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
ADOBE SYSTEMS INCORPORATED COM 00724F101 82,560 300,000 SH   DFND 1,2,3,4 300,000 0 0
AERCAP HOLDINGS NV SHS N00985106 16,932 400,000 SH   DFND 1,2,3,4 400,000 0 0
AES CORP COM 00130H105 90,400 4,000,000 SH   DFND 1,2,3,4 4,000,000 0 0
APPLIED MATLS INC COM 038222105 32,772 400,000 SH   DFND 1,2,3,4 400,000 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 20,709 1,350,000 SH   DFND 1,2,3,4 1,350,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 107,604 2,800,000 SH   DFND 1,2,3,4 2,800,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 98,400 500,000 SH   DFND 1,2,3,4 500,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 91,005 300,000 SH   DFND 1,2,3,4 300,000 0 0
CNH INDL N V SHS N20944109 167,550 15,000,000 SH   DFND 1,2,3,4 15,000,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 291,165 3,500,000 SH   DFND 1,2,3,4 3,500,000 0 0
CROWN HLDGS INC COM 228368106 162,060 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 168,642 1,800,000 SH   DFND 1,2,3,4 1,800,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 33,025 4,077,214 SH   DFND 1,2,3,4 4,077,214 0 0
FERGUSON PLC NEW SHS G3421J106 247,032 2,400,000 SH   DFND 1,2,3,4 2,400,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 13,244 150,000 SH   DFND 1,2,3,4 150,000 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108 10,973 1,515,600 SH   DFND 1,2,3,4 1,515,600 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 67,763 750,000 SH   DFND 1,2,3,4 750,000 0 0
LENNAR CORP CL A 526057104 67,095 900,000 SH   DFND 1,2,3,4 900,000 0 0
LITHIA MTRS INC COM 536797103 32,183 150,000 SH   DFND 1,2,3,4 150,000 0 0
LKQ CORP COM 501889208 61,295 1,300,000 SH   DFND 1,2,3,4 1,300,000 0 0
LPL FINL HLDGS INC COM 50212V100 147,474 675,000 SH   DFND 1,2,3,4 675,000 0 0
MRC GLOBAL INC COM 55345K103 3,236 450,000 SH   DFND 1,2,3,4 450,000 0 0
NOBLE CORP NEW ORD SHS A G65431127 5,916 200,000 SH   DFND 1,2,3,4 200,000 0 0
NOW INC COM 67011P100 10,294 1,024,311 SH   DFND 1,2,3,4 1,024,311 0 0
POOL CORP COM 73278L105 63,642 200,000 SH   DFND 1,2,3,4 200,000 0 0
RAYMOND JAMES FINL INC COM 754730109 207,522 2,100,000 SH   DFND 1,2,3,4 2,100,000 0 0
SALESFORCE INC COM 79466L302 71,920 500,000 SH   DFND 1,2,3,4 500,000 0 0
SCHWAB CHARLES CORP COM 808513105 190,456 2,650,000 SH   DFND 1,2,3,4 2,650,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 119,375 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
STIFEL FINL CORP COM 860630102 57,101 1,100,000 SH   DFND 1,2,3,4 1,100,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 217,063 7,700,000 SH   DFND 1,2,3,4 7,700,000 0 0
TANGO THERAPEUTICS INC COM 87583X109 16,290 4,500,000 SH   DFND 1,2,3,4 4,500,000 0 0
TOLL BROTHERS INC COM 889478103 54,600 1,300,000 SH   DFND 1,2,3,4 1,300,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 140,450 5,300,000 SH   DFND 1,2,3,4 5,300,000 0 0
VAIL RESORTS INC COM 91879Q109 172,512 800,000 SH   DFND 1,2,3,4 800,000 0 0
VALARIS LIMITED CL A G9460G101 44,046 900,000 SH   DFND 1,2,3,4 900,000 0 0
VISA INC COM CL A 92826C839 35,530 200,000 SH   DFND 1,2,3,4 200,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 170,799 850,000 SH   DFND 1,2,3,4 850,000 0 0
XP INC CL A G98239109 55,129 2,900,000 SH   DFND 1,2,3,4 2,900,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 65,803 2,300,000 SH   DFND 1,2,3,4 2,300,000 0 0