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 29,583 713,697 SH   DFND 1,2 713,697 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 95,251 643,368 SH   DFND 1,2 643,368 0 0
ALLY FINL INC COM 02005N100 53,389 1,045,809 SH   DFND 1,2 1,045,809 0 0
ALPHABET INC CAP STK CL A 02079K305 137,510 51,434 SH   DFND 1,2 51,434 0 0
ALTICE USA INC CL A 02156K103 31,494 1,520,000 SH   DFND 1,2 1,520,000 0 0
AMAZON COM INC COM 023135106 42,377 12,900 SH   DFND 1,2 12,900 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 47,044 1,590,950 SH   DFND 1,2 1,590,950 0 0
ANGI INC COM CL A NEW 00183L102 3,053 247,376 SH   DFND 1,2 247,376 0 0
ANTHEM INC COM 036752103 30,174 80,939 SH   DFND 1,2 80,939 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 32,999 167,729 SH   DFND 1,2 167,729 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 2,885 18,100 SH   DFND 1,2 18,100 0 0
ATHENE HOLDING LTD CL A G0684D107 63,091 916,085 SH   DFND 1,2 916,085 0 0
ATI PHYSICAL THERAPY INC COM CL A 00216W109 6,223 1,637,511 SH   DFND 1,2 1,637,511 0 0
AXALTA COATING SYS LTD COM G0750C108 83,518 2,861,200 SH   DFND 1,2 2,861,200 0 0
BAUSCH HEALTH COS INC COM 071734107 21,629 776,617 SH   DFND 1,2 776,617 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 5,213 272,103 SH   DFND 1,2 272,103 0 0
BRUNSWICK CORP COM 117043109 54,948 576,764 SH   DFND 1,2 576,764 0 0
CAPITAL ONE FINL CORP COM 14040H105 19,112 118,000 SH   DFND 1,2 118,000 0 0
CDW CORP COM 12514G108 17,838 98,000 SH   DFND 1,2 98,000 0 0
CIGNA CORP NEW COM 125523100 143,226 715,557 SH   DFND 1,2 715,557 0 0
CIT GROUP INC COM NEW 125581801 10,290 198,083 SH   DFND 1,2 198,083 0 0
CITIGROUP INC COM NEW 172967424 69,513 990,500 SH   DFND 1,2 990,500 0 0
COMCAST CORP NEW CL A 20030N101 57,535 1,028,698 SH   DFND 1,2 1,028,698 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 67,998 3,653,846 SH   DFND 1,2 3,653,846 0 0
DELL TECHNOLOGIES INC CL C 24703L202 211,160 2,029,608 SH   DFND 1,2 2,029,608 0 0
DESIGNER BRANDS INC CL A 250565108 4,506 323,500 SH   DFND 1,2 323,500 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 10,647 55,168 SH   DFND 1,2 55,168 0 0
FACEBOOK INC CL A 30303M102 166,828 491,553 SH   DFND 1,2 491,553 0 0
FIRST AMERN FINL CORP COM 31847R102 91,161 1,359,604 SH   DFND 1,2 1,359,604 0 0
GAP INC COM 364760108 10,442 460,000 SH   DFND 1,2 460,000 0 0
GODADDY INC CL A 380237107 39,664 569,067 SH   DFND 1,2 569,067 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 68,243 363,226 SH   DFND 1,2 363,226 0 0
HCA HEALTHCARE INC COM 40412C101 4,437 18,279 SH   DFND 1,2 18,279 0 0
INSPERITY INC COM 45778Q107 52,088 470,363 SH   DFND 1,2 470,363 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 24,310 935,000 SH   DFND 1,2 935,000 0 0
KORN FERRY COM NEW 500643200 6,874 95,000 SH   DFND 1,2 95,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 9,129 306,333 SH   DFND 1,2 306,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 21,187 719,193 SH   DFND 1,2 719,193 0 0
MCDONALDS CORP COM 580135101 11,579 48,024 SH   DFND 1,2 48,024 0 0
MIMECAST LTD ORD SHS G14838109 55,324 869,879 SH   DFND 1,2 869,879 0 0
OXFORD INDS INC COM 691497309 2,976 33,000 SH   DFND 1,2 33,000 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 39,152 457,600 SH   DFND 1,2 457,600 0 0
SHAKE SHACK INC CL A 819047101 15,472 197,200 SH   DFND 1,2 197,200 0 0
SKECHERS U S A INC CL A 830566105 16,663 395,600 SH   DFND 1,2 395,600 0 0
SYNEOS HEALTH INC CL A 87166B102 45,752 523,000 SH   DFND 1,2 523,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 19,525 757,356 SH   DFND 1,2 757,356 0 0
THREDUP INC CL A 88556E102 4,425 204,000 SH   DFND 1,2 204,000 0 0
T-MOBILE US INC COM 872590104 49,571 388,000 SH   DFND 1,2 388,000 0 0
TRIPLE-S MGMT CORP COM 896749108 25,337 716,336 SH   DFND 1,2 716,336 0 0
UNDER ARMOUR INC CL C 904311206 5,764 329,000 SH   DFND 1,2 329,000 0 0
VIACOMCBS INC CL B 92556H206 20,269 513,000 SH   DFND 1,2 513,000 0 0
WESTROCK CO COM 96145D105 47,959 962,450 SH   DFND 1,2 962,450 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 38,960 167,600 SH   DFND 1,2 167,600 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 23,330 302,236 SH   DFND 1,2 302,236 0 0
ZEVIA PBC CL A 98955K104 3,562 309,477 SH   DFND 1,2 309,477 0 0