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 13,410 500,000 SH   DFND 1,2,3,4 500,000 0 0
AES CORP COM 00130H105 160,860 6,000,000 SH   DFND 1,2,3,4 6,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 45,346 200,000 SH   DFND 1,2,3,4 200,000 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 168,135 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
AMAZON COM INC COM 023135106 154,704 50,000 SH   DFND 1,2,3,4 50,000 0 0
ANTHEM INC COM 036752103 179,475 500,000 SH   DFND 1,2,3,4 500,000 0 0
AON PLC SHS CL A G0403H108 172,583 750,000 SH   DFND 1,2,3,4 750,000 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 54,054 600,000 SH   DFND 1,2,3,4 600,000 0 0
ASPIRATIONAL CONSUMER LIFEST COM G05436103 5,005 500,000 SH   DFND 1,2,3,4 500,000 0 0
BCTG ACQUISITION CORP COM 05492W103 9,452 850,000 SH   DFND 1,2,3,4 850,000 0 0
BLINK CHARGING CO COM 09354A100 3,083 75,000 SH   DFND 1,2,3,4 75,000 0 0
BTRS HOLDINGS INC COM CL 1 11778X104 23,152 1,600,000 SH   DFND 1,2,3,4 1,600,000 0 0
CARMAX INC COM 143130102 26,532 200,000 SH   DFND 1,2,3,4 200,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 437,990 10,374,000 SH   DFND 1,2,3,4 10,374,000 0 0
CARVANA CO CL A 146869102 164,000 625,000 SH   DFND 1,2,3,4 625,000 0 0
CATERPILLAR INC COM 149123101 92,748 400,000 SH   DFND 1,2,3,4 400,000 0 0
CENTENE CORP DEL COM 15135B101 162,971 2,550,000 SH   DFND 1,2,3,4 2,550,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 111,064 180,000 SH   DFND 1,2,3,4 180,000 0 0
CLEARWAY ENERGY INC CL C 18539C204 32,080 1,140,000 SH   DFND 1,2,3,4 1,140,000 0 0
CM LIFE SCIENCES INC COM CL A 18978W109 8,934 600,000 SH   DFND 1,2,3,4 600,000 0 0
COLFAX CORP COM 194014106 124,448 2,840,630 SH   DFND 1,2,3,4 2,840,630 0 0
CROWN HLDGS INC COM 228368106 145,560 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 98,720 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 296,907 1,725,000 SH   DFND 1,2,3,4 1,725,000 0 0
FACEBOOK INC CL A 30303M102 161,992 550,000 SH   DFND 1,2,3,4 550,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100 25,319 4,077,214 SH   DFND 1,2,3,4 4,077,214 0 0
FERGUSON PLC NEW SHS G3421J106 216,234 1,800,000 SH   DFND 1,2,3,4 1,800,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 112,488 800,000 SH   DFND 1,2,3,4 800,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 83,577 100,000 SH   DFND 1,2,3,4 100,000 0 0
FLEX LTD ORD Y2573F102 38,451 2,100,000 SH   DFND 1,2,3,4 2,100,000 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 6,756 38,000 SH   DFND 1,2,3,4 38,000 0 0
HORIZON ACQUISITION CORPORAT SHS CL A G46044106 19,380 1,900,000 SH   DFND 1,2,3,4 1,900,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 134,902 966,279 SH   DFND 1,2,3,4 966,279 0 0
LAS VEGAS SANDS CORP COM 517834107 142,786 2,350,000 SH   DFND 1,2,3,4 2,350,000 0 0
LENNAR CORP CL A 526057104 40,492 400,000 SH   DFND 1,2,3,4 400,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 28,139 650,000 SH   DFND 1,2,3,4 650,000 0 0
LITHIA MTRS INC CL A 536797103 213,087 546,250 SH   DFND 1,2,3,4 546,250 0 0
LPL FINL HLDGS INC COM 50212V100 252,334 1,775,000 SH   DFND 1,2,3,4 1,775,000 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 2,243 142,500 SH   DFND 1,2,3,4 142,500 0 0
MANITOWOC CO INC COM NEW 563571405 4,366 211,755 SH   DFND 1,2,3,4 211,755 0 0
MBIA INC COM 55262C100 9,620 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
MUELLER INDS INC COM 624756102 8,270 200,000 SH   DFND 1,2,3,4 200,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 240,020 5,500,000 SH   DFND 1,2,3,4 5,500,000 0 0
OUTFRONT MEDIA INC COM 69007J106 32,745 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
PAYSAFE LIMITED ORD G6964L107 4,050 300,000 SH   DFND 1,2,3,4 300,000 0 0
PORCH GROUP INC COM 733245104 67,260 3,800,000 SH   DFND 1,2,3,4 3,800,000 0 0
QUANTA SVCS INC COM 74762E102 43,990 500,000 SH   DFND 1,2,3,4 500,000 0 0
RAYMOND JAMES FINL INC COM 754730109 61,280 500,000 SH   DFND 1,2,3,4 500,000 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 48,561 1,630,660 SH   DFND 1,2,3,4 1,630,660 0 0
RMG ACQUISITION CORP II CL A SHS G76083107 27,054 2,700,000 SH   DFND 1,2,3,4 2,700,000 0 0
SCHWAB CHARLES CORP COM 808513105 228,130 3,500,000 SH   DFND 1,2,3,4 3,500,000 0 0
SHIFT4 PMTS INC CL A 82452J109 124,655 1,520,000 SH   DFND 1,2,3,4 1,520,000 0 0
SKECHERS U S A INC CL A 830566105 57,732 1,384,134 SH   DFND 1,2,3,4 1,384,134 0 0
SOLARWINDS CORP COM 83417Q105 61,040 3,500,000 SH   DFND 1,2,3,4 3,500,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 104,805 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
STERICYCLE INC COM 858912108 202,530 3,000,000 SH   DFND 1,2,3,4 3,000,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 239,219 5,883,403 SH   DFND 1,2,3,4 5,883,403 0 0
TOLL BROTHERS INC COM 889478103 107,787 1,900,000 SH   DFND 1,2,3,4 1,900,000 0 0
TREBIA ACQUISITION CORP COM CL A G9027T109 4,980 500,000 SH   DFND 1,2,3,4 500,000 0 0
TWITTER INC COM 90184L102 83,764 1,316,417 SH   DFND 1,2,3,4 1,316,417 0 0
UBER TECHNOLOGIES INC COM 90353T100 250,746 4,600,000 SH   DFND 1,2,3,4 4,600,000 0 0
VISA INC COM CL A 92826C839 52,933 250,000 SH   DFND 1,2,3,4 250,000 0 0