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
ACCENTURE PLC IRELAND SHS Class A G1151C101 3,137 14,900 SH   DFND 1 14,900 0 0
ADIENT PLC ORD SHS G0084W101 691 32,500 SH Call DFND 1 32,500 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,706 56,000 SH   DFND 1 56,000 0 0
APPLE INC COM 037833100 1,321 4,500 SH   DFND 1 4,500 0 0
ARCONIC INC COM 03965L100 2,377 77,250 SH   DFND 1 77,250 0 0
AUTOZONE INC COM 053332102 3,782 3,175 SH   DFND 1 3,175 0 0
BOOKING HLDGS INC COM 09857L108 4,261 2,075 SH   DFND 1 2,075 0 0
CONSTELLIUM SE CL A SHS F21107101 1,863 139,000 SH   DFND 1 139,000 0 0
CONYERS PK II ACQUISITION CO UNIT 99/99/9999 212896203 5,425 498,600 SH   DFND 1 498,600 0 0
DOLLAR TREE INC COM 256746108 6,584 70,000 SH   DFND 1 70,000 0 0
DOLLAR TREE INC COM 256746108 2,822 30,000 SH Put DFND 1 30,000 0 0
ELECTRONIC ARTS INC COM 285512109 1,613 15,000 SH   DFND 1 15,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 31,332 2,682,500 SH   DFND 1 2,682,500 0 0
EXELA TECHNOLOGIES INC COM 30162V102 312 766,250 SH   DFND 1 766,250 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 10,251 1,475,000 SH   DFND 1 1,475,000 0 0
FOUNDATION BLDG MATLS INC COM 350392106 1,650 85,250 SH   DFND 1 85,250 0 0
GMS INC COM 36251C103 3,087 114,000 SH   DFND 1 114,000 0 0
GX ACQUISITION CORP UNIT 05/24/2026 36251A206 2,593 250,000 SH   DFND 1 250,000 0 0
IAA INC COM 449253103 1,520 32,300 SH   DFND 1 32,300 0 0
INSURANCE ACQUISITION CORP UNIT 03/31/2024 457867307 2,120 200,000 SH   DFND 1 200,000 0 0
INTERXION HOLDING N.V SHS N47279109 5,783 69,000 SH   DFND 1 69,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,280 25,500 SH   DFND 1 25,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 16,080 125,000 SH Put DFND 1 125,000 0 0
INTELSAT S A COM L5140P101 3,515 500,000 SH   DFND 1 500,000 0 0
LENNAR CORP CL A 526057104 22,316 400,000 SH   DFND 1 400,000 0 0
LOCKHEED MARTIN CORP COM 539830109 2,249 5,775 SH   DFND 1 5,775 0 0
MASCO CORP COM 574599106 2,711 56,500 SH   DFND 1 56,500 0 0
MR COOPER GROUP INC COM 62482R107 7,168 572,997 SH   DFND 1 572,997 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 3,356 150,000 SH   DFND 1 150,000 0 0
PG&E CORP COM 69331C108 11,142 1,025,000 SH Call DFND 1 1,025,000 0 0
ROBERT HALF INTL INC COM 770323103 4,389 69,500 SH   DFND 1 69,500 0 0
ROBERT HALF INTL INC COM 770323103 3,789 60,000 SH Put DFND 1 60,000 0 0
ROSS STORES INC COM 778296103 2,736 23,500 SH   DFND 1 23,500 0 0
SEAWORLD ENTMT INC COM 81282V100 13,477 425,000 SH   DFND 1 425,000 0 0
SEAWORLD ENTMT INC COM 81282V100 7,928 250,000 SH Call DFND 1 250,000 0 0
SEAWORLD ENTMT INC COM 81282V100 3,964 125,000 SH Put DFND 1 125,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 40,233 125,000 SH Put DFND 1 125,000 0 0
SPRINT CORPORATION COM 85207U105 2,084 400,000 SH Put DFND 1 400,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,395 39,000 SH   DFND 1 39,000 0 0
TJX COS INC NEW COM 872540109 2,748 45,000 SH   DFND 1 45,000 0 0
TRACTOR SUPPLY CO COM 892356106 2,336 25,000 SH   DFND 1 25,000 0 0
ULTA BEAUTY INC COM 90384S303 4,620 18,250 SH   DFND 1 18,250 0 0
U S WELL SVCS INC CL A 91274U101 236 125,000 SH   DFND 1 125,000 0 0
U S WELL SVCS INC *W EXP 03/15/202 91274U119 65 500,000 SH   DFND 1 500,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,941 110,500 SH   DFND 1 110,500 0 0