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
ALEXANDER & BALDWIN INC NEWCOM0144911049,197500,356SH DFND1, 2500,35600
ALPHABET INCCAP STK CL A02079K3058,3608,000SH DFND1, 28,00000
ALTABA INCCOM0213461013,37458,225SH DFND1, 258,22500
BIOGEN INCCOM09062X1033,00910,000SH DFND1, 210,00000
CELGENE CORPCOM1510201042,88445,000SH DFND1, 245,00000
CLEVELAND CLIFFS INCCOM1858991018,0121,041,934SH DFND1, 21,041,93400
COREPOINT LODGING INCCOM21872L10411,086904,984SH DFND1, 2904,98400
DISNEY WALT COCOM DISNEY2546871068,77280,000SH DFND1, 280,00000
FACEBOOK INCCL A30303M1028,52165,000SH DFND1, 265,00000
FIVE POINT HOLDINGS LLCCOM CL A33833Q1069,1861,323,626SH DFND1, 21,323,62600
GAMESTOP CORP NEWCL A36467W1096,775536,862SH DFND1, 2536,86200
MCKESSON CORPCOM58155Q1034,41940,000SH DFND1, 240,00000
MOHAWK INDS INCCOM6081901042,20018,809SH DFND1, 218,80900
SPORTSMANS WHSE HLDGS INCCOM84920Y1065,3341,217,869SH DFND1, 21,217,86900
TAILORED BRANDS INCCOM87403A1078,702638,005SH DFND1, 2638,00500
WESTERN DIGITAL CORPCOM9581021053,697100,000SH DFND1, 2100,00000