The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALCON INC | ORD SHS | H01301128 | 67,549 | 1,158,849 | SH | DFND | 1 | 1,158,849 | 0 | 0 | |
| ALTRA INDL MOTION CORP | COM | 02208R106 | 158,374 | 5,718,516 | SH | DFND | 1 | 5,718,516 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 77,678 | 803,290 | SH | DFND | 1 | 803,290 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 71,369 | 1,484,081 | SH | DFND | 1 | 1,484,081 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 164,056 | 2,874,648 | SH | DFND | 1 | 2,874,648 | 0 | 0 | |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 100,306 | 9,853,244 | SH | DFND | 1 | 9,853,244 | 0 | 0 | |
| ENVISTA HLDGS CORP | COM | 29415F104 | 33,440 | 1,199,416 | SH | DFND | 1 | 1,199,416 | 0 | 0 | |
| EXELA TECHNOLOGIES INC | COM | 30162V102 | 4,995 | 4,233,010 | SH | DFND | 1 | 4,233,010 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 86,413 | 1,260,404 | SH | DFND | 1 | 1,260,404 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 117,915 | 3,083,539 | SH | DFND | 1 | 3,083,539 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 101,206 | 1,515,966 | SH | DFND | 1 | 1,515,966 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 119,496 | 1,283,390 | SH | DFND | 1 | 1,283,390 | 0 | 0 | |
| IAA INC | COM | 449253103 | 97,114 | 2,327,200 | SH | DFND | 1 | 2,327,200 | 0 | 0 | |
| INGERSOLL-RAND PLC | SHS | G47791101 | 84,458 | 685,477 | SH | DFND | 1 | 685,477 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 4,923 | 539,855 | SH | DFND | 1 | 539,855 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 117,146 | 4,771,751 | SH | DFND | 1 | 4,771,751 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 46,292 | 3,691,530 | SH | DFND | 1 | 3,691,530 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 56,866 | 2,051,437 | SH | DFND | 1 | 2,051,437 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 36,128 | 1,259,693 | SH | DFND | 1 | 1,259,693 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 29,851 | 7,056,917 | SH | DFND | 1 | 7,056,917 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 85,893 | 350,611 | SH | DFND | 1 | 350,611 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 68,101 | 1,360,386 | SH | DFND | 1 | 1,360,386 | 0 | 0 | |
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 58,740 | 1,382,440 | SH | DFND | 1 | 1,382,440 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 85,573 | 1,530,823 | SH | DFND | 1 | 1,530,823 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 48,945 | 312,666 | SH | DFND | 1 | 312,666 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 118,801 | 5,245,077 | SH | DFND | 1 | 5,245,077 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 32,789 | 5,297,134 | SH | DFND | 1 | 5,297,134 | 0 | 0 | |
| WABTEC CORP | COM | 929740108 | 120,656 | 1,679,044 | SH | DFND | 1 | 1,679,044 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 111,496 | 6,613,036 | SH | DFND | 1 | 6,613,036 | 0 | 0 | |