The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AT&T INC | COM | 00206R102 | 4,439 | 155,521 | SH | DFND | 1 | 155,521 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,882 | 57,500 | SH | DFND | 1 | 57,500 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 14,836 | 111,000 | SH | DFND | 1 | 111,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 22,989 | 22,000 | SH | DFND | 1 | 22,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 28,537 | 19,000 | SH | DFND | 1 | 19,000 | 0 | 0 | |
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 18,804 | 361,755 | SH | DFND | 1 | 361,755 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 7,628 | 30,000 | SH | DFND | 1 | 30,000 | 0 | 0 | |
| CAESARS ENTMT CORP | COM | 127686103 | 3,247 | 478,200 | SH | DFND | 1 | 478,200 | 0 | 0 | |
| CARA THERAPEUTICS INC | COM | 140755109 | 15,661 | 1,204,654 | SH | DFND | 1 | 1,204,654 | 0 | 0 | |
| CIGNA CORP NEW | COM | 125523100 | 8,024 | 42,247 | SH | DFND | 1 | 42,247 | 0 | 0 | |
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 2,809 | 61,274 | SH | DFND | 1 | 61,274 | 0 | 0 | |
| CRONOS GROUP INC | COM | 22717L101 | 93,637 | 9,012,227 | SH | DFND | 1 | 9,012,227 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 1,748 | 70,000 | SH | DFND | 1 | 70,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 17,242 | 190,895 | SH | DFND | 1 | 190,895 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 14,700 | 240,871 | SH | DFND | 1 | 240,871 | 0 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 12,890 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 23,432 | 965,852 | SH | DFND | 1 | 965,852 | 0 | 0 | |
| NEWELL BRANDS INC | COM | 651229106 | 6,084 | 327,299 | SH | DFND | 1 | 327,299 | 0 | 0 | |
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 1,764 | 75,610 | SH | DFND | 1 | 75,610 | 0 | 0 | |
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 5,833 | 250,000 | SH | Call | DFND | 1 | 250,000 | 0 | 0 |
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 16,146 | 965,682 | SH | DFND | 1 | 965,682 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 11,715 | 159,863 | SH | DFND | 1 | 159,863 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 4,977 | 264,289 | SH | DFND | 1 | 264,289 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 2,246 | 61,145 | SH | DFND | 1 | 61,145 | 0 | 0 | |
| SHIRE PLC | SPONSORED ADR | 82481R106 | 9,296 | 53,412 | SH | DFND | 1 | 53,412 | 0 | 0 | |
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 11,887 | 213,682 | SH | DFND | 1 | 213,682 | 0 | 0 | |
| THERAVANCE BIOPHARMA INC | COM | G8807B106 | 10,618 | 414,921 | SH | DFND | 1 | 414,921 | 0 | 0 | |
| VAIL RESORTS INC | COM | 91879Q109 | 17,903 | 84,921 | SH | DFND | 1 | 84,921 | 0 | 0 | |
| WILLSCOT CORP | COM | 971375126 | 17,280 | 1,834,418 | SH | DFND | 1 | 1,834,418 | 0 | 0 | |