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
58 COM INC SPON ADR REP A 31680Q104 70,873 962,946 SH   DFND 1,2 962,946 0 0
ADIENT PLC ORD SHS G0084W101 113,016 2,874,990 SH   DFND 1,2 2,874,990 0 0
ALLY FINL INC COM 02005N100 238,972 9,034,853 SH   DFND 1,2 9,034,853 0 0
ALPHABET INC CAP STK CL A 02079K305 266,953 221,156 SH   DFND 1,2 221,156 0 0
ALTICE USA INC CL A 02156K103 62,107 3,423,785 SH   DFND 1,2 3,423,785 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 55,731 786,493 SH   DFND 1,2 786,493 0 0
BAIDU INC SPON ADR REP A 056752108 348,842 1,525,459 SH   DFND 1,2 1,525,459 0 0
BMC STK HLDGS INC COM 05591B109 33,247 1,782,700 SH   DFND 1,2 1,782,700 0 0
BRUNSWICK CORP COM 117043109 95,588 1,426,257 SH   DFND 1,2 1,426,257 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 44,423 3,026,100 SH   DFND 1,2 3,026,100 0 0
CDK GLOBAL INC COM 12508E101 85,064 1,359,717 SH   DFND 1,2 1,359,717 0 0
CELESTICA INC SUB VTG SHS 15101Q108 32,573 3,007,667 SH   DFND 1,2 3,007,667 0 0
CIGNA CORPORATION COM 125509109 23,233 111,562 SH   DFND 1,2 111,562 0 0
CIT GROUP INC COM NEW 125581801 61,667 1,194,870 SH   DFND 1,2 1,194,870 0 0
CITIGROUP INC COM NEW 172967424 248,687 3,466,500 SH   DFND 1,2 3,466,500 0 0
COMCAST CORP NEW CL A 20030N101 267,391 7,551,298 SH   DFND 1,2 7,551,298 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 40,510 2,384,350 SH   DFND 1,2 2,384,350 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 64,953 683,640 SH   DFND 1,2 683,640 0 0
FEDEX CORP COM 31428X106 112,016 465,200 SH   DFND 1,2 465,200 0 0
HCA HEALTHCARE INC COM 40412C101 96,145 691,093 SH   DFND 1,2 691,093 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 79,914 1,067,085 SH   DFND 1,2 1,067,085 0 0
LITHIA MTRS INC CL A 536797103 37,496 459,169 SH   DFND 1,2 459,169 0 0
MASTERCARD INCORPORATED CL A 57636Q104 113,820 511,298 SH   DFND 1,2 511,298 0 0
MIMEDX GROUP INC COM 602496101 11,440 1,851,109 SH   DFND 1,2 1,851,109 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,387 455,051 SH   DFND 1,2 455,051 0 0
RLJ LODGING TR CUM CONV PFD A 74965L200 327 12,600 SH   DFND 1,2 12,600 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,700 32,810 SH   DFND 1,2 32,810 0 0
TESLA INC COM 88160R101 7,149 27,000 SH Put DFND 1,2 27,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 86,800 620,840 SH   DFND 1,2 620,840 0 0
VEREIT INC COM 92339V100 46,575 6,415,230 SH   DFND 1,2 6,415,230 0 0
WESTROCK CO COM 96145D105 213,406 3,993,372 SH   DFND 1,2 3,993,372 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,667 30,000 SH   DFND 1,2 30,000 0 0
YANDEX N V SHS CLASS A N97284108 40,283 1,224,776 SH   DFND 1,2 1,224,776 0 0
YY INC ADS REPCOM CLA 98426T106 13,806 184,270 SH   DFND 1,2 184,270 0 0