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
ALLSTATE CORPCOM0200021018,47390,000SH DFND1,290,00000
ALPHABET INCCAP STK CL C02079K10758,78440,000SHCallDFND1,240,00000
ALTRIA GROUP INCCOM02209S1037,728200,000SH DFND1,2200,00000
BK OF AMERICA CORPCOM0605051048,246342,300SHCallDFND1,2342,30000
CVS HEALTH CORPCOM12665010026,987462,100SHCallDFND1,2462,10000
CVS HEALTH CORPCOM1266501008,760150,000SH DFND1,2150,00000
DESIGNER BRANDS INCCL A2505651086,5161,200,000SH DFND1,21,200,00000
DISCOVERY INCCOM SER A25470F10410,885500,000SH DFND1,2500,00000
FACEBOOK INCCL A30303M10213,09550,000SH DFND1,250,00000
FACEBOOK INCCL A30303M10211,78645,000SHCallDFND1,245,00000
FOOT LOCKER INCCOM3448491045,945180,000SHCallDFND1,2180,00000
GAMESTOP CORP NEWCL A36467W10917,3751,703,400SH DFND1,21,703,40000
GOLDMAN SACHS GROUP INCCOM38141G10414,79173,600SHCallDFND1,273,60000
JPMORGAN CHASE & COCOM46625H1008,27986,000SHCallDFND1,286,00000
KIMBALL INTL INCCL B4942741035,797550,000SH DFND1,2550,00000
LAS VEGAS SANDS CORPCOM5178341077,139153,000SHCallDFND1,2153,00000
LIBERTY LATIN AMERICA LTDCOM CL AG9001E10241049,671SH DFND1,249,67100
LUMEN TECHNOLOGIES INCCOM1567001068,072800,000SH DFND1,2800,00000
MSG NETWORK INCCL A5535731068,135850,000SH DFND1,2850,00000
NATIONAL OILWELL VARCO INCCOM6370711011,482163,600SHCallDFND1,2163,60000
PFIZER INCCOM71708110315,289416,600SHCallDFND1,2416,60000
PRECISION DRILLING CORPCOM 201074022D3082,8804,500,000SH DFND1,24,500,00000
QORVO INCCOM74736K1017,74160,000SH DFND1,260,00000
QURATE RETAIL INCCOM SER A74915M1007,8981,100,000SH DFND1,21,100,00000
RETAIL OPPORTUNITY INVTS CORCOM76131N1015,208500,000SH DFND1,2500,00000
RPT REALTYSH BEN INT74971D1017,3441,350,000SH DFND1,21,350,00000
TRIP COM GROUP LTDADS89677Q1077,785250,000SH DFND1,2250,00000
UNITI GROUP INCCOM91325V10810,5351,000,000SH DFND1,21,000,00000
URSTADT BIDDLE PPTYS INCCL A91728620546050,000SH DFND1,250,00000
VIACOMCBS INCCL B92556H2062,40986,000SHCallDFND1,286,00000
WESTERN DIGITAL CORP.COM9581021059,869270,000SHCallDFND1,2270,00000
WESTERN DIGITAL CORP.COM9581021059,138250,000SH DFND1,2250,00000
WYNN RESORTS LTDCOM9831341075,02770,000SHCallDFND1,270,00000