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

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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
CINCINNA COMNE 171871502 21,066,000 1,378,650 SH   DFND   1,378,650 0 0
EATON VA COMNO 278265103 67,732,000 997,072 SH   DFND   997,072 0 0
GENWORTH COMCL 37247D106 3,078,000 814,250 SH   DFND   814,250 0 0
GRUBHUB COM 400110102 177,526,000 2,390,271 SH   DFND   2,390,271 0 0
NAVISTAR COM 63934E108 60,128,000 1,367,821 SH   DFND   1,367,821 0 0
REALPAGE COM 75606N109 35,518,000 407,125 SH   DFND   407,125 0 0
SLACK TE COMCL 83088V102 250,566,000 5,931,958 SH   DFND   5,931,958 0 0