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
ABBVIE INC COM 00287Y109 522 8,008 SH   DFND 2 8,008 0 0
ALLERE INC COM 01449J105 1,589 40,000 SH   DFND 1 40,000 0 0
ALTRIA GROUP INC COM 02209S103 472 6,610 SH   DFND 2 6,610 0 0
ALON USA ENERGY INC COM 020520102 1,846 151,452 SH   DFND 1 151,452 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 452 10,682 SH   DFND 2 10,682 0 0
ARRIS INTL INC SHS G0551A103 529 20,000 SH   DFND 1 20,000 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 6,772 217,400 SH   DFND 1 217,400 0 0
BIOGEN INC COM 09062X103 469 1,716 SH   DFND 2 1,716 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 843 83,759 SH   DFND 1 83,759 0 0
COMCAST CORP NEW CL A 20030N101 498 13,234 SH   DFND 2 13,234 0 0
COMMERCEHUB INC COM SER A 20084V108 774 50,000 SH   DFND 1 50,000 0 0
CONDUENT INC COM 206787103 336 20,000 SH   DFND 1 20,000 0 0
DAVITA INC COM 23918K108 485 7,135 SH   DFND 2 7,135 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 9,665 150,826 SH   DFND 1 150,826 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 462 7,009 SH   DFND 2 7,009 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 24,369 1,007,000 SH   SOLE   1,007,000 0 0
HCA HOLDINGS INC COM 40412C101 505 5,676 SH   DFND 2 5,676 0 0
HERBALIFE LTD COM USD SHS G4412G101 523 8,991 SH   DFND 1 8,991 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 8,757 369,500 SH   DFND 1 369,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 385 21,701 SH   DFND 2 21,701 0 0
HP INC COM 40434L105 510 28,510 SH   DFND 2 28,510 0 0
HRG GROUP INC COM 40434J100 900,312 46,600,000 SH   SOLE   46,600,000 0 0
JANUS CAP GROUP INC COM 47102X105 10,762 815,304 SH   DFND 1 815,304 0 0
LAMB WESTON HLDGS INC COM 513272104 1,138 22,655 SH   DFND 1 22,655 0 0
LANDCADIA HLDGS INC *W EXP 06/01/202 51476W115 4,550 7,000,000 SH   SOLE   7,000,000 0 0
LENNAR CORP CL B 526057302 290 6,931 SH   DFND 1 6,931 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 3,794 66,305 SH   DFND 1 66,305 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 3,012 83,963 SH   DFND 1 83,963 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 28,614 643,290 SH   DFND 1 643,290 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 12,849 330,147 SH   DFND 1 330,147 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 6,224 160,506 SH   DFND 1 160,506 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 4,377 133,866 SH   DFND 1 133,866 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 7,199 295,301 SH   DFND 1 295,301 0 0
LONESTAR RES US INC CL A VTG 54240F103 2,531 500,227 SH   DFND   500,227 0 0
LONESTAR RES US INC CL A VTG 54240F103 17,600 3,478,261 SH   SOLE   3,478,261 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 4,454 50,000 SH   DFND 1 50,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 9,259 150,800 SH   DFND 1 150,800 0 0
NEW YORK REIT INC COM 64976L109 5,330 550,000 SH   DFND 1 550,000 0 0
NEWS CORP NEW CL B 65249B208 1,596 118,228 SH   DFND 1 118,228 0 0
NIMBLE STORAGE INC COM 65440R101 3,750 300,000 SH   DFND 1 300,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 20,296 196,100 SH   DFND 1 196,100 0 0
ORACLE CORP COM 68389X105 519 11,627 SH   DFND 2 11,627 0 0
PRIVATEBANCORP INC COM 742962103 6,828 115,000 SH   DFND 1 115,000 0 0
REYNOLDS AMERICAN INC COM 761713106 20,428 324,157 SH   DFND 1 324,157 0 0
RITE AID CORP COM 767754104 434 102,100 SH   DFND 1 102,100 0 0
ROCKWELL COLLINS INC COM 774341101 2,358 24,267 SH   DFND 1 24,267 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 3,145 37,203 SH   DFND 1 37,203 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,397 46,708 SH   DFND 2 46,708 0 0
SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 1,820 33,000 SH   DFND 1 33,000 0 0
SINA CORP ORD G81477104 6,024 83,533 SH   DFND 1 83,533 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,249 5,300 SH   DFND 1 5,300 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 351 29,516 SH   DFND 1 29,516 0 0
SYNGENTA AG SPONSORED ADR 87160A100 2,496 28,200 SH   DFND 1 28,200 0 0
TIME WARNER INC COM NEW 887317303 19,305 197,575 SH   DFND 1 197,575 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 576 25,000 SH   DFND 1 25,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 536 16,551 SH   DFND 2 16,551 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 536 16,873 SH   DFND 2 16,873 0 0
UNITEDHEALTH GROUP INC COM 91324P102 491 2,995 SH   DFND 2 2,995 0 0
VALE SA ADR 91912E105 2,250 236,831 SH   DFND 1 236,831 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 486 9,978 SH   DFND 2 9,978 0 0
VIACOM INC NEW CL B 92553P201 531 11,397 SH   DFND 2 11,397 0 0
WESTAR ENERGY INC COM 95709T100 16,433 302,793 SH   DFND 1 302,793 0 0
YAHOO INC COM 984332106 26,812 577,727 SH   DFND 1 577,727 0 0