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
ALLSTATE CORP COM 020002101 67,089 526,970 SH   DFND 1 526,970 0 0
ALLSTATE CORP COM 020002101 10,796 84,800 SH Call DFND 1 84,800 0 0
ALPHABET INC CAP STK CL A 02079K305 69,779 26,100 SH   DFND 1 26,100 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 38,824 1,892,000 SH Put DFND 1 1,892,000 0 0
BRUNSWICK CORP COM 117043109 68,366 717,601 SH   DFND 1 717,601 0 0
CHANGE HEALTHCARE INC COM 15912K100 21,405 1,022,200 SH   DFND 1 1,022,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208 58,915 603,201 SH   DFND 1 603,201 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 25,481 1,168,308 SH   DFND 1 1,168,308 0 0
DRAFTKINGS INC COM CL A 26142R104 71,359 1,481,700 SH Call DFND 1 1,481,700 0 0
FIRSTENERGY CORP COM 337932107 48,394 1,358,605 SH   DFND 1 1,358,605 0 0
HUMANA INC COM 444859102 67,946 174,600 SH   DFND 1 174,600 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 25,444 966,711 SH   DFND 1 966,711 0 0
LITHIA MTRS INC COM 536797103 48,906 154,257 SH   DFND 1 154,257 0 0
NMI HLDGS INC CL A 629209305 448 19,814 SH   DFND 1 19,814 0 0
RADIAN GROUP INC COM 750236101 6,487 285,521 SH   DFND 1 285,521 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 28,453 2,538,181 SH   DFND 1 2,538,181 0 0
T-MOBILE US INC COM 872590104 66,208 518,219 SH   DFND 1 518,219 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 61,357 443,427 SH   DFND 1 443,427 0 0