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 | 21,091 | 626,024 | SH | DFND | 1 | 626,024 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 120,028 | 4,412,779 | SH | DFND | 1 | 4,412,779 | 0 | 0 | |
| CHEMOURS CO | COM | 163851108 | 44,764 | 2,026,445 | SH | DFND | 1 | 2,026,445 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 120,126 | 9,304,871 | SH | DFND | 1 | 9,304,871 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 112,904 | 1,758,628 | SH | DFND | 1 | 1,758,628 | 0 | 0 | |
| DONNELLEY FINL SOLUTIONS INC | COM | 25787G100 | 43,119 | 1,876,388 | SH | DFND | 1 | 1,876,388 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 40,201 | 408,006 | SH | DFND | 1 | 408,006 | 0 | 0 | |
| FLOTEK INDS INC DEL | COM | 343389102 | 51,922 | 5,529,513 | SH | DFND | 1 | 5,529,513 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 66,960 | 1,248,557 | SH | DFND | 1 | 1,248,557 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 121,776 | 3,977,005 | SH | DFND | 1 | 3,977,005 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 120,375 | 4,500,000 | SH | DFND | 1 | 4,500,000 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 118,840 | 1,756,947 | SH | DFND | 1 | 1,756,947 | 0 | 0 | |
| HD SUPPLY HLDGS INC | COM | 40416M105 | 50,561 | 1,189,391 | SH | DFND | 1 | 1,189,391 | 0 | 0 | |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 46,124 | 1,773,981 | SH | DFND | 1 | 1,773,981 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 192,545 | 7,078,856 | SH | DFND | 1 | 7,078,856 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | WHEN ISSUED | 43300A203 | 8,152 | 146,430 | SH | DFND | 1 | 146,430 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 2,048 | 341,379 | SH | DFND | 1 | 341,379 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 606,825 | 4,500,000 | SH | Put | DFND | 1 | 4,500,000 | 0 | 0 |
| LAMB WESTON HLDGS INC | COM | 513272104 | 65,430 | 1,728,658 | SH | DFND | 1 | 1,728,658 | 0 | 0 | |
| MANITOWOC FOODSERVICE INC | COM | 563568104 | 39,446 | 2,040,642 | SH | DFND | 1 | 2,040,642 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 116,722 | 10,959,849 | SH | DFND | 1 | 10,959,849 | 0 | 0 | |
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 66,702 | 2,635,414 | SH | DFND | 1 | 2,635,414 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 87,481 | 3,034,367 | SH | DFND | 1 | 3,034,367 | 0 | 0 | |
| OLIN CORP | COM PAR $1 | 680665205 | 10,013 | 390,990 | SH | DFND | 1 | 390,990 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 34,889 | 324,430 | SH | DFND | 1 | 324,430 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 32,262 | 300,000 | SH | Put | DFND | 1 | 300,000 | 0 | 0 |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 66,063 | 1,753,732 | SH | DFND | 1 | 1,753,732 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 67,698 | 395,271 | SH | DFND | 1 | 395,271 | 0 | 0 | |
| VERSUM MATLS INC | COM | 92532W103 | 86,056 | 3,065,750 | SH | DFND | 1 | 3,065,750 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 49,842 | 1,350,745 | SH | DFND | 1 | 1,350,745 | 0 | 0 | |