ATHENE HLDG LTD CL A G0684D107 103514 2086565 SH DFND 1,2,3 2086565 0 0 CISION LTD SHS G1992S109 25533 2481342 SH DFND 1,3 2481342 0 0 WEATHERFORD INTL PLC ORD SHS G48833100 5805 1500000 SH DFND 1,2,3 1500000 0 0 ACADIA HEALTHCARE COMPANY IN COM 00404A109 65613 1328735 SH DFND 1,2,3 1328735 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 47532 2794363 SH DFND 1,2,3 2794363 0 0 ALPHABET INC CAP STK CL A 02079K305 69726 75000 SH Call DFND 1,2,3 75000 0 0 AMAZON COM INC COM 023135106 72600 75000 SH Call DFND 1,2,3 75000 0 0 ANTERO RES CORP COM 03674X106 79795 3692504 SH DFND 1,2,3 3692504 0 0 ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 40224 1830047 SH DFND 1,2,3 1830047 0 0 ANTHEM INC COM 036752103 42517 226000 SH DFND 1,2,3 226000 0 0 APACHE CORP COM 037411105 4031 84101 SH DFND 1,2,3 84101 0 0 BARCLAYS BK PLC IPATH S&P500 VIX 06740Q252 3190 250000 SH DFND 1,2,3 250000 0 0 CIGNA CORPORATION COM 125509109 41998 250900 SH DFND 1,2,3 250900 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 71387 1075100 SH DFND 1,2,3 1075100 0 0 CONDUENT INC COM 206787103 42632 2674547 SH DFND 1,2,3 2674547 0 0 CONSTELLATION BRANDS INC CL A 21036P108 135611 700000 SH Call DFND 1,2,3 700000 0 0 DUNKIN BRANDS GROUP INC COM 265504100 7690 139507 SH DFND 1,2,3 139507 0 0 DYCOM INDS INC COM 267475101 51523 575550 SH DFND 1,2,3 575550 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 36387 956792 SH DFND 1,2,3 956792 0 0 EVOLENT HEALTH INC CL A 30050B101 55799 2201130 SH DFND 1,2,3 2201130 0 0 EXTRACTION OIL AND GAS INC COM 30227M105 41164 3060488 SH DFND 1,2,3 3060488 0 0 F M C CORP COM NEW 302491303 3653 50000 SH DFND 1,2,3 50000 0 0 FACEBOOK INC CL A 30303M102 72470 480000 SH Call DFND 1,2,3 480000 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 75972 526814 SH DFND 1,2,3 526814 0 0 FOSSIL GROUP INC COM 34988V106 1295 125151 SH DFND 1,2,3 125151 0 0 HOSTESS BRANDS INC CL A 44109J106 11683 725645 SH DFND 1,3 725645 0 0 HUNTSMAN CORP COM 447011107 72193 2793830 SH DFND 1,2,3 2793830 0 0 MKS INSTRUMENT INC COM 55306N104 5101 75800 SH DFND 1,2,3 75800 0 0 MICHAELS COS INC COM 59408Q106 75741 4089660 SH DFND 1,2,3 4089660 0 0 NXSTAGE MEDICAL INC COM 67072V103 46507 1855066 SH DFND 1,2,3 1855066 0 0 PLANET FITNESS INC CL A 72703H101 13417 574850 SH DFND 1,2,3 574850 0 0 TEAM HEALTH HOLDINGS INC COM 87817A107 50379 1158131 SH DFND 1,2,3 1158131 0 0 TRANSDIGM GROUP INC COM 893641100 78577 292249 SH DFND 1,2,3 292249 0 0 TREEHOUSE FOODS INC COM 89469A104 26455 323843 SH DFND 1,2,3 323843 0 0 ULTRA PETROLEUM CORP COM NEW 903914208 27963 2577209 SH DFND 1,2,3 2577209 0 0 UNITED STATES STL CORP NEW COM 912909108 35048 1583000 SH DFND 1,2,3 1583000 0 0 UNIVERSAL STAINLESS & ALLOY COM 913837100 10280 527194 SH DFND 1,3 527194 0 0 WHOLE FOODS MKT INC COM 966837106 10528 250000 SH Call DFND 1,2,3 250000 0 0 ZAYO GROUP HLDGS INC COM 98919V105 39066 1264275 SH DFND 1,2,3 1264275 0 0