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 33,254 735,697 SH   DFND 1,2 735,697 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 131,162 578,368 SH   DFND 1,2 578,368 0 0
ALLY FINL INC COM 02005N100 60,197 1,207,809 SH   DFND 1,2 1,207,809 0 0
ALPHABET INC CAP STK CL A 02079K305 137,556 56,334 SH   DFND 1,2 56,334 0 0
ALTIMETER GROWTH CORP CL A G0370L108 2,347 200,600 SH   DFND 1,2 200,600 0 0
AMAZON COM INC COM 023135106 44,378 12,900 SH   DFND 1,2 12,900 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 22,672 400,000 SH Put DFND 1,2 400,000 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 53,371 1,651,337 SH   DFND 1,2 1,651,337 0 0
ANGI INC COM CL A NEW 00183L102 4,156 307,376 SH   DFND 1,2 307,376 0 0
ANTHEM INC COM 036752103 43,120 112,939 SH   DFND 1,2 112,939 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 26,173 152,729 SH   DFND 1,2 152,729 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 10,189 77,450 SH   DFND 1,2 77,450 0 0
ATHENE HOLDING LTD CL A G0684D107 95,856 1,420,085 SH   DFND 1,2 1,420,085 0 0
ATI PHYSICAL THERAPY INC COM CL A 00216W109 15,622 1,637,511 SH   DFND 1,2 1,637,511 0 0
AXALTA COATING SYS LTD COM G0750C108 87,543 2,871,200 SH   DFND 1,2 2,871,200 0 0
BAUSCH HEALTH COS INC COM 071734107 23,943 816,617 SH   DFND 1,2 816,617 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 5,887 276,503 SH   DFND 1,2 276,503 0 0
BRUNSWICK CORP COM 117043109 55,066 552,764 SH   DFND 1,2 552,764 0 0
CAPITAL ONE FINL CORP COM 14040H105 23,204 150,000 SH   DFND 1,2 150,000 0 0
CDW CORP COM 12514G108 30,214 173,000 SH   DFND 1,2 173,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 45,870 124,000 SH   DFND 1,2 124,000 0 0
CIGNA CORP NEW COM 125523100 130,521 550,557 SH   DFND 1,2 550,557 0 0
CIT GROUP INC COM NEW 125581801 15,378 298,083 SH   DFND 1,2 298,083 0 0
CITIGROUP INC COM NEW 172967424 74,960 1,059,500 SH   DFND 1,2 1,059,500 0 0
CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 5,859 439,900 SH   DFND 1,2 439,900 0 0
COMCAST CORP NEW CL A 20030N101 52,669 923,698 SH   DFND 1,2 923,698 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 50,992 2,918,846 SH   DFND 1,2 2,918,846 0 0
DARDEN RESTAURANTS INC COM 237194105 11,504 78,800 SH   DFND 1,2 78,800 0 0
DELL TECHNOLOGIES INC CL C 24703L202 174,862 1,754,408 SH   DFND 1,2 1,754,408 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 20,351 106,168 SH   DFND 1,2 106,168 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,750 16,800 SH   DFND 1,2 16,800 0 0
FACEBOOK INC CL A 30303M102 188,303 541,553 SH   DFND 1,2 541,553 0 0
FIRST AMERN FINL CORP COM 31847R102 82,464 1,322,593 SH   DFND 1,2 1,322,593 0 0
GODADDY INC CL A 380237107 47,747 549,067 SH   DFND 1,2 549,067 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 50,875 329,437 SH   DFND 1,2 329,437 0 0
HCA HEALTHCARE INC COM 40412C101 27,285 131,979 SH   DFND 1,2 131,979 0 0
INSPERITY INC COM 45778Q107 57,725 638,763 SH   DFND 1,2 638,763 0 0
KORN FERRY COM NEW 500643200 16,832 232,000 SH   DFND 1,2 232,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 8,809 324,333 SH   DFND 1,2 324,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 20,502 758,193 SH   DFND 1,2 758,193 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,829 43,356 SH   DFND 1,2 43,356 0 0
MCDONALDS CORP COM 580135101 16,406 71,024 SH   DFND 1,2 71,024 0 0
META MATERIALS INC COM 59134N104 3,224 430,399 SH   DFND 1,2 430,399 0 0
META MATERIALS INC COM 59134N104 7,116 950,000 SH Put DFND 1,2 950,000 0 0
MIMECAST LTD ORD SHS G14838109 95,416 1,798,600 SH   DFND 1,2 1,798,600 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 28,916 329,600 SH   DFND 1,2 329,600 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,959 28,000 SH   DFND 1,2 28,000 0 0
SHAKE SHACK INC CL A 819047101 21,104 197,200 SH   DFND 1,2 197,200 0 0
SKECHERS U S A INC CL A 830566105 12,283 246,500 SH   DFND 1,2 246,500 0 0
SYNEOS HEALTH INC CL A 87166B102 49,220 550,000 SH   DFND 1,2 550,000 0 0
THREDUP INC CL A 88556E102 5,932 204,000 SH   DFND 1,2 204,000 0 0
T-MOBILE US INC COM 872590104 47,504 328,000 SH   DFND 1,2 328,000 0 0
TRIPLE-S MGMT CORP COM 896749108 15,953 716,336 SH   DFND 1,2 716,336 0 0
UNDER ARMOUR INC CL C 904311206 6,110 329,000 SH   DFND 1,2 329,000 0 0
UPWORK INC COM 91688F104 4,547 78,000 SH   DFND 1,2 78,000 0 0
VIACOMCBS INC CL B 92556H206 24,408 540,000 SH   DFND 1,2 540,000 0 0
WESTROCK CO COM 96145D105 51,222 962,450 SH   DFND 1,2 962,450 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 21,849 302,236 SH   DFND 1,2 302,236 0 0