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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
SHAKE SHACK INC CL A 819047101   21,962 438,800 SH   DFND   438,800 0 0
CHARTER COMMUNICATIONS INC D CL A 16117M305   15,217 78,800 SH   DFND   78,800 0 0
CLOUD PEAK ENERGY INC. COM 18911Q102   13,497 2,319,000 SH   DFND   2,319,000 0 0
IMS HEALTH HOLDINGS INC COM 44970B109   11,682 431,543 SH   DFND   431,543 0 0
BARRICK GOLD CORP COM 067901108   8,569 781,815 SH   DFND   781,815 0 0
PIONEER NAT RES CO COM 723787107   5,180 31,675 SH   DFND   31,675 0 0
LANDS END INC NEW COM 51509F105   4 100 SH   DFND   100 0 0