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
ABBVIE INC COM 00287Y109 1,372 17,028 SH   DFND 2 17,028 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,458 32,021 SH   DFND 2 32,021 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,002 16,844 SH   DFND 2 16,844 0 0
AQUA AMERICA INC COM 03836W103 993 27,248 SH   DFND 2 27,248 0 0
BIOGEN INC COM 09062X103 972 4,114 SH   DFND 2 4,114 0 0
BIO TECHNE CORP COM 09073M104 1,003 5,050 SH   DFND 2 5,050 0 0
CENTENE CORP DEL COM 15135B101 1,177 22,160 SH   DFND 2 22,160 0 0
COMCAST CORP NEW CL A 20030N101 1,395 34,895 SH   DFND 2 34,895 0 0
CONCHO RES INC COM 20605P101 10,419 93,897 SH   DFND 2 93,897 0 0
CONOCOPHILLIPS COM 20825C104 14,723 220,600 SH   DFND 2 220,600 0 0
CONOCOPHILLIPS COM 20825C104 1,327 19,887 SH   DFND 2 19,887 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,399 7,977 SH   DFND 2 7,977 0 0
DIAMONDBACK ENERGY INC COM 25278X109 17,266 170,062 SH   DFND 2 170,062 0 0
DISCOVERY INC COM SER A 25470F104 1,262 46,690 SH   DFND 2 46,690 0 0
DISH NETWORK CORP CL A 25470M109 1,315 41,506 SH   DFND 2 41,506 0 0
ENERSYS COM 29275Y102 864 13,266 SH   DFND 2 13,266 0 0
ENSIGN GROUP INC COM 29358P101 1,014 19,804 SH   DFND 2 19,804 0 0
EVERTEC INC COM 30040P103 952 34,217 SH   DFND 2 34,217 0 0
EXPONENT INC COM 30214U102 998 17,293 SH   DFND 2 17,293 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 49,643 3,786,621 SH   SOLE   3,786,621 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,348 104,600 SH   DFND 2 104,600 0 0
GAMESTOP CORP NEW CL A 36467W109 850 83,699 SH   DFND 2 83,699 0 0
HESS CORP COM 42809H107 13,630 226,293 SH   DFND 2 226,293 0 0
HP INC COM 40434L105 1,329 68,391 SH   DFND 2 68,391 0 0
IDEX CORP COM 45167R104 1,031 6,796 SH   DFND 2 6,796 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 8,906 2,075 SH Put DFND 2 2,075 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 6,515 1,518 SH Put DFND 2 1,518 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 119,987 27,956 SH Put DFND 2 27,956 0 0
ITT INC COM 45073V108 983 16,954 SH   DFND 2 16,954 0 0
LONESTAR RES US INC CL A VTG 54240F103 2,006 500,227 SH   DFND   500,227 0 0
LONESTAR RES US INC CL A VTG 54240F103 13,948 3,478,261 SH   SOLE   3,478,261 0 0
MEDIFAST INC COM 58470H101 980 7,684 SH   DFND 2 7,684 0 0
NAVIGANT CONSULTING INC COM 63935N107 926 47,560 SH   DFND 2 47,560 0 0
PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 1,103 33,423 SH   DFND 2 33,423 0 0
POLYONE CORP COM 73179P106 880 30,020 SH   DFND 2 30,020 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,026 15,135 SH   DFND 2 15,135 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 965 65,156 SH   DFND 2 65,156 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 86,203 706,525 SH   DFND 2 706,525 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 112,710 399,000 SH   DFND 2 399,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 7,988 259,850 SH   DFND 2 259,850 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 18,290 5,950 SH Put DFND 2 5,950 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 23,645 7,692 SH Call DFND 2 7,692 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 411,643 7,514,477 SH   SOLE   7,514,477 0 0
TITAN INTL INC ILL COM 88830M102 145 24,290 SH   DFND 2 24,290 0 0
TPI COMPOSITES INC COM 87266J104 429 15,000 SH   DFND 2 15,000 0 0
TTEC HLDGS INC COM 89854H102 870 24,017 SH   DFND 2 24,017 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 535 23,860 SH   DFND 2 23,860 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 3,989 231,502 SH   DFND 2 231,502 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,402 23,706 SH   DFND 2 23,706 0 0
WAITR HLDGS INC COM 930752100 47,869 3,895,000 SH   SOLE   3,895,000 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 881 21,748 SH   DFND 2 21,748 0 0