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 |
| ARMSTRONG WORLD INDS INC | COM | 04247X102 | 125,479 | 1,686,776 | SH | DFND | 1 | 1,686,776 | 0 | 0 | |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 62,618 | 843,113 | SH | DFND | 1 | 843,113 | 0 | 0 | |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 151,273 | 4,010,425 | SH | DFND | 1 | 4,010,425 | 0 | 0 | |
| CHAMPIONX CORPORATION | COM | 15872M104 | 131,453 | 8,591,719 | SH | DFND | 1 | 8,591,719 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 155,083 | 707,978 | SH | DFND | 1 | 707,978 | 0 | 0 | |
| DAVITA INC | COM | 23918K108 | 130,361 | 1,110,398 | SH | DFND | 1 | 1,110,398 | 0 | 0 | |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | 148,496 | 8,375,381 | SH | DFND | 1 | 8,375,381 | 0 | 0 | |
| ENTEGRIS INC | COM | 29362U104 | 41,503 | 431,876 | SH | DFND | 1 | 431,876 | 0 | 0 | |
| FRONTDOOR INC | COM | 35905A109 | 70,413 | 1,402,370 | SH | DFND | 1 | 1,402,370 | 0 | 0 | |
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 122,270 | 2,883,725 | SH | DFND | 1 | 2,883,725 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 55,630 | 500,000 | SH | Put | DFND | 1 | 500,000 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 84,795 | 762,131 | SH | DFND | 1 | 762,131 | 0 | 0 | |
| IAA INC | COM | 449253103 | 111,980 | 1,723,300 | SH | DFND | 1 | 1,723,300 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 784,240 | 4,000,000 | SH | Put | DFND | 1 | 4,000,000 | 0 | 0 |
| MERCER INTL INC | COM | 588056101 | 64,873 | 6,329,112 | SH | DFND | 1 | 6,329,112 | 0 | 0 | |
| MUELLER INDS INC | COM | 624756102 | 54,055 | 1,539,576 | SH | DFND | 1 | 1,539,576 | 0 | 0 | |
| NUVERRA ENVIRONMENTAL SOLUTI | COM PAR | 67091K302 | 14,316 | 6,721,106 | SH | DFND | 1 | 6,721,106 | 0 | 0 | |
| OTIS WORLDWIDE CORP | COM | 68902V107 | 182,121 | 2,696,090 | SH | DFND | 1 | 2,696,090 | 0 | 0 | |
| S&P GLOBAL INC | COM | 78409V104 | 131,691 | 400,606 | SH | DFND | 1 | 400,606 | 0 | 0 | |
| TERMINIX GLOBAL HOLDINGS INC | COM | 88087E100 | 136,555 | 2,677,026 | SH | DFND | 1 | 2,677,026 | 0 | 0 | |
| VICI PPTYS INC | COM | 925652109 | 103,786 | 4,070,032 | SH | DFND | 1 | 4,070,032 | 0 | 0 | |
| VISTA OUTDOOR INC | COM | 928377100 | 132,390 | 5,571,954 | SH | DFND | 1 | 5,571,954 | 0 | 0 | |
| VONTIER CORPORATION | COM | 928881101 | 95,611 | 2,862,608 | SH | DFND | 1 | 2,862,608 | 0 | 0 | |
| WABTEC | COM | 929740108 | 108,871 | 1,487,303 | SH | DFND | 1 | 1,487,303 | 0 | 0 | |
| WELBILT INC | COM | 949090104 | 64,956 | 4,920,889 | SH | DFND | 1 | 4,920,889 | 0 | 0 | |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 57,182 | 962,018 | SH | DFND | 1 | 962,018 | 0 | 0 | |