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
ADIENT PLC ORD SHS G0084W101 181,051 3,089,600 SH   DFND 1,2 3,089,600 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 70,909 93,000 SH   DFND 1,2 93,000 0 0
ALPHABET INC CAP STK CL A 02079K305 102,482 129,323 SH   DFND 1,2 129,323 0 0
AMERICAN CAP LTD COM 02503Y103 8,976 500,884 SH   DFND 1,2 500,884 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 22,786 369,301 SH   DFND 1,2 369,301 0 0
BAIDU INC SPON ADR REP A 056752108 148,209 901,459 SH   DFND 1,2 901,459 0 0
CAPITAL ONE FINL CORP COM 14040H105 32,610 373,800 SH   DFND 1,2 373,800 0 0
CBRE GROUP INC CL A 12504L109 70,895 2,251,361 SH   DFND 1,2 2,251,361 0 0
CDK GLOBAL INC COM 12508E101 80,565 1,349,717 SH   DFND 1,2 1,349,717 0 0
CDW CORP COM 12514G108 79,094 1,518,411 SH   DFND 1,2 1,518,411 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 85,698 297,644 SH   DFND 1,2 297,644 0 0
CIT GROUP INC COM NEW 125581801 58,890 1,379,810 SH   DFND 1,2 1,379,810 0 0
CITIGROUP INC COM NEW 172967424 129,052 2,171,500 SH   DFND 1,2 2,171,500 0 0
CITIZENS FINL GROUP INC COM 174610105 44,438 1,247,200 SH   DFND 1,2 1,247,200 0 0
COLONY CAP INC CONV PFD-C 19624R403 5,617 241,073 SH   DFND 1,2 241,073 0 0
COMCAST CORP NEW CL A 20030N101 152,825 2,213,249 SH   DFND 1,2 2,213,249 0 0
FEDEX CORP COM 31428X106 44,223 237,500 SH   DFND 1,2 237,500 0 0
FIREEYE INC COM 31816Q101 2,023 170,000 SH   DFND 1,2 170,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 32,661 136,400 SH   DFND 1,2 136,400 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 24,272 311,425 SH   DFND 1,2 311,425 0 0
HCA HOLDINGS INC COM 40412C101 141,366 1,909,830 SH   DFND 1,2 1,909,830 0 0
IMPERVA INC COM 45321L100 4,032 105,000 SH   DFND 1,2 105,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 86,158 1,527,085 SH   DFND 1,2 1,527,085 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 11,695 774,000 SH Call DFND 1,2 774,000 0 0
KORN FERRY INTL COM NEW 500643200 37,329 1,268,402 SH   DFND 1,2 1,268,402 0 0
LITHIA MTRS INC CL A 536797103 69,705 719,869 SH   DFND 1,2 719,869 0 0
MASTERCARD INCORPORATED CL A 57636Q104 150,015 1,452,927 SH   DFND 1,2 1,452,927 0 0
ORACLE CORP COM 68389X105 27,765 722,106 SH   DFND 1,2 722,106 0 0
ORION ENGINEERED CARBONS S A COM L72967109 29,655 1,573,209 SH   DFND 1,2 1,573,209 0 0
REALOGY HLDGS CORP COM 75605Y106 64,500 2,506,807 SH   DFND 1,2 2,506,807 0 0
ROYAL BK SCOTLAND GROUP PLC NOTE 8.625%12/3 780097BB6 45,761 45,000,000 PRN   DFND 1,2 45,000,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 34,264 312,600 SH Call DFND 1,2 312,600 0 0
TRINSEO S A SHS L9340P101 5,234 88,260 SH   DFND 1,2 88,260 0 0
TRIPLE-S MGMT CORP CL B 896749108 17,521 846,409 SH   DFND 1,2 846,409 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 4,812 230,000 SH   DFND 1,2 230,000 0 0
WESTROCK CO COM 96145D105 98,259 1,935,372 SH   DFND 1,2 1,935,372 0 0
WMIH CORP COM 92936P100 4,292 2,769,100 SH   DFND 1,2 2,769,100 0 0