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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,404,500 | 50,000 | SH | DFND | 50,000 | 0 | 0 | |||
| BLACK KNIGHT INC | COM | 09215C105 | 9,262,500 | 150,000 | SH | DFND | 150,000 | 0 | 0 | |||
| COHERENT CORP | COM | 19247G107 | 5,265,000 | 150,000 | SH | DFND | 150,000 | 0 | 0 | |||
| GEO GROUP INC NEW | COM | 36162J106 | 11,641,241 | 1,063,127 | SH | DFND | 1,063,127 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 4,209,750 | 75,000 | SH | DFND | 75,000 | 0 | 0 | |||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 3,353,000 | 100,000 | SH | DFND | 100,000 | 0 | 0 | |||
| QURATE RETAIL INC | COM SER A | 74915M100 | 2,445,000 | 1,500,000 | SH | DFND | 1,500,000 | 0 | 0 | |||
| SKYWEST INC | COM | 830879102 | 2,063,750 | 125,000 | SH | DFND | 125,000 | 0 | 0 | |||
| WOLVERINE WORLD WIDE INC | COM | 978097103 | 3,892,184 | 356,101 | SH | DFND | 356,101 | 0 | 0 | |||