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 |
| AXALTA COATING SYS LTD | COM | G0750C108 | 75,426 | 2,342,410 | SH | DFND | 1 | 2,342,410 | 0 | 0 | |
| CHEMOURS CO | COM | 163851108 | 42,444 | 1,102,445 | SH | DFND | 1 | 1,102,445 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 129,763 | 8,936,846 | SH | DFND | 1 | 8,936,846 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 114,248 | 1,680,852 | SH | DFND | 1 | 1,680,852 | 0 | 0 | |
| DONNELLEY FINL SOLUTIONS INC | COM | 25787G100 | 38,964 | 2,019,903 | SH | DFND | 1 | 2,019,903 | 0 | 0 | |
| FLOTEK INDS INC DEL | COM | 343389102 | 72,218 | 5,646,416 | SH | DFND | 1 | 5,646,416 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 76,032 | 1,262,569 | SH | DFND | 1 | 1,262,569 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 133,475 | 3,993,873 | SH | DFND | 1 | 3,993,873 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 112,154 | 3,435,030 | SH | DFND | 1 | 3,435,030 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 115,336 | 1,654,505 | SH | DFND | 1 | 1,654,505 | 0 | 0 | |
| HD SUPPLY HLDGS INC | COM | 40416M105 | 56,460 | 1,372,899 | SH | DFND | 1 | 1,372,899 | 0 | 0 | |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 112,713 | 3,932,769 | SH | DFND | 1 | 3,932,769 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 140,260 | 2,399,248 | SH | DFND | 1 | 2,399,248 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 2,827 | 582,946 | SH | DFND | 1 | 582,946 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 618,660 | 4,500,000 | SH | Put | DFND | 1 | 4,500,000 | 0 | 0 |
| LAMB WESTON HLDGS INC | COM | 513272104 | 72,679 | 1,727,986 | SH | DFND | 1 | 1,727,986 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 117,575 | 10,049,110 | SH | DFND | 1 | 10,049,110 | 0 | 0 | |
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 71,288 | 2,635,414 | SH | DFND | 1 | 2,635,414 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 138,104 | 5,040,290 | SH | DFND | 1 | 5,040,290 | 0 | 0 | |
| PARK HOTELS RESORTS INC | COM | 700517105 | 3,338 | 130,021 | SH | DFND | 1 | 130,021 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 39,984 | 305,830 | SH | DFND | 1 | 305,830 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 73,218 | 1,753,732 | SH | DFND | 1 | 1,753,732 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 94,332 | 559,271 | SH | DFND | 1 | 559,271 | 0 | 0 | |
| VARIAN MED SYS INC | COM | 92220P105 | 72,448 | 795,000 | SH | DFND | 1 | 795,000 | 0 | 0 | |
| VERSUM MATLS INC | COM | 92532W103 | 95,342 | 3,115,750 | SH | DFND | 1 | 3,115,750 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 93,056 | 4,519,471 | SH | DFND | 1 | 4,519,471 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 38,900 | 1,981,669 | SH | DFND | 1 | 1,981,669 | 0 | 0 | |