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 |
| ALLERGAN PLC | SHS | G0177J108 | 33,153 | 197,000 | SH | DFND | 1 | 197,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 23,202 | 19,000 | SH | DFND | 1 | 19,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 22,567 | 13,000 | SH | DFND | 1 | 13,000 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 8,764 | 290,691 | SH | DFND | 1 | 290,691 | 0 | 0 | |
| CAESARS ENTMT CORP | COM | 127686103 | 17,425 | 1,494,458 | SH | DFND | 1 | 1,494,458 | 0 | 0 | |
| CARA THERAPEUTICS INC | COM | 140755109 | 22,707 | 1,242,201 | SH | DFND | 1 | 1,242,201 | 0 | 0 | |
| CELGENE CORP | COM | 151020104 | 28,385 | 285,852 | SH | DFND | 1 | 285,852 | 0 | 0 | |
| CENTENE CORP DEL | COM | 15135B101 | 14,396 | 332,777 | SH | DFND | 1 | 332,777 | 0 | 0 | |
| CIGNA CORP NEW | COM | 125523100 | 18,168 | 119,693 | SH | DFND | 1 | 119,693 | 0 | 0 | |
| CRONOS GROUP INC | COM | 22717L101 | 76,855 | 8,492,227 | SH | DFND | 1 | 8,492,227 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 5,771 | 169,400 | SH | DFND | 1 | 169,400 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 10,562 | 310,000 | SH | Call | DFND | 1 | 310,000 | 0 | 0 |
| EAGLE MATERIALS INC | COM | 26969P108 | 27,459 | 305,071 | SH | DFND | 1 | 305,071 | 0 | 0 | |
| ELDORADO RESORTS INC | COM | 28470R102 | 4,784 | 120,000 | SH | DFND | 1 | 120,000 | 0 | 0 | |
| ELDORADO RESORTS INC | COM | 28470R102 | 3,987 | 100,000 | SH | Call | DFND | 1 | 100,000 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 94,405 | 500,000 | SH | Put | DFND | 1 | 500,000 | 0 | 0 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 24,617 | 888,052 | SH | DFND | 1 | 888,052 | 0 | 0 | |
| NEWELL BRANDS INC | COM | 651229106 | 4,910 | 262,299 | SH | DFND | 1 | 262,299 | 0 | 0 | |
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 9,044 | 425,610 | SH | DFND | 1 | 425,610 | 0 | 0 | |
| NOMAD FOODS LTD | USD ORD SHS | G6564A105 | 18,974 | 925,582 | SH | DFND | 1 | 925,582 | 0 | 0 | |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 3,138 | 125,000 | SH | DFND | 1 | 125,000 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 7,344 | 394,289 | SH | DFND | 1 | 394,289 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 1,863 | 100,000 | SH | Call | DFND | 1 | 100,000 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 | 759 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
| PIVOTAL ACQUISITION CORP | CL A COM | 72583A101 | 9,101 | 894,000 | SH | DFND | 1 | 894,000 | 0 | 0 | |
| PIVOTAL ACQUISITION CORP | *W EXP 12/01/202 | 72583A119 | 1,116 | 832,500 | SH | DFND | 1 | 832,500 | 0 | 0 | |
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 5,394 | 106,202 | SH | DFND | 1 | 106,202 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 148,385 | 500,000 | SH | Put | DFND | 1 | 500,000 | 0 | 0 |
| THERAVANCE BIOPHARMA INC | COM | G8807B106 | 11,641 | 597,584 | SH | DFND | 1 | 597,584 | 0 | 0 | |
| THERAVANCE BIOPHARMA INC | COM | G8807B106 | 1,786 | 91,700 | SH | Call | DFND | 1 | 91,700 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 | 13,654 | 60,000 | SH | DFND | 1 | 60,000 | 0 | 0 | |
| WILLSCOT CORP | COM | 971375126 | 28,625 | 1,837,306 | SH | DFND | 1 | 1,837,306 | 0 | 0 | |