The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AETNA INC NEW | COM | 00817Y108 | 10,012 | 55,500 | SH | DFND | 1 | 55,500 | 0 | 0 | |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 11,364 | 193,700 | SH | DFND | 1 | 193,700 | 0 | 0 | |
| CIGNA CORPORATION | COM | 125509109 | 9,966 | 49,072 | SH | DFND | 1 | 49,072 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 6,344 | 87,500 | SH | DFND | 1 | 87,500 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | 9,213 | 293,046 | SH | DFND | 1 | 293,046 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 13,346 | 77,400 | SH | DFND | 1 | 77,400 | 0 | 0 | |
| AMERICAN EXPRESS CO | COM | 025816109 | 4,966 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| SHENANDOAH TELECOMMUNICATION | COM | 82312B106 | 7,601 | 224,873 | SH | DFND | 1 | 224,873 | 0 | 0 | |
| CHINA BIOLOGIC PRODS HLDGS I | COM | G21515104 | 11,773 | 149,457 | SH | DFND | 1 | 149,457 | 0 | 0 | |
| BEST INC | SPONSORED ADS | 08653C106 | 6,104 | 679,700 | SH | DFND | 1 | 679,700 | 0 | 0 | |
| ARDAGH GROUP S A | CL A | L0223L101 | 2,123 | 100,600 | SH | DFND | 1 | 100,600 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,861 | 10,310 | SH | DFND | 1 | 10,310 | 0 | 0 | |
| ANTHEM INC | COM | 036752103 | 5,400 | 24,000 | SH | DFND | 1 | 24,000 | 0 | 0 | |
| BALL CORP | COM | 058498106 | 8,271 | 218,528 | SH | DFND | 1 | 218,528 | 0 | 0 | |
| CITIZENS FINL GROUP INC | COM | 174610105 | 9,916 | 236,200 | SH | DFND | 1 | 236,200 | 0 | 0 | |
| REGIONS FINL CORP NEW | COM | 7591EP100 | 6,480 | 375,000 | SH | DFND | 1 | 375,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 6,613 | 58,000 | SH | DFND | 1 | 58,000 | 0 | 0 | |
| KLX INC | COM | 482539103 | 13,839 | 202,773 | SH | DFND | 1 | 202,773 | 0 | 0 | |
| CHEESECAKE FACTORY INC | COM | 163072101 | 6,263 | 130,000 | SH | Put | DFND | 1 | 130,000 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 | 9,425 | 130,000 | SH | Call | DFND | 1 | 130,000 | 0 | 0 |
| KRAFT HEINZ CO | COM | 500754106 | 11,120 | 143,000 | SH | Call | DFND | 1 | 143,000 | 0 | 0 |
| PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 6,212 | 200,000 | SH | Put | DFND | 1 | 200,000 | 0 | 0 |