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
CANTEL M COM 138098108 55,888,000 700,000 SH   DFND   700,000 0 0
CINCINNA COMNE 171871502 29,508,000 1,922,371 SH   DFND   1,922,371 0 0
CIT GROU COMNE 125581801 36,303,000 704,780 SH   DFND   704,780 0 0
GRUBHUB COM 400110102 209,171,000 3,486,188 SH   DFND   3,486,188 0 0
NAVISTAR COM 63934E108 84,271,000 1,913,923 SH   DFND   1,913,923 0 0
PERSPECT COM 715347100 101,907,000 3,507,976 SH   DFND   3,507,976 0 0
PRA HEAL COM 69354M108 38,332,000 250,000 SH   DFND   250,000 0 0