The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,473 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,728 | 9,000 | SH | DFND | 9,000 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 9,420 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| CLEVELAND CLIFFS INC | COM | 185899101 | 11,737 | 1,100,000 | SH | DFND | 1,100,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 8,378 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 9,851 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
| GREENSKY INC | CL A | 39572G100 | 7,374 | 600,000 | SH | DFND | 600,000 | 0 | 0 | ||
| SPORTSMANS WHSE HLDGS INC | COM | 84920Y106 | 6,037 | 1,597,011 | SH | DFND | 1,597,011 | 0 | 0 | ||
| TAILORED BRANDS INC | COM | 87403A107 | 10,675 | 1,850,000 | SH | DFND | 1,850,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 11,888 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||