The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AETNA INC NEW COM 00817Y108 13,133 86,500 SH   DFND 1 86,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,450 123,850 SH   DFND 1 123,850 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,481 46,000 SH Put DFND 1 46,000 0 0
AMERICAN EXPRESS CO COM 025816109 8,845 105,000 SH   DFND 1 105,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 12,342 216,495 SH   DFND 1 216,495 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 10,128 89,550 SH   DFND 1 89,550 0 0
CIGNA CORPORATION COM 125509109 9,177 54,823 SH   DFND 1 54,823 0 0
CROWN HOLDINGS INC COM 228368106 8,600 144,144 SH   DFND 1 144,144 0 0
FOUNDATION BLDG MATLS INC COM 350392106 3,984 309,782 SH   DFND 1 309,782 0 0
KRAFT HEINZ CO COM 500754106 10,382 121,226 SH   DFND 1 121,226 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 9,066 781,512 SH   DFND 1 781,512 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 9,209 264,240 SH   DFND 1 264,240 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 11,389 207,300 SH Put DFND 1 207,300 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106 8,601 280,176 SH   DFND 1 280,176 0 0
SUMMIT MATLS INC CL A 86614U100 8,842 306,271 SH   DFND 1 306,271 0 0
TRIPADVISOR INC COM 896945201 5,921 155,000 SH Call DFND 1 155,000 0 0
UNITI GROUP INC COM 91325V108 10,685 425,000 SH Put DFND 1 425,000 0 0
WHOLE FOODS MKT INC COM 966837106 5,053 120,000 SH Call DFND 1 120,000 0 0