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

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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
ALPHABET INC CAP STK CL C 02079K107 10,696 8,000 SH   DFND   8,000 0 0
BLACKBERRY LTD COM 09228F103 5,778 900,000 SH   DFND   900,000 0 0
CENOVUS ENERGY INC COM 15135U109 6,090 600,000 SH   DFND   600,000 0 0
COVETRUS INC COM 22304C100 7,338 555,900 SH   DFND   555,900 0 0
GAMESTOP CORP NEW CL A 36467W109 14,288 2,350,000 SH   DFND   2,350,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 10,186 650,000 SH   DFND   650,000 0 0
QORVO INC COM 74736K101 8,717 75,000 SH   DFND   75,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 5,543 690,294 SH   DFND   690,294 0 0
TAILORED BRANDS INC COM 87403A107 13,662 3,300,000 SH   DFND   3,300,000 0 0