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 |
| BELMOND LTD | CL A | G1154H107 | 2,792 | 153,000 | SH | DFND | 1 | 153,000 | 0 | 0 | |
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 6,417 | 301,000 | SH | DFND | 1 | 301,000 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 1,477 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 2,922 | 352,000 | SH | DFND | 1 | 352,000 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 5,811 | 165,400 | SH | DFND | 1 | 165,400 | 0 | 0 | |
| KALA PHARMACEUTICALS INC | COM | 483119103 | 602 | 61,000 | SH | DFND | 1 | 61,000 | 0 | 0 | |
| MIX TELEMATICS LTD | SPONSORED ADR | 60688N102 | 159 | 11,000 | SH | DFND | 1 | 11,000 | 0 | 0 | |
| OVERSTOCK COM INC DEL | COM | 690370101 | 4,363 | 157,500 | SH | DFND | 1 | 157,500 | 0 | 0 | |
| SCIENTIFIC GAMES CORP | COM | 80874P109 | 958 | 37,700 | SH | DFND | 1 | 37,700 | 0 | 0 | |
| STARS GROUP INC | COM | 85570W100 | 4,980 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | 2,403 | 132,200 | SH | DFND | 1 | 132,200 | 0 | 0 | |
| WAVE LIFE SCIENCES LTD | SHS | Y95308105 | 8,112 | 162,238 | SH | DFND | 1 | 162,238 | 0 | 0 | |
| WORLD ACCEP CORP DEL | COM | 981419104 | 9,675 | 84,600 | SH | DFND | 1 | 84,600 | 0 | 0 | |