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 |
| ALCON INC | ORD SHS | H01301128 | 53,319 | 859,298 | SH | DFND | 1 | 859,298 | 0 | 0 | |
| ALTRA INDL MOTION CORP | COM | 02208R106 | 162,182 | 4,520,134 | SH | DFND | 1 | 4,520,134 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 82,606 | 849,857 | SH | DFND | 1 | 849,857 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 71,719 | 2,409,103 | SH | DFND | 1 | 2,409,103 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 34,135 | 173,325 | SH | DFND | 1 | 173,325 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 185,542 | 3,297,947 | SH | DFND | 1 | 3,297,947 | 0 | 0 | |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 70,486 | 6,816,803 | SH | DFND | 1 | 6,816,803 | 0 | 0 | |
| EXELA TECHNOLOGIES INC | COM | 30162V102 | 12,335 | 5,632,552 | SH | DFND | 1 | 5,632,552 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 67,989 | 834,020 | SH | DFND | 1 | 834,020 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 122,511 | 3,142,916 | SH | DFND | 1 | 3,142,916 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 86,405 | 1,135,271 | SH | DFND | 1 | 1,135,271 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 123,798 | 1,266,601 | SH | DFND | 1 | 1,266,601 | 0 | 0 | |
| IAA INC | COM | 449253103 | 124,803 | 3,218,242 | SH | DFND | 1 | 3,218,242 | 0 | 0 | |
| INGERSOLL-RAND PLC | SHS | G47791101 | 88,815 | 701,150 | SH | DFND | 1 | 701,150 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 5,262 | 653,706 | SH | DFND | 1 | 653,706 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 124,128 | 4,965,137 | SH | DFND | 1 | 4,965,137 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 41,748 | 2,698,617 | SH | DFND | 1 | 2,698,617 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 93,966 | 3,288,963 | SH | DFND | 1 | 3,288,963 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 28,939 | 988,686 | SH | DFND | 1 | 988,686 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 29,004 | 7,056,917 | SH | DFND | 1 | 7,056,917 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 98,353 | 431,771 | SH | DFND | 1 | 431,771 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 89,333 | 1,823,114 | SH | DFND | 1 | 1,823,114 | 0 | 0 | |
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 68,760 | 1,600,565 | SH | DFND | 1 | 1,600,565 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 80,107 | 1,537,867 | SH | DFND | 1 | 1,537,867 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 51,790 | 312,666 | SH | DFND | 1 | 312,666 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 117,710 | 5,340,738 | SH | DFND | 1 | 5,340,738 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 16,137 | 1,817,218 | SH | DFND | 1 | 1,817,218 | 0 | 0 | |
| WABTEC CORP | COM | 929740108 | 123,873 | 1,726,211 | SH | DFND | 1 | 1,726,211 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 123,338 | 7,385,482 | SH | DFND | 1 | 7,385,482 | 0 | 0 | |