I'm suspicious about the IP 169.150.221.147 My guess: there is some misconfigured bogons IP filter and instead of 169.254.0.0/16 (rfc3927) there is something like 169.0.0.0/8 configured to be blocked on some firewall I once was a customer of an ISP that mistakenly blocked the whole 192.0.0.0/8 net, which caused some confusion, but they fixed it after I pointed it out.
But then why would the ICMP echo/reply (ping) be allowed through? And how is the initial syn/ack and reply getting through? It's only the second ack that's getting (apparently) blocked.
Still, some middlebox/stateful firewall/etc. messing with 169.0.0.0/8 is plausible.