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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,402,810 31,000 SH   DFND   31,000 0 0
ATLANTIC AMERN CORP COM 048209100   391,428 159,760 SH   DFND   159,760 0 0
CARMAX INC COM 143130102   1,887,804 24,600 SH   DFND   24,600 0 0
COCA COLA CO COM 191216100   5,190,967 88,087 SH   DFND   88,087 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106   5,329,388 69,141 SH   DFND   69,141 0 0
EL POLLO LOCO HLDGS INC COM 268603107   1,058,400 120,000 SH   DFND   120,000 0 0
FERRARI N V COM N3167Y103   4,501,119 13,300 SH   DFND   13,300 0 0
JACK IN THE BOX INC COM 466367109   5,176,730 63,417 SH   DFND   63,417 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,779,712 26,728 SH   DFND   26,728 0 0