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 23,131 1,408,697 SH   DFND 1,2 1,408,697 0 0
AGNC INVT CORP COM 00123Q104 28,870 2,238,000 SH   DFND 1,2 2,238,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 55,946 259,368 SH   DFND 1,2 259,368 0 0
ALLY FINL INC COM 02005N100 90,718 4,574,809 SH   DFND 1,2 4,574,809 0 0
ALPHABET INC CAP STK CL A 02079K305 99,383 70,084 SH   DFND 1,2 70,084 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 5,297 436,000 SH   DFND 1,2 436,000 0 0
ANTHEM INC COM 036752103 65,150 247,739 SH   DFND 1,2 247,739 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 32,212 645,271 SH   DFND 1,2 645,271 0 0
ARCH CAP GROUP LTD ORD G0450A105 6,054 211,300 SH   DFND 1,2 211,300 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 5,705 73,774 SH   DFND 1,2 73,774 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 19,294 130,450 SH   DFND 1,2 130,450 0 0
ATHENE HLDG LTD CL A G0684D107 81,422 2,610,532 SH   DFND 1,2 2,610,532 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 25,366 625,386 SH   DFND 1,2 625,386 0 0
BAIDU INC SPON ADR REP A 056752108 72,103 601,409 SH   DFND 1,2 601,409 0 0
BAUSCH HEALTH COS INC COM 071734107 25,383 1,387,817 SH   DFND 1,2 1,387,817 0 0
BRUNSWICK CORP COM 117043109 98,630 1,540,849 SH   DFND 1,2 1,540,849 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 12,753 616,100 SH   DFND 1,2 616,100 0 0
CAPITAL ONE FINL CORP COM 14040H105 34,737 555,000 SH   DFND 1,2 555,000 0 0
CDK GLOBAL INC COM 12508E101 8,905 215,000 SH   DFND 1,2 215,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 39,229 225,000 SH   DFND 1,2 225,000 0 0
CHUBB LIMITED COM H1467J104 26,489 209,200 SH   DFND 1,2 209,200 0 0
CIGNA CORP NEW COM 125523100 162,122 863,957 SH   DFND 1,2 863,957 0 0
CIT GROUP INC COM NEW 125581801 37,254 1,797,083 SH   DFND 1,2 1,797,083 0 0
CIT GROUP INC COM NEW 125581801 9,256 446,500 SH Call DFND 1,2 446,500 0 0
CITIGROUP INC COM NEW 172967424 10,220 200,000 SH Call DFND 1,2 200,000 0 0
CITIGROUP INC COM NEW 172967424 55,776 1,091,500 SH   DFND 1,2 1,091,500 0 0
COMCAST CORP NEW CL A 20030N101 146,319 3,753,698 SH   DFND 1,2 3,753,698 0 0
CROCS INC COM 227046109 4,897 133,000 SH   DFND 1,2 133,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 57,177 4,588,846 SH   DFND 1,2 4,588,846 0 0
DELL TECHNOLOGIES INC CL C 24703L202 119,918 2,182,715 SH   DFND 1,2 2,182,715 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 24,750 184,168 SH   DFND 1,2 184,168 0 0
ETSY INC COM 29786A106 5,758 54,200 SH   DFND 1,2 54,200 0 0
FACEBOOK INC CL A 30303M102 112,298 494,553 SH   DFND 1,2 494,553 0 0
FIRST AMERN FINL CORP COM 31847R102 63,223 1,316,593 SH   DFND 1,2 1,316,593 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 44,761 226,500 SH   DFND 1,2 226,500 0 0
HCA HEALTHCARE INC COM 40412C101 74,501 767,579 SH   DFND 1,2 767,579 0 0
HD SUPPLY HLDGS INC COM 40416M105 52,930 1,527,549 SH   DFND 1,2 1,527,549 0 0
INSPERITY INC COM 45778Q107 70,476 1,088,763 SH   DFND 1,2 1,088,763 0 0
KORN FERRY COM NEW 500643200 27,964 910,000 SH   DFND 1,2 910,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 17,364 794,333 SH   DFND 1,2 794,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 30,505 1,418,193 SH   DFND 1,2 1,418,193 0 0
MASTERCARD INCORPORATED CL A 57636Q104 62,202 210,356 SH   DFND 1,2 210,356 0 0
MCDONALDS CORP COM 580135101 36,880 199,924 SH   DFND 1,2 199,924 0 0
NIKOLA CORP COM 654110105 5,740 85,000 SH   DFND 1,2 85,000 0 0
PAGERDUTY INC COM 69553P100 5,152 180,000 SH   DFND 1,2 180,000 0 0
SHAKE SHACK INC CL A 819047101 3,311 62,500 SH   DFND 1,2 62,500 0 0
SKECHERS U S A INC CL A 830566105 15,580 496,500 SH   DFND 1,2 496,500 0 0
TRIPLE-S MGMT CORP CL B 896749108 35,821 1,883,319 SH   DFND 1,2 1,883,319 0 0
URBAN EDGE PPTYS COM 91704F104 14,339 1,207,990 SH   DFND 1,2 1,207,990 0 0
WELLS FARGO CO NEW COM 949746101 21,517 840,500 SH Call DFND 1,2 840,500 0 0
WESTROCK CO COM 96145D105 69,589 2,462,450 SH   DFND 1,2 2,462,450 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 21,533 505,236 SH   DFND 1,2 505,236 0 0
YANDEX N V SHS CLASS A N97284108 51,488 1,029,349 SH   DFND 1,2 1,029,349 0 0