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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 6,500 | 3,650 | SH | DFND | 1 | 3,650 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 15,804 | 272,200 | SH | DFND | 1 | 272,200 | 0 | 0 | |
| CHURCHILL CAP CORP | COM CL A | 17142R103 | 12,163 | 905,000 | SH | DFND | 1 | 905,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 3,798 | 95,000 | SH | DFND | 1 | 95,000 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 3,985 | 53,000 | SH | DFND | 1 | 53,000 | 0 | 0 | |
| MEDICINES CO | COM | 584688105 | 4,752 | 170,000 | SH | DFND | 1 | 170,000 | 0 | 0 | |
| SEA LTD | SPONSORED ADS | 81141R100 | 5,504 | 234,000 | SH | DFND | 1 | 234,000 | 0 | 0 | |
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 10,598 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 77,682 | 275,000 | SH | Put | DFND | 1 | 275,000 | 0 | 0 |