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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBERTSONS COS INC COMMON STOCK 013091103   1,588,485 85,957 SH   DFND 1 85,957 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   2,297,064 124,300 SH Call SOLE   124,300 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   7,866,936 425,700 SH Call DFND 1 425,700 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   441,192 23,874 SH   SOLE   23,874 0 0
AMEDISYS INC COM 023436108   52,029,024 539,105 SH   DFND 1 539,105 0 0
AXONICS INC COM 05465P101   50,529,739 726,002 SH   DFND 1 726,002 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   57,873,299 2,026,376 SH   DFND 1 2,026,376 0 0
EVERI HLDGS INC COM 30034T103   6,108,983 464,915 SH   SOLE   464,915 0 0
EVERI HLDGS INC COM 30034T103   21,485,017 1,635,085 SH   DFND 1 1,635,085 0 0
HASHICORP INC COM CL A 418100103   46,444,814 1,371,672 SH   DFND 1 1,371,672 0 0
INFINERA CORP COM 45667G103   3,679,439 545,102 SH   SOLE   545,102 0 0
INFINERA CORP COM 45667G103   13,775,623 2,040,833 SH   DFND 1 2,040,833 0 0
JUNIPER NETWORKS INC COM 48203R104   37,973,030 974,167 SH   DFND 1 974,167 0 0
MCGRATH RENTCORP COM 580589109   879,088 8,350 SH   SOLE   8,350 0 0
MCGRATH RENTCORP COM 580589109   3,332,112 31,650 SH   DFND 1 31,650 0 0
R1 RCM INC COM 77634L105   68,582,743 4,839,996 SH   DFND 1 4,839,996 0 0
R1 RCM INC COM 77634L105   6,518,257 460,004 SH   SOLE   460,004 0 0
SMARTSHEET INC COM CL A 83200N103   7,782,509 140,580 SH   SOLE   140,580 0 0
SMARTSHEET INC COM CL A 83200N103   28,755,091 519,420 SH   DFND 1 519,420 0 0
SQUARESPACE INC CLASS A 85225A107   8,113,178 174,740 SH   SOLE   174,740 0 0
SQUARESPACE INC CLASS A 85225A107   28,937,962 623,260 SH   DFND 1 623,260 0 0
STERICYCLE INC COM 858912108   39,059,764 640,324 SH   DFND 1 640,324 0 0
STERICYCLE INC COM 858912108   10,350,236 169,676 SH   SOLE   169,676 0 0
SYNOPSYS INC COM 871607107   5,013,261 9,900 SH Call SOLE   9,900 0 0
SYNOPSYS INC COM 871607107   15,242,339 30,100 SH Call DFND 1 30,100 0 0
UNITED STATES STL CORP NEW COM 912909108   10,540,070 298,332 SH   SOLE   298,332 0 0
UNITED STATES STL CORP NEW COM 912909108   38,038,680 1,076,668 SH   DFND 1 1,076,668 0 0
VIZIO HLDG CORP CL A COM 92858V101   10,036,245 898,500 SH   DFND 1 898,500 0 0
VIZIO HLDG CORP CL A COM 92858V101   1,547,045 138,500 SH   SOLE   138,500 0 0