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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AECOM COM 00766T100 15,419 357,495 SH   DFND 1,2 357,495 0 0
AIR PRODS & CHEMS INC COM 009158106 3,002 12,776 SH   DFND 1,2 12,776 0 0
ALLEGIANT TRAVEL CO COM 01748X102 3,138 18,033 SH   DFND 1,2 18,033 0 0
AMETEK INC NEW COM 031100100 1,544 15,478 SH   DFND 1,2 15,478 0 0
AXA EQUITABLE HLDGS INC COM 054561105 3,717 150,000 SH   DFND 1,2 150,000 0 0
BELLRING BRANDS INC COM CL A 079823100 2,129 100,000 SH   DFND 1,2 100,000 0 0
BILL COM HLDGS INC COM 090043100 3,805 100,000 SH   DFND 1,2 100,000 0 0
BOEING CO COM 097023105 4,022 12,348 SH   DFND 1,2 12,348 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 4,288 200,000 SH   DFND 1,2 200,000 0 0
BRP GROUP INC COM CL A 05589G102 1,043 65,000 SH   DFND 1,2 65,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,546 73,227 SH   DFND 1,2 73,227 0 0
CACTUS INC CL A 127203107 1,095 31,917 SH   DFND 1,2 31,917 0 0
CANNAE HLDGS INC COM 13765N107 3,719 100,000 SH   DFND 1,2 100,000 0 0
CARLISLE COS INC COM 142339100 18,477 114,168 SH   DFND 1,2 114,168 0 0
CATERPILLAR INC DEL COM 149123101 1,499 10,147 SH   DFND 1,2 10,147 0 0
CENOVUS ENERGY INC COM 15135U109 5,624 554,097 SH   DFND 1,2 554,097 0 0
CLARIVATE ANALYTICS PLC COM G21810109 5,880 350,000 SH   DFND 1,2 350,000 0 0
CLOUDFLARE INC CL A COM 18915M107 1,706 100,000 SH   DFND 1,2 100,000 0 0
COLFAX CORP COM 194014106 2,141 58,843 SH   DFND 1,2 58,843 0 0
CONOCOPHILLIPS COM 20825C104 6,329 97,319 SH   DFND 1,2 97,319 0 0
CONSTELLIUM SE CL A N22035104 15,767 1,176,669 SH   DFND 1,2 1,176,669 0 0
CONTINENTAL RESOURCES INC COM 212015101 3,525 102,759 SH   DFND 1,2 102,759 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,987 100,000 SH   DFND 1,2 100,000 0 0
DANA INCORPORATED COM 235825205 2,929 160,923 SH   DFND 1,2 160,923 0 0
DATADOG INC CL A COM 23804L103 2,834 75,000 SH   DFND 1,2 75,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,993 53,770 SH   DFND 1,2 53,770 0 0
DYNATRACE INC COM 268150109 3,795 150,000 SH   DFND 1,2 150,000 0 0
E L F BEAUTY INC COM 26856L103 2,016 125,000 SH   DFND 1,2 125,000 0 0
F M C CORP COM NEW 302491303 6,528 65,402 SH   DFND 1,2 65,402 0 0
FISERV INC COM 337738108 4,047 35,000 SH   DFND 1,2 35,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 1,495 40,745 SH   DFND 1,2 40,745 0 0
GENPACT LIMITED SHS G3922B107 4,850 115,000 SH   DFND 1,2 115,000 0 0
GRAINGER W W INC COM 384802104 3,006 8,880 SH   DFND 1,2 8,880 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 9,425 566,087 SH   DFND 1,2 566,087 0 0
HALLIBURTON CO COM 406216101 4,051 165,530 SH   DFND 1,2 165,530 0 0
INVITATION HOMES INC COM 46187W107 2,997 100,000 SH   DFND 1,2 100,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 6,684 186,491 SH   DFND 1,2 186,491 0 0
LINDE PLC SHS G5494J103 2,783 13,071 SH   DFND 1,2 13,071 0 0
LIVENT CORP COM 53814L108 1,233 144,169 SH   DFND 1,2 144,169 0 0
LIBERTY PPTY TR SH BEN INT 531172104 9,079 151,199 SH   DFND 1,2 151,199 0 0
LYFT INC CL A COM 55087P104 645 15,000 SH   DFND 1,2 15,000 0 0
MARATHON PETE CORP COM 56585A102 3,967 65,843 SH   DFND 1,2 65,843 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 3,167 150,000 SH   DFND 1,2 150,000 0 0
METHANEX CORP COM 59151K108 2,726 70,564 SH   DFND 1,2 70,564 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 7,743 250,000 SH   DFND 1,2 250,000 0 0
MOSAIC CO NEW COM 61945C103 3,638 168,127 SH   DFND 1,2 168,127 0 0
NATIONAL OILWELL VARCO INC COM 637071101 2,877 114,839 SH   DFND 1,2 114,839 0 0
NEXTERA ENERGY INC COM 65339F101 2,962 12,232 SH   DFND 1,2 12,232 0 0
NOBLE ENERGY INC COM 655044105 3,821 153,839 SH   DFND 1,2 153,839 0 0
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T105 2,257 225,000 SH   DFND 1,2 225,000 0 0
ONEOK INC NEW COM 682680103 2,082 27,514 SH   DFND 1,2 27,514 0 0
PARSLEY ENERGY INC CL A 701877102 1,981 104,751 SH   DFND 1,2 104,751 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 5,277 102,500 SH   DFND 1,2 102,500 0 0
PHREESIA INC COM 71944F106 3,197 120,000 SH   DFND 1,2 120,000 0 0
PIONEER NAT RES CO COM 723787107 2,110 13,941 SH   DFND 1,2 13,941 0 0
RPM INTL INC COM 749685103 954 12,423 SH   DFND 1,2 12,423 0 0
SCHLUMBERGER LTD COM 806857108 4,022 100,050 SH   DFND 1,2 100,050 0 0
SCORPIO TANKERS INC SHS Y7542C130 3,490 88,716 SH   DFND 1,2 88,716 0 0
SPDR S&P 500 ETF TR PUT 78462F953 19 1,750 SH Put DFND 1,2 1,750 0 0
SPDR S&P 500 ETF TR PUT 78462F953 9 710 SH Put DFND 1,2 710 0 0
SPDR S&P 500 ETF TR PUT 78462F953 15 280 SH Put DFND 1,2 280 0 0
SPDR S&P 500 ETF TR PUT 78462F953 10 120 SH Put DFND 1,2 120 0 0
SPDR S&P 500 ETF TR PUT 78462F953 44 300 SH Put DFND 1,2 300 0 0
SPDR S&P 500 ETF TR PUT 78462F953 30 135 SH Put DFND 1,2 135 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,034 62,000 SH   DFND 1,2 62,000 0 0
TOPBUILD CORP COM 89055F103 10,591 102,748 SH   DFND 1,2 102,748 0 0
TRADEWEB MKTS INC CL A 892672106 4,635 100,000 SH   DFND 1,2 100,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 2,503 219,171 SH   DFND 1,2 219,171 0 0
UNION PACIFIC CORP COM 907818108 2,040 11,283 SH   DFND 1,2 11,283 0 0
UNITED RENTALS INC COM 911363109 2,971 17,814 SH   DFND 1,2 17,814 0 0
UNITED TECHNOLOGIES CORP COM 913017109 7,949 53,078 SH   DFND 1,2 53,078 0 0
UNIVAR SOLUTIONS INC COM 91336L107 1,487 61,349 SH   DFND 1,2 61,349 0 0
VIRGIN GALACTIC HOLDINGS INC CALL 92766K906 4,233 13,654 SH Call DFND 1,2 13,654 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 7,508 650,000 SH   DFND 1,2 650,000 0 0
VULCAN MATLS CO COM 929160109 1,506 10,457 SH   DFND 1,2 10,457 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 77,269 234,000 SH   DFND 1,2 234,000 0 0
XP INC CL A G98239109 8,667 225,000 SH   DFND 1,2 225,000 0 0