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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   7,993,748 94,825 SH   DFND   7,993,748 0 0
EMERSON ELEC CO COM 291011104   2,313,984 25,600 SH   DFND   2,313,984 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   1,876,210 34,300 SH   DFND   1,876,210 0 0
FRANCHISE GROUP INC COM 35180X105   3,608,640 126,000 SH   DFND   3,608,640 0 0
HEICO CORP NEW CL A 422806208   9,846,218 70,030 SH   DFND   9,846,218 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   10,285,000 100,000 SH   DFND   10,285,000 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103   2,961,150 3,000,000 SH   DFND   2,961,150 0 0