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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
EURONAV NV SHS B38564108   1,759,000 100,000 SH   DFND   1,759,000 0 0
HEICO CORP NEW CL A 422806208   9,975,073 70,030 SH   DFND   9,975,073 0 0
HOLLYSYS AUTOMATION TCHNGY L SHS G45667105   1,910,375 72,500 SH   DFND   1,910,375 0 0
PNM RES INC COM 69349H107   3,820,960 91,850 SH   DFND   3,820,960 0 0
QIAGEN NV SHS NEW N72482123   8,522,605 10,400,000 SH   DFND   8,522,605 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   234,651 100,000 SH Call DFND   234,651 0 0
UNITED STATES STL CORP NEW SHS 912909108   14,117 100,000 SH Put DFND   14,117 0 0