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 21,120 1,218,697 SH   DFND 1,2 1,218,697 0 0
AGNC INVT CORP COM 00123Q104 27,653 1,988,000 SH   DFND 1,2 1,988,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 60,374 205,368 SH   DFND 1,2 205,368 0 0
ALLY FINL INC COM 02005N100 86,737 3,459,809 SH   DFND 1,2 3,459,809 0 0
ALPHABET INC CAP STK CL A 02079K305 82,197 56,084 SH   DFND 1,2 56,084 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 1,110 100,000 SH   DFND 1,2 100,000 0 0
ANTHEM INC COM 036752103 75,323 280,439 SH   DFND 1,2 280,439 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 31,561 705,271 SH   DFND 1,2 705,271 0 0
ARCH CAP GROUP LTD ORD G0450A105 6,181 211,300 SH   DFND 1,2 211,300 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 41,594 426,829 SH   DFND 1,2 426,829 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 17,816 115,450 SH   DFND 1,2 115,450 0 0
ATHENE HOLDING LTD CL A G0684D107 73,006 2,142,185 SH   DFND 1,2 2,142,185 0 0
AXIS CAP HLDGS LTD SHS G0692U109 7,504 170,386 SH   DFND 1,2 170,386 0 0
BAIDU INC SPON ADR REP A 056752108 27,902 220,409 SH   DFND 1,2 220,409 0 0
BAUSCH HEALTH COS INC COM 071734107 21,955 1,412,817 SH   DFND 1,2 1,412,817 0 0
BRUNSWICK CORP COM 117043109 60,433 1,025,849 SH   DFND 1,2 1,025,849 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 5,932 199,382 SH   DFND 1,2 199,382 0 0
CAPITAL ONE FINL CORP COM 14040H105 43,116 600,000 SH   DFND 1,2 600,000 0 0
CDK GLOBAL INC COM 12508E101 7,192 165,000 SH   DFND 1,2 165,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 44,837 198,000 SH   DFND 1,2 198,000 0 0
CHUBB LIMITED COM H1467J104 15,003 129,200 SH   DFND 1,2 129,200 0 0
CIGNA CORP NEW COM 125523100 124,441 734,557 SH   DFND 1,2 734,557 0 0
CIT GROUP INC COM NEW 125581801 22,228 1,255,083 SH   DFND 1,2 1,255,083 0 0
CIT GROUP INC COM NEW 125581801 7,908 446,500 SH Call DFND 1,2 446,500 0 0
CITIGROUP INC COM NEW 172967424 61,281 1,421,500 SH   DFND 1,2 1,421,500 0 0
CITIGROUP INC COM NEW 172967424 8,622 200,000 SH Call DFND 1,2 200,000 0 0
COMCAST CORP NEW CL A 20030N101 118,597 2,563,698 SH   DFND 1,2 2,563,698 0 0
CROCS INC COM 227046109 1,581 37,000 SH   DFND 1,2 37,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 37,614 3,578,846 SH   DFND 1,2 3,578,846 0 0
DELL TECHNOLOGIES INC CL C 24703L202 145,128 2,144,008 SH   DFND 1,2 2,144,008 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 21,223 154,168 SH   DFND 1,2 154,168 0 0
ETSY INC COM 29786A106 4,379 36,000 SH   DFND 1,2 36,000 0 0
FACEBOOK INC CL A 30303M102 96,000 366,553 SH   DFND 1,2 366,553 0 0
FIRST AMERN FINL CORP COM 31847R102 66,010 1,296,593 SH   DFND 1,2 1,296,593 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 29,040 144,500 SH   DFND 1,2 144,500 0 0
HCA HEALTHCARE INC COM 40412C101 61,465 492,979 SH   DFND 1,2 492,979 0 0
HD SUPPLY HLDGS INC COM 40416M105 60,522 1,467,549 SH   DFND 1,2 1,467,549 0 0
INSPERITY INC COM 45778Q107 60,170 918,763 SH   DFND 1,2 918,763 0 0
KORN FERRY COM NEW 500643200 24,215 835,000 SH   DFND 1,2 835,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 36,498 255,466 SH   DFND 1,2 255,466 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 15,533 739,333 SH   DFND 1,2 739,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 27,069 1,318,193 SH   DFND 1,2 1,318,193 0 0
LOWES COS INC COM 548661107 3,732 22,500 SH   DFND 1,2 22,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 50,508 149,356 SH   DFND 1,2 149,356 0 0
MCDONALDS CORP COM 580135101 36,638 166,924 SH   DFND 1,2 166,924 0 0
MICHAELS COS INC COM 59408Q106 2,038 211,041 SH   DFND 1,2 211,041 0 0
PAGERDUTY INC COM 69553P100 3,717 137,100 SH   DFND 1,2 137,100 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 2,745 35,000 SH   DFND 1,2 35,000 0 0
SKECHERS U S A INC CL A 830566105 19,991 661,500 SH   DFND 1,2 661,500 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,897 22,000 SH   DFND 1,2 22,000 0 0
T-MOBILE US INC COM 872590104 21,580 188,700 SH   DFND 1,2 188,700 0 0
TRIPLE-S MGMT CORP CL B 896749108 27,317 1,528,669 SH   DFND 1,2 1,528,669 0 0
UPWORK INC COM 91688F104 3,697 212,000 SH   DFND 1,2 212,000 0 0
URBAN EDGE PPTYS COM 91704F104 11,742 1,207,990 SH   DFND 1,2 1,207,990 0 0
VALVOLINE INC COM 92047W101 2,333 122,512 SH   DFND 1,2 122,512 0 0
WELLS FARGO CO NEW COM 949746101 19,760 840,500 SH Call DFND 1,2 840,500 0 0
WESTROCK CO COM 96145D105 53,234 1,532,350 SH   DFND 1,2 1,532,350 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 21,474 425,236 SH   DFND 1,2 425,236 0 0