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 |
| BLOCK H & R INC | COM | 093671105 | 96,782 | 2,887,300 | SH | DFND | 1 | 2,887,300 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 23,292 | 336,448 | SH | DFND | 1 | 336,448 | 0 | 0 | |
| JARDEN CORP | COM | 471109108 | 53,805 | 906,579 | SH | DFND | 1 | 906,579 | 0 | 0 | |
| LA QUINTA HLDGS INC | COM | 50420D108 | 41,404 | 2,163,230 | SH | DFND | 1 | 2,163,230 | 0 | 0 | |
| LAMAR ADVERTISING CO | CL A | 512815101 | 55,473 | 1,046,667 | SH | DFND | 1 | 1,046,667 | 0 | 0 | |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 47,166 | 1,910,348 | SH | DFND | 1 | 1,910,348 | 0 | 0 | |
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 78,394 | 1,518,968 | SH | DFND | 1 | 1,518,968 | 0 | 0 | |
| PHH CORP | COM NEW | 693320202 | 74,701 | 3,250,692 | SH | DFND | 1 | 3,250,692 | 0 | 0 | |
| PHH CORP | COM NEW | 693320202 | 9,192 | 400,000 | SH | Call | DFND | 1 | 400,000 | 0 | 0 |
| PINNACLE ENTMT INC | COM | 723456109 | 63,437 | 2,519,356 | SH | DFND | 1 | 2,519,356 | 0 | 0 | |
| SEMGROUP CORP | CL A | 81663A105 | 14,758 | 187,164 | SH | DFND | 1 | 187,164 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 215,292 | 1,100,000 | SH | Put | DFND | 1 | 1,100,000 | 0 | 0 |