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
ADIENT PLC ORD SHS G0084W101 5,338 232,500 SH Call DFND 1 232,500 0 0
APPLE INC COM 037833100 3,012 13,450 SH   DFND 1 13,450 0 0
ATKORE INTL GROUP INC COM 047649108 941 31,000 SH   DFND 1 31,000 0 0
BANK AMER CORP COM 060505104 3,646 125,000 SH Call DFND 1 125,000 0 0
BOOKING HLDGS INC COM 09857L108 1,472 750 SH   DFND 1 750 0 0
CALLAWAY GOLF CO COM 131193104 941 48,500 SH   DFND 1 48,500 0 0
CELGENE CORP COM 151020104 48,161 485,000 SH   DFND 1 485,000 0 0
CENTENE CORP DEL COM 15135B101 26,389 610,000 SH   DFND 1 610,000 0 0
CONSTELLIUM SE CL A N22035104 1,337 105,200 SH   DFND 1 105,200 0 0
CONYERS PK II ACQUISITION CO UNIT 99/99/9999 212896203 5,325 500,000 SH   DFND 1 500,000 0 0
DOLLAR GEN CORP NEW COM 256677105 1,113 7,000 SH   DFND 1 7,000 0 0
DOLLAR TREE INC COM 256746108 5,023 44,000 SH   DFND 1 44,000 0 0
DOLLAR TREE INC COM 256746108 1,998 17,500 SH Call DFND 1 17,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106 36,903 3,625,000 SH   DFND 1 3,625,000 0 0
ESTRE AMBIENTAL INC SHS G3206V100 174 364,000 SH   DFND 1 364,000 0 0
ETSY INC COM 29786A106 5,650 100,000 SH Call DFND 1 100,000 0 0
EXELA TECHNOLOGIES INC COM 30162V102 2,379 2,016,250 SH   DFND 1 2,016,250 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 3,733 255,000 SH   DFND 1 255,000 0 0
FIRST AMERN FINL CORP COM 31847R102 1,124 19,040 SH   DFND 1 19,040 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 10,425 1,390,000 SH   DFND 1 1,390,000 0 0
FOUNDATION BLDG MATLS INC COM 350392106 3,164 204,250 SH   DFND 1 204,250 0 0
GENERAC HLDGS INC COM 368736104 1,449 18,500 SH   DFND 1 18,500 0 0
GMS INC COM 36251C103 2,872 100,000 SH Put DFND 1 100,000 0 0
GREENSKY INC CL A 39572G100 1,711 250,000 SH   DFND 1 250,000 0 0
GREENSKY INC CL A 39572G100 1,198 175,000 SH Call DFND 1 175,000 0 0
GUESS INC COM 401617105 649 35,000 SH   DFND 1 35,000 0 0
GX ACQUISITION CORP UNIT 05/24/2026 36251A206 2,538 250,000 SH   DFND 1 250,000 0 0
HOME DEPOT INC COM 437076102 2,541 10,950 SH   DFND 1 10,950 0 0
INFRA AND ENERGY ALTRNTIVE I *W EXP 05/20/202 45686J112 17 417,136 SH   DFND 1 417,136 0 0
INSURANCE ACQUISITION CORP UNIT 03/31/2024 457867307 2,084 200,000 SH   DFND 1 200,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 872 10,000 SH Put DFND 1 10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 15,134 100,000 SH Call DFND 1 100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 13,999 92,500 SH Put DFND 1 92,500 0 0
ISHARES TR 20 YR TR BD ETF 464287432 35,770 250,000 SH Put DFND 1 250,000 0 0
KKR & CO INC CL A 48251W104 537 20,000 SH   DFND 1 20,000 0 0
KRATON CORPORATION COM 50077C106 6,458 200,000 SH Call DFND 1 200,000 0 0
LENNAR CORP CL A 526057104 8,378 150,000 SH   DFND 1 150,000 0 0
LENNAR CORP CL A 526057104 11,170 200,000 SH Call DFND 1 200,000 0 0
LOCKHEED MARTIN CORP COM 539830109 2,808 7,200 SH   DFND 1 7,200 0 0
MASCO CORP COM 574599106 7,853 188,400 SH   DFND 1 188,400 0 0
MASCO CORP COM 574599106 4,168 100,000 SH Put DFND 1 100,000 0 0
MR COOPER GROUP INC COM 62482R107 6,531 615,000 SH   DFND 1 615,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 8,200 400,000 SH   DFND 1 400,000 0 0
PG&E CORP COM 69331C108 2,500 250,000 SH   DFND 1 250,000 0 0
PG&E CORP COM 69331C108 2,500 250,000 SH Call DFND 1 250,000 0 0
ROSS STORES INC COM 778296103 2,603 23,700 SH   DFND 1 23,700 0 0
S&P GLOBAL INC COM 78409V104 1,470 6,000 SH   DFND 1 6,000 0 0
SEAWORLD ENTMT INC COM 81282V100 12,897 490,000 SH   DFND 1 490,000 0 0
SHERWIN WILLIAMS CO COM 824348106 1,375 2,500 SH   DFND 1 2,500 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,895 57,000 SH   DFND 1 57,000 0 0
SNAP INC CL A 83304A106 3,950 250,000 SH   DFND 1 250,000 0 0
SNAP INC CL A 83304A106 7,900 500,000 SH Call DFND 1 500,000 0 0
SNAP INC CL A 83304A106 3,950 250,000 SH Put DFND 1 250,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 7,419 25,000 SH Call DFND 1 25,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 40,806 137,500 SH Put DFND 1 137,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,186 23,000 SH   DFND 1 23,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,186 23,000 SH Put DFND 1 23,000 0 0
T MOBILE US INC COM 872590104 6,010 76,300 SH   DFND 1 76,300 0 0
TJX COS INC NEW COM 872540109 2,455 44,050 SH   DFND 1 44,050 0 0
TORO CO COM 891092108 1,026 14,000 SH   DFND 1 14,000 0 0
TRACTOR SUPPLY CO COM 892356106 2,306 25,500 SH   DFND 1 25,500 0 0
U S WELL SVCS INC CL A 91274U101 2,464 1,125,000 SH   DFND 1 1,125,000 0 0
U S WELL SVCS INC *W EXP 03/15/202 91274U119 150 500,000 SH   DFND 1 500,000 0 0
ULTA BEAUTY INC COM 90384S303 6,511 25,975 SH   DFND 1 25,975 0 0
ULTA BEAUTY INC COM 90384S303 3,760 15,000 SH Put DFND 1 15,000 0 0
VALMONT INDS INC COM 920253101 1,246 9,000 SH   DFND 1 9,000 0 0
WASTE CONNECTIONS INC COM 94106B101 2,760 30,000 SH   DFND 1 30,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 9,313 180,000 SH   DFND 1 180,000 0 0