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
AECOM COM 00766T100 59,466 1,871,771 SH   DFND   1,871,771 0 0
AETNA INC NEW COM 00817Y108 93,621 766,570 SH   DFND   766,570 0 0
ALLERGAN PLC SHS G0177J108 109,884 475,505 SH   DFND   475,505 0 0
ALPHABET INC CAP STK CL A 02079K305 58,054 82,518 SH   DFND   82,518 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 62,456 1,180,859 SH   DFND   1,180,859 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 35,125 2,318,486 SH   DFND   2,318,486 0 0
ARAMARK COM 03852U106 54,896 1,642,596 SH   DFND   1,642,596 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 27,625 523,794 SH   DFND   523,794 0 0
BELLEROPHON THERAPEUTICS INC COM 078771102 8,602 4,859,885 SH   DFND 1 4,859,885 0 0
BROOKDALE SR LIVING INC COM 112463104 58,023 3,757,958 SH   DFND   3,757,958 0 0
CDW CORP COM 12514G108 41,464 1,034,528 SH   DFND   1,034,528 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 78,307 342,491 SH   DFND   342,491 0 0
CITIZENS FINL GROUP INC COM 174610105 57,535 2,879,638 SH   DFND   2,879,638 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,690 265,995 SH   DFND   265,995 0 0
DOLLAR TREE INC COM 256746108 33,702 357,623 SH   DFND   357,623 0 0
EAGLE MATERIALS INC COM 26969P108 17,721 229,691 SH   DFND   229,691 0 0
EVERBANK FINL CORP COM 29977G102 81,423 5,479,331 SH   DFND 1 5,479,331 0 0
HCA HOLDINGS INC COM 40412C101 65,744 853,711 SH   DFND   853,711 0 0
HUMANA INC COM 444859102 22,673 126,043 SH   DFND   126,043 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 44,134 172,426 SH   DFND   172,426 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 26,693 918,534 SH   DFND   918,534 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 31,061 1,084,166 SH   DFND   1,084,166 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 34,052 1,055,542 SH   DFND   1,055,542 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 5,229 160,928 SH   DFND   160,928 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 62,854 2,004,282 SH   DFND   2,004,282 0 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 21,769 1,137,380 SH   DFND   1,137,380 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 69,958 944,737 SH   DFND   944,737 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 37,593 217,918 SH   DFND   217,918 0 0
MCKESSON CORP COM 58155Q103 90,509 484,914 SH   DFND   484,914 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 36,437 3,568,783 SH   DFND   3,568,783 0 0
PRICELINE GRP INC COM NEW 741503403 9,442 7,563 SH   DFND   7,563 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 17,071 337,045 SH   DFND   337,045 0 0
SEALED AIR CORP NEW COM 81211K100 29,171 634,560 SH   DFND   634,560 0 0
SHIRE PLC SPONSORED ADR 82481R106 87,085 473,084 SH   DFND   473,084 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 9,272 73,311 SH   DFND   73,311 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 239,325 1,142,500 SH Put DFND   1,142,500 0 0
TRANSCANADA CORP COM 89353D107 33,875 749,111 SH   DFND   749,111 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 47,341 353,030 SH   DFND   353,030 0 0