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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCONIC CO COM 03966V107   3,334,258 112,720 SH   DFND   112,720 0 0
DICE THERA COM 23345J104   49,944,501 1,075,000 SH   DFND   1,075,000 0 0
FOCUS FINL COMCL 34417P100   145,744,076 2,775,549 SH   DFND   2,775,549 0 0
SILICON MO SPONS 82706C108   41,678,800 580,000 SH   DFND   580,000 0 0
TOWER SEMI SHSNE M87915274   25,326,000 675,000 SH   DFND   675,000 0 0
NUVASIVE I COM 670704105   39,171,335 941,845 SH   DFND   941,845 0 0
SPIRIT AIR COM 848577102   20,172,284 1,175,541 SH   DFND   1,175,541 0 0
SPIRIT AIR NOTE1 848577AB8   13,388,769 16,437,000 PRN   DFND   16,437,000 0 0
TRITON INT CLA G9078F107   62,189,141 746,927 SH   DFND   746,927 0 0
NATIONAL I COM 636518102   124,845,460 2,175,008 SH   DFND   2,175,008 0 0
SEAGEN INC COM 81181C104   355,878,750 1,849,105 SH   DFND   1,849,105 0 0
HORIZON TH SHS G46188101   445,470,812 4,331,267 SH   DFND   4,331,267 0 0