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
BOEING COCOM0970231058,94860,000SH DFND 60,00000
CRACKER BARREL OLD CTRY STORCOM22410J1065586,700SHCallDFND 6,70000
DISCOVERY INCCOM SER A25470F1046,804350,000SH DFND 350,00000
FACEBOOK INCCL A30303M10210,00860,000SH DFND 60,00000
FOOT LOCKER INCCOM3448491042,205100,000SHCallDFND 100,00000
GAMESTOP CORP NEWCL A36467W10910,5003,000,000SH DFND 3,000,00000
JACK IN THE BOX INCCOM46636710910,515300,000SH DFND 300,00000
LAS VEGAS SANDS CORPCOM5178341072,90968,500SHCallDFND 68,50000
MAXAR TECHNOLOGIES INCCOM57778K1059,612900,000SH DFND 900,00000
MICHAELS COS INCCOM59408Q1065,2653,250,000SH DFND 3,250,00000
QORVO INCCOM74736K10110,079125,000SH DFND 125,00000
QORVO INCCOM74736K1011,04813,000SHCallDFND 13,00000
TAILORED BRANDS INCCOM87403A1076,9604,000,000SH DFND 4,000,00000
WYNN RESORTS LTDCOM9831341074637,700SHCallDFND 7,70000