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
ADVANCE AUTO PARTS INC COM 00751Y106 8,567 77,400 SH   DFND 1,2 77,400 0 0
AETNA INC NEW COM 00817Y108 33,815 493,000 SH   DFND 1,2 493,000 0 0
AIR PRODS & CHEMS INC COM 009158106 11,647 104,200 SH   DFND 1,2 104,200 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 10,902 246,700 SH   DFND 1,2 246,700 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 25,308 478,500 SH   DFND 1,2 478,500 0 0
B/E AEROSPACE INC COM 073302101 23,633 271,550 SH   DFND 1,2 271,550 0 0
CDW CORP COM 12514G108 31,961 1,368,200 SH   DFND 1,2 1,368,200 0 0
CIGNA CORPORATION COM 125509109 32,919 376,300 SH   DFND 1,2 376,300 0 0
CLEARWATER PAPER CORP COM 18538R103 48,967 932,700 SH   DFND 1,2 932,700 0 0
CROWN CASTLE INTL CORP COM 228227104 22,418 305,300 SH   DFND 1,2 305,300 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 27,936 786,500 SH   DFND 1,2 786,500 0 0
EVERTEC INC COM 30040P103 68,136 2,763,000 SH   DFND 1,2 2,763,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 59,388 845,500 SH   DFND 1,2 845,500 0 0
GNC HLDGS INC COM CL A 36191G107 75,997 1,300,200 SH   DFND 1,2 1,300,200 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 67,746 2,840,500 SH   DFND 1,2 2,840,500 0 0
HCA HOLDINGS INC COM 40412C101 76,145 1,596,000 SH   DFND 1,2 1,596,000 0 0
HEALTH MGMT ASSOC INC NEW CL A 421933102 30,481 2,326,759 SH   DFND 1,2 2,326,759 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 1,245 43,500 SH   DFND 1,2 43,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 43,234 1,303,400 SH   DFND 1,2 1,303,400 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 50,922 2,577,000 SH   DFND 1,2 2,577,000 0 0
LORAL SPACE & COMMUNICATNS I COM 543881106 29,979 370,200 SH   DFND 1,2 370,200 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 34,807 1,364,449 SH   DFND 1,2 1,364,449 0 0
MEDIA GEN INC CL A 584404107 100,267 4,670,103 SH   DFND 1,2 4,670,103 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 66,152 1,187,000 SH   DFND 1,2 1,187,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 8,406 237,000 SH   DFND 1,2 237,000 0 0
NRG YIELD INC COM CL A 62942X108 6,398 159,900 SH   DFND 1,2 159,900 0 0
NXP SEMICONDUCTORS N V COM N6596X109 79,101 1,722,200 SH   DFND 1,2 1,722,200 0 0
OCEAN RIG UDW INC SHS Y64354205 6,516 338,500 SH   DFND 1,2 338,500 0 0
RE MAX HLDGS INC CL A 75524W108 33,064 1,031,000 SH   DFND 1,2 1,031,000 0 0
SFX ENTMT INC COM 784178303 15,089 1,257,400 SH   DFND 1,2 1,257,400 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 58,490 1,637,000 SH   DFND 1,2 1,637,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 50,986 1,210,500 SH   DFND 1,2 1,210,500 0 0
TIME WARNER CABLE INC COM 88732J207 23,577 174,000 SH Call DFND 1,2 174,000 0 0