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
ACTIVISION BLIZZARD INC COM 00507V109 2,259 45,305 SH   DFND 1 45,305 0 0
ACTIVISION BLIZZARD INC COM 00507V109 234 4,695 SH   DFND   4,695 0 0
ADVISORY BRD CO COM 00762W107 33,047 706,143 SH   DFND 1 706,143 0 0
ADVISORY BRD CO COM 00762W107 3,425 73,180 SH   DFND   73,180 0 0
AIR PRODS & CHEMS INC COM 009158106 23,909 176,725 SH   DFND 1 176,725 0 0
AIR PRODS & CHEMS INC COM 009158106 2,473 18,281 SH   DFND   18,281 0 0
ARMSTRONG FLOORING INC COM 04238R106 11,997 651,297 SH   DFND 1 651,297 0 0
ARMSTRONG FLOORING INC COM 04238R106 1,243 67,495 SH   DFND   67,495 0 0
CONSTELLATION BRANDS INC CL A 21036P108 37,391 230,710 SH   DFND 1 230,710 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,866 23,852 SH   DFND   23,852 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 14,599 227,824 SH   DFND 1 227,824 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 1,510 23,567 SH   DFND   23,567 0 0
LCI INDS COM 50189K103 4,521 45,300 SH Put DFND 1 45,300 0 0
LCI INDS COM 50189K103 469 4,700 SH Put DFND   4,700 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRUIS XM 531229607 6,686 172,416 SH   DFND 1 172,416 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRUIS XM 531229607 692 17,836 SH   DFND   17,836 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 13,257 543,751 SH   DFND 1 543,751 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 1,374 56,348 SH   DFND   56,348 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 2,209 90,600 SH Call DFND 1 90,600 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 229 9,400 SH Call DFND   9,400 0 0
MARATHON PETE CORP COM 56585A102 13,335 263,853 SH   DFND 1 263,853 0 0
MARATHON PETE CORP COM 56585A102 1,379 27,294 SH   DFND   27,294 0 0
NETSCOUT SYS INC COM 64115T104 10,221 269,340 SH   DFND 1 269,340 0 0
NETSCOUT SYS INC COM 64115T104 1,059 27,912 SH   DFND   27,912 0 0
PANDORA MEDIA INC COM 698354107 3,085 261,240 SH   DFND 1 261,240 0 0
PANDORA MEDIA INC COM 698354107 319 27,024 SH   DFND   27,024 0 0
SHUTTERFLY INC COM 82568P304 9,058 187,583 SH   DFND 1 187,583 0 0
SHUTTERFLY INC COM 82568P304 938 19,417 SH   DFND   19,417 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 10,551 332,011 SH   DFND 1 332,011 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,091 34,345 SH   DFND   34,345 0 0
VERINT SYS INC COM 92343X100 14,531 335,019 SH   DFND 1 335,019 0 0
VERINT SYS INC COM 92343X100 1,502 34,637 SH   DFND   34,637 0 0
YUM BRANDS INC COM 988498101 11,519 180,269 SH   DFND 1 180,269 0 0
YUM BRANDS INC COM 988498101 1,192 18,660 SH   DFND   18,660 0 0
WELBILT INC COM 949090104 18,560 945,480 SH   DFND 1 945,480 0 0
WELBILT INC COM 949090104 1,923 97,984 SH   DFND   97,984 0 0
WHOLE FOODS MKT INC COM 966837106 8,483 285,422 SH   DFND 1 285,422 0 0
WHOLE FOODS MKT INC COM 966837106 879 29,578 SH   DFND   29,578 0 0