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 21,582 620,697 SH   DFND 1,2 620,697 0 0
AGNC INVT CORP COM 00123Q104 14,711 943,000 SH   DFND 1,2 943,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 90,850 390,368 SH   DFND 1,2 390,368 0 0
ALLY FINL INC COM 02005N100 102,872 2,884,809 SH   DFND 1,2 2,884,809 0 0
ALPHABET INC CAP STK CL A 02079K305 99,171 56,584 SH   DFND 1,2 56,584 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 2,639 200,000 SH   DFND 1,2 200,000 0 0
ANTHEM INC COM 036752103 71,102 221,439 SH   DFND 1,2 221,439 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 34,201 698,271 SH   DFND 1,2 698,271 0 0
ARCH CAP GROUP LTD ORD G0450A105 7,622 211,300 SH   DFND 1,2 211,300 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 72,248 495,729 SH   DFND 1,2 495,729 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 15,919 95,450 SH   DFND 1,2 95,450 0 0
ATHENE HOLDING LTD CL A G0684D107 82,923 1,922,185 SH   DFND 1,2 1,922,185 0 0
AXALTA COATING SYS LTD COM G0750C108 38,720 1,356,200 SH   DFND 1,2 1,356,200 0 0
BAUSCH HEALTH COS INC COM 071734107 29,387 1,412,817 SH   DFND 1,2 1,412,817 0 0
BRUNSWICK CORP COM 117043109 64,405 844,764 SH   DFND 1,2 844,764 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 2,615 100,382 SH   DFND 1,2 100,382 0 0
CAPITAL ONE FINL CORP COM 14040H105 53,478 541,000 SH   DFND 1,2 541,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 44,225 177,000 SH   DFND 1,2 177,000 0 0
CIGNA CORP NEW COM 125523100 125,232 601,557 SH   DFND 1,2 601,557 0 0
CIT GROUP INC COM NEW 125581801 64,731 1,803,083 SH   DFND 1,2 1,803,083 0 0
CIT GROUP INC COM NEW 125581801 12,170 339,000 SH Call DFND 1,2 339,000 0 0
CITIGROUP INC COM NEW 172967424 102,016 1,654,500 SH   DFND 1,2 1,654,500 0 0
CITIGROUP INC COM NEW 172967424 9,866 160,000 SH Call DFND 1,2 160,000 0 0
COMCAST CORP NEW CL A 20030N101 76,698 1,463,698 SH   DFND 1,2 1,463,698 0 0
CROCS INC COM 227046109 2,318 37,000 SH   DFND 1,2 37,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 48,032 3,238,846 SH   DFND 1,2 3,238,846 0 0
DELL TECHNOLOGIES INC CL C 24703L202 120,929 1,650,008 SH   DFND 1,2 1,650,008 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 20,990 132,168 SH   DFND 1,2 132,168 0 0
FACEBOOK INC CL A 30303M102 99,854 365,553 SH   DFND 1,2 365,553 0 0
FIRST AMERN FINL CORP COM 31847R102 62,038 1,201,593 SH   DFND 1,2 1,201,593 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 13,054 49,500 SH   DFND 1,2 49,500 0 0
HCA HEALTHCARE INC COM 40412C101 57,393 348,979 SH   DFND 1,2 348,979 0 0
INSPERITY INC COM 45778Q107 62,593 768,763 SH   DFND 1,2 768,763 0 0
KORN FERRY COM NEW 500643200 35,888 825,000 SH   DFND 1,2 825,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 17,653 111,466 SH   DFND 1,2 111,466 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 16,090 664,333 SH   DFND 1,2 664,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 34,486 1,458,193 SH   DFND 1,2 1,458,193 0 0
MASTERCARD INCORPORATED CL A 57636Q104 38,320 107,356 SH   DFND 1,2 107,356 0 0
MCDONALDS CORP COM 580135101 34,102 158,924 SH   DFND 1,2 158,924 0 0
MIMECAST LTD ORD SHS G14838109 14,210 250,000 SH   DFND 1,2 250,000 0 0
SCHWAB CHARLES CORP COM 808513105 7,160 135,000 SH   DFND 1,2 135,000 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 19,960 210,900 SH   DFND 1,2 210,900 0 0
SKECHERS U S A INC CL A 830566105 14,610 406,500 SH   DFND 1,2 406,500 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,958 27,800 SH   DFND 1,2 27,800 0 0
TARGET CORP COM 87612E106 5,808 32,900 SH   DFND 1,2 32,900 0 0
T-MOBILE US INC COM 872590104 21,401 158,700 SH   DFND 1,2 158,700 0 0
TREEHOUSE FOODS INC COM 89469A104 13,809 325,000 SH   DFND 1,2 325,000 0 0
TRIPLE-S MGMT CORP CL B 896749108 23,291 1,090,895 SH   DFND 1,2 1,090,895 0 0
UNDER ARMOUR INC CL C 904311206 2,827 190,000 SH   DFND 1,2 190,000 0 0
UPWORK INC COM 91688F104 4,004 116,000 SH   DFND 1,2 116,000 0 0
URBAN EDGE PPTYS COM 91704F104 8,967 692,990 SH   DFND 1,2 692,990 0 0
WELLS FARGO CO NEW COM 949746101 20,417 676,500 SH Call DFND 1,2 676,500 0 0
WESTROCK CO COM 96145D105 47,881 1,099,950 SH   DFND 1,2 1,099,950 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 23,017 387,236 SH   DFND 1,2 387,236 0 0