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 32,960 745,697 SH   DFND 1,2 745,697 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 129,320 570,368 SH   DFND 1,2 570,368 0 0
ALLY FINL INC COM 02005N100 88,603 1,959,809 SH   DFND 1,2 1,959,809 0 0
ALPHABET INC CAP STK CL A 02079K305 126,503 61,334 SH   DFND 1,2 61,334 0 0
ALTIMETER GROWTH CORP CL A G0370L108 2,347 200,600 SH   DFND 1,2 200,600 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 49,765 1,578,337 SH   DFND 1,2 1,578,337 0 0
ANGI INC COM CL A NEW 00183L102 3,432 264,000 SH   DFND 1,2 264,000 0 0
ANTHEM INC COM 036752103 84,152 234,439 SH   DFND 1,2 234,439 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 15,902 338,271 SH   DFND 1,2 338,271 0 0
ARCH CAP GROUP LTD ORD G0450A105 7,148 186,300 SH   DFND 1,2 186,300 0 0
ARTIUS ACQUISITION INC COM CL A 04316G105 2,071 205,000 SH   DFND 1,2 205,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 59,683 303,729 SH   DFND 1,2 303,729 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 10,497 81,450 SH   DFND 1,2 81,450 0 0
ATHENE HOLDING LTD CL A G0684D107 126,357 2,507,085 SH   DFND 1,2 2,507,085 0 0
AXALTA COATING SYS LTD COM G0750C108 55,794 1,886,200 SH   DFND 1,2 1,886,200 0 0
BAUSCH HEALTH COS INC COM 071734107 26,237 826,617 SH   DFND 1,2 826,617 0 0
BRUNSWICK CORP COM 117043109 60,919 638,764 SH   DFND 1,2 638,764 0 0
CAPITAL ONE FINL CORP COM 14040H105 37,787 297,000 SH   DFND 1,2 297,000 0 0
CDW CORP COM 12514G108 32,984 199,000 SH   DFND 1,2 199,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 47,242 163,000 SH   DFND 1,2 163,000 0 0
CIGNA CORP NEW COM 125523100 142,520 589,557 SH   DFND 1,2 589,557 0 0
CIT GROUP INC COM NEW 125581801 29,468 572,083 SH   DFND 1,2 572,083 0 0
CITIGROUP INC COM NEW 172967424 95,266 1,309,500 SH   DFND 1,2 1,309,500 0 0
CITIGROUP INC COM NEW 172967424 8,475 116,500 SH Call DFND 1,2 116,500 0 0
CLEANSPARK INC COM NEW 18452B209 1,240 52,050 SH   DFND 1,2 52,050 0 0
CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 8,441 1,116,500 SH   DFND 1,2 1,116,500 0 0
COMCAST CORP NEW CL A 20030N101 67,026 1,238,698 SH   DFND 1,2 1,238,698 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 49,431 3,028,846 SH   DFND 1,2 3,028,846 0 0
DANIMER SCIENTIFIC INC COM CL A 236272100 5,247 139,000 SH   DFND 1,2 139,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 89,517 1,015,508 SH   DFND 1,2 1,015,508 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 18,419 112,168 SH   DFND 1,2 112,168 0 0
EBANG INTL HLDGS INC CL A SHS G3R33A106 1,182 148,700 SH   DFND 1,2 148,700 0 0
FACEBOOK INC CL A 30303M102 157,442 534,553 SH   DFND 1,2 534,553 0 0
FIRST AMERN FINL CORP COM 31847R102 81,100 1,431,593 SH   DFND 1,2 1,431,593 0 0
FORTRESS VALUE ACQUISITION I COM CL A 349642108 21,401 2,146,561 SH   DFND 1,2 2,146,561 0 0
GODADDY INC CL A 380237107 38,349 494,067 SH   DFND 1,2 494,067 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 36,361 230,437 SH   DFND 1,2 230,437 0 0
HCA HEALTHCARE INC COM 40412C101 35,781 189,979 SH   DFND 1,2 189,979 0 0
HUDSON EXECUTIVE INVT CORP COM CL A 443761101 6,612 666,500 SH   DFND 1,2 666,500 0 0
INSPERITY INC COM 45778Q107 62,283 743,763 SH   DFND 1,2 743,763 0 0
KORN FERRY COM NEW 500643200 37,235 597,000 SH   DFND 1,2 597,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 16,020 624,333 SH   DFND 1,2 624,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 34,944 1,368,193 SH   DFND 1,2 1,368,193 0 0
MASTERCARD INCORPORATED CL A 57636Q104 25,762 72,356 SH   DFND 1,2 72,356 0 0
MCDONALDS CORP COM 580135101 17,488 78,024 SH   DFND 1,2 78,024 0 0
MIMECAST LTD ORD SHS G14838109 49,603 1,233,600 SH   DFND 1,2 1,233,600 0 0
OCUGEN INC COM 67577C105 1,093 161,000 SH   DFND 1,2 161,000 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 35,242 421,600 SH   DFND 1,2 421,600 0 0
SKECHERS U S A INC CL A 830566105 4,234 101,500 SH   DFND 1,2 101,500 0 0
SYNEOS HEALTH INC CL A 87166B102 12,895 170,000 SH   DFND 1,2 170,000 0 0
TARGET CORP COM 87612E106 3,258 16,450 SH   DFND 1,2 16,450 0 0
TILRAY INC COM CL 2 88688T100 14,547 640,000 SH Put DFND 1,2 640,000 0 0
TRACTOR SUPPLY CO COM 892356106 5,808 32,800 SH   DFND 1,2 32,800 0 0
TREEHOUSE FOODS INC COM 89469A104 14,888 285,000 SH   DFND 1,2 285,000 0 0
TRIPLE-S MGMT CORP CL B 896749108 17,653 678,195 SH   DFND 1,2 678,195 0 0
UNDER ARMOUR INC CL C 904311206 6,073 329,000 SH   DFND 1,2 329,000 0 0
UPWORK INC COM 91688F104 7,298 163,000 SH   DFND 1,2 163,000 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109 2,776 350,000 SH   DFND 1,2 350,000 0 0
WELLS FARGO CO NEW COM 949746101 13,479 345,000 SH Call DFND 1,2 345,000 0 0
WESTROCK CO COM 96145D105 60,037 1,153,450 SH   DFND 1,2 1,153,450 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 22,137 317,236 SH   DFND 1,2 317,236 0 0