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 15,259 318,697 SH   DFND 1,2 318,697 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 51,717 435,368 SH   DFND 1,2 435,368 0 0
ALLY FINL INC COM 02005N100 62,884 1,320,809 SH   DFND 1,2 1,320,809 0 0
ALPHABET INC CAP STK CL A 02079K305 147,992 51,084 SH   DFND 1,2 51,084 0 0
ALTICE USA INC CL A 02156K103 24,594 1,520,000 SH   DFND 1,2 1,520,000 0 0
AMAZON COM INC COM 023135106 43,013 12,900 SH   DFND 1,2 12,900 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 67,183 1,726,177 SH   DFND 1,2 1,726,177 0 0
ANGI INC COM CL A NEW 00183L102 441 47,832 SH   DFND 1,2 47,832 0 0
ANTHEM INC COM 036752103 37,518 80,939 SH   DFND 1,2 80,939 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 33,290 192,729 SH   DFND 1,2 192,729 0 0
ATHENE HOLDING LTD CL A G0684D107 48,255 579,085 SH   DFND 1,2 579,085 0 0
AXALTA COATING SYS LTD COM G0750C108 94,763 2,861,200 SH   DFND 1,2 2,861,200 0 0
BAUSCH HEALTH COS INC COM 071734107 21,442 776,617 SH   DFND 1,2 776,617 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 4,357 206,603 SH   DFND 1,2 206,603 0 0
BRUNSWICK CORP COM 117043109 78,747 781,764 SH   DFND 1,2 781,764 0 0
CANOO INC COM CL A 13803R102 1,544 200,000 SH Put DFND 1,2 200,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 16,395 113,000 SH   DFND 1,2 113,000 0 0
CDW CORP COM 12514G108 11,672 57,000 SH   DFND 1,2 57,000 0 0
CIGNA CORP NEW COM 125523100 157,654 686,557 SH   DFND 1,2 686,557 0 0
CIT GROUP INC COM NEW 125581801 10,170 198,083 SH   DFND 1,2 198,083 0 0
CITIGROUP INC COM NEW 172967424 85,180 1,410,500 SH   DFND 1,2 1,410,500 0 0
COMCAST CORP NEW CL A 20030N101 54,291 1,078,698 SH   DFND 1,2 1,078,698 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 108,020 4,857,028 SH   DFND 1,2 4,857,028 0 0
DELL TECHNOLOGIES INC CL C 24703L202 116,531 2,074,608 SH   DFND 1,2 2,074,608 0 0
DESIGNER BRANDS INC CL A 250565108 3,447 242,600 SH   DFND 1,2 242,600 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 12,145 55,168 SH   DFND 1,2 55,168 0 0
DICKS SPORTING GOODS INC COM 253393102 3,369 29,300 SH   DFND 1,2 29,300 0 0
FARADAY FUTRE INTLGT ELCTR I COM 307359109 1,809 340,000 SH Put DFND 1,2 340,000 0 0
FEDEX CORP COM 31428X106 26,071 100,800 SH   DFND 1,2 100,800 0 0
FIRST AMERN FINL CORP COM 31847R102 93,454 1,194,604 SH   DFND 1,2 1,194,604 0 0
FISKER INC CL A COM STK 33813J106 2,517 160,000 SH Put DFND 1,2 160,000 0 0
FRESHWORKS INC CLASS A COM 358054104 5,735 218,400 SH   DFND 1,2 218,400 0 0
GAP INC COM 364760108 9,090 515,000 SH   DFND 1,2 515,000 0 0
GODADDY INC CL A 380237107 48,291 569,067 SH   DFND 1,2 569,067 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 73,642 377,226 SH   DFND 1,2 377,226 0 0
HCA HEALTHCARE INC COM 40412C101 4,696 18,279 SH   DFND 1,2 18,279 0 0
HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148 4,869 305,236 SH   DFND 1,2 305,236 0 0
HYZON MOTORS INC COM CL A 44951Y102 1,558 240,000 SH Put DFND 1,2 240,000 0 0
INSPERITY INC COM 45778Q107 35,795 303,063 SH   DFND 1,2 303,063 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 4,933 12,400 SH   DFND 1,2 12,400 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 44,549 1,065,000 SH   DFND 1,2 1,065,000 0 0
KORN FERRY COM NEW 500643200 5,301 70,000 SH   DFND 1,2 70,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 8,498 306,333 SH   DFND 1,2 306,333 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 20,202 719,193 SH   DFND 1,2 719,193 0 0
MCDONALDS CORP COM 580135101 11,802 44,024 SH   DFND 1,2 44,024 0 0
META PLATFORMS INC CL A 30303M102 152,889 454,553 SH   DFND 1,2 454,553 0 0
MIMECAST LTD ORD SHS G14838109 68,023 854,879 SH   DFND 1,2 854,879 0 0
NIKOLA CORP COM 654110105 711 72,000 SH Put DFND 1,2 72,000 0 0
OXFORD INDS INC COM 691497309 2,513 24,750 SH   DFND 1,2 24,750 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 39,505 472,600 SH   DFND 1,2 472,600 0 0
SHAKE SHACK INC CL A 819047101 13,869 192,200 SH   DFND 1,2 192,200 0 0
SKECHERS U S A INC CL A 830566105 25,068 577,600 SH   DFND 1,2 577,600 0 0
SONO GROUP N V COM N81409109 193 20,000 SH Put DFND 1,2 20,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,940 10,400 SH   DFND 1,2 10,400 0 0
SYNEOS HEALTH INC CL A 87166B102 53,702 523,000 SH   DFND 1,2 523,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 32,246 922,356 SH   DFND 1,2 922,356 0 0
T-MOBILE US INC COM 872590104 46,392 400,000 SH   DFND 1,2 400,000 0 0
TRIPLE-S MGMT CORP COM 896749108 25,559 716,336 SH   DFND 1,2 716,336 0 0
TUSIMPLE HLDGS INC CL A 90089L108 1,004 28,000 SH Put DFND 1,2 28,000 0 0
VIACOMCBS INC CL B 92556H206 14,266 472,700 SH   DFND 1,2 472,700 0 0
VISA INC COM CL A 92826C839 52,162 240,700 SH   DFND 1,2 240,700 0 0
WESTROCK CO COM 96145D105 42,694 962,450 SH   DFND 1,2 962,450 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 37,459 157,730 SH   DFND 1,2 157,730 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 27,095 302,236 SH   DFND 1,2 302,236 0 0
ZEVIA PBC CL A 98955K104 1,970 279,477 SH   DFND 1,2 279,477 0 0