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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,752 | 8,000 | SH | DFND | 8,000 | 0 | 0 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 7,980 | 750,000 | SH | DFND | 750,000 | 0 | 0 | ||
| CANADIAN NAT RES LTD | COM | 136385101 | 3,995 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| GAMESTOP CORP NEW | CL A | 36467W109 | 16,560 | 3,000,000 | SH | DFND | 3,000,000 | 0 | 0 | ||
| NUVECTRA CORP | COM | 67075N108 | 263 | 193,491 | SH | DFND | 193,491 | 0 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 8,418 | 1,625,000 | SH | DFND | 1,625,000 | 0 | 0 | ||
| TAILORED BRANDS INC | COM | 87403A107 | 12,650 | 2,875,000 | SH | DFND | 2,875,000 | 0 | 0 | ||