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 |
| ALCON INC | ORD SHS | H01301128 | 82,461 | 1,457,672 | SH | DFND | 1 | 1,457,672 | 0 | 0 | |
| ALTRA INDL MOTION CORP | COM | 02208R106 | 133,224 | 3,679,207 | SH | DFND | 1 | 3,679,207 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 81,212 | 864,232 | SH | DFND | 1 | 864,232 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 57,281 | 1,047,573 | SH | DFND | 1 | 1,047,573 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 167,075 | 2,226,772 | SH | DFND | 1 | 2,226,772 | 0 | 0 | |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 115,416 | 9,881,512 | SH | DFND | 1 | 9,881,512 | 0 | 0 | |
| ENVISTA HLDGS CORP | COM | 29415F104 | 83,953 | 2,832,423 | SH | DFND | 1 | 2,832,423 | 0 | 0 | |
| FORTIVE CORP | COM | 34959J108 | 81,111 | 1,061,795 | SH | DFND | 1 | 1,061,795 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 125,104 | 2,906,007 | SH | DFND | 1 | 2,906,007 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 82,084 | 1,175,140 | SH | DFND | 1 | 1,175,140 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 140,344 | 1,265,390 | SH | DFND | 1 | 1,265,390 | 0 | 0 | |
| IAA INC | COM | 449253103 | 100,310 | 2,131,540 | SH | DFND | 1 | 2,131,540 | 0 | 0 | |
| INGERSOLL-RAND PLC | SHS | G47791101 | 74,869 | 563,265 | SH | DFND | 1 | 563,265 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 4,240 | 488,463 | SH | DFND | 1 | 488,463 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 131,141 | 6,018,419 | SH | DFND | 1 | 6,018,419 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 46,450 | 3,776,441 | SH | DFND | 1 | 3,776,441 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 68,251 | 2,051,437 | SH | DFND | 1 | 2,051,437 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 30,987 | 975,966 | SH | DFND | 1 | 975,966 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 20,430 | 7,056,917 | SH | DFND | 1 | 7,056,917 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 90,273 | 330,611 | SH | DFND | 1 | 330,611 | 0 | 0 | |
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 33,346 | 831,977 | SH | DFND | 1 | 831,977 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 134,771 | 3,486,069 | SH | DFND | 1 | 3,486,069 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 52,966 | 312,666 | SH | DFND | 1 | 312,666 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 107,162 | 4,194,188 | SH | DFND | 1 | 4,194,188 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 39,671 | 5,303,604 | SH | DFND | 1 | 5,303,604 | 0 | 0 | |
| WABTEC CORP | COM | 929740108 | 116,268 | 1,494,449 | SH | DFND | 1 | 1,494,449 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 79,618 | 5,100,477 | SH | DFND | 1 | 5,100,477 | 0 | 0 | |