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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADIENT PLCORD SHSG0084W10129,583713,697SH DFND1,2713,69700
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10295,251643,368SH DFND1,2643,36800
ALLY FINL INCCOM02005N10053,3891,045,809SH DFND1,21,045,80900
ALPHABET INCCAP STK CL A02079K305137,51051,434SH DFND1,251,43400
ALTICE USA INCCL A02156K10331,4941,520,000SH DFND1,21,520,00000
AMAZON COM INCCOM02313510642,37712,900SH DFND1,212,90000
AMERICAN EQTY INVT LIFE HLDCOM02567620647,0441,590,950SH DFND1,21,590,95000
ANGI INCCOM CL A NEW00183L1023,053247,376SH DFND1,2247,37600
ANTHEM INCCOM03675210330,17480,939SH DFND1,280,93900
ASBURY AUTOMOTIVE GROUP INCCOM04343610432,999167,729SH DFND1,2167,72900
ASCENDIS PHARMA A/SSPONSORED ADR04351P1012,88518,100SH DFND1,218,10000
ATHENE HOLDING LTDCL AG0684D10763,091916,085SH DFND1,2916,08500
ATI PHYSICAL THERAPY INCCOM CL A00216W1096,2231,637,511SH DFND1,21,637,51100
AXALTA COATING SYS LTDCOMG0750C10883,5182,861,200SH DFND1,22,861,20000
BAUSCH HEALTH COS INCCOM07173410721,629776,617SH DFND1,2776,61700
BRIGHAM MINERALS INCCL A COM10918L1035,213272,103SH DFND1,2272,10300
BRUNSWICK CORPCOM11704310954,948576,764SH DFND1,2576,76400
CAPITAL ONE FINL CORPCOM14040H10519,112118,000SH DFND1,2118,00000
CDW CORPCOM12514G10817,83898,000SH DFND1,298,00000
CIGNA CORP NEWCOM125523100143,226715,557SH DFND1,2715,55700
CIT GROUP INCCOM NEW12558180110,290198,083SH DFND1,2198,08300
CITIGROUP INCCOM NEW17296742469,513990,500SH DFND1,2990,50000
COMCAST CORP NEWCL A20030N10157,5351,028,698SH DFND1,21,028,69800
CUSHMAN WAKEFIELD PLCSHSG2717B10867,9983,653,846SH DFND1,23,653,84600
DELL TECHNOLOGIES INCCL C24703L202211,1602,029,608SH DFND1,22,029,60800
DESIGNER BRANDS INCCL A2505651084,506323,500SH DFND1,2323,50000
DIAGEO PLCSPON ADR NEW25243Q20510,64755,168SH DFND1,255,16800
FACEBOOK INCCL A30303M102166,828491,553SH DFND1,2491,55300
FIRST AMERN FINL CORPCOM31847R10291,1611,359,604SH DFND1,21,359,60400
GAP INCCOM36476010810,442460,000SH DFND1,2460,00000
GODADDY INCCL A38023710739,664569,067SH DFND1,2569,06700
GROUP 1 AUTOMOTIVE INCCOM39890510968,243363,226SH DFND1,2363,22600
HCA HEALTHCARE INCCOM40412C1014,43718,279SH DFND1,218,27900
INSPERITY INCCOM45778Q10752,088470,363SH DFND1,2470,36300
JACKSON FINANCIAL INCCOM CL A46817M10724,310935,000SH DFND1,2935,00000
KORN FERRYCOM NEW5006432006,87495,000SH DFND1,295,00000
LIBERTY GLOBAL PLCSHS CL AG5480U1049,129306,333SH DFND1,2306,33300
LIBERTY GLOBAL PLCSHS CL CG5480U12021,187719,193SH DFND1,2719,19300
MCDONALDS CORPCOM58013510111,57948,024SH DFND1,248,02400
MIMECAST LTDORD SHSG1483810955,324869,879SH DFND1,2869,87900
OXFORD INDS INCCOM6914973092,97633,000SH DFND1,233,00000
SCIENCE APPLICATIONS INTL COCOM80862510739,152457,600SH DFND1,2457,60000
SHAKE SHACK INCCL A81904710115,472197,200SH DFND1,2197,20000
SKECHERS U S A INCCL A83056610516,663395,600SH DFND1,2395,60000
SYNEOS HEALTH INCCL A87166B10245,752523,000SH DFND1,2523,00000
TAYLOR MORRISON HOME CORPCOM87724P10619,525757,356SH DFND1,2757,35600
THREDUP INCCL A88556E1024,425204,000SH DFND1,2204,00000
T-MOBILE US INCCOM87259010449,571388,000SH DFND1,2388,00000
TRIPLE-S MGMT CORPCOM89674910825,337716,336SH DFND1,2716,33600
UNDER ARMOUR INCCL C9043112065,764329,000SH DFND1,2329,00000
VIACOMCBS INCCL B92556H20620,269513,000SH DFND1,2513,00000
WESTROCK COCOM96145D10547,959962,450SH DFND1,2962,45000
WILLIS TOWERS WATSON PLC LTDSHSG9662910338,960167,600SH DFND1,2167,60000
WYNDHAM HOTELS & RESORTS INCCOM98311A10523,330302,236SH DFND1,2302,23600
ZEVIA PBCCL A98955K1043,562309,477SH DFND1,2309,47700