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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   443,813 2,530 SH   SOLE   2,530 0 0
51JOB INC SPONSORED ADS 316827104   6,711,314 96,524 SH   DFND 1 96,524 0 0
ADOBE INC COM 00724F101   565,357 982 SH   SOLE   982 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105   2,613,000 60,000 SH Call DFND 1 60,000 0 0
AIRBNB INC COM CL A 009066101   251,625 1,500 SH   SOLE   1,500 0 0
ALASKA AIR GROUP INC COM 011659109   378,204 6,454 SH   SOLE   6,454 0 0
ALPHABET INC CAP STK CL A 02079K305   267,352 100 SH   SOLE   100 0 0
ALPHABET INC CAP STK CL C 02079K107   812,920 305 SH   SOLE   305 0 0
AMAZON COM INC COM 023135106   525,606 160 SH   SOLE   160 0 0
ANSYS INC COM 03662Q105   435,776 1,280 SH   SOLE   1,280 0 0
ANTERO MIDSTREAM CORP COM 03676B102   312,600 30,000 SH   SOLE   30,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   510,196 2,552 SH   SOLE   2,552 0 0
B. RILEY FINANCIAL INC COM 05580M108   268,632 4,550 SH   SOLE   4,550 0 0
BROADCOM INC COM 11135F101   2,424,650 5,000 SH   SOLE   5,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   341,259 3,494 SH   SOLE   3,494 0 0
CLOUDERA INC COM 18914U100   11,017,240 689,871 SH   DFND 1 689,871 0 0
CME GROUP INC COM 12572Q105   251,394 1,300 SH   SOLE   1,300 0 0
COGNEX CORP COM 192422103   320,880 4,000 SH   SOLE   4,000 0 0
COHERENT INC COM 192479103   9,003,240 36,000 SH   DFND 1 36,000 0 0
COMCAST CORP NEW CL A 20030N101   580,777 10,384 SH   SOLE   10,384 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109   2,045,400 140,000 SH   SOLE   140,000 0 0
CRUCIBLE ACQUISITION CORP UNIT 12/26/2025 22877P207   930,800 92,987 SH   DFND 1 92,987 0 0
CYRUSONE INC COM 23283R100   1,935,250 25,000 SH   DFND 1 25,000 0 0
DEERE & CO COM 244199105   502,605 1,500 SH   SOLE   1,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   362,185 8,500 SH   SOLE   8,500 0 0
DISNEY WALT CO COM 254687106   476,721 2,818 SH   SOLE   2,818 0 0
DOMTAR CORP COM NEW 257559203   12,330,349 226,079 SH   DFND 1 226,079 0 0
DOUYU INTL HLDGS LTD SPONSORED ADS 25985W105   627,403 190,700 SH   DFND 1 190,700 0 0
DTE ENERGY CO COM 233331107   232,692 2,083 SH   SOLE   2,083 0 0
EATON CORP PLC SHS G29183103   358,344 2,400 SH   SOLE   2,400 0 0
EHEALTH INC COM 28238P109   1,012,500 25,000 SH   DFND 1 25,000 0 0
EVOLENT HEALTH INC CL A 30050B101   3,713,800 119,800 SH   DFND 1 119,800 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,884,850 11,500 SH   SOLE   11,500 0 0
FAIR ISAAC CORP COM 303250104   1,193,790 3,000 SH   SOLE   3,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   316,368 2,600 SH   SOLE   2,600 0 0
FISERV INC COM 337738108   298,375 2,750 SH   SOLE   2,750 0 0
FIVE9 INC COM 338307101   8,274,532 51,800 SH   DFND 1 51,800 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705   6,857,585 135,045 SH   DFND 1 135,045 0 0
FORTERRA INC COM 34960W106   1,884,800 80,000 SH   DFND 1 80,000 0 0
FORTRESS VALUE ACQUIS CORP I UNIT 12/31/2027 34964G206   1,639,275 165,000 SH   DFND 1 165,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   292,770 9,000 SH   SOLE   9,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   1,672,200 60,000 SH   SOLE   60,000 0 0
GEN DIGITAL INC COM 668771108   1,133,718 44,811 SH   DFND 1 44,811 0 0
GLOBAL PARTNER ACQISTN CORP UNIT 01/06/2026 G3934P110   989,000 100,000 SH   DFND 1 100,000 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   273,600 8,000 SH   SOLE   8,000 0 0
GLOBAL X FDS AUTONMOUS EV ETF 37954Y624   329,040 12,000 SH   SOLE   12,000 0 0
GRAINGER W W INC COM 384802104   2,043,912 5,200 SH   SOLE   5,200 0 0
HEALTHCOR CATALIO ACQU CORP CL A SHS G44125105   990,000 100,000 SH   DFND 1 100,000 0 0
HEXCEL CORP NEW COM 428291108   2,197,430 37,000 SH   DFND 1 37,000 0 0
HILL-ROM HLDGS INC COM 431475102   2,100,000 14,000 SH   DFND 1 14,000 0 0
HOME DEPOT INC COM 437076102   259,325 790 SH   SOLE   790 0 0
ICON PLC SHS G4705A100   406,917 1,553 SH   SOLE   1,553 0 0
IHS MARKIT LTD SHS G47567105   16,312,223 139,875 SH   DFND 1 139,875 0 0
II-VI INC COM 902104108   2,582,160 43,500 SH Call DFND 1 43,500 0 0
INGEVITY CORP COM 45688C107   1,605,825 22,500 SH   SOLE   22,500 0 0
INTUIT COM 461202103   671,150 1,244 SH   SOLE   1,244 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   464,844 2,125 SH   SOLE   2,125 0 0
ISHARES TR US HOME CONS ETF 464288752   463,260 7,000 SH   SOLE   7,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281   1,815,990 16,500 SH   SOLE   16,500 0 0
JOHNSON & JOHNSON COM 478160104   386,308 2,392 SH   SOLE   2,392 0 0
KANSAS CITY SOUTHERN COM NEW 485170302   6,766,000 25,000 SH   DFND 1 25,000 0 0
KIMBALL INTL INC CL B 494274103   1,792,000 160,000 SH   SOLE   160,000 0 0
LAUDER ESTEE COS INC CL A 518439104   658,046 2,194 SH   SOLE   2,194 0 0
LGI HOMES INC COM 50187T106   2,696,290 19,000 SH   SOLE   19,000 0 0
MARCUS CORP DEL COM 566330106   2,094,000 120,000 SH   SOLE   120,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   817,048 2,350 SH   SOLE   2,350 0 0
META PLATFORMS INC CL A 30303M102   3,664,394 10,797 SH   SOLE   10,797 0 0
MICROSOFT CORP COM 594918104   784,583 2,783 SH   SOLE   2,783 0 0
MILLERKNOLL INC COM 600544100   1,525,230 40,500 SH   SOLE   40,500 0 0
MONEYGRAM INTL INC COM NEW 60935Y208   1,804,500 225,000 SH   SOLE   225,000 0 0
MONUMENT CIRCLE ACQUISITN CO UNIT 01/14/2026 61531M200   907,200 90,000 SH   DFND 1 90,000 0 0
NEXTERA ENERGY INC COM 65339F101   221,662 2,823 SH   SOLE   2,823 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100   18,179,987 330,305 SH   DFND 1 330,305 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100   2,752,000 50,000 SH Put DFND 1 50,000 0 0
NVIDIA CORPORATION COM 67066G104   571,762 2,760 SH   SOLE   2,760 0 0
NVR INC COM 62944T105   3,188,063 665 SH   SOLE   665 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   564,525 1,974 SH   SOLE   1,974 0 0
ORACLE CORP COM 68389X105   604,682 6,940 SH   SOLE   6,940 0 0
PAYPAL HLDGS INC COM 70450Y103   455,368 1,750 SH   SOLE   1,750 0 0
PEPSICO INC COM 713448108   737,460 4,903 SH   SOLE   4,903 0 0
PHILIP MORRIS INTL INC COM 718172109   2,085,380 22,000 SH   SOLE   22,000 0 0
PROCTER AND GAMBLE CO COM 742718109   742,338 5,310 SH   SOLE   5,310 0 0
RADIAN GROUP INC COM 750236101   1,817,600 80,000 SH   SOLE   80,000 0 0
REDBALL ACQUISITION CORP UNIT 99/99/9999 G7417R121   754,500 75,000 SH   DFND 1 75,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   323,548 4,700 SH   SOLE   4,700 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   342,440 3,500 SH   SOLE   3,500 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   245,241 3,100 SH   SOLE   3,100 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   247,170 1,500 SH   SOLE   1,500 0 0
SOHU COM LTD SPONSORED ADS 83410S108   1,225,392 58,800 SH Call DFND 1 58,800 0 0
SOHU COM LTD SPONSORED ADS 83410S108   5,576,221 267,573 SH   DFND 1 267,573 0 0
SOUTHWEST AIRLS CO COM 844741108   579,976 11,277 SH   SOLE   11,277 0 0
SPDR SER TR BLOOMBERG SRT TR 78468R408   6,244,920 228,000 SH   SOLE   228,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   271,000 4,000 SH   SOLE   4,000 0 0
SPIRIT AIRLS INC COM 848577102   324,250 12,500 SH   SOLE   12,500 0 0
SPX FLOW INC COM 78469X107   1,944,533 26,601 SH   DFND 1 26,601 0 0
SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608   11,850,150 257,500 SH   SOLE   257,500 0 0
STAMPS COM INC COM NEW 852857200   10,414,768 31,580 SH   DFND 1 31,580 0 0
STRYKER CORPORATION COM 863667101   263,720 1,000 SH   SOLE   1,000 0 0
TEGNA INC COM 87901J105   5,600,480 284,000 SH   DFND 1 284,000 0 0
TEXAS INSTRS INC COM 882508104   634,485 3,301 SH   SOLE   3,301 0 0
TJX COS INC NEW COM 872540109   2,639,200 40,000 SH   SOLE   40,000 0 0
TREEHOUSE FOODS INC COM 89469A104   1,036,880 26,000 SH   DFND 1 26,000 0 0
TXNM ENERGY INC COM 69349H107   6,185,000 125,000 SH   DFND 1 125,000 0 0
VALVOLINE INC COM 92047W101   2,026,700 65,000 SH   SOLE   65,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   634,268 2,475 SH   SOLE   2,475 0 0
WASTE MGMT INC DEL COM 94106L109   607,298 4,066 SH   SOLE   4,066 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   4,649,200 20,000 SH   DFND 1 20,000 0 0
XILINX INC COM 983919101   13,911,313 92,134 SH   DFND 1 92,134 0 0
ZYMEWORKS INC COM 98985W102   435,600 15,000 SH   DFND 1 15,000 0 0