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
ATHENE HLDG LTD CL A G0684D107 100,194 2,004,275 SH   DFND 1,2,3 2,004,275 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 81,758 1,875,174 SH   DFND 1,2,3 1,875,174 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 26,160 600,000 SH Call DFND 1,2,3 600,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 55,750 3,104,100 SH   DFND 1,2,3 3,104,100 0 0
ANTERO RES CORP COM 03674X106 82,782 3,629,205 SH   DFND 1,2,3 3,629,205 0 0
BANK AMER CORP COM 060505104 63,469 2,690,500 SH   DFND 1,2,3 2,690,500 0 0
BLUCORA INC COM 095229100 2,587 149,551 SH   DFND 1,3 149,551 0 0
CBRE GROUP INC CL A 12504L109 39,979 1,149,146 SH   DFND 2,3 1,149,146 0 0
CIGNA CORPORATION COM 125509109 47,243 322,500 SH   DFND 1,2,3 322,500 0 0
CAPITOL ACQUISITION CORP III COM 14055M106 19,676 1,865,000 SH   DFND 1,3 1,865,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 75,180 1,263,100 SH   DFND 1,2,3 1,263,100 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 89,280 1,500,000 SH Put DFND 1,2,3 1,500,000 0 0
CONDUENT INC COM 206787103 62,338 3,715,045 SH   DFND 1,2,3 3,715,045 0 0
CONSTELLATION BRANDS INC CL A 21036P108 72,121 444,996 SH   DFND 1,2,3 444,996 0 0
CONSTELLATION BRANDS INC CL A 21036P108 113,449 700,000 SH Call DFND 1,2,3 700,000 0 0
DOLLAR TREE INC COM 256746108 41,222 525,394 SH   DFND 1,2,3 525,394 0 0
DOLLAR TREE INC COM 256746108 27,461 350,000 SH Call DFND 1,2,3 350,000 0 0
DYCOM INDS INC COM 267475101 68,927 741,550 SH   DFND 1,2,3 741,550 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 69,295 1,986,092 SH   DFND 1,2,3 1,986,092 0 0
EVOLENT HEALTH INC CL A 30050B101 63,399 2,843,021 SH   DFND 1,2,3 2,843,021 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 64,264 3,464,361 SH   DFND 1,2,3 3,464,361 0 0
FIDELITY & GTY LIFE COM 315785105 10,147 365,000 SH   DFND 1,3 365,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 74,286 490,564 SH   DFND 1,2,3 490,564 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 8,974 4,193,371 SH   DFND 1,2,3 4,193,371 0 0
GORES HLDGS II INC UNIT 99/99/9999 382867208 18,435 1,791,500 SH   DFND 1,2,3 1,791,500 0 0
HOSTESS BRANDS INC CL A 44109J106 18,886 1,190,045 SH   DFND 1,3 1,190,045 0 0
HUMANA INC COM 444859102 42,939 208,300 SH   DFND 1,2,3 208,300 0 0
HUNTSMAN CORP COM 447011107 62,808 2,559,430 SH   DFND 1,2,3 2,559,430 0 0
KBR INC COM 48242W106 10,130 674,000 SH   DFND 1,2,3 674,000 0 0
LKQ CORP COM 501889208 16,302 556,963 SH   DFND 1,2,3 556,963 0 0
MGIC INVT CORP WIS COM 552848103 1,353 133,600 SH   DFND 1,2,3 133,600 0 0
MICHAELS COS INC COM 59408Q106 64,527 2,881,959 SH   DFND 1,2,3 2,881,959 0 0
MOLSON COORS BREWING CO CL B 60871R209 99,503 1,039,625 SH   DFND 1,2,3 1,039,625 0 0
NXSTAGE MEDICAL INC COM 67072V103 51,712 1,927,408 SH   DFND 1,2,3 1,927,408 0 0
PAYPAL HLDGS INC COM 70450Y103 67,497 1,568,961 SH   DFND 1,2,3 1,568,961 0 0
RADIAN GROUP INC COM 750236101 25,363 1,412,200 SH   DFND 1,2,3 1,412,200 0 0
SMUCKER J M CO COM NEW 832696405 9,374 71,516 SH   DFND 1,2,3 71,516 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 50,379 1,158,131 SH   DFND 1,2,3 1,158,131 0 0
TRANSDIGM GROUP INC COM 893641100 123,102 559,149 SH   DFND 1,2,3 559,149 0 0
TRANSDIGM GROUP INC COM 893641100 44,032 200,000 SH Call DFND 1,2,3 200,000 0 0
UNIVERSAL STAINLESS & ALLOY COM 913837100 11,597 682,194 SH   DFND 1,3 682,194 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 33,299 237,495 SH   DFND 1,2,3 237,495 0 0