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
ALTICE USA INC CL A 02156K103 60,820 2,120,630 SH   DFND   2,120,630 0 0
ALTICE USA INC CL A 02156K103 9,742 339,695 SH   SOLE   339,695 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,690 65,335 SH   SOLE   65,335 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 30,632 1,184,060 SH   DFND   1,184,060 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 33,362 2,707,967 SH   DFND   2,707,967 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 3,791 307,733 SH   SOLE   307,733 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 1,509 35,965 SH   SOLE   35,965 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 28,039 668,235 SH   DFND   668,235 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 36,976 361,415 SH   DFND   361,415 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 4,350 42,519 SH   SOLE   42,519 0 0
ON SEMICONDUCTOR CORP COM 682189105 34,753 1,809,090 SH   DFND   1,809,090 0 0
ON SEMICONDUCTOR CORP COM 682189905 2,401 125,000 SH Call SOLE   125,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 4,360 226,960 SH   SOLE   226,960 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 1,307 14,960 SH   SOLE   14,960 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 22,638 259,170 SH   DFND   259,170 0 0
SEAWORLD ENTMT INC COM 81282V100 39,826 1,513,130 SH   DFND   1,513,130 0 0
SEAWORLD ENTMT INC COM 81282V100 4,704 178,705 SH   SOLE   178,705 0 0
STAMPS COM INC COM NEW 852857200 3,659 49,145 SH   SOLE   49,145 0 0
STAMPS COM INC COM NEW 852857200 25,523 342,820 SH   DFND   342,820 0 0
TPG PACE HLDGS CORP *W EXP 06/27/202 G89827110 592 372,545 SH   SOLE   372,545 0 0
TPG PACE HLDGS CORP *W EXP 06/27/202 G89827110 1,939 1,219,635 SH   DFND   1,219,635 0 0
TPG PACE HLDGS CORP CL A G89827128 20,307 1,975,375 SH   DFND   1,975,375 0 0
TPG PACE HLDGS CORP CL A G89827128 1,158 112,625 SH   SOLE   112,625 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 13,995 270,485 SH   DFND   270,485 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 770 14,880 SH   SOLE   14,880 0 0