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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 7,053 | 184,437 | SH | DFND | 1 | 0 | 184,437 | 0 | |
| AEROJET ROCKETDYNE HLDGS INC | COM | 007800105 | 9,061 | 560,000 | SH | Call | DFND | 1 | 0 | 560,000 | 0 |
| AIR LEASE CORP | CL A | 00912X302 | 20,252 | 654,984 | SH | DFND | 1 | 0 | 654,984 | 0 | |
| AVIS BUDGET GROUP | COM | 053774105 | 14,973 | 342,778 | SH | DFND | 1 | 0 | 342,778 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 13,702 | 540,713 | SH | DFND | 1 | 0 | 540,713 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 7,958 | 45,254 | SH | DFND | 1 | 0 | 45,254 | 0 | |
| CONTINENTAL BLDG PRODS INC | COM | 211171103 | 8,421 | 410,000 | SH | DFND | 1 | 0 | 410,000 | 0 | |
| HD SUPPLY HLDGS INC | COM | 40416M105 | 11,686 | 408,306 | SH | DFND | 1 | 0 | 408,306 | 0 | |
| LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 5,809 | 169,644 | SH | DFND | 1 | 0 | 169,644 | 0 | |
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 7,780 | 104,200 | SH | DFND | 1 | 0 | 104,200 | 0 | |
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 7,268 | 81,576 | SH | DFND | 1 | 0 | 81,576 | 0 | |
| SAFE BULKERS INC | COM | Y7388L103 | 6,327 | 2,292,474 | SH | DFND | 1 | 0 | 2,292,474 | 0 | |
| SUNEDISON SEMICONDUCTOR LTD | SHS | Y8213L102 | 12,086 | 1,146,638 | SH | DFND | 1 | 0 | 1,146,638 | 0 | |
| VISTEON CORP | COM NEW | 92839U206 | 35,252 | 348,200 | SH | DFND | 1 | 0 | 348,200 | 0 | |