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
ABM INDS INC COM 000957100 4,435 100,000 SH   DFND   100,000 0 0
ADVANTAGE SOLUTIONS INC COM CL A 00791N102 166,706 15,450,000 SH   DFND   15,450,000 0 0
AERSALE CORPORATION COM 00810F106 336,640 27,017,623 SH   DFND   27,017,623 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,875 70,000 SH   DFND   70,000 0 0
ALPHABET INC CAP STK CL C 02079K107 25,063 10,000 SH   DFND   10,000 0 0
ALPHABET INC CAP STK CL C 02079K107 551,390 220,000 SH Call DFND   220,000 0 0
AMAZON COM INC COM 023135106 17,201 5,000 SH   DFND   5,000 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101 6,210 1,000,000 SH   DFND   1,000,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207 3,805 50,000 SH   DFND   50,000 0 0
CLARIVATE PLC ORD SHS G21810109 3,211,829 116,666,507 SH   DFND   116,666,507 0 0
CONTAINER STORE GROUP INC COM 210751103 199,955 15,334,006 SH   DFND   15,334,006 0 0
DISNEY WALT CO COM 254687106 8,789 50,000 SH   DFND   50,000 0 0
FACEBOOK INC CL A 30303M102 24,340 70,000 SH   DFND   70,000 0 0
FORD MTR CO DEL COM 345370860 22,290 1,500,000 SH Call DFND   1,500,000 0 0
INMODE LTD SHS M5425M103 9,468 100,000 SH   DFND   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 344,055 1,500,000 SH Call DFND   1,500,000 0 0
JOANN INC COM 47768J101 438,281 27,827,357 SH   DFND   27,827,357 0 0
KOHLS CORP COM 500255104 5,511 100,000 SH   DFND   100,000 0 0
LIVEVOX HOLDING INC COM CL A 53838L100 2,505 300,000 SH   DFND   300,000 0 0
LULULEMON ATHLETICA INC COM 550021109 7,299 20,000 SH   DFND   20,000 0 0
MISTER CAR WASH INC COM 60646V105 4,947,156 229,779,656 SH   DFND   229,779,656 0 0
MULTIPLAN CORPORATION COM 62548M100 366,044 38,449,957 SH   DFND   38,449,957 0 0
NIKE INC CL B 654106103 15,449 100,000 SH   DFND   100,000 0 0
NIKE INC CL B 654106103 216,286 1,400,000 SH Call DFND   1,400,000 0 0
PAYPAL HLDGS INC COM 70450Y103 8,744 30,000 SH   DFND   30,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 377,850 3,000,000 SH Call DFND   3,000,000 0 0
SHOPIFY INC CL A 82509L107 7,305 5,000 SH   DFND   5,000 0 0
SNAP INC CL A 83304A106 102,210 1,500,000 SH Call DFND   1,500,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 5,655 300,000 SH   DFND   300,000 0 0
TARGET CORP COM 87612E106 12,087 50,000 SH   DFND   50,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 3,360 200,000 SH   DFND   200,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,089 20,000 SH   DFND   20,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 25,060 500,000 SH Call DFND   500,000 0 0
ULTA BEAUTY INC COM 90384S303 6,915 20,000 SH   DFND   20,000 0 0
UNDER ARMOUR INC CL C 904311206 5,571 300,000 SH   DFND   300,000 0 0
US FOODS HLDG CORP COM 912008109 268,520 7,000,000 SH   DFND   7,000,000 0 0
VISA INC COM CL A 92826C839 163,674 700,000 SH Call DFND   700,000 0 0
WEIBO CORP SPONSORED ADR 948596101 5,262 100,000 SH   DFND   100,000 0 0
WESCO INTL INC COM 95082P105 586,074 5,700,000 SH   DFND   5,700,000 0 0
YETI HLDGS INC COM 98585X104 3,673 40,000 SH   DFND   40,000 0 0