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
AT&T INC COM 00206R102 44,761 1,394,000 SH Call DFND 1 1,394,000 0 0
AT&T INC COM 00206R102 10,491 326,710 SH   DFND 1 326,710 0 0
ALLERGAN PLC SHS G0177J108 25,742 154,400 SH   DFND 1 154,400 0 0
ALPHABET INC CAP STK CL A 02079K305 23,713 21,000 SH   DFND 1 21,000 0 0
AMAZON COM INC COM 023135106 30,596 18,000 SH   DFND 1 18,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 18,339 331,388 SH   DFND 1 331,388 0 0
BROADCOM INC COM 11135F101 18,489 76,200 SH   DFND 1 76,200 0 0
CAESARS ENTMT CORP COM 127686103 2,763 258,200 SH   DFND 1 258,200 0 0
CAESARS ENTMT CORP COM 127686103 2,675 250,000 SH Call DFND 1 250,000 0 0
CARA THERAPEUTICS INC COM 140755109 22,299 1,164,431 SH   DFND 1 1,164,431 0 0
CIGNA CORPORATION COM 125509109 18,042 106,162 SH   DFND 1 106,162 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 6,637 163,309 SH   DFND 1 163,309 0 0
CRONOS GROUP INC COM 22717L101 85,053 13,044,962 SH   DFND 1 13,044,962 0 0
DISH NETWORK CORP CL A 25470M109 10,907 324,504 SH   DFND 1 324,504 0 0
DOLLAR TREE INC COM 256746108 1,275 15,000 SH   DFND 1 15,000 0 0
EAGLE MATERIALS INC COM 26969P108 13,506 128,669 SH   DFND 1 128,669 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 8,634 324,700 SH Call DFND 1 324,700 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 85,825 500,000 SH Put DFND 1 500,000 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 11,580 94,920 SH   DFND 1 94,920 0 0
MGM RESORTS INTERNATIONAL COM 552953101 23,022 793,052 SH   DFND 1 793,052 0 0
MGM RESORTS INTERNATIONAL COM 552953101 14,515 500,000 SH Call DFND 1 500,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,732 30,143 SH   DFND 1 30,143 0 0
MATTEL INC COM 577081102 5,497 334,746 SH   DFND 1 334,746 0 0
MUELLER WTR PRODS INC COM SER A 624758108 6,274 535,314 SH   DFND 1 535,314 0 0
NEWELL BRANDS INC COM 651229106 25,790 1,000,000 SH Call DFND 1 1,000,000 0 0
NEWELL BRANDS INC COM 651229106 10,097 391,500 SH   DFND 1 391,500 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 18,531 965,682 SH   DFND 1 965,682 0 0
NVIDIA CORP COM 67066G104 16,434 69,370 SH   DFND 1 69,370 0 0
NXP SEMICONDUCTORS N V COM N6596X109 15,829 144,863 SH   DFND 1 144,863 0 0
PENN NATL GAMING INC COM 707569109 5,592 166,489 SH   DFND 1 166,489 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 4,144 122,869 SH   DFND 1 122,869 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 9,435 158,653 SH   DFND 1 158,653 0 0
SHIRE PLC SPONSORED ADR 82481R106 19,144 113,412 SH   DFND 1 113,412 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 20,283 289,551 SH   DFND 1 289,551 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 135,640 500,000 SH Put DFND 1 500,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 9,147 403,321 SH   DFND 1 403,321 0 0
U S G CORP COM NEW 903293405 22,280 516,703 SH   DFND 1 516,703 0 0
VAIL RESORTS INC COM 91879Q109 20,106 73,328 SH   DFND 1 73,328 0 0
WILLSCOT CORP COM 971375126 24,068 1,626,200 SH   DFND 1 1,626,200 0 0
WILLSCOT CORP *W EXP 09/10/202 971375118 2,565 1,135,100 SH   DFND 1 1,135,100 0 0
XL GROUP LTD COM G98294104 8,212 146,776 SH   DFND 1 146,776 0 0