 2,774,209 | SH | DFND | 1 | 2,774,209 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 55,925 | 521,392 | SH | DFND | 1 | 521,392 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 73,611 | 1,849,525 | SH | DFND | 1 | 1,849,525 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 64,488 | 408,616 | SH | DFND | 1 | 408,616 | 0 | 0 | |
| SOTHEBYS | COM | 835898107 | 32,717 | 1,194,052 | SH | DFND | 1 | 1,194,052 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 81,095 | 1,699,046 | SH | DFND | 1 | 1,699,046 | 0 | 0 | |