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 19,057 567,521 SH   DFND 1 567,521 0 0
ALLERGAN PLC SHS G0177J108 25,601 134,400 SH   DFND 1 134,400 0 0
ALPHABET INC CAP STK CL A 02079K305 25,349 21,000 SH   DFND 1 21,000 0 0
AMAZON COM INC COM 023135106 36,054 18,000 SH   DFND 1 18,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 18,400 296,388 SH   DFND 1 296,388 0 0
BROADCOM INC COM 11135F101 20,789 84,257 SH   DFND 1 84,257 0 0
CAESARS ENTMT CORP COM 127686103 2,563 250,000 SH Call DFND 1 250,000 0 0
CAESARS ENTMT CORP COM 127686103 3,979 388,200 SH   DFND 1 388,200 0 0
CARA THERAPEUTICS INC COM 140755109 28,851 1,204,654 SH   DFND 1 1,204,654 0 0
CIGNA CORPORATION COM 125509109 15,861 76,162 SH   DFND 1 76,162 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 6,312 138,821 SH   DFND 1 138,821 0 0
CRONOS GROUP INC COM 22717L101 100,494 9,037,227 SH   DFND 1 9,037,227 0 0
DISH NETWORK CORP CL A 25470M109 9,864 275,848 SH   DFND 1 275,848 0 0
DOLLAR TREE INC COM 256746108 16,864 206,795 SH   DFND 1 206,795 0 0
EAGLE MATERIALS INC COM 26969P108 17,122 200,871 SH   DFND 1 200,871 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,850 30,000 SH   DFND 1 30,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 185,790 1,000,000 SH Put DFND 1 1,000,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 10,488 57,643 SH   DFND 1 57,643 0 0
MGM RESORTS INTERNATIONAL COM 552953101 22,413 803,052 SH   DFND 1 803,052 0 0
MGM RESORTS INTERNATIONAL COM 552953101 13,955 500,000 SH Call DFND 1 500,000 0 0
MUELLER WTR PRODS INC COM SER A 624758108 6,508 565,414 SH   DFND 1 565,414 0 0
NEWELL BRANDS INC COM 651229106 20,300 1,000,000 SH Call DFND 1 1,000,000 0 0
NEWELL BRANDS INC COM 651229106 8,150 401,500 SH   DFND 1 401,500 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 2,091 75,610 SH   DFND 1 75,610 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 13,553 490,000 SH Call DFND 1 490,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 19,565 965,682 SH   DFND 1 965,682 0 0
NVIDIA CORP COM 67066G104 19,494 69,370 SH   DFND 1 69,370 0 0
NXP SEMICONDUCTORS N V COM N6596X109 14,523 169,863 SH   DFND 1 169,863 0 0
PENN NATL GAMING INC COM 707569109 6,416 194,889 SH   DFND 1 194,889 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 10,499 169,253 SH   DFND 1 169,253 0 0
SHIRE PLC SPONSORED ADR 82481R106 18,745 103,412 SH   DFND 1 103,412 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 15,617 223,682 SH   DFND 1 223,682 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 10,016 70,000 SH   DFND 1 70,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 145,360 500,000 SH Put DFND 1 500,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 13,359 408,921 SH   DFND 1 408,921 0 0
U S G CORP COM NEW 903293405 22,378 516,703 SH   DFND 1 516,703 0 0
VAIL RESORTS INC COM 91879Q109 18,751 68,328 SH   DFND 1 68,328 0 0
WILLSCOT CORP COM 971375126 27,889 1,626,200 SH   DFND 1 1,626,200 0 0