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
ADIENT PLC ORD SHS G0084W101 159,129 3,234,990 SH   DFND 1,2 3,234,990 0 0
ALLY FINL INC COM 02005N100 257,048 9,784,853 SH   DFND 1,2 9,784,853 0 0
ALPHABET INC CAP STK CL A 02079K305 293,628 260,034 SH   DFND 1,2 260,034 0 0
ALTICE USA INC CL A 02156K103 58,410 3,423,785 SH   DFND 1,2 3,423,785 0 0
APPLIED MATLS INC COM 038222105 1,155 25,000 SH   DFND 1,2 25,000 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 29,969 450,526 SH   DFND 1,2 450,526 0 0
BAIDU INC SPON ADR REP A 056752108 332,050 1,366,459 SH   DFND 1,2 1,366,459 0 0
BILIBILI INC SPONS ADS REP Z 090040106 1,889 135,000 SH   DFND 1,2 135,000 0 0
BMC STK HLDGS INC COM 05591B109 37,169 1,782,700 SH   DFND 1,2 1,782,700 0 0
BRUNSWICK CORP COM 117043109 91,965 1,426,257 SH   DFND 1,2 1,426,257 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 48,161 2,633,200 SH   DFND 1,2 2,633,200 0 0
CDK GLOBAL INC COM 12508E101 73,813 1,134,717 SH   DFND 1,2 1,134,717 0 0
CELESTICA INC SUB VTG SHS 15101Q108 37,665 3,173,167 SH   DFND 1,2 3,173,167 0 0
CIT GROUP INC COM NEW 125581801 71,072 1,409,870 SH   DFND 1,2 1,409,870 0 0
CITIGROUP INC COM NEW 172967424 239,674 3,581,500 SH   DFND 1,2 3,581,500 0 0
COMCAST CORP NEW CL A 20030N101 239,556 7,301,298 SH   DFND 1,2 7,301,298 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 54,227 702,333 SH   DFND 1,2 702,333 0 0
FACEBOOK INC CL A 30303M102 24,679 127,000 SH   DFND 1,2 127,000 0 0
FEDEX CORP COM 31428X106 97,681 430,200 SH   DFND 1,2 430,200 0 0
GREENSKY INC CL A 39572G100 1,269 60,000 SH   DFND 1,2 60,000 0 0
HCA HEALTHCARE INC COM 40412C101 211,772 2,064,054 SH   DFND 1,2 2,064,054 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 86,428 1,175,085 SH   DFND 1,2 1,175,085 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 9,181 606,000 SH   DFND 1,2 606,000 0 0
LAM RESEARCH CORP COM 512807108 1,210 7,000 SH   DFND 1,2 7,000 0 0
LITHIA MTRS INC CL A 536797103 16,471 174,169 SH   DFND 1,2 174,169 0 0
MASTERCARD INCORPORATED CL A 57636Q104 151,379 770,298 SH   DFND 1,2 770,298 0 0
MIMEDX GROUP INC COM 602496101 5,439 851,109 SH   DFND 1,2 851,109 0 0
ON SEMICONDUCTOR CORP COM 682189105 10,118 455,051 SH   DFND 1,2 455,051 0 0
ORACLE CORP COM 68389X105 9,297 211,000 SH   DFND 1,2 211,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 1,526 55,000 SH   DFND 1,2 55,000 0 0
PERSPECTA INC COM 715347100 5,240 255,000 SH   DFND 1,2 255,000 0 0
REALOGY HLDGS CORP COM 75605Y106 65,249 2,861,807 SH   DFND 1,2 2,861,807 0 0
RLJ LODGING TR CUM CONV PFD A 74965L200 331 12,600 SH   DFND 1,2 12,600 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,893 32,810 SH   DFND 1,2 32,810 0 0
TESLA INC COM 88160R101 29,151 85,000 SH Put DFND 1,2 85,000 0 0
VEREIT INC COM 92339V100 63,725 8,565,230 SH   DFND 1,2 8,565,230 0 0
WESTROCK CO COM 96145D105 206,491 3,621,372 SH   DFND 1,2 3,621,372 0 0