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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALEXANDER & BALDWIN INC NEW COM 014491104 9,197 500,356 SH   DFND 1, 2 500,356 0 0
ALPHABET INC CAP STK CL A 02079K305 8,360 8,000 SH   DFND 1, 2 8,000 0 0
ALTABA INC COM 021346101 3,374 58,225 SH   DFND 1, 2 58,225 0 0
BIOGEN INC COM 09062X103 3,009 10,000 SH   DFND 1, 2 10,000 0 0
CELGENE CORP COM 151020104 2,884 45,000 SH   DFND 1, 2 45,000 0 0
CLEVELAND CLIFFS INC COM 185899101 8,012 1,041,934 SH   DFND 1, 2 1,041,934 0 0
COREPOINT LODGING INC COM 21872L104 11,086 904,984 SH   DFND 1, 2 904,984 0 0
DISNEY WALT CO COM DISNEY 254687106 8,772 80,000 SH   DFND 1, 2 80,000 0 0
FACEBOOK INC CL A 30303M102 8,521 65,000 SH   DFND 1, 2 65,000 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 9,186 1,323,626 SH   DFND 1, 2 1,323,626 0 0
GAMESTOP CORP NEW CL A 36467W109 6,775 536,862 SH   DFND 1, 2 536,862 0 0
MCKESSON CORP COM 58155Q103 4,419 40,000 SH   DFND 1, 2 40,000 0 0
MOHAWK INDS INC COM 608190104 2,200 18,809 SH   DFND 1, 2 18,809 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 5,334 1,217,869 SH   DFND 1, 2 1,217,869 0 0
TAILORED BRANDS INC COM 87403A107 8,702 638,005 SH   DFND 1, 2 638,005 0 0
WESTERN DIGITAL CORP COM 958102105 3,697 100,000 SH   DFND 1, 2 100,000 0 0