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 | 3,035 | 155,500 | SH | Put | DFND | 1 | 0 | 155,500 | 0 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 976 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| AERCAP HOLDINGS NV | SHS | N00985106 | 8,354 | 182,437 | SH | DFND | 1 | 0 | 182,437 | 0 | |
| AIR LEASE CORP | CL A | 00912X302 | 24,583 | 725,162 | SH | DFND | 1 | 0 | 725,162 | 0 | |
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 1,138 | 20,700 | SH | DFND | 1 | 0 | 20,700 | 0 | |
| AVIS BUDGET GROUP | COM | 053774105 | 15,185 | 344,489 | SH | DFND | 1 | 0 | 344,489 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 10,751 | 325,000 | SH | DFND | 1 | 0 | 325,000 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 16,241 | 94,837 | SH | DFND | 1 | 0 | 94,837 | 0 | |
| DIANA SHIPPING INC | COM | Y2066G104 | 19,940 | 2,828,434 | SH | DFND | 1 | 0 | 2,828,434 | 0 | |
| FAIR ISAAC CORP | COM | 303250104 | 11,357 | 125,100 | SH | DFND | 1 | 0 | 125,100 | 0 | |
| HD SUPPLY HLDGS INC | COM | 40416M105 | 14,557 | 413,800 | SH | DFND | 1 | 0 | 413,800 | 0 | |
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 14,650 | 177,297 | SH | DFND | 1 | 0 | 177,297 | 0 | |
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 35,834 | 455,381 | SH | DFND | 1 | 0 | 455,381 | 0 | |
| SAFE BULKERS INC | COM | Y7388L103 | 7,382 | 2,292,474 | SH | DFND | 1 | 0 | 2,292,474 | 0 | |
| SUNEDISON SEMICONDUCTOR LTD | SHS | Y8213L102 | 22,292 | 1,290,777 | SH | DFND | 1 | 0 | 1,290,777 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 11,130 | 342,000 | SH | DFND | 1 | 0 | 342,000 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 5,785 | 260,000 | SH | DFND | 1 | 0 | 260,000 | 0 | |
| VISTEON CORP | COM NEW | 92839U206 | 55,542 | 529,076 | SH | DFND | 1 | 0 | 529,076 | 0 | |