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
BOEING CO COM 097023105 8,948 60,000 SH   DFND   60,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 558 6,700 SH Call DFND   6,700 0 0
DISCOVERY INC COM SER A 25470F104 6,804 350,000 SH   DFND   350,000 0 0
FACEBOOK INC CL A 30303M102 10,008 60,000 SH   DFND   60,000 0 0
FOOT LOCKER INC COM 344849104 2,205 100,000 SH Call DFND   100,000 0 0
GAMESTOP CORP NEW CL A 36467W109 10,500 3,000,000 SH   DFND   3,000,000 0 0
JACK IN THE BOX INC COM 466367109 10,515 300,000 SH   DFND   300,000 0 0
LAS VEGAS SANDS CORP COM 517834107 2,909 68,500 SH Call DFND   68,500 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 9,612 900,000 SH   DFND   900,000 0 0
MICHAELS COS INC COM 59408Q106 5,265 3,250,000 SH   DFND   3,250,000 0 0
QORVO INC COM 74736K101 10,079 125,000 SH   DFND   125,000 0 0
QORVO INC COM 74736K101 1,048 13,000 SH Call DFND   13,000 0 0
TAILORED BRANDS INC COM 87403A107 6,960 4,000,000 SH   DFND   4,000,000 0 0
WYNN RESORTS LTD COM 983134107 463 7,700 SH Call DFND   7,700 0 0