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 |
| ALTABA INC | COM | 021346101 | 132,480 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 44,279 | 1,531,076 | SH | DFND | 1 | 1,531,076 | 0 | 0 | |
| CHEMOURS CO | COM | 163851108 | 76,157 | 1,504,774 | SH | DFND | 1 | 1,504,774 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 73,595 | 4,200,655 | SH | DFND | 1 | 4,200,655 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 143,095 | 2,409,410 | SH | DFND | 1 | 2,409,410 | 0 | 0 | |
| DONNELLEY FINL SOLUTIONS INC | COM | 25787G100 | 34,595 | 1,604,591 | SH | DFND | 1 | 1,604,591 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 91,724 | 859,640 | SH | DFND | 1 | 859,640 | 0 | 0 | |
| FLOTEK INDS INC DEL | COM | 343389102 | 26,488 | 5,696,416 | SH | DFND | 1 | 5,696,416 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 82,369 | 1,163,569 | SH | DFND | 1 | 1,163,569 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 92,303 | 2,502,101 | SH | DFND | 1 | 2,502,101 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 140,958 | 4,591,456 | SH | DFND | 1 | 4,591,456 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 141,893 | 1,966,635 | SH | DFND | 1 | 1,966,635 | 0 | 0 | |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 98,039 | 2,537,908 | SH | DFND | 1 | 2,537,908 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 140,301 | 2,020,179 | SH | DFND | 1 | 2,020,179 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 7,148 | 751,618 | SH | DFND | 1 | 751,618 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,185,440 | 8,000,000 | SH | Put | DFND | 1 | 8,000,000 | 0 | 0 |
| KAR AUCTION SVCS INC | COM | 48238T109 | 40,911 | 856,964 | SH | DFND | 1 | 856,964 | 0 | 0 | |
| LAMB WESTON HLDGS INC | COM | 513272104 | 80,845 | 1,724,146 | SH | DFND | 1 | 1,724,146 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 98,881 | 8,344,390 | SH | DFND | 1 | 8,344,390 | 0 | 0 | |
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 51,232 | 1,695,848 | SH | DFND | 1 | 1,695,848 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 101,022 | 3,099,777 | SH | DFND | 1 | 3,099,777 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 47,804 | 305,830 | SH | DFND | 1 | 305,830 | 0 | 0 | |
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 41,856 | 908,534 | SH | DFND | 1 | 908,534 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 69,858 | 1,494,929 | SH | DFND | 1 | 1,494,929 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 153,073 | 1,027,264 | SH | DFND | 1 | 1,027,264 | 0 | 0 | |
| VARIAN MED SYS INC | COM | 92220P105 | 57,124 | 570,902 | SH | DFND | 1 | 570,902 | 0 | 0 | |
| VERSUM MATLS INC | COM | 92532W103 | 111,315 | 2,867,477 | SH | DFND | 1 | 2,867,477 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 85,681 | 3,734,990 | SH | DFND | 1 | 3,734,990 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 79,660 | 3,455,945 | SH | DFND | 1 | 3,455,945 | 0 | 0 | |