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

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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
AMC ENTMT HLDGS INC CL A 00165C104 9,478 2,209,334 SH   DFND   2,124,334 0 85,000
AMERICAN EQTY INVT LIFE HLD COM 025676206 3,928 158,973 SH   DFND   155,173 0 3,800
AVIS BUDGET GROUP COM 053774105 3,191 139,414 SH   DFND   135,914 0 3,500
CARNIVAL CORP UNIT 99/99/9999 143658300 4,214 256,632 SH   DFND   251,632 0 5,000
HC2 HOLDINGS INC COM 404139107 2,879 861,956 SH   DFND   861,956 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 10,314 1,158,879 SH   DFND   1,108,879 0 50,000
KT CORP SPONS ADR 48268K101 2,123 217,969 SH   DFND   217,969 0 0
REVLON INC CL A NEW 761525609 17,881 1,806,191 SH   DFND   1,775,191 0 31,000