The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

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
DOLLAR GENERAL CORP COM 256677105 2,775 39,800 SH   DFND   0 39,800 0
GASTAR EXPLORATION LTD COM 36729W202 2,263 1,469,500 SH   DFND   0 1,469,500 0
GOOD TIMES RESTAURANTS INC COM PAR $.001NEW 382140879 7,135 2,265,026 SH   DFND   0 2,265,026 0
HILTON WORLDWIDE HOLDINGS IN COM 43300A203 16,877 288,701 SH   DFND   0 288,701 0
LIBERTY GLOBAL PLC LILAC - C LILAC SHS CL C G5480U153 16,517 716,900 SH   DFND   0 716,900 0
MARRIOTT INTERNATIONAL -CL A CL A 571903202 3,438 36,500 SH   DFND   0 36,500 0
SENSATA TECHNOLOGIES HOLDING SHS N7902X106 8,983 205,700 SH   DFND   0 205,700 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 12,699 104,000 SH   DFND   0 104,000 0