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
ALPHABET INC CAP STK CL C 02079K107 59,786 49,045 SH   DFND 1,2,3 0 49,045 0
ARAMARK COM 03852U106 60,018 1,377,201 SH   DFND 1,2,3 0 1,377,201 0
AVANTOR INC COM 05352A100 34,145 2,322,767 SH   DFND 1,2,3 0 2,322,767 0
BEYOND MEAT INC PUT 08862E109 5,945 40,000 SH Put DFND 1 0 40,000 0
CARGURUS INC COM CL A 141788109 179,549 5,801,273 SH   DFND 1,2,3 0 5,801,273 0
CARVANA CO CL A 146869102 26,855 406,894 SH   DFND 1,2,3 0 406,894 0
COHERUS BIOSCIENCES INC COM 19249H103 22,405 1,105,873 SH   DFND 1 0 1,105,873 0
CREDIT ACCEP CORP MICH COM 225310101 13,408 29,064 SH   DFND 1,2,3 0 29,064 0
ECHOSTAR CORP CL A 278768106 112,355 2,835,810 SH   DFND 1 0 2,835,810 0
FACEBOOK INC CL A 30303M102 133,785 751,263 SH   DFND 1,2,3 0 751,263 0
FOX CORP CL A COM 35137L105 76,690 2,431,907 SH   DFND 1,2,3 0 2,431,907 0
GENPACT LIMITED SHS G3922B107 1,247 32,191 SH   DFND 1,2,3 0 32,191 0
JELD-WEN HLDG INC COM 47580P103 65,355 3,388,027 SH   DFND 1,2,3 0 3,388,027 0
JUMIA TECHNOLOGIES AG PUT 48138M105 793 100,000 SH Put DFND 1,2,3 0 100,000 0
LKQ CORP COM 501889208 36,287 1,153,797 SH   DFND 1,2,3 0 1,153,797 0
MASONITE INTL CORP NEW COM 575385109 31,186 537,684 SH   DFND 1 0 537,684 0
MICROSOFT CORP COM 594918104 120,561 867,156 SH   DFND 1,2,3 0 867,156 0
NCR CORP NEW COM 62886E108 1,578 50,000 SH   DFND 1,2,3 0 50,000 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 152,333 1,488,938 SH   DFND 1,2,3 0 1,488,938 0
NIO INC SPON ADS 62914V106 3,035 1,945,402 SH   DFND 1 0 1,945,402 0
PALO ALTO NETWORKS INC COM 697435105 107,427 527,043 SH   DFND 1,2,3 0 527,043 0
PG&E CORP COM 69331C108 23,159 2,315,939 SH   DFND 1,2,3 0 2,315,939 0
RPM INTL INC COM 749685103 110,064 1,599,530 SH   DFND 1,2,3 0 1,599,530 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 10,537 471,242 SH   DFND 1 0 471,242 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 132,197 1,607,450 SH   DFND 1,2,3 0 1,607,450 0
WAITR HLDGS INC COM 930752100 1,013 788,446 SH   DFND 1 0 788,446 0
WAYFAIR INC CL A 94419L101 49,920 445,235 SH   DFND 1,2,3 0 445,235 0