The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 21,041 | 440,103 | SH | DFND | 1,2,3 | 440,103 | 0 | 0 | |
| CISION LTD | SHS | G1992S109 | 13,884 | 1,200,000 | SH | DFND | 1,3 | 1,200,000 | 0 | 0 | |
| FGL HLDGS | COM | G3402M102 | 9,846 | 970,000 | SH | DFND | 1,3 | 970,000 | 0 | 0 | |
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 5,920 | 250,000 | SH | DFND | 1,2,3 | 250,000 | 0 | 0 | |
| ANTERO RES CORP | COM | 03674X106 | 9,925 | 500,000 | SH | DFND | 1,2,3 | 500,000 | 0 | 0 | |
| ANTERO MIDSTREAM GP LP | COM SHS REPSTG | 03675Y103 | 8,155 | 510,000 | SH | DFND | 1,2,3 | 510,000 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 6,334 | 100,000 | SH | DFND | 1,2,3 | 100,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 12,449 | 40,000 | SH | DFND | 1,2,3 | 40,000 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 9,660 | 120,000 | SH | DFND | 1,2,3 | 120,000 | 0 | 0 | |
| CONDUENT INC | COM | 206787103 | 9,931 | 532,800 | SH | DFND | 1,2,3 | 532,800 | 0 | 0 | |
| DYCOM INDS INC | COM | 267475101 | 5,382 | 50,000 | SH | DFND | 1,2,3 | 50,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 7,290 | 36,000 | SH | DFND | 1,2,3 | 36,000 | 0 | 0 | |
| HUNTSMAN CORP | COM | 447011107 | 5,850 | 200,000 | SH | DFND | 1,2,3 | 200,000 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 9,922 | 325,000 | SH | DFND | 1,2,3 | 325,000 | 0 | 0 | |
| NXSTAGE MEDICAL INC | COM | 67072V103 | 36,657 | 1,474,524 | SH | DFND | 1,2,3 | 1,474,524 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 4,915 | 63,000 | SH | DFND | 1,2,3 | 63,000 | 0 | 0 | |
| TEAM HEALTH HOLDINGS INC | COM | 87817A107 | 9,155 | 1,158,131 | SH | DFND | 1,2,3 | 1,158,131 | 0 | 0 | |
| MOSAIC CO NEW | COM | 61945C103 | 4,856 | 200,000 | SH | DFND | 1,2,3 | 200,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 7,674 | 25,000 | SH | DFND | 1,2,3 | 25,000 | 0 | 0 | |
| ULTRA PETROLEUM CORP | COM NEW | 903914208 | 9,591 | 2,300,000 | SH | DFND | 1,2,3 | 2,300,000 | 0 | 0 | |
| UNIVERSAL STAINLESS & ALLOY | COM | 913837100 | 3,795 | 138,011 | SH | DFND | 1,3 | 138,011 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 5,880 | 172,129 | SH | DFND | 1,2,3 | 172,129 | 0 | 0 | |