The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 5,896 | 200,000 | SH | DFND | 1,2,3,4 | 200,000 | 0 | 0 | |
| ADVANSIX INC | COM | 00773T101 | 6,440 | 500,000 | SH | DFND | 1,2,3,4 | 500,000 | 0 | 0 | |
| ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 11,335 | 270,000 | SH | DFND | 1,2,3,4 | 270,000 | 0 | 0 | |
| AMERICAN CAMPUS CMNTYS INC | COM | 024835100 | 73,332 | 2,100,000 | SH | DFND | 1,2,3,4 | 2,100,000 | 0 | 0 | |
| AMETEK INC | COM | 031100100 | 59,640 | 600,000 | SH | DFND | 1,2,3,4 | 600,000 | 0 | 0 | |
| ANTHEM INC | COM | 036752103 | 161,154 | 600,000 | SH | DFND | 1,2,3,4 | 600,000 | 0 | 0 | |
| AON PLC | SHS CL A | G0403H108 | 165,040 | 800,000 | SH | DFND | 1,2,3,4 | 800,000 | 0 | 0 | |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 11,020 | 79,000 | SH | DFND | 1,2,3,4 | 79,000 | 0 | 0 | |
| BCTG ACQUISITION CORP | COM | 05492W103 | 8,806 | 850,000 | SH | DFND | 1,2,3,4 | 850,000 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 10,435 | 6,100 | SH | DFND | 1,2,3,4 | 6,100 | 0 | 0 | |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 11,707 | 77,000 | SH | DFND | 1,2,3,4 | 77,000 | 0 | 0 | |
| BRINKER INTL INC | COM | 109641100 | 19,224 | 450,000 | SH | DFND | 1,2,3,4 | 450,000 | 0 | 0 | |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 9,000 | 500,000 | SH | DFND | 1,2,3,4 | 500,000 | 0 | 0 | |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 366,480 | 12,000,000 | SH | DFND | 1,2,3,4 | 12,000,000 | 0 | 0 | |
| CARTERS INC | COM | 146229109 | 10,736 | 124,000 | SH | DFND | 1,2,3,4 | 124,000 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 150,566 | 675,000 | SH | DFND | 1,2,3,4 | 675,000 | 0 | 0 | |
| CENTENE CORP DEL | COM | 15135B101 | 166,241 | 2,850,000 | SH | DFND | 1,2,3,4 | 2,850,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 124,868 | 200,000 | SH | DFND | 1,2,3,4 | 200,000 | 0 | 0 | |
| CHEFS WHSE INC | COM | 163086101 | 5,816 | 400,000 | SH | DFND | 1,2,3,4 | 400,000 | 0 | 0 | |
| CLEARWAY ENERGY INC | CL C | 18539C204 | 32,352 | 1,200,000 | SH | DFND | 1,2,3,4 | 1,200,000 | 0 | 0 | |
| COPART INC | COM | 217204106 | 42,064 | 400,000 | SH | DFND | 1,2,3,4 | 400,000 | 0 | 0 | |
| CROWN HLDGS INC | COM | 228368106 | 107,604 | 1,400,000 | SH | DFND | 1,2,3,4 | 1,400,000 | 0 | 0 | |
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 7,821 | 515,893 | SH | DFND | 1,2,3,4 | 515,893 | 0 | 0 | |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | 82,850 | 1,250,000 | SH | DFND | 1,2,3,4 | 1,250,000 | 0 | 0 | |
| E L F BEAUTY INC | COM | 26856L103 | 5,511 | 300,000 | SH | DFND | 1,2,3,4 | 300,000 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 103,151 | 1,125,000 | SH | DFND | 1,2,3,4 | 1,125,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 104,760 | 400,000 | SH | DFND | 1,2,3,4 | 400,000 | 0 | 0 | |
| FENNEC PHARMACEUTICALS INC | COM | 31447P100 | 24,708 | 4,077,214 | SH | DFND | 1,2,3,4 | 4,077,214 | 0 | 0 | |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 110,408 | 750,000 | SH | DFND | 1,2,3,4 | 750,000 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 11,026 | 107,000 | SH | DFND | 1,2,3,4 | 107,000 | 0 | 0 | |
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 11,191 | 47,000 | SH | DFND | 1,2,3,4 | 47,000 | 0 | 0 | |
| FORTRESS VALUE ACQUISITION C | COM CL A | 34962V106 | 8,148 | 600,000 | SH | DFND | 1,2,3,4 | 600,000 | 0 | 0 | |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 9,835 | 500,000 | SH | DFND | 1,2,3,4 | 500,000 | 0 | 0 | |
| GRUPO AEROPORTUARIO DEL SURE | SPON ADR SER B | 40051E202 | 4,641 | 40,000 | SH | DFND | 1,2,3,4 | 40,000 | 0 | 0 | |
| GRUPO AEROPUERTO DEL PACIFIC | SPON ADR B | 400506101 | 8,870 | 110,000 | SH | DFND | 1,2,3,4 | 110,000 | 0 | 0 | |
| HYATT HOTELS CORP | COM CL A | 448579102 | 9,713 | 182,000 | SH | DFND | 1,2,3,4 | 182,000 | 0 | 0 | |
| ITRON INC | COM | 465741106 | 30,370 | 500,000 | SH | DFND | 1,2,3,4 | 500,000 | 0 | 0 | |
| JONES LANG LASALLE INC | COM | 48020Q107 | 38,264 | 400,000 | SH | DFND | 1,2,3,4 | 400,000 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 10,125 | 217,000 | SH | DFND | 1,2,3,4 | 217,000 | 0 | 0 | |
| LEIDOS HOLDINGS INC | COM | 525327102 | 77,026 | 864,000 | SH | DFND | 1,2,3,4 | 864,000 | 0 | 0 | |
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 | 5,165 | 634,500 | SH | DFND | 1,2,3,4 | 634,500 | 0 | 0 | |
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 4,202 | 200,000 | SH | DFND | 1,2,3,4 | 200,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 59,072 | 1,628,680 | SH | DFND | 1,2,3,4 | 1,628,680 | 0 | 0 | |
| LITHIA MTRS INC | CL A | 536797103 | 121,308 | 532,193 | SH | DFND | 1,2,3,4 | 532,193 | 0 | 0 | |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 20,097 | 372,992 | SH | DFND | 1,2,3,4 | 372,992 | 0 | 0 | |
| LPL FINL HLDGS INC | COM | 50212V100 | 111,172 | 1,450,000 | SH | DFND | 1,2,3,4 | 1,450,000 | 0 | 0 | |
| MANCHESTER UTD PLC NEW | ORD CL A | G5784H106 | 2,181 | 150,000 | SH | DFND | 1,2,3,4 | 150,000 | 0 | 0 | |
| MANITOWOC CO INC | COM NEW | 563571405 | 1,875 | 222,900 | SH | DFND | 1,2,3,4 | 222,900 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 10,440 | 480,000 | SH | DFND | 1,2,3,4 | 480,000 | 0 | 0 | |
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 250,585 | 7,550,000 | SH | DFND | 1,2,3,4 | 7,550,000 | 0 | 0 | |
| OUTFRONT MEDIA INC | COM | 69007J106 | 50,445 | 3,467,000 | SH | DFND | 1,2,3,4 | 3,467,000 | 0 | 0 | |
| PLANET FITNESS INC | CL A | 72703H101 | 88,117 | 1,430,000 | SH | DFND | 1,2,3,4 | 1,430,000 | 0 | 0 | |
| REYNOLDS CONSUMER PRODS INC | COM | 76171L106 | 116,356 | 3,800,000 | SH | DFND | 1,2,3,4 | 3,800,000 | 0 | 0 | |
| ROSS STORES INC | COM | 778296103 | 10,638 | 114,000 | SH | DFND | 1,2,3,4 | 114,000 | 0 | 0 | |
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 9,013 | 444,000 | SH | DFND | 1,2,3,4 | 444,000 | 0 | 0 | |
| SKECHERS U S A INC | CL A | 830566105 | 109,819 | 3,634,000 | SH | DFND | 1,2,3,4 | 3,634,000 | 0 | 0 | |
| SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 5,840 | 500,000 | SH | DFND | 1,2,3,4 | 500,000 | 0 | 0 | |
| SOUTHWEST AIRLS CO | COM | 844741108 | 9,863 | 263,000 | SH | DFND | 1,2,3,4 | 263,000 | 0 | 0 | |
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 121,040 | 2,000,000 | SH | DFND | 1,2,3,4 | 2,000,000 | 0 | 0 | |
| STARBUCKS CORP | COM | 855244109 | 10,654 | 124,000 | SH | DFND | 1,2,3,4 | 124,000 | 0 | 0 | |
| STERICYCLE INC | COM | 858912108 | 126,120 | 2,000,000 | SH | DFND | 1,2,3,4 | 2,000,000 | 0 | 0 | |
| SYNCHRONY FINANCIAL | COM | 87165B103 | 274,785 | 10,500,000 | SH | DFND | 1,2,3,4 | 10,500,000 | 0 | 0 | |
| SYSCO CORP | COM | 871829107 | 10,142 | 163,000 | SH | DFND | 1,2,3,4 | 163,000 | 0 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 17,031 | 350,000 | SH | DFND | 1,2,3,4 | 350,000 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 222,500 | 5,000,000 | SH | DFND | 1,2,3,4 | 5,000,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 211,183 | 5,789,000 | SH | DFND | 1,2,3,4 | 5,789,000 | 0 | 0 | |
| ULTA BEAUTY INC | COM | 90384S303 | 21,726 | 97,000 | SH | DFND | 1,2,3,4 | 97,000 | 0 | 0 | |
| UNDER ARMOUR INC | CL C | 904311206 | 7,872 | 800,000 | SH | DFND | 1,2,3,4 | 800,000 | 0 | 0 | |
| UTZ BRANDS INC | COM CL A | 918090101 | 71,600 | 4,000,000 | SH | DFND | 1,2,3,4 | 4,000,000 | 0 | 0 | |
| VALVOLINE INC | COM | 92047W101 | 14,469 | 759,908 | SH | DFND | 1,2,3,4 | 759,908 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 59,991 | 300,000 | SH | DFND | 1,2,3,4 | 300,000 | 0 | 0 | |
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 10,008 | 600,000 | SH | DFND | 1,2,3,4 | 600,000 | 0 | 0 | |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 10,201 | 202,000 | SH | DFND | 1,2,3,4 | 202,000 | 0 | 0 | |