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 |
| ALTABA INC | COM | 021346101 | 278,408 | 3,802,868 | SH | DFND | 1 | 3,802,868 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 130,419 | 2,063,587 | SH | DFND | 1 | 2,063,587 | 0 | 0 | |
| CHEMOURS CO | COM | 163851108 | 62,338 | 1,405,264 | SH | DFND | 1 | 1,405,264 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 28,213 | 1,419,186 | SH | DFND | 1 | 1,419,186 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 140,283 | 2,020,199 | SH | DFND | 1 | 2,020,199 | 0 | 0 | |
| DOVER CORP | COM | 260003108 | 143,077 | 1,954,600 | SH | DFND | 1 | 1,954,600 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 67,540 | 643,418 | SH | DFND | 1 | 643,418 | 0 | 0 | |
| EXELA TECHNOLOGIES INC | COM | 30162V102 | 20,278 | 4,269,054 | SH | DFND | 1 | 4,269,054 | 0 | 0 | |
| FLOTEK INDS INC DEL | COM | 343389102 | 9,668 | 2,993,343 | SH | DFND | 1 | 2,993,343 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 124,263 | 3,471,035 | SH | DFND | 1 | 3,471,035 | 0 | 0 | |
| GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 37,056 | 1,280,008 | SH | DFND | 1 | 1,280,008 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 125,512 | 1,712,078 | SH | DFND | 1 | 1,712,078 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 164,750 | 2,081,234 | SH | DFND | 1 | 2,081,234 | 0 | 0 | |
| INGERSOLL-RAND PLC | SHS | G47791101 | 82,795 | 922,709 | SH | DFND | 1 | 922,709 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 28,406 | 1,168,987 | SH | DFND | 1 | 1,168,987 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 818,850 | 5,000,000 | SH | Put | DFND | 1 | 5,000,000 | 0 | 0 |
| KAR AUCTION SVCS INC | COM | 48238T109 | 139,421 | 2,544,171 | SH | DFND | 1 | 2,544,171 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 61,222 | 3,498,375 | SH | DFND | 1 | 3,498,375 | 0 | 0 | |
| MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 22,476 | 737,890 | SH | DFND | 1 | 737,890 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 146,196 | 5,036,032 | SH | DFND | 1 | 5,036,032 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 60,279 | 5,023,279 | SH | DFND | 1 | 5,023,279 | 0 | 0 | |
| PENTAIR PLC | SHS | G7S00T104 | 81,217 | 1,930,060 | SH | DFND | 1 | 1,930,060 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 63,206 | 310,000 | SH | DFND | 1 | 310,000 | 0 | 0 | |
| SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 105,340 | 2,213,954 | SH | DFND | 1 | 2,213,954 | 0 | 0 | |
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 53,356 | 1,257,497 | SH | DFND | 1 | 1,257,497 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 47,160 | 793,000 | SH | DFND | 1 | 793,000 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 120,779 | 751,486 | SH | DFND | 1 | 751,486 | 0 | 0 | |
| VERSUM MATLS INC | COM | 92532W103 | 93,147 | 2,507,324 | SH | DFND | 1 | 2,507,324 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 103,300 | 5,009,365 | SH | DFND | 1 | 5,009,365 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 7,724 | 498,618 | SH | DFND | 1 | 498,618 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 101,885 | 4,566,798 | SH | DFND | 1 | 4,566,798 | 0 | 0 | |
| WYNDHAM DESTINATIONS INC | COM | 98310W108 | 81,685 | 1,845,163 | SH | DFND | 1 | 1,845,163 | 0 | 0 | |