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 |
| ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 11,982 | 477,000 | SH | DFND | 1,2,3 | 477,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,646 | 5,000 | SH | DFND | 1,2,3 | 5,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 8,499 | 5,000 | SH | DFND | 1,2,3 | 5,000 | 0 | 0 | |
| ANTERO RES CORP | COM | 03674X106 | 18,148 | 850,000 | SH | DFND | 1,2,3 | 850,000 | 0 | 0 | |
| ANTERO MIDSTREAM GP LP | COM SHS REPSTG | 03675Y103 | 8,676 | 460,000 | SH | DFND | 1,2,3 | 460,000 | 0 | 0 | |
| ATHENE HLDG LTD | CL A | G0684D107 | 15,344 | 350,000 | SH | DFND | 1,2,3 | 350,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 14,661 | 50,000 | SH | DFND | 1,2,3 | 50,000 | 0 | 0 | |
| CISION LTD | SHS | G1992S109 | 17,940 | 1,200,000 | SH | DFND | 1,3 | 1,200,000 | 0 | 0 | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 11,849 | 150,000 | SH | DFND | 1,2,3 | 150,000 | 0 | 0 | |
| CONDUENT INC | COM | 206787103 | 7,086 | 390,000 | SH | DFND | 1,2,3 | 390,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 6,024 | 31,000 | SH | DFND | 1,2,3 | 31,000 | 0 | 0 | |
| FGL HLDGS | ORD SHS | G3402M102 | 13,802 | 1,645,000 | SH | DFND | 1,2,3 | 1,645,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 7,583 | 36,000 | SH | DFND | 1,2,3 | 36,000 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 21,490 | 700,000 | SH | DFND | 1,2,3 | 700,000 | 0 | 0 | |
| NXSTAGE MEDICAL INC | COM | 67072V103 | 2,176 | 78,000 | SH | DFND | 1,2,3 | 78,000 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 5,910 | 63,000 | SH | DFND | 1,2,3 | 63,000 | 0 | 0 | |
| MOSAIC CO NEW | COM | 61945C103 | 11,220 | 400,000 | SH | DFND | 1,2,3 | 400,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 19,421 | 56,270 | SH | DFND | 1,2,3 | 56,270 | 0 | 0 | |
| UNIVERSAL STAINLESS & ALLOY | COM | 913837100 | 2,055 | 86,833 | SH | DFND | 1,3 | 86,833 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 2,366 | 100,000 | SH | DFND | 2,3 | 100,000 | 0 | 0 | |