The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 52,947 | 1,561,844 | SH | DFND | 1,2,3 | 1,561,844 | 0 | 0 | |
| BLACKHAWK NETWORK HLDGS INC | CL B | 09238E203 | 25,581 | 678,723 | SH | DFND | 1,2,3 | 678,723 | 0 | 0 | |
| BOYD GAMING CORP | COM | 103304101 | 49,770 | 3,894,355 | SH | DFND | 1,2,3 | 3,894,355 | 0 | 0 | |
| CALPINE CORP | COM NEW | 131347304 | 71,768 | 3,243,029 | SH | DFND | 1,2,3 | 3,243,029 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 47,186 | 2,411,152 | SH | DFND | 1,2,3 | 2,411,152 | 0 | 0 | |
| CRESUD SA COMERCIAL | *W EXP 05/22/201 | P3311R192 | 9 | 909,569 | SH | DFND | 1,2,3 | 909,569 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 45,055 | 1,535,624 | SH | DFND | 1,2,3 | 1,535,624 | 0 | 0 | |
| HERCULES OFFSHORE INC | COM | 427093109 | 6,181 | 6,181,177 | SH | DFND | 1,2,3 | 6,181,177 | 0 | 0 | |
| ISLE OF CAPRI CASINOS INC | COM | 464592104 | 9,140 | 1,092,024 | SH | DFND | 1,2,3 | 1,092,024 | 0 | 0 | |
| LEIDOS HLDGS INC | COM | 525327102 | 22,727 | 522,217 | SH | DFND | 1,2,3 | 522,217 | 0 | 0 | |
| NEWFIELD EXPL CO | COM | 651290108 | 35,940 | 1,325,225 | SH | DFND | 1,2,3 | 1,325,225 | 0 | 0 | |
| PBF ENERGY INC | CL A | 69318G106 | 59,664 | 2,239,635 | SH | DFND | 1,2,3 | 2,239,635 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 20,279 | 1,477,014 | SH | DFND | 1,2,3 | 1,477,014 | 0 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 71,370 | 1,604,176 | SH | DFND | 1,2,3 | 1,604,176 | 0 | 0 | |
| SCIENCE APPLICATNS INTL CP N | COM | 808625107 | 25,249 | 509,773 | SH | DFND | 1,2,3 | 509,773 | 0 | 0 | |
| TITAN INTL INC ILL | COM | 88830M102 | 33,121 | 3,115,764 | SH | DFND | 1,2,3 | 3,115,764 | 0 | 0 | |
| WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 5,841 | 235,165 | SH | DFND | 1,2,3 | 235,165 | 0 | 0 | |
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 9,379 | 114,300 | SH | Call | DFND | 1,2,3 | 114,300 | 0 | 0 |