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 9,541 60,000 SH   DFND 1 60,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 10,764 190,000 SH   DFND 1 190,000 0 0
CIGNA CORPORATION COM 125509109 7,641 40,872 SH   DFND 1 40,872 0 0
KRAFT HEINZ CO COM 500754106 8,649 111,526 SH   DFND 1 111,526 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 8,266 669,318 SH   DFND 1 669,318 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 8,720 200,240 SH   DFND 1 200,240 0 0
SUMMIT MATLS INC CL A 86614U100 8,584 268,000 SH   DFND 1 268,000 0 0
FOUNDATION BLDG MATLS INC COM 350392106 3,789 267,952 SH   DFND 1 267,952 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,383 71,700 SH   DFND 1 71,700 0 0
AMERICAN EXPRESS CO COM 025816109 6,332 70,000 SH   DFND 1 70,000 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 11,312 122,600 SH   DFND 1 122,600 0 0
SHENANDOAH TELECOMMUNICATION COM 82312B106 10,434 280,482 SH   DFND 1 280,482 0 0
BEST INC SPONSORED ADS 08653C106 5,102 426,200 SH   DFND 1 426,200 0 0
ARDAGH GROUP S A CL A L0223L101 2,154 100,600 SH   DFND 1 100,600 0 0
GOGO INC COM 38046C109 6,555 555,000 SH Call DFND 1 555,000 0 0
KRAFT HEINZ CO COM 500754106 10,857 140,000 SH Call DFND 1 140,000 0 0
OUTFRONT MEDIA INC COM 69007J106 5,036 200,000 SH Put DFND 1 200,000 0 0