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 |
| ACI WORLDWIDE INC | COM | 004498101 | 34,848 | 1,443,000 | SH | DFND | 1,2,3,4,5 | 1,443,000 | 0 | 0 | |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 240,149 | 2,573,397 | SH | DFND | 1,2,3,4,5 | 2,573,397 | 0 | 0 | |
| AECOM | COM | 00766T100 | 178,362 | 5,975,266 | SH | DFND | 1,2,3,4,5 | 5,975,266 | 0 | 0 | |
| BOX INC | CL A | 10316T104 | 163,911 | 11,674,546 | SH | DFND | 1,2,3,4,5 | 11,674,546 | 0 | 0 | |
| CERNER CORP | COM | 156782104 | 218,890 | 3,475,000 | SH | DFND | 1,2,3,4,5 | 3,475,000 | 0 | 0 | |
| COMMVAULT SYSTEMS INC | COM | 204166102 | 186,856 | 4,616,000 | SH | DFND | 1,2,3,4,5 | 4,616,000 | 0 | 0 | |
| COMSCORE INC | COM | 20564W105 | 8,410 | 2,982,386 | SH | DFND | 1,2,3,4,5 | 2,982,386 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 238,075 | 7,920,000 | SH | DFND | 1,2,3,4,5 | 7,920,000 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 116,412 | 6,540,000 | SH | DFND | 1,2,3,4,5 | 6,540,000 | 0 | 0 | |
| GREEN DOT CORP | CL A | 39304D102 | 125,934 | 4,960,000 | SH | DFND | 1,2,3,4,5 | 4,960,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 5,171 | 3,500,000 | SH | Put | DFND | 1,2,3,4,5 | 3,500,000 | 0 | 0 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 80,043 | 975,777 | SH | DFND | 1,2,3,4,5 | 975,777 | 0 | 0 | |
| ISHARES TR | RUS MID CAP ETF | 464287499 | 613 | 125,000 | SH | Put | DFND | 1,2,3,4,5 | 125,000 | 0 | 0 |
| MAGELLAN HEALTH INC | COM NEW | 559079207 | 113,977 | 2,369,100 | SH | DFND | 1,2,3,4,5 | 2,369,100 | 0 | 0 | |
| MEDNAX INC | COM | 58502B106 | 91,840 | 7,890,000 | SH | DFND | 1,2,3,4,5 | 7,890,000 | 0 | 0 | |
| MERIT MED SYS INC | COM | 589889104 | 151,308 | 4,841,860 | SH | DFND | 1,2,3,4,5 | 4,841,860 | 0 | 0 | |
| NORTONLIFELOCK INC | COM | 668771108 | 498,960 | 26,668,091 | SH | DFND | 1,2,3,4,5 | 26,668,091 | 0 | 0 | |
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 12,676 | 2,619,000 | SH | DFND | 1,2,3,4,5 | 2,619,000 | 0 | 0 | |