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
ADVISORY BRD CO COM 00762W107 39,144 1,177,255 SH   DFND 1 1,177,255 0 0
ADVISORY BRD CO COM 00762W107 4,523 136,027 SH   DFND 2 136,027 0 0
ADVISORY BRD CO COM 00762W107 4,342 130,600 SH Call DFND 1 130,600 0 0
ADVISORY BRD CO COM 00762W107 645 19,400 SH Call DFND 2 19,400 0 0
AIR PRODS & CHEMS INC COM 009158106 25,417 176,725 SH   DFND 1 176,725 0 0
AIR PRODS & CHEMS INC COM 009158106 2,629 18,281 SH   DFND 2 18,281 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 9,611 147,165 SH   DFND 1 147,165 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 994 15,223 SH   DFND 2 15,223 0 0
ARMSTRONG FLOORING INC COM 04238R106 15,424 774,693 SH   DFND 1 774,693 0 0
ARMSTRONG FLOORING INC COM 04238R106 1,597 80,223 SH   DFND 2 80,223 0 0
CONSTELLATION BRANDS INC CL A 21036P108 25,643 167,260 SH   DFND 1 167,260 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,653 17,302 SH   DFND 2 17,302 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 12,523 227,824 SH   DFND 1 227,824 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 1,295 23,567 SH   DFND 2 23,567 0 0
INTRALINKS HLDGS INC COM 46118H104 21,234 1,570,571 SH   DFND 1 1,570,571 0 0
INTRALINKS HLDGS INC COM 46118H104 2,197 162,468 SH   DFND 2 162,468 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 5,848 172,416 SH   DFND 1 172,416 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 605 17,836 SH   DFND 2 17,836 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 4,651 172,883 SH   DFND 1 172,883 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 481 17,884 SH   DFND 2 17,884 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 4,990 203,361 SH   DFND 1 203,361 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 516 21,037 SH   DFND 2 21,037 0 0
MANITOWOC INC COM 563571108 3,190 533,517 SH   DFND 1 533,517 0 0
MANITOWOC INC COM 563571108 330 55,190 SH   DFND 2 55,190 0 0
MANITOWOC FOODSERVICE INC COM 563568104 29,595 1,531,063 SH   DFND 1 1,531,063 0 0
MANITOWOC FOODSERVICE INC COM 563568104 3,062 158,381 SH   DFND 2 158,381 0 0
MARATHON PETE CORP COM 56585A102 13,285 263,853 SH   DFND 1 263,853 0 0
MARATHON PETE CORP COM 56585A102 1,374 27,294 SH   DFND 2 27,294 0 0
NETSCOUT SYS INC COM 64115T104 11,691 371,134 SH   DFND 1 371,134 0 0
NETSCOUT SYS INC COM 64115T104 1,209 38,392 SH   DFND 2 38,392 0 0
PANDORA MEDIA INC COM 698354107 3,407 261,240 SH   DFND 1 261,240 0 0
PANDORA MEDIA INC COM 698354107 352 27,024 SH   DFND 2 27,024 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 9,047 332,011 SH   DFND 1 332,011 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 936 34,345 SH   DFND 2 34,345 0 0
VERINT SYS INC COM 92343X100 9,397 266,573 SH   DFND 1 266,573 0 0
VERINT SYS INC COM 92343X100 970 27,525 SH   DFND 2 27,525 0 0
WEBMD HEALTH CORP COM 94770V102 12,209 246,302 SH   DFND 1 246,302 0 0
WEBMD HEALTH CORP COM 94770V102 1,263 25,479 SH   DFND 2 25,479 0 0
YUM BRANDS INC COM 988498101 16,118 254,515 SH   DFND 1 254,515 0 0
YUM BRANDS INC COM 988498101 1,667 26,328 SH   DFND 2 26,328 0 0