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 |
| ARCTIC CAT INC | COM | 039670104 | 1,360 | 80,000 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| BARNES & NOBLE ED INC | COM | 06777U101 | 2,699 | 265,890 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| BEACON ROOFING SUPPLY INC | COM | 073685109 | 1,697 | 37,318 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| BLACK KNIGHT FINL SVCS INC | CL A | 09214X100 | 2,813 | 74,819 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| CALPINE CORP | COM NEW | 131347304 | 3,894 | 264,024 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 1,087 | 217,359 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 4,551 | 131,991 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| GREEN BRICK PARTNERS INC | COM | 392709101 | 8,680 | 1,193,986 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| GREENLIGHT CAPITAL RE LTD | CLASS A | G4095J109 | 3,391 | 168,202 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| ISLE OF CAPRI CASINOS INC | COM | 464592104 | 4,324 | 236,000 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 4,029 | 405,788 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| KINDRED HEALTHCARE INC | COM | 494580103 | 1,292 | 114,447 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 4,310 | 294,001 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 5,934 | 222,400 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 1,117 | 23,471 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 3,823 | 274,037 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| RED ROCK RESORTS INC | CL A | 75700L108 | 1,099 | 50,000 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| SELECT MED HLDGS CORP | COM | 81619Q105 | 1,247 | 114,698 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 1,324 | 44,353 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| SUPERVALU INC | COM | 868536103 | 2,696 | 571,100 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |
| TITAN INTL INC ILL | COM | 88830M102 | 2,032 | 327,727 | SH | DFND | 1, 2, 3 | 0 | 0 | 0 | |