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
AERCAP HOLDINGS NV SHS N00985106 80,194 2,097,132 SH   DFND 1 2,097,132 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 20,983 1,507,430 SH   DFND 1 1,507,430 0 0
ARAMARK COM 03852U106 53,352 1,800,000 SH   DFND 1 1,800,000 0 0
AXALTA COATING SYS LTD COM G0750C108 53,446 2,109,168 SH   DFND 1 2,109,168 0 0
CITIZENS FINL GROUP INC COM 174610105 104,984 4,400,000 SH   DFND 1 4,400,000 0 0
COLONY CAP INC CL A 19624R106 78,808 4,029,041 SH   DFND 1 4,029,041 0 0
DYCOM INDS INC COM 267475101 71,449 987,417 SH   DFND 1 987,417 0 0
FAMOUS DAVES AMER INC COM 307068106 1,953 151,284 SH   DFND 1 151,284 0 0
LENDINGCLUB CORP COM 52603A109 13,008 983,197 SH   DFND 1 983,197 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 87,186 6,655,391 SH   DFND 1 6,655,391 0 0
ON DECK CAP INC COM 682163100 41,097 4,151,210 SH   DFND 1 4,151,210 0 0
PFSWEB INC COM NEW 717098206 1,110 78,084 SH   DFND 1 78,084 0 0
STARWOOD WAYPOINT RESIDENTL COM SHS 85571W109 2,719 114,097 SH   DFND 1 114,097 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 36,616 2,769,737 SH   DFND 1 2,769,737 0 0
XEROX CORP COM 984121103 43,665 4,487,643 SH   DFND 1 4,487,643 0 0