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 |
| CHERRY HILL MTG INVT CORP | COM | 164651101 | 9,701 | 545,000 | SH | DFND | 1 | 545,000 | 0 | 0 | |
| JARDEN CORP | COM | 471109108 | 54,066 | 881,279 | SH | DFND | 1 | 881,279 | 0 | 0 | |
| LAMAR ADVERTISING CO | CL A | 512815101 | 46,357 | 887,219 | SH | DFND | 1 | 887,219 | 0 | 0 | |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 46,418 | 2,349,073 | SH | DFND | 1 | 2,349,073 | 0 | 0 | |
| NEWS CORP NEW | CL B | 65249B208 | 8,915 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |
| PHH CORP | COM NEW | 693320202 | 81,809 | 3,359,716 | SH | DFND | 1 | 3,359,716 | 0 | 0 | |
| PINNACLE ENTMT INC | COM | 723456109 | 46,213 | 1,778,100 | SH | DFND | 1 | 1,778,100 | 0 | 0 | |
| SEMGROUP CORP | CL A | 81663A105 | 66,568 | 1,020,505 | SH | DFND | 1 | 1,020,505 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 58,510 | 1,637,546 | SH | DFND | 1 | 1,637,546 | 0 | 0 | |
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 28,328 | 401,530 | SH | DFND | 1 | 401,530 | 0 | 0 | |
| STRATEGIC HOTELS & RESORTS I | COM | 86272T106 | 78,394 | 8,295,651 | SH | DFND | 1 | 8,295,651 | 0 | 0 | |
| ISHARES | RUSSELL 2000 ETF | 464287655 | 732,219 | 6,350,000 | SH | Put | DFND | 1 | 6,350,000 | 0 | 0 |