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 279,678 3,329,900 SH   DFND 1,2 3,329,900 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 66,514 90,150 SH   DFND 1,2 90,150 0 0
ALLY FINL INC COM 02005N100 212,335 8,752,470 SH   DFND 1,2 8,752,470 0 0
ALPHABET INC CAP STK CL A 02079K305 173,842 178,534 SH   DFND 1,2 178,534 0 0
ARDAGH GROUP S A CL A L0223L101 6,508 303,988 SH   DFND 1,2 303,988 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 22,564 369,301 SH   DFND 1,2 369,301 0 0
BAIDU INC SPON ADR REP A 056752108 279,756 1,129,459 SH   DFND 1,2 1,129,459 0 0
C&J ENERGY SVCS INC NEW COM 12674R100 34,093 1,137,578 SH   DFND 1,2 1,137,578 0 0
CBRE GROUP INC CL A 12504L109 50,167 1,324,361 SH   DFND 1,2 1,324,361 0 0
CDK GLOBAL INC COM 12508E101 105,658 1,674,717 SH   DFND 1,2 1,674,717 0 0
CDW CORP COM 12514G108 48,647 737,077 SH   DFND 1,2 737,077 0 0
CIT GROUP INC COM NEW 125581801 210,521 4,291,974 SH   DFND 1,2 4,291,974 0 0
CITIGROUP INC COM NEW 172967424 180,141 2,476,500 SH   DFND 1,2 2,476,500 0 0
COMCAST CORP NEW CL A 20030N101 43,867 1,140,000 SH Call DFND 1,2 1,140,000 0 0
COMCAST CORP NEW CL A 20030N101 144,639 3,758,798 SH   DFND 1,2 3,758,798 0 0
FEDEX CORP COM 31428X106 67,110 297,500 SH   DFND 1,2 297,500 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 4,291 59,225 SH   DFND 1,2 59,225 0 0
HCA HEALTHCARE INC COM 40412C101 165,313 2,077,054 SH   DFND 1,2 2,077,054 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 119,338 1,737,085 SH   DFND 1,2 1,737,085 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 8,295 527,000 SH   DFND 1,2 527,000 0 0
LITHIA MTRS INC CL A 536797103 42,009 349,169 SH   DFND 1,2 349,169 0 0
MASTERCARD INCORPORATED CL A 57636Q104 129,805 919,298 SH   DFND 1,2 919,298 0 0
ON SEMICONDUCTOR CORP COM 682189105 88,565 4,795,051 SH   DFND 1,2 4,795,051 0 0
ORION ENGINEERED CARBONS S A COM L72967109 13,423 597,896 SH   DFND 1,2 597,896 0 0
REALOGY HLDGS CORP COM 75605Y106 98,580 2,991,807 SH   DFND 1,2 2,991,807 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,989 32,810 SH   DFND 1,2 32,810 0 0
TRIPLE-S MGMT CORP CL B 896749108 18,861 796,498 SH   DFND 1,2 796,498 0 0
VEREIT INC COM 92339V100 32,789 3,955,230 SH   DFND 1,2 3,955,230 0 0
WESTROCK CO COM 96145D105 114,672 2,021,372 SH   DFND 1,2 2,021,372 0 0
WMIH CORP COM 92936P100 2,631 2,769,100 SH   DFND 1,2 2,769,100 0 0