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
ALTICE USA INC CL A 02156K103 42,814 2,591,670 SH   DFND   2,591,670 0 0
ALTICE USA INC CL A 02156K103 10,103 611,575 SH   SOLE   611,575 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 17,553 792,100 SH   DFND   792,100 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,009 45,540 SH   SOLE   45,540 0 0
CHILDRENS PL INC COM 168905107 8,785 97,510 SH   DFND   97,510 0 0
COMCAST CORP NEW CL A 20030N101 20,107 590,500 SH Call DFND   590,500 0 0
COMCAST CORP NEW CL A 20030N101 1,362 40,000 SH Call SOLE   40,000 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 32,769 2,335,604 SH   DFND   2,335,604 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 1,854 132,121 SH   SOLE   132,121 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 13,332 860,153 SH   DFND   860,153 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 823 53,097 SH   SOLE   53,097 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 22,108 689,583 SH   DFND   689,583 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 1,321 41,197 SH   SOLE   41,197 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 21,639 585,160 SH   DFND   585,160 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 1,250 33,790 SH   SOLE   33,790 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 3,419 43,480 SH   SOLE   43,480 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 42,471 540,075 SH   DFND   540,075 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 3,227 243,900 SH   DFND   243,900 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,967 179,685 SH   SOLE   179,685 0 0
ON SEMICONDUCTOR CORP COM 682189105 36,521 2,212,065 SH   DFND   2,212,065 0 0
SEAWORLD ENTMT INC COM 81282V100 550 24,905 SH   SOLE   24,905 0 0
SEAWORLD ENTMT INC COM 81282V100 9,534 431,610 SH   DFND   431,610 0 0
VERRA MOBILITY CORP COM 92511U102 17,121 1,754,235 SH   DFND   1,754,235 0 0
VERRA MOBILITY CORP COM 92511U102 954 97,710 SH   SOLE   97,710 0 0
WAGEWORKS INC COM 930427109 598 22,000 SH   SOLE   22,000 0 0
WAGEWORKS INC COM 930427109 10,048 369,955 SH   DFND   369,955 0 0