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 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 10,438 | 112,325 | SH | DFND | 1 | 112,325 | 0 | 0 | |
| AERCAP HOLDINGS NV | SHS | N00985106 | 20,579 | 536,600 | SH | DFND | 1 | 536,600 | 0 | 0 | |
| AIR LEASE CORP | CL A | 00912X302 | 23,371 | 751,949 | SH | DFND | 1 | 751,949 | 0 | 0 | |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 19,039 | 754,000 | SH | DFND | 1 | 754,000 | 0 | 0 | |
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 13,389 | 654,700 | SH | DFND | 1 | 654,700 | 0 | 0 | |
| AVIS BUDGET GROUP | COM | 053774105 | 23,714 | 586,694 | SH | DFND | 1 | 586,694 | 0 | 0 | |
| CLIFFS NAT RES INC | COM | 18683K101 | 11,021 | 420,500 | SH | DFND | 1 | 420,500 | 0 | 0 | |
| DIANA SHIPPING INC | COM | Y2066G104 | 15,295 | 1,150,847 | SH | DFND | 1 | 1,150,847 | 0 | 0 | |
| EVRYWARE GLOBAL INC | COM | 300439106 | 3,125 | 377,395 | SH | DFND | 1 | 377,395 | 0 | 0 | |
| GENCORP INC | COM | 368682100 | 19,591 | 1,087,187 | SH | DFND | 1 | 1,087,187 | 0 | 0 | |
| GNC HLDGS INC | COM CL A | 36191G107 | 18,073 | 309,200 | SH | DFND | 1 | 309,200 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 8,701 | 88,000 | SH | DFND | 1 | 88,000 | 0 | 0 | |
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 18,713 | 653,850 | SH | DFND | 1 | 653,850 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 13,298 | 450,000 | SH | DFND | 1 | 450,000 | 0 | 0 | |
| MACQUIRE INFRSTRCTR CO LLC | MEMBERSHIP INT | 55608B105 | 20,883 | 383,667 | SH | DFND | 1 | 383,667 | 0 | 0 | |
| MEDIA GEN INC | CL A | 584404107 | 3,096 | 137,000 | SH | DFND | 1 | 137,000 | 0 | 0 | |
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 26,925 | 567,800 | SH | DFND | 1 | 567,800 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 4,887 | 225,000 | SH | DFND | 1 | 225,000 | 0 | 0 | |
| U S SILICA HLDGS INC | COM | 90346E103 | 9,892 | 290,000 | SH | DFND | 1 | 290,000 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 2,066 | 24,688 | SH | DFND | 1 | 24,688 | 0 | 0 | |
| VISTEON CORP | COM NEW | 92839U206 | 28,969 | 353,750 | SH | DFND | 1 | 353,750 | 0 | 0 | |