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 |
| ALTABA INC | COM | 021346101 | 93,031 | 1,605,648 | SH | DFND | 1 | 1,605,648 | 0 | 0 | |
| ALTRA INDL MOTION CORP | COM | 02208R106 | 94,261 | 3,747,956 | SH | DFND | 1 | 3,747,956 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 97,020 | 1,666,725 | SH | DFND | 1 | 1,666,725 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 46,840 | 2,000,000 | SH | Call | DFND | 1 | 2,000,000 | 0 | 0 |
| DAVITA INC | COM | 23918K108 | 114,561 | 2,226,221 | SH | DFND | 1 | 2,226,221 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 53,520 | 876,939 | SH | DFND | 1 | 876,939 | 0 | 0 | |
| EXELA TECHNOLOGIES INC | COM | 30162V102 | 22,913 | 5,890,348 | SH | DFND | 1 | 5,890,348 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 53,836 | 795,690 | SH | DFND | 1 | 795,690 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 106,377 | 3,292,389 | SH | DFND | 1 | 3,292,389 | 0 | 0 | |
| GARRETT MOTION INC | COM | 366505105 | 27,635 | 2,239,475 | SH | DFND | 1 | 2,239,475 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 31,145 | 1,268,648 | SH | DFND | 1 | 1,268,648 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 94,340 | 1,453,402 | SH | DFND | 1 | 1,453,402 | 0 | 0 | |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 63,567 | 2,408,770 | SH | DFND | 1 | 2,408,770 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 112,612 | 1,568,419 | SH | DFND | 1 | 1,568,419 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 6,280 | 1,212,408 | SH | DFND | 1 | 1,212,408 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 81,690 | 1,711,857 | SH | DFND | 1 | 1,711,857 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 40,427 | 3,872,309 | SH | DFND | 1 | 3,872,309 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 50,369 | 2,076,207 | SH | DFND | 1 | 2,076,207 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 57,693 | 7,035,687 | SH | DFND | 1 | 7,035,687 | 0 | 0 | |
| PLATFORM SPECIALTY PRODS COR | COM | 72766Q105 | 69,453 | 6,723,388 | SH | DFND | 1 | 6,723,388 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 66,932 | 393,855 | SH | DFND | 1 | 393,855 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 68,330 | 1,523,854 | SH | DFND | 1 | 1,523,854 | 0 | 0 | |
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 38,097 | 1,178,368 | SH | DFND | 1 | 1,178,368 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 40,473 | 1,101,604 | SH | DFND | 1 | 1,101,604 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 92,888 | 639,330 | SH | DFND | 1 | 639,330 | 0 | 0 | |
| VERSUM MATLS INC | COM | 92532W103 | 67,291 | 2,427,530 | SH | DFND | 1 | 2,427,530 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 41,564 | 2,213,182 | SH | DFND | 1 | 2,213,182 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 81,168 | 7,305,875 | SH | DFND | 1 | 7,305,875 | 0 | 0 | |