The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 111,282,600 | 575,312 | SH | DFND | 1 | 0 | 0 | 0 | |
| PITNEY BOWES INC | COM | 724479100 | 34,352,500 | 3,250,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| INTERDIGITAL INC | COM | 45867G101 | 13,203,855 | 41,472 | SH | DFND | 1 | 0 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 20,681,630 | 73,000 | SH | DFND | 0 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 9,901,350 | 15,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| MGIC INVT CORP WIS | COM | 552848103 | 9,974,247 | 341,350 | SH | DFND | 1 | 0 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 7,364,051 | 208,850 | SH | DFND | 1 | 0 | 0 | 0 | |
| FRONTDOOR INC | COM | 35905A109 | 11,399,544 | 197,600 | SH | DFND | 1 | 0 | 0 | 0 | |
| GEN DIGITAL INC | COM | 668771108 | 8,836,750 | 325,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 9,959,680 | 125,500 | SH | DFND | 1 | 0 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 7,589,400 | 130,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| MATCH GROUP INC NEW | COM | 57667L107 | 11,301,500 | 350,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 13,493,400 | 43,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| OPEN TEXT CORP | COM | 683715106 | 10,099,800 | 310,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| HP INC | COM | 40434L105 | 5,993,320 | 269,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 6,713,280 | 81,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 13,781,600 | 80,000 | SH | DFND | 1 | 0 | 0 | 0 | |
| ECHOSTAR CORP | CL A | 278768106 | 11,442,088 | 105,263 | SH | DFND | 1 | 0 | 0 | 0 | |
| QVC GROUP INC | COM SER A NEW | 74915M605 | 4,059,129 | 388,062 | SH | DFND | 1 | 0 | 0 | 0 | |