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 |
| AUTOZONE INC | COM | 053332102 | 59,858 | 104,930 | SH | DFND | 1 | 104,930 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 74,502 | 2,325,277 | SH | DFND | 1 | 2,325,277 | 0 | 0 | |
| CHEMOURS CO | COM | 163851108 | 67,780 | 1,787,445 | SH | DFND | 1 | 1,787,445 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 118,563 | 7,532,580 | SH | DFND | 1 | 7,532,580 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 132,278 | 2,042,586 | SH | DFND | 1 | 2,042,586 | 0 | 0 | |
| DONNELLEY FINL SOLUTIONS INC | COM | 25787G100 | 39,733 | 1,730,528 | SH | DFND | 1 | 1,730,528 | 0 | 0 | |
| FLOTEK INDS INC DEL | COM | 343389102 | 50,926 | 5,696,416 | SH | DFND | 1 | 5,696,416 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 77,830 | 1,228,569 | SH | DFND | 1 | 1,228,569 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 94,186 | 2,500,283 | SH | DFND | 1 | 2,500,283 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 132,057 | 4,329,728 | SH | DFND | 1 | 4,329,728 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 136,482 | 1,895,322 | SH | DFND | 1 | 1,895,322 | 0 | 0 | |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 79,336 | 2,200,111 | SH | DFND | 1 | 2,200,111 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 125,955 | 2,036,454 | SH | DFND | 1 | 2,036,454 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 2,536 | 582,946 | SH | DFND | 1 | 582,946 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 775,060 | 5,500,000 | SH | Put | DFND | 1 | 5,500,000 | 0 | 0 |
| LAMB WESTON HLDGS INC | COM | 513272104 | 107,216 | 2,434,523 | SH | DFND | 1 | 2,434,523 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 104,880 | 9,119,973 | SH | DFND | 1 | 9,119,973 | 0 | 0 | |
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 58,332 | 1,998,362 | SH | DFND | 1 | 1,998,362 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 116,121 | 3,711,123 | SH | DFND | 1 | 3,711,123 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 44,648 | 305,830 | SH | DFND | 1 | 305,830 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 77,988 | 1,990,000 | SH | DFND | 1 | 1,990,000 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 135,880 | 860,000 | SH | DFND | 1 | 860,000 | 0 | 0 | |
| VARIAN MED SYS INC | COM | 92220P105 | 69,230 | 670,902 | SH | DFND | 1 | 670,902 | 0 | 0 | |
| VERSUM MATLS INC | COM | 92532W103 | 114,592 | 3,525,900 | SH | DFND | 1 | 3,525,900 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 113,683 | 5,050,323 | SH | DFND | 1 | 5,050,323 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 68,259 | 3,621,159 | SH | DFND | 1 | 3,621,159 | 0 | 0 | |