The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 66,590 | 526,400 | SH | DFND | 1,2 | 526,400 | 0 | 0 | |
AETNA INC NEW | COM | 00817Y108 | 57,652 | 769,000 | SH | DFND | 1,2 | 769,000 | 0 | 0 | |
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 70,961 | 1,101,700 | SH | DFND | 1,2 | 1,101,700 | 0 | 0 | |
B/E AEROSPACE INC | COM | 073302101 | 27,586 | 317,850 | SH | DFND | 1,2 | 317,850 | 0 | 0 | |
CDW CORP | COM | 12514G108 | 73,537 | 2,679,900 | SH | DFND | 1,2 | 2,679,900 | 0 | 0 | |
CIGNA CORPORATION | COM | 125509109 | 63,702 | 760,800 | SH | DFND | 1,2 | 760,800 | 0 | 0 | |
CLEARWATER PAPER CORP | COM | 18538R103 | 69,664 | 1,111,600 | SH | DFND | 1,2 | 1,111,600 | 0 | 0 | |
COMMONWEALTH REIT | COM SH BEN INT | 203233101 | 46,853 | 1,781,500 | SH | DFND | 1,2 | 1,781,500 | 0 | 0 | |
COMMUNITY HEALTH SYS INC NEW | RIGHT 01/27/2016 | 203668116 | 230 | 3,802,500 | SH | DFND | 1,2 | 3,802,500 | 0 | 0 | |
CROWN CASTLE INTL CORP | COM | 228227104 | 22,555 | 305,700 | SH | DFND | 1,2 | 305,700 | 0 | 0 | |
ENVISION HEALTHCARE HLDGS IN | COM | 29413U103 | 73,851 | 2,183,000 | SH | DFND | 1,2 | 2,183,000 | 0 | 0 | |
EVERTEC INC | COM | 30040P103 | 54,378 | 2,201,500 | SH | DFND | 1,2 | 2,201,500 | 0 | 0 | |
EXPRESS SCRIPTS HLDG CO | COM | 30219G108 | 55,229 | 735,500 | SH | DFND | 1,2 | 735,500 | 0 | 0 | |
GNC HLDGS INC | COM CL A | 36191G107 | 1,206 | 27,400 | SH | DFND | 1,2 | 27,400 | 0 | 0 | |
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 99,791 | 3,819,000 | SH | DFND | 1,2 | 3,819,000 | 0 | 0 | |
HARBINGER GROUP INC | COM | 41146A106 | 12,230 | 1,000,000 | SH | DFND | 1,2 | 1,000,000 | 0 | 0 | |
HCA HOLDINGS INC | COM | 40412C101 | 109,594 | 2,087,500 | SH | DFND | 1,2 | 2,087,500 | 0 | 0 | |
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 19,048 | 715,000 | SH | DFND | 1,2 | 715,000 | 0 | 0 | |
LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 26,560 | 920,000 | SH | DFND | 1,2 | 920,000 | 0 | 0 | |
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 52,879 | 2,431,200 | SH | DFND | 1,2 | 2,431,200 | 0 | 0 | |
LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 22,810 | 322,500 | SH | DFND | 1,2 | 322,500 | 0 | 0 | |
MDC PARTNERS INC | CL A SUB VTG | 552697104 | 49,339 | 2,162,100 | SH | DFND | 1,2 | 2,162,100 | 0 | 0 | |
MEDIA GEN INC | CL A | 584404107 | 81,499 | 4,670,103 | SH | DFND | 1,2 | 4,670,103 | 0 | 0 | |
NASDAQ OMX GROUP INC | COM | 631103108 | 37,143 | 1,005,500 | SH | DFND | 1,2 | 1,005,500 | 0 | 0 | |
NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 65,807 | 1,753,900 | SH | DFND | 1,2 | 1,753,900 | 0 | 0 | |
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 76,709 | 2,377,101 | SH | DFND | 1,2 | 2,377,101 | 0 | 0 | |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 107,199 | 1,822,800 | SH | DFND | 1,2 | 1,822,800 | 0 | 0 | |
OCEAN RIG UDW INC | SHS | Y64354205 | 9,173 | 515,600 | SH | DFND | 1,2 | 515,600 | 0 | 0 | |
RE MAX HLDGS INC | CL A | 75524W108 | 10,494 | 364,000 | SH | DFND | 1,2 | 364,000 | 0 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 79,002 | 1,448,000 | SH | DFND | 1,2 | 1,448,000 | 0 | 0 | |
SFX ENTMT INC | COM | 784178303 | 14,254 | 2,021,900 | SH | DFND | 1,2 | 2,021,900 | 0 | 0 | |
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 94,815 | 3,500,000 | SH | DFND | 1,2 | 3,500,000 | 0 | 0 | |
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 68,123 | 1,591,300 | SH | DFND | 1,2 | 1,591,300 | 0 | 0 | |
TIME WARNER CABLE INC | COM | 88732J207 | 11,592 | 84,500 | SH | DFND | 1,2 | 84,500 | 0 | 0 | |
TIME WARNER CABLE INC | COM | 88732J207 | 47,437 | 345,800 | SH | Call | DFND | 1,2 | 345,800 | 0 | 0 |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 23,357 | 491,000 | SH | DFND | 1,2 | 491,000 | 0 | 0 |