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
ALLY FINL INC COM 02005N100 50,125 1,495,809 SH   DFND 1,2 1,495,809 0 0
ALPHABET INC CAP STK CL A 02079K305 89,892 41,249 SH   DFND 1,2 41,249 0 0
ANGI INC COM CL A NEW 00183L102 1,603 350,000 SH   DFND 1,2 350,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 38,317 790,368 SH   DFND 1,2 790,368 0 0
APPLE INC COM 037833100 1,367 10,000 SH Put DFND 1,2 10,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 50,282 296,929 SH   DFND 1,2 296,929 0 0
AXALTA COATING SYS LTD COM G0750C108 62,156 2,811,200 SH   DFND 1,2 2,811,200 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 1,067 43,303 SH   DFND 1,2 43,303 0 0
BRUNSWICK CORP COM 117043109 93,805 1,434,764 SH   DFND 1,2 1,434,764 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 1,341 35,000 SH   DFND 1,2 35,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 11,773 113,000 SH   DFND 1,2 113,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 30,970 144,740 SH   DFND 1,2 144,740 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 34,145 72,876 SH   DFND 1,2 72,876 0 0
CIGNA CORP NEW COM 125523100 115,569 438,557 SH   DFND 1,2 438,557 0 0
CITIGROUP INC COM NEW 172967424 75,906 1,650,500 SH   DFND 1,2 1,650,500 0 0
COMCAST CORP NEW CL A 20030N101 42,962 1,094,848 SH   DFND 1,2 1,094,848 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 88,728 5,822,028 SH   DFND 1,2 5,822,028 0 0
DELL TECHNOLOGIES INC CL C 24703L202 100,720 2,179,608 SH   DFND 1,2 2,179,608 0 0
DESIGNER BRANDS INC CL A 250565108 1,079 82,600 SH   DFND 1,2 82,600 0 0
FEDEX CORP COM 31428X106 27,613 121,800 SH   DFND 1,2 121,800 0 0
FIRST AMERN FINL CORP COM 31847R102 62,425 1,179,604 SH   DFND 1,2 1,179,604 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 39,335 60,165 SH   DFND 1,2 60,165 0 0
GLOBAL PMTS INC COM 37940X102 35,737 323,000 SH   DFND 1,2 323,000 0 0
GODADDY INC CL A 380237107 24,281 349,067 SH   DFND 1,2 349,067 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 55,818 328,726 SH   DFND 1,2 328,726 0 0
HYZON MOTORS INC COM CL A 44951Y102 706 240,000 SH Put DFND 1,2 240,000 0 0
INSPERITY INC COM 45778Q107 45,229 453,063 SH   DFND 1,2 453,063 0 0
KKR & CO INC COM 48251W104 20,539 443,700 SH   DFND 1,2 443,700 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 25,389 775,000 SH Call DFND 1,2 775,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 14,230 644,193 SH   DFND 1,2 644,193 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 5,712 271,333 SH   DFND 1,2 271,333 0 0
META PLATFORMS INC CL A 30303M102 78,102 484,353 SH   DFND 1,2 484,353 0 0
NIKOLA CORP COM 654110105 343 72,000 SH Put DFND 1,2 72,000 0 0
OXFORD INDS INC COM 691497309 1,486 16,750 SH   DFND 1,2 16,750 0 0
POSHMARK INC COM CL A 73739W104 2,022 200,000 SH   DFND 1,2 200,000 0 0
REVOLVE GROUP INC CL A 76156B107 1,814 70,000 SH   DFND 1,2 70,000 0 0
SKECHERS U S A INC CL A 830566105 35,566 999,600 SH   DFND 1,2 999,600 0 0
SYNEOS HEALTH INC CL A 87166B102 38,578 538,200 SH   DFND 1,2 538,200 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 47,709 2,042,356 SH   DFND 1,2 2,042,356 0 0
T-MOBILE US INC COM 872590104 28,173 209,400 SH   DFND 1,2 209,400 0 0
VISA INC COM CL A 92826C839 15,692 79,700 SH   DFND 1,2 79,700 0 0
WESTERN DIGITAL CORP. COM 958102105 46,175 1,030,000 SH   DFND 1,2 1,030,000 0 0
WESTROCK CO COM 96145D105 54,878 1,377,450 SH   DFND 1,2 1,377,450 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 14,408 219,236 SH   DFND 1,2 219,236 0 0
ZEVIA PBC CL A 98955K104 781 277,873 SH   DFND 1,2 277,873 0 0