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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTABA INC COM 021346101 160,981 2,363,203 SH   DFND 1 2,363,203 0 0
ALTRA INDL MOTION CORP COM 02208R106 78,147 1,892,190 SH   DFND 1 1,892,190 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 112,516 1,616,612 SH   DFND 1 1,616,612 0 0
CAESARS ENTMT CORP COM 127686103 68,792 6,711,386 SH   DFND 1 6,711,386 0 0
CHEMOURS CO COM 163851108 28,903 732,837 SH   DFND 1 732,837 0 0
DARLING INGREDIENTS INC COM 237266101 27,419 1,419,186 SH   DFND 1 1,419,186 0 0
DAVITA INC COM 23918K108 133,492 1,863,633 SH   DFND 1 1,863,633 0 0
DOVER CORP COM 260003108 25,296 285,734 SH   DFND 1 285,734 0 0
EAGLE MATERIALS INC COM 26969P108 129,338 1,517,340 SH   DFND 1 1,517,340 0 0
EXELA TECHNOLOGIES INC COM 30162V102 38,026 5,333,176 SH   DFND 1 5,333,176 0 0
FLOTEK INDS INC DEL COM 343389102 2,486 1,036,028 SH   DFND 1 1,036,028 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 167,455 4,750,487 SH   DFND 1 4,750,487 0 0
GARRETT MOTION INC COM 366505105 13,572 733,599 SH   DFND 1 733,599 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 73,731 2,777,070 SH   DFND 1 2,777,070 0 0
GRACE W R & CO DEL NEW COM 38388F108 127,167 1,779,553 SH   DFND 1 1,779,553 0 0
HILTON GRAND VACATIONS INC COM 43283X105 86,021 2,598,816 SH   DFND 1 2,598,816 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 137,199 1,698,429 SH   DFND 1 1,698,429 0 0
INGERSOLL-RAND PLC SHS G47791101 54,748 535,167 SH   DFND 1 535,167 0 0
ION GEOPHYSICAL CORP COM NEW 462044207 20,240 1,301,604 SH   DFND 1 1,301,604 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,264,125 7,500,000 SH Put DFND 1 7,500,000 0 0
KAR AUCTION SVCS INC COM 48238T109 142,418 2,385,953 SH   DFND 1 2,385,953 0 0
MERCER INTL INC COM 588056101 49,081 2,921,466 SH   DFND 1 2,921,466 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 20,286 687,890 SH   DFND 1 687,890 0 0
MGM RESORTS INTERNATIONAL COM 552953101 129,016 4,622,563 SH   DFND 1 4,622,563 0 0
NUVERRA ENVIRONMENTAL SOLUTI COM PAR 67091K302 55,859 5,023,279 SH   DFND 1 5,023,279 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 74,087 5,941,258 SH   DFND 1 5,941,258 0 0
S&P GLOBAL INC COM 78409V104 60,571 310,000 SH   DFND 1 310,000 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 98,843 1,994,804 SH   DFND 1 1,994,804 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 32,521 684,787 SH   DFND 1 684,787 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 115,613 1,863,816 SH   DFND 1 1,863,816 0 0
SNAP ON INC COM 833034101 96,995 528,297 SH   DFND 1 528,297 0 0
VERSUM MATLS INC COM 92532W103 84,401 2,343,809 SH   DFND 1 2,343,809 0 0
VICI PPTYS INC COM 925652109 77,793 3,598,178 SH   DFND 1 3,598,178 0 0
WELBILT INC COM 949090104 88,860 4,255,724 SH   DFND 1 4,255,724 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 61,091 1,408,919 SH   DFND 1 1,408,919 0 0