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 4,877 155,521 SH   DFND 1 155,521 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,491 57,500 SH   DFND 1 57,500 0 0
ALLERGAN PLC SHS G0177J108 18,594 127,000 SH   DFND 1 127,000 0 0
ALLERGAN PLC SHS G0177J108 14,641 100,000 SH Call DFND 1 100,000 0 0
ALPHABET INC CAP STK CL A 02079K305 25,892 22,000 SH   DFND 1 22,000 0 0
AMAZON COM INC COM 023135106 33,834 19,000 SH   DFND 1 19,000 0 0
BARCLAYS PLC ADR 06738E204 1,000 125,000 SH   DFND 1 125,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 27,278 571,755 SH   DFND 1 571,755 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 11,928 250,000 SH Call DFND 1 250,000 0 0
CAESARS ENTMT CORP COM 127686103 17,625 2,028,200 SH   DFND 1 2,028,200 0 0
CARA THERAPEUTICS INC COM 140755109 23,604 1,203,055 SH   DFND 1 1,203,055 0 0
CELGENE CORP COM 151020104 1,887 20,000 SH Put DFND 1 20,000 0 0
CENTENE CORP DEL COM 15135B101 7,434 140,000 SH   DFND 1 140,000 0 0
CIGNA CORP NEW COM 125523100 21,822 135,693 SH   DFND 1 135,693 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 842 16,274 SH   DFND 1 16,274 0 0
CONAGRA BRANDS INC COM 205887102 832 30,000 SH   DFND 1 30,000 0 0
CRONOS GROUP INC COM 22717L101 156,512 8,492,227 SH   DFND 1 8,492,227 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,550 30,000 SH   DFND 1 30,000 0 0
DISH NETWORK CORP CL A 25470M109 2,218 70,000 SH   DFND 1 70,000 0 0
DOLLAR TREE INC COM 256746108 6,396 60,895 SH   DFND 1 60,895 0 0
EAGLE MATERIALS INC COM 26969P108 19,184 227,571 SH   DFND 1 227,571 0 0
EAGLE MATERIALS INC COM 26969P108 21,075 250,000 SH Call DFND 1 250,000 0 0
EBAY INC COM 278642103 1,166 31,400 SH   DFND 1 31,400 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 12,855 500,000 SH Call DFND 1 500,000 0 0
FIRST DATA CORP NEW COM CL A 32008D106 2,890 110,000 SH   DFND 1 110,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 89,830 500,000 SH Put DFND 1 500,000 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 1,605 500,000 SH   DFND 1 500,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 15,089 75,000 SH   DFND 1 75,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 27,919 1,088,052 SH   DFND 1 1,088,052 0 0
NEWELL BRANDS INC COM 651229106 4,561 297,299 SH   DFND 1 297,299 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 8,654 365,610 SH   DFND 1 365,610 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 19,748 965,682 SH   DFND 1 965,682 0 0
NXP SEMICONDUCTORS N V COM N6596X109 14,130 159,863 SH   DFND 1 159,863 0 0
PENN NATL GAMING INC COM 707569109 5,614 279,289 SH   DFND 1 279,289 0 0
ROYAL BK SCOTLAND GROUP PLC SPONS ADR 2 ORD 780097689 853 130,900 SH   DFND 1 130,900 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 8,296 168,112 SH   DFND 1 168,112 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 141,240 500,000 SH Put DFND 1 500,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 10,176 448,864 SH   DFND 1 448,864 0 0
U S G CORP COM NEW 903293405 7,010 161,889 SH   DFND 1 161,889 0 0
VAIL RESORTS INC COM 91879Q109 18,453 84,921 SH   DFND 1 84,921 0 0
VERSUM MATLS INC COM 92532W103 503 10,000 SH   DFND 1 10,000 0 0
WILLSCOT CORP COM 971375126 22,296 2,010,503 SH   DFND 1 2,010,503 0 0