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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 9,752 8,000 SH   DFND   8,000 0 0
BED BATH & BEYOND INC COM 075896100 7,980 750,000 SH   DFND   750,000 0 0
CANADIAN NAT RES LTD COM 136385101 3,995 150,000 SH   DFND   150,000 0 0
GAMESTOP CORP NEW CL A 36467W109 16,560 3,000,000 SH   DFND   3,000,000 0 0
NUVECTRA CORP COM 67075N108 263 193,491 SH   DFND   193,491 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 8,418 1,625,000 SH   DFND   1,625,000 0 0
TAILORED BRANDS INC COM 87403A107 12,650 2,875,000 SH   DFND   2,875,000 0 0