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 | 2,688,940 | 31,000 | SH | DFND | 31,000 | 0 | 0 | |||
| ATLANTIC AMERN CORP | COM | 048209100 | 308,115 | 159,645 | SH | DFND | 159,645 | 0 | 0 | |||
| CARMAX INC | COM | 143130102 | 1,739,958 | 24,600 | SH | DFND | 24,600 | 0 | 0 | |||
| COCA COLA CO | COM | 191216100 | 3,636,517 | 64,961 | SH | DFND | 64,961 | 0 | 0 | |||
| CRACKER BARREL OLD CTRY STOR | COM | 22410J106 | 4,646,275 | 69,141 | SH | DFND | 69,141 | 0 | 0 | |||
| EL POLLO LOCO HLDGS INC | COM | 268603107 | 1,074,000 | 120,000 | SH | DFND | 120,000 | 0 | 0 | |||
| FERRARI N V | COM | N3167Y103 | 3,369,156 | 11,400 | SH | DFND | 11,400 | 0 | 0 | |||
| JACK IN THE BOX INC | COM | 466367109 | 4,379,578 | 63,417 | SH | DFND | 63,417 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 2,322,663 | 26,728 | SH | DFND | 26,728 | 0 | 0 | |||