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 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 54,202 | 1,889,896 | SH | DFND | 1 | 1,889,896 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 118,500 | 4,191,719 | SH | DFND | 1 | 4,191,719 | 0 | 0 | |
| CHEMOURS CO | COM | 163851108 | 50,451 | 3,153,186 | SH | DFND | 1 | 3,153,186 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 149,966 | 11,100,337 | SH | DFND | 1 | 11,100,337 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 124,138 | 1,878,884 | SH | DFND | 1 | 1,878,884 | 0 | 0 | |
| DOVER CORP | COM | 260003108 | 57,028 | 774,419 | SH | DFND | 1 | 774,419 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 107,504 | 1,390,740 | SH | DFND | 1 | 1,390,740 | 0 | 0 | |
| FLOTEK INDS INC DEL | COM | 343389102 | 81,271 | 5,589,491 | SH | DFND | 1 | 5,589,491 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 53,864 | 1,058,236 | SH | DFND | 1 | 1,058,236 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 122,065 | 3,649,169 | SH | DFND | 1 | 3,649,169 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 93,116 | 3,287,977 | SH | DFND | 1 | 3,287,977 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 53,036 | 718,644 | SH | DFND | 1 | 718,644 | 0 | 0 | |
| HD SUPPLY HLDGS INC | COM | 40416M105 | 80,288 | 2,510,582 | SH | DFND | 1 | 2,510,582 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 108,509 | 4,732,179 | SH | DFND | 1 | 4,732,179 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 4,415 | 644,460 | SH | DFND | 1 | 644,460 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 745,260 | 6,000,000 | SH | Put | DFND | 1 | 6,000,000 | 0 | 0 |
| MERCER INTL INC | COM | 588056101 | 92,830 | 10,959,849 | SH | DFND | 1 | 10,959,849 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 86,420 | 3,320,024 | SH | DFND | 1 | 3,320,024 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 22,345 | 689,237 | SH | DFND | 1 | 689,237 | 0 | 0 | |
| OLIN CORP | COM PAR $1 | 680665205 | 58,300 | 2,841,133 | SH | DFND | 1 | 2,841,133 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 44,296 | 350,000 | SH | DFND | 1 | 350,000 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 37,968 | 300,000 | SH | Put | DFND | 1 | 300,000 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 | 143,250 | 3,000,000 | SH | Put | DFND | 1 | 3,000,000 | 0 | 0 |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 71,924 | 2,135,511 | SH | DFND | 1 | 2,135,511 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 91,862 | 604,516 | SH | DFND | 1 | 604,516 | 0 | 0 | |
| VERSUM MATLS INC | COM | 92532W103 | 31,941 | 1,407,100 | SH | DFND | 1 | 1,407,100 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 93,170 | 2,337,425 | SH | DFND | 1 | 2,337,425 | 0 | 0 | |