ALPHABET INC CAP STK CL C 02079K107 3663 4827 SH SOLE 4827 0 0 ALPHABET INC CAP STK CL C 02079K107 11192 14748 SH DFND 1 14748 0 0 ASSURED GUARANTY LTD COM G0585R106 2845 107636 SH SOLE 107636 0 0 ASSURED GUARANTY LTD COM G0585R106 8703 329276 SH DFND 1 329276 0 0 BANK AMER CORP COM 060505104 4594 272988 SH SOLE 272988 0 0 BANK AMER CORP COM 060505104 14054 835035 SH DFND 1 835035 0 0 BARRACUDA NETWORKS INC COM 068323104 2460 131716 SH SOLE 131716 0 0 BARRACUDA NETWORKS INC COM 068323104 7527 402942 SH DFND 1 402942 0 0 CARNIVAL CORP PAIRED CTF 143658300 5077 93193 SH SOLE 93193 0 0 CARNIVAL CORP PAIRED CTF 143658300 15517 284821 SH DFND 1 284821 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 4050 116753 SH SOLE 116753 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 12389 357124 SH DFND 1 357124 0 0 CORNING INC COM 219350105 3157 172678 SH SOLE 172678 0 0 CORNING INC COM 219350105 9662 528575 SH DFND 1 528575 0 0 DISH NETWORK CORP CL A 25470M109 3538 61882 SH SOLE 61882 0 0 DISH NETWORK CORP CL A 25470M109 10824 189305 SH DFND 1 189305 0 0 DONNELLEY R R & SONS CO COM 257867101 4659 316483 SH SOLE 316483 0 0 DONNELLEY R R & SONS CO COM 257867101 14252 968176 SH DFND 1 968176 0 0 EATON CORP PLC SHS G29183103 3762 72285 SH SOLE 72285 0 0 EATON CORP PLC SHS G29183103 11507 221117 SH DFND 1 221117 0 0 EQT CORP COM 26884L109 2243 43022 SH SOLE 43022 0 0 EQT CORP COM 26884L109 6861 131613 SH DFND 1 131613 0 0 FEDEX CORP COM 31428X106 3965 26614 SH SOLE 26614 0 0 FEDEX CORP COM 31428X106 12132 81426 SH DFND 1 81426 0 0 GULFPORT ENERGY CORP COM NEW 402635304 891 36282 SH SOLE 36282 0 0 GULFPORT ENERGY CORP COM NEW 402635304 2727 110998 SH DFND 1 110998 0 0 HCA HOLDINGS INC COM 40412C101 3543 52390 SH SOLE 52390 0 0 HCA HOLDINGS INC COM 40412C101 10835 160205 SH DFND 1 160205 0 0 IAC INTERACTIVECORP COM PAR $.001 44919P508 6388 106383 SH SOLE 106383 0 0 IAC INTERACTIVECORP COM PAR $.001 44919P508 19532 325270 SH DFND 1 325270 0 0 LEAR CORP COM NEW 521865204 2262 18416 SH SOLE 18416 0 0 LEAR CORP COM NEW 521865204 6913 56283 SH DFND 1 56283 0 0 LEUCADIA NATL CORP COM 527288104 5203 299176 SH SOLE 299176 0 0 LEUCADIA NATL CORP COM 527288104 15916 915232 SH DFND 1 915232 0 0 MBIA INC COM 55262C100 4451 686854 SH SOLE 686854 0 0 MBIA INC COM 55262C100 13616 2101206 SH DFND 1 2101206 0 0 MICRON TECHNOLOGY INC COM 595112103 2841 200644 SH SOLE 200644 0 0 MICRON TECHNOLOGY INC COM 595112103 8691 613804 SH DFND 1 613804 0 0 NAVIENT CORP COM 63938C108 3281 286556 SH SOLE 286556 0 0 NAVIENT CORP COM 63938C108 10028 875823 SH DFND 1 875823 0 0 OPOWER INC COM 68375Y109 2455 232442 SH SOLE 232442 0 0 OPOWER INC COM 68375Y109 7509 711065 SH DFND 1 711065 0 0 PROGRESS SOFTWARE CORP COM 743312100 2272 94646 SH SOLE 94646 0 0 PROGRESS SOFTWARE CORP COM 743312100 6949 289538 SH DFND 1 289538 0 0 QUAD / GRAPHICS INC COM CL A 747301109 1990 213996 SH SOLE 213996 0 0 QUAD / GRAPHICS INC COM CL A 747301109 6088 654638 SH DFND 1 654638 0 0 SANDERSON FARMS INC COM 800013104 2205 28443 SH SOLE 28443 0 0 SANDERSON FARMS INC COM 800013104 6745 87010 SH DFND 1 87010 0 0 SCIENTIFIC GAMES CORP CL A 80874P109 2335 260312 SH SOLE 260312 0 0 SCIENTIFIC GAMES CORP CL A 80874P109 7143 796339 SH DFND 1 796339 0 0 SPROUTS FMRS MKT INC COM 85208M102 1896 71293 SH SOLE 71293 0 0 SPROUTS FMRS MKT INC COM 85208M102 5793 217881 SH DFND 1 217881 0 0 TRAVELPORT WORLDWIDE LTD SHS G9019D104 5557 430790 SH SOLE 430790 0 0 TRAVELPORT WORLDWIDE LTD SHS G9019D104 17000 1317801 SH DFND 1 1317801 0 0