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
ADVANSIX INC COM 00773T101 5,870 500,000 SH   DFND 1,2,3,4 500,000 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 5,013 300,000 SH   DFND 1,2,3,4 300,000 0 0
ALCOA CORP COM 013872106 13,488 1,200,000 SH   DFND 1,2,3,4 1,200,000 0 0
ALPHABET INC CAP STK CL A 02079K305 127,625 90,000 SH   DFND 1,2,3,4 90,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 73,416 2,100,000 SH   DFND 1,2,3,4 2,100,000 0 0
AMETEK INC COM 031100100 53,622 600,000 SH   DFND 1,2,3,4 600,000 0 0
ANTHEM INC COM 036752103 188,031 715,000 SH   DFND 1,2,3,4 715,000 0 0
AON PLC SHS CL A G0403H108 154,080 800,000 SH   DFND 1,2,3,4 800,000 0 0
CANNAE HLDGS INC COM 13765N107 5,281 128,494 SH   DFND 1,2,3,4 128,494 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 7,815 500,000 SH   DFND 1,2,3,4 500,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 266,640 12,000,000 SH   DFND 1,2,3,4 12,000,000 0 0
CARVANA CO CL A 146869102 84,140 700,000 SH   DFND 1,2,3,4 700,000 0 0
CENTENE CORP DEL COM 15135B101 174,763 2,750,000 SH   DFND 1,2,3,4 2,750,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 114,759 225,000 SH   DFND 1,2,3,4 225,000 0 0
CHEFS WHSE INC COM 163086101 5,432 400,000 SH   DFND 1,2,3,4 400,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 25,366 1,100,000 SH   DFND 1,2,3,4 1,100,000 0 0
COLLIER CREEK HOLDINGS COM CL A G22707106 37,675 2,750,000 SH   DFND 1,2,3,4 2,750,000 0 0
CROWN HLDGS INC COM 228368106 97,695 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 6,877 515,893 SH   DFND 1,2,3,4 515,893 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 65,870 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
DXC TECHNOLOGY CO COM 23355L106 7,425 450,000 SH   DFND 1,2,3,4 450,000 0 0
FACEBOOK INC CL A 30303M102 107,858 475,000 SH   DFND 1,2,3,4 475,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 34,045 4,077,214 SH   DFND 1,2,3,4 4,077,214 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 100,568 750,000 SH   DFND 1,2,3,4 750,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103 7,745 500,000 SH   DFND 1,2,3,4 500,000 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 7,900 110,000 SH   DFND 1,2,3,4 110,000 0 0
IAA INC COM 449253103 82,926 2,150,000 SH   DFND 1,2,3,4 2,150,000 0 0
ITRON INC COM 465741106 55,773 841,863 SH   DFND 1,2,3,4 841,863 0 0
JELD-WEN HLDG INC COM 47580P103 3,322 206,221 SH   DFND 1,2,3,4 206,221 0 0
LCI INDS COM 50189K103 3,245 28,218 SH   DFND 1,2,3,4 28,218 0 0
LEIDOS HOLDINGS INC COM 525327102 221,043 2,359,810 SH   DFND 1,2,3,4 2,359,810 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128 4,720 500,000 SH   DFND 1,2,3,4 500,000 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 7,896 400,000 SH   DFND 1,2,3,4 400,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 75,834 2,391,500 SH   DFND 1,2,3,4 2,391,500 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 8,422 189,992 SH   DFND 1,2,3,4 189,992 0 0
LKQ CORP COM 501889208 159,820 6,100,000 SH   DFND 1,2,3,4 6,100,000 0 0
LPL FINL HLDGS INC COM 50212V100 113,680 1,450,000 SH   DFND 1,2,3,4 1,450,000 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55826T102 9,000 120,000 SH   DFND 1,2,3,4 120,000 0 0
NIKOLA CORP COM 654110105 3,377 50,000 SH   DFND 1,2,3,4 50,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 191,053 7,550,000 SH   DFND 1,2,3,4 7,550,000 0 0
OLIN CORP COM PAR $1 680665205 3,447 300,000 SH   DFND 1,2,3,4 300,000 0 0
OUTFRONT MEDIA INC COM 69007J106 11,339 800,227 SH   DFND 1,2,3,4 800,227 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 46,215 750,000 SH   DFND 1,2,3,4 750,000 0 0
REVOLVE GROUP INC CL A 76156B107 5,944 399,967 SH   DFND 1,2,3,4 399,967 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 132,012 3,800,000 SH   DFND 1,2,3,4 3,800,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 112,424 3,150,000 SH   DFND 1,2,3,4 3,150,000 0 0
SKECHERS U S A INC CL A 830566105 103,554 3,300,000 SH   DFND 1,2,3,4 3,300,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 8,379 350,000 SH   DFND 1,2,3,4 350,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 127,080 2,250,000 SH   DFND 1,2,3,4 2,250,000 0 0
STERICYCLE INC COM 858912108 97,965 1,750,000 SH   DFND 1,2,3,4 1,750,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 221,600 10,000,000 SH   DFND 1,2,3,4 10,000,000 0 0
SYSCO CORP COM 871829107 43,728 800,000 SH   DFND 1,2,3,4 800,000 0 0
TWITTER INC COM 90184L102 163,845 5,500,000 SH   DFND 1,2,3,4 5,500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 163,170 5,250,000 SH   DFND 1,2,3,4 5,250,000 0 0
UNDER ARMOUR INC CL C 904311206 7,072 800,000 SH   DFND 1,2,3,4 800,000 0 0
VALVOLINE INC COM 92047W101 38,660 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
VENTAS INC COM 92276F100 10,802 294,973 SH   DFND 1,2,3,4 294,973 0 0
VISA INC COM CL A 92826C839 77,268 400,000 SH   DFND 1,2,3,4 400,000 0 0
WELLS FARGO CO NEW COM 949746101 10,240 400,000 SH   DFND 1,2,3,4 400,000 0 0