The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101   848 2,572 SH   DFND 1 2,572 0 0
ADOBE INC COM 00724F101   19,680 59,670 SH   SOLE   59,670 0 0
AMERICAN EXPRESS CO COM 025816109   190 1,523 SH   DFND 1 1,523 0 0
AMERICAN EXPRESS CO COM 025816109   4,053 32,556 SH   SOLE   32,556 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104   918 11,997 SH   DFND 1 11,997 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104   57,806 755,343 SH   SOLE   755,343 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107   6,518 439,222 SH   SOLE   439,222 0 0
BOEING CO COM 097023105   2,144 6,580 SH   DFND 1 6,580 0 0
BOEING CO COM 097023105   46,943 144,104 SH   SOLE   144,104 0 0
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157   159 52,825 SH   DFND 1 52,825 0 0
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157   6,320 2,099,519 SH   SOLE   2,099,519 0 0
CBOE GLOBAL MARKETS INC COM 12503M108   229 1,907 SH   DFND 1 1,907 0 0
CBOE GLOBAL MARKETS INC COM 12503M108   11,780 98,165 SH   SOLE   98,165 0 0
CENTENE CORP DEL COM 15135B101   461 7,329 SH   DFND 1 7,329 0 0
CENTENE CORP DEL COM 15135B101   10,733 170,722 SH   SOLE   170,722 0 0
CHANGE HEALTHCARE INC COM 15912K100   949 57,882 SH   DFND 1 57,882 0 0
CHANGE HEALTHCARE INC COM 15912K100   21,804 1,330,299 SH   SOLE   1,330,299 0 0
CUBIC CORP COM 229669106   472 7,419 SH   DFND 1 7,419 0 0
CUBIC CORP COM 229669106   11,832 186,128 SH   SOLE   186,128 0 0
ENVESTNET INC COM 29404K106   904 12,978 SH   DFND 1 12,978 0 0
ENVESTNET INC COM 29404K106   20,107 288,770 SH   SOLE   288,770 0 0
ENVISTA HLDGS CORP COM 29415F104   1,293 43,624 SH   DFND 1 43,624 0 0
ENVISTA HLDGS CORP COM 29415F104   31,941 1,077,642 SH   SOLE   1,077,642 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   872 6,267 SH   DFND 1 6,267 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   20,081 144,375 SH   SOLE   144,375 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106   910 13,928 SH   DFND 1 13,928 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106   21,595 330,497 SH   SOLE   330,497 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   13,142 254,784 SH   SOLE   254,784 0 0
GLOBAL PMTS INC COM 37940X102   1,117 6,118 SH   DFND 1 6,118 0 0
GLOBAL PMTS INC COM 37940X102   26,062 142,761 SH   SOLE   142,761 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   761 45,730 SH   DFND 1 45,730 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   18,067 1,085,103 SH   SOLE   1,085,103 0 0
IHEARTMEDIA INC COM CL A 45174J509   618 36,576 SH   SOLE   36,576 0 0
IQVIA HLDGS INC COM 46266C105   811 5,250 SH   DFND 1 5,250 0 0
IQVIA HLDGS INC COM 46266C105   19,247 124,565 SH   SOLE   124,565 0 0
IQIYI INC SPONSORED ADS 46267X108   19,631 929,944 SH   SOLE   929,944 0 0
JACOBS ENGR GROUP INC COM 469814107   759 8,448 SH   DFND 1 8,448 0 0
JACOBS ENGR GROUP INC COM 469814107   18,007 200,460 SH   SOLE   200,460 0 0
JD COM INC SPON ADR CL A 47215P106   220 6,248 SH   DFND 1 6,248 0 0
JD COM INC SPON ADR CL A 47215P106   22,035 625,471 SH   SOLE   625,471 0 0
LOWES COS INC COM 548661107   940 7,848 SH   DFND 1 7,848 0 0
LOWES COS INC COM 548661107   22,133 184,812 SH   SOLE   184,812 0 0
NEXTDECADE CORP COM 65342K105   353,223 57,873,196 SH   SOLE   57,873,196 0 0
OI S A SPONSORED ADR NE 670851500   63 67,866 SH   DFND 1 67,866 0 0
OI S A SPONSORED ADR NE 670851500   86,586 92,943,006 SH   SOLE   92,943,011 0 0
PALO ALTO NETWORKS INC COM 697435105   588 2,543 SH   DFND 1 2,543 0 0
PALO ALTO NETWORKS INC COM 697435105   13,892 60,074 SH   SOLE   60,074 0 0
POST HLDGS INC COM 737446104   1,461 13,391 SH   DFND 1 13,391 0 0
POST HLDGS INC COM 737446104   34,521 316,416 SH   SOLE   316,416 0 0
QUORUM HEALTH CORP COM 74909E106   2,849 2,980,000 SH   SOLE   2,980,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   229,872 714,200 SH Put SOLE   714,200 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107   1,078 12,384 SH   DFND 1 12,384 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107   25,100 288,441 SH   SOLE   288,441 0 0
TIFFANY & CO NEW COM 886547108   1,714 12,827 SH   DFND 1 12,827 0 0
TIFFANY & CO NEW COM 886547108   112,332 840,492 SH   SOLE   840,492 0 0
TRIP COM GROUP LTD ADS 89677Q107   215 6,419 SH   DFND 1 6,419 0 0
TRIP COM GROUP LTD ADS 89677Q107   22,788 679,435 SH   SOLE   679,435 0 0
UNION PACIFIC CORP COM 907818108   1,053 5,822 SH   DFND 1 5,822 0 0
UNION PACIFIC CORP COM 907818108   27,950 154,597 SH   SOLE   154,597 0 0
VARIAN MED SYS INC COM 92220P105   978 6,888 SH   DFND 1 6,888 0 0
VARIAN MED SYS INC COM 92220P105   60,441 425,608 SH   SOLE   425,608 0 0
ALLERGAN PLC SHS G0177J108   4,295 22,465 SH   DFND 1 22,465 0 0
ALLERGAN PLC SHS G0177J108   102,986 538,712 SH   SOLE   538,712 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104   1,033 8,874 SH   DFND 1 8,874 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104   127,237 1,093,289 SH   SOLE   1,093,289 0 0
INTERXION HOLDING N.V SHS N47279109   564 6,733 SH   DFND 1 6,733 0 0
INTERXION HOLDING N.V SHS N47279109   36,485 435,328 SH   SOLE   435,328 0 0
QIAGEN NV SHS NEW N72482123   221 6,540 SH   DFND 1 6,540 0 0
QIAGEN NV SHS NEW N72482123   17,771 525,760 SH   SOLE   525,760 0 0