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 | 87,139 | 1,175,648 | SH | DFND | 1 | 1,175,648 | 0 | 0 | |
| ALTRA INDL MOTION CORP | COM | 02208R106 | 144,666 | 4,659,129 | SH | DFND | 1 | 4,659,129 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 118,426 | 1,491,140 | SH | DFND | 1 | 1,491,140 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 2,206 | 87,500 | SH | DFND | 1 | 87,500 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 50,420 | 2,000,000 | SH | Call | DFND | 1 | 2,000,000 | 0 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 79,600 | 454,000 | SH | DFND | 1 | 454,000 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 161,854 | 2,981,285 | SH | DFND | 1 | 2,981,285 | 0 | 0 | |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 68,726 | 6,804,532 | SH | DFND | 1 | 6,804,532 | 0 | 0 | |
| EXELA TECHNOLOGIES INC | COM | 30162V102 | 20,858 | 6,244,800 | SH | DFND | 1 | 6,244,800 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 65,054 | 775,462 | SH | DFND | 1 | 775,462 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 115,528 | 2,995,285 | SH | DFND | 1 | 2,995,285 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 90,157 | 1,155,271 | SH | DFND | 1 | 1,155,271 | 0 | 0 | |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 53,308 | 1,727,984 | SH | DFND | 1 | 1,727,984 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 119,150 | 1,433,642 | SH | DFND | 1 | 1,433,642 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 14,799 | 1,024,835 | SH | DFND | 1 | 1,024,835 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 152,747 | 2,976,944 | SH | DFND | 1 | 2,976,944 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 40,403 | 2,990,617 | SH | DFND | 1 | 2,990,617 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 93,831 | 3,656,707 | SH | DFND | 1 | 3,656,707 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 62,807 | 7,056,917 | SH | DFND | 1 | 7,056,917 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 71,556 | 339,855 | SH | DFND | 1 | 339,855 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 66,027 | 1,466,613 | SH | DFND | 1 | 1,466,613 | 0 | 0 | |
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 63,259 | 1,423,461 | SH | DFND | 1 | 1,423,461 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 84,332 | 1,805,829 | SH | DFND | 1 | 1,805,829 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 76,648 | 489,701 | SH | DFND | 1 | 489,701 | 0 | 0 | |
| VERSUM MATLS INC | COM | 92532W103 | 88,505 | 1,759,202 | SH | DFND | 1 | 1,759,202 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 47,659 | 2,178,182 | SH | DFND | 1 | 2,178,182 | 0 | 0 | |
| WABTEC CORP | COM | 929740108 | 74,420 | 1,009,494 | SH | DFND | 1 | 1,009,494 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 126,589 | 7,728,288 | SH | DFND | 1 | 7,728,288 | 0 | 0 | |