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 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
ALLSTATE CORP COM 020002101 8,473 90,000 SH   DFND 1,2 90,000 0 0
ALPHABET INC CAP STK CL C 02079K107 58,784 40,000 SH Call DFND 1,2 40,000 0 0
ALTRIA GROUP INC COM 02209S103 7,728 200,000 SH   DFND 1,2 200,000 0 0
BK OF AMERICA CORP COM 060505104 8,246 342,300 SH Call DFND 1,2 342,300 0 0
CVS HEALTH CORP COM 126650100 26,987 462,100 SH Call DFND 1,2 462,100 0 0
CVS HEALTH CORP COM 126650100 8,760 150,000 SH   DFND 1,2 150,000 0 0
DESIGNER BRANDS INC CL A 250565108 6,516 1,200,000 SH   DFND 1,2 1,200,000 0 0
DISCOVERY INC COM SER A 25470F104 10,885 500,000 SH   DFND 1,2 500,000 0 0
FACEBOOK INC CL A 30303M102 13,095 50,000 SH   DFND 1,2 50,000 0 0
FACEBOOK INC CL A 30303M102 11,786 45,000 SH Call DFND 1,2 45,000 0 0
FOOT LOCKER INC COM 344849104 5,945 180,000 SH Call DFND 1,2 180,000 0 0
GAMESTOP CORP NEW CL A 36467W109 17,375 1,703,400 SH   DFND 1,2 1,703,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 14,791 73,600 SH Call DFND 1,2 73,600 0 0
JPMORGAN CHASE & CO COM 46625H100 8,279 86,000 SH Call DFND 1,2 86,000 0 0
KIMBALL INTL INC CL B 494274103 5,797 550,000 SH   DFND 1,2 550,000 0 0
LAS VEGAS SANDS CORP COM 517834107 7,139 153,000 SH Call DFND 1,2 153,000 0 0
LIBERTY LATIN AMERICA LTD COM CL A G9001E102 410 49,671 SH   DFND 1,2 49,671 0 0
LUMEN TECHNOLOGIES INC COM 156700106 8,072 800,000 SH   DFND 1,2 800,000 0 0
MSG NETWORK INC CL A 553573106 8,135 850,000 SH   DFND 1,2 850,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,482 163,600 SH Call DFND 1,2 163,600 0 0
PFIZER INC COM 717081103 15,289 416,600 SH Call DFND 1,2 416,600 0 0
PRECISION DRILLING CORP COM 2010 74022D308 2,880 4,500,000 SH   DFND 1,2 4,500,000 0 0
QORVO INC COM 74736K101 7,741 60,000 SH   DFND 1,2 60,000 0 0
QURATE RETAIL INC COM SER A 74915M100 7,898 1,100,000 SH   DFND 1,2 1,100,000 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 5,208 500,000 SH   DFND 1,2 500,000 0 0
RPT REALTY SH BEN INT 74971D101 7,344 1,350,000 SH   DFND 1,2 1,350,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 7,785 250,000 SH   DFND 1,2 250,000 0 0
UNITI GROUP INC COM 91325V108 10,535 1,000,000 SH   DFND 1,2 1,000,000 0 0
URSTADT BIDDLE PPTYS INC CL A 917286205 460 50,000 SH   DFND 1,2 50,000 0 0
VIACOMCBS INC CL B 92556H206 2,409 86,000 SH Call DFND 1,2 86,000 0 0
WESTERN DIGITAL CORP. COM 958102105 9,869 270,000 SH Call DFND 1,2 270,000 0 0
WESTERN DIGITAL CORP. COM 958102105 9,138 250,000 SH   DFND 1,2 250,000 0 0
WYNN RESORTS LTD COM 983134107 5,027 70,000 SH Call DFND 1,2 70,000 0 0