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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AIR LEASE CORP | CL A | 00912X302 | 31,825,000 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | ||
| AMC ENTMT HLDGS INC | CL A NEW | 00165C302 | 725,000 | 250,000 | SH | DFND | 1 | 250,000 | 0 | 0 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 10,739,200 | 320,000 | SH | DFND | 1 | 320,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 11,994,300 | 90,000 | SH | DFND | 1 | 90,000 | 0 | 0 | ||
| APTIV PLC | COM SHS | G3265R107 | 4,311,000 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | ||
| BLACKSTONE INC | COM | 09260D107 | 1,708,500 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | ||
| BRIGHTHOUSE FINL INC | COM | 10922N103 | 1,327,000 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | ||
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 | 6,381,600 | 120,000 | SH | DFND | 1 | 120,000 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 17,006,400 | 80,000 | SH | DFND | 1 | 80,000 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 2,897,700 | 30,000 | SH | DFND | 1 | 30,000 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 4,487,320 | 659,900 | SH | DFND | 1 | 659,900 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 2,079,600 | 60,000 | SH | DFND | 1 | 60,000 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 22,006,400 | 115,000 | SH | DFND | 1 | 115,000 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | 2,951,060 | 14,000 | SH | DFND | 1 | 14,000 | 0 | 0 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 27,036,900 | 90,000 | SH | DFND | 1 | 90,000 | 0 | 0 | ||
| SABLE OFFSHORE CORP | COM SHS | 78574H104 | 349,200 | 20,000 | SH | DFND | 1 | 20,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 28,437,600 | 80,000 | SH | DFND | 1 | 80,000 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 9,669,800 | 70,000 | SH | DFND | 1 | 70,000 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 14,475,000 | 150,000 | SH | DFND | 1 | 150,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 9,796,000 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 6,603,300 | 55,000 | SH | DFND | 1 | 55,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 770,500 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | ||