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 |
| ATHENE HLDG LTD | CL A | G0684D107 | 103,514 | 2,086,565 | SH | DFND | 1,2,3 | 2,086,565 | 0 | 0 | |
| CISION LTD | SHS | G1992S109 | 25,533 | 2,481,342 | SH | DFND | 1,3 | 2,481,342 | 0 | 0 | |
| WEATHERFORD INTL PLC | ORD SHS | G48833100 | 5,805 | 1,500,000 | SH | DFND | 1,2,3 | 1,500,000 | 0 | 0 | |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 65,613 | 1,328,735 | SH | DFND | 1,2,3 | 1,328,735 | 0 | 0 | |
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 47,532 | 2,794,363 | SH | DFND | 1,2,3 | 2,794,363 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 69,726 | 75,000 | SH | Call | DFND | 1,2,3 | 75,000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | 72,600 | 75,000 | SH | Call | DFND | 1,2,3 | 75,000 | 0 | 0 |
| ANTERO RES CORP | COM | 03674X106 | 79,795 | 3,692,504 | SH | DFND | 1,2,3 | 3,692,504 | 0 | 0 | |
| ANTERO MIDSTREAM GP LP | COM SHS REPSTG | 03675Y103 | 40,224 | 1,830,047 | SH | DFND | 1,2,3 | 1,830,047 | 0 | 0 | |
| ANTHEM INC | COM | 036752103 | 42,517 | 226,000 | SH | DFND | 1,2,3 | 226,000 | 0 | 0 | |
| APACHE CORP | COM | 037411105 | 4,031 | 84,101 | SH | DFND | 1,2,3 | 84,101 | 0 | 0 | |
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06740Q252 | 3,190 | 250,000 | SH | DFND | 1,2,3 | 250,000 | 0 | 0 | |
| CIGNA CORPORATION | COM | 125509109 | 41,998 | 250,900 | SH | DFND | 1,2,3 | 250,900 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 71,387 | 1,075,100 | SH | DFND | 1,2,3 | 1,075,100 | 0 | 0 | |
| CONDUENT INC | COM | 206787103 | 42,632 | 2,674,547 | SH | DFND | 1,2,3 | 2,674,547 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 135,611 | 700,000 | SH | Call | DFND | 1,2,3 | 700,000 | 0 | 0 |
| DUNKIN BRANDS GROUP INC | COM | 265504100 | 7,690 | 139,507 | SH | DFND | 1,2,3 | 139,507 | 0 | 0 | |
| DYCOM INDS INC | COM | 267475101 | 51,523 | 575,550 | SH | DFND | 1,2,3 | 575,550 | 0 | 0 | |
| E TRADE FINANCIAL CORP | COM NEW | 269246401 | 36,387 | 956,792 | SH | DFND | 1,2,3 | 956,792 | 0 | 0 | |
| EVOLENT HEALTH INC | CL A | 30050B101 | 55,799 | 2,201,130 | SH | DFND | 1,2,3 | 2,201,130 | 0 | 0 | |
| EXTRACTION OIL AND GAS INC | COM | 30227M105 | 41,164 | 3,060,488 | SH | DFND | 1,2,3 | 3,060,488 | 0 | 0 | |
| F M C CORP | COM NEW | 302491303 | 3,653 | 50,000 | SH | DFND | 1,2,3 | 50,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 72,470 | 480,000 | SH | Call | DFND | 1,2,3 | 480,000 | 0 | 0 |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 75,972 | 526,814 | SH | DFND | 1,2,3 | 526,814 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 1,295 | 125,151 | SH | DFND | 1,2,3 | 125,151 | 0 | 0 | |
| HOSTESS BRANDS INC | CL A | 44109J106 | 11,683 | 725,645 | SH | DFND | 1,3 | 725,645 | 0 | 0 | |
| HUNTSMAN CORP | COM | 447011107 | 72,193 | 2,793,830 | SH | DFND | 1,2,3 | 2,793,830 | 0 | 0 | |
| MKS INSTRUMENT INC | COM | 55306N104 | 5,101 | 75,800 | SH | DFND | 1,2,3 | 75,800 | 0 | 0 | |
| MICHAELS COS INC | COM | 59408Q106 | 75,741 | 4,089,660 | SH | DFND | 1,2,3 | 4,089,660 | 0 | 0 | |
| NXSTAGE MEDICAL INC | COM | 67072V103 | 46,507 | 1,855,066 | SH | DFND | 1,2,3 | 1,855,066 | 0 | 0 | |
| PLANET FITNESS INC | CL A | 72703H101 | 13,417 | 574,850 | SH | DFND | 1,2,3 | 574,850 | 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 | 78,577 | 292,249 | SH | DFND | 1,2,3 | 292,249 | 0 | 0 | |
| TREEHOUSE FOODS INC | COM | 89469A104 | 26,455 | 323,843 | SH | DFND | 1,2,3 | 323,843 | 0 | 0 | |
| ULTRA PETROLEUM CORP | COM NEW | 903914208 | 27,963 | 2,577,209 | SH | DFND | 1,2,3 | 2,577,209 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 35,048 | 1,583,000 | SH | DFND | 1,2,3 | 1,583,000 | 0 | 0 | |
| UNIVERSAL STAINLESS & ALLOY | COM | 913837100 | 10,280 | 527,194 | SH | DFND | 1,3 | 527,194 | 0 | 0 | |
| WHOLE FOODS MKT INC | COM | 966837106 | 10,528 | 250,000 | SH | Call | DFND | 1,2,3 | 250,000 | 0 | 0 |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 39,066 | 1,264,275 | SH | DFND | 1,2,3 | 1,264,275 | 0 | 0 | |