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
MICRO FOCUS INTERNATIONAL PL CALL 594837903 697 1,986 SH Call DFND   1,986 0 0
OCCIDENTAL PETE CORP COM 674599105 1,345 4,100 SH Call DFND   4,100 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 12,325 404,350 SH   DFND   404,350 0 0
FOX CORP CL B COM 35137L204 8,558 235,100 SH   DFND   235,100 0 0
WABCO HLDGS INC COM 92927K102 9,458 69,800 SH   DFND   69,800 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 13,905 597,020 SH   DFND   597,020 0 0
ALLERGAN PLC SHS G0177J108 29,109 152,270 SH   DFND   152,270 0 0
DISCOVERY INC COM SER C 25470F302 2,062 67,630 SH   DFND   67,630 0 0
FOX CORP CL A COM 35137L105 2,224 60,000 SH   DFND   60,000 0 0
HEICO CORP NEW CL A 422806208 7,678 85,755 SH   DFND   85,755 0 0
LENNAR CORP CL B 526057302 7,223 161,588 SH   DFND   161,588 0 0
TIFFANY & CO NEW COM 886547108 8,554 64,000 SH   DFND   64,000 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 13,555 288,352 SH   DFND   288,352 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 11,858 136,195 SH   DFND   136,195 0 0