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 |
| ALTRA INDL MOTION CORP | COM | 02208R106 | 59,317 | 1,604,458 | SH | DFND | 1 | 1,604,458 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC | COM | 04247X102 | 93,753 | 1,362,495 | SH | DFND | 1 | 1,362,495 | 0 | 0 | |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 128,505 | 4,207,768 | SH | DFND | 1 | 4,207,768 | 0 | 0 | |
| CHAMPIONX CORPORATION | COM | 15872M104 | 87,226 | 10,916,870 | SH | DFND | 1 | 10,916,870 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 67,613 | 356,776 | SH | DFND | 1 | 356,776 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 116,441 | 1,359,503 | SH | DFND | 1 | 1,359,503 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 34,260 | 400,000 | SH | Put | DFND | 1 | 400,000 | 0 | 0 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 130,262 | 12,394,073 | SH | DFND | 1 | 12,394,073 | 0 | 0 | |
| ENTEGRIS INC | COM | 29362U104 | 80,914 | 1,088,428 | SH | DFND | 1 | 1,088,428 | 0 | 0 | |
| FRONTDOOR INC | COM | 35905A109 | 66,899 | 1,719,327 | SH | DFND | 1 | 1,719,327 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 116,544 | 3,155,811 | SH | DFND | 1 | 3,155,811 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 61,214 | 1,519,341 | SH | DFND | 1 | 1,519,341 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 68,256 | 800,000 | SH | Put | DFND | 1 | 800,000 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 73,181 | 857,723 | SH | DFND | 1 | 857,723 | 0 | 0 | |
| IAA INC | COM | 449253103 | 119,480 | 2,294,606 | SH | DFND | 1 | 2,294,606 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 82,204 | 5,708,585 | SH | DFND | 1 | 5,708,585 | 0 | 0 | |
| MERCER INTL INC | COM | 588056101 | 42,878 | 6,496,666 | SH | DFND | 1 | 6,496,666 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 49,586 | 1,832,435 | SH | DFND | 1 | 1,832,435 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 16,372 | 7,056,917 | SH | DFND | 1 | 7,056,917 | 0 | 0 | |
| OTIS WORLDWIDE CORP | COM | 68902V107 | 160,248 | 2,567,252 | SH | DFND | 1 | 2,567,252 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 110,203 | 305,611 | SH | DFND | 1 | 305,611 | 0 | 0 | |
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 114,937 | 2,882,073 | SH | DFND | 1 | 2,882,073 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 115,975 | 4,962,562 | SH | DFND | 1 | 4,962,562 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 89,064 | 4,413,460 | SH | DFND | 1 | 4,413,460 | 0 | 0 | |
| WABTEC | COM | 929740108 | 102,558 | 1,657,377 | SH | DFND | 1 | 1,657,377 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 27,590 | 4,478,965 | SH | DFND | 1 | 4,478,965 | 0 | 0 | |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 80,653 | 1,597,087 | SH | DFND | 1 | 1,597,087 | 0 | 0 | |