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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALTICE USA INCCL A02156K1035,680150,000SHCallSOLE 150,00000
ALTICE USA INCCL A02156K10316,339431,450SH SOLE 431,45000
ALTICE USA INCCL A02156K103141,4723,735,720SH DFND13,735,72000
ASBURY AUTOMOTIVE GROUP INCCOM04343610460,018411,817SH DFND1411,81700
ASBURY AUTOMOTIVE GROUP INCCOM0434361042,00113,730SH SOLE 13,73000
BJS WHSL CLUB HLDGS INCCOM05550J10127,748744,305SH DFND1744,30500
BJS WHSL CLUB HLDGS INCCOM05550J1011,18131,675SH SOLE 31,67500
DONNELLEY FINL SOLUTIONS INCCOM25787G10050,3532,967,195SH DFND12,967,19500
DONNELLEY FINL SOLUTIONS INCCOM25787G1005,648332,805SH SOLE 332,80500
EXTENDED STAY AMER INCUNIT 99/99/9999B30224P2001,16678,750SH SOLE 78,75000
EXTENDED STAY AMER INCUNIT 99/99/9999B30224P20023,3891,579,277SH DFND11,579,27700
LIBERTY MEDIA CORP DELCOM C SIRIUSXM53122960766,7361,533,805SH DFND11,533,80500
LIBERTY MEDIA CORP DELCOM C SIRIUSXM5312296076,442148,065SH SOLE 148,06500
LITHIA MTRS INCCL A5367971035,84319,965SH DFND119,96500
MAXAR TECHNOLOGIES INCCOM57778K10554,4841,411,865SH DFND11,411,86500
MAXAR TECHNOLOGIES INCCOM57778K1055,523143,115SH SOLE 143,11500
NEXSTAR MEDIA GROUP INCCL A65336K10339,566362,355SH DFND1362,35500
NEXSTAR MEDIA GROUP INCCL A65336K1034,37240,040SH SOLE 40,04000
PAE INCCOM CL A69290Y1091,522165,844SH SOLE 165,84400
PAE INCCOM CL A69290Y10939,2004,270,149SH DFND14,270,14900
STAMPS COM INCCOM NEW8528572003,63018,505SH SOLE 18,50500
STAMPS COM INCCOM NEW85285720049,355251,565SH DFND1251,56500
WIDEOPENWEST INCCOM96758W10121,3532,001,208SH DFND12,001,20800