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 | 32,936 | 648,082 | SH | DFND | 1 | 648,082 | 0 | 0 | |
| ALTRA INDL MOTION CORP | COM | 02208R106 | 47,034 | 2,689,184 | SH | DFND | 1 | 2,689,184 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC | COM | 04247X102 | 49,313 | 620,919 | SH | DFND | 1 | 620,919 | 0 | 0 | |
| AXALTA COATING SYS LTD | COM | G0750C108 | 42,033 | 2,433,897 | SH | DFND | 1 | 2,433,897 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 65,153 | 454,474 | SH | DFND | 1 | 454,474 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 98,095 | 1,289,706 | SH | DFND | 1 | 1,289,706 | 0 | 0 | |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 91,071 | 10,893,697 | SH | DFND | 1 | 10,893,697 | 0 | 0 | |
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 55,255 | 3,698,481 | SH | DFND | 1 | 3,698,481 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 81,382 | 2,936,931 | SH | DFND | 1 | 2,936,931 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 58,138 | 1,633,083 | SH | DFND | 1 | 1,633,083 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 63,779 | 934,629 | SH | DFND | 1 | 934,629 | 0 | 0 | |
| IAA INC | COM | 449253103 | 40,078 | 1,337,703 | SH | DFND | 1 | 1,337,703 | 0 | 0 | |
| ION GEOPHYSICAL CORP | COM NEW | 462044207 | 381 | 300,219 | SH | DFND | 1 | 300,219 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 89,395 | 7,449,586 | SH | DFND | 1 | 7,449,586 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 36,021 | 4,975,301 | SH | DFND | 1 | 4,975,301 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 31,024 | 2,629,169 | SH | DFND | 1 | 2,629,169 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 25,893 | 1,081,591 | SH | DFND | 1 | 1,081,591 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 9,880 | 7,056,917 | SH | DFND | 1 | 7,056,917 | 0 | 0 | |
| OTIS WORLDWIDE CORP | COM | 68902V107 | 8,149 | 162,988 | SH | DFND | 1 | 162,988 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 74,890 | 305,611 | SH | DFND | 1 | 305,611 | 0 | 0 | |
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 10,352 | 1,136,303 | SH | DFND | 1 | 1,136,303 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 88,684 | 3,284,586 | SH | DFND | 1 | 3,284,586 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 112,646 | 1,194,172 | SH | DFND | 1 | 1,194,172 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 89,398 | 5,372,501 | SH | DFND | 1 | 5,372,501 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 49,627 | 5,639,414 | SH | DFND | 1 | 5,639,414 | 0 | 0 | |
| WABTEC | COM | 929740108 | 82,913 | 1,722,682 | SH | DFND | 1 | 1,722,682 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 27,930 | 5,444,370 | SH | DFND | 1 | 5,444,370 | 0 | 0 | |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 55,801 | 1,770,883 | SH | DFND | 1 | 1,770,883 | 0 | 0 | |