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 |
| AMAZON COM INC | COM | 023135106 | 2,996 | 2,070 | SH | DFND | 1 | 0 | 2,070 | 0 | |
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 3,088 | 202,894 | SH | DFND | 1 | 0 | 202,894 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 17,877 | 328,500 | SH | DFND | 1 | 0 | 328,500 | 0 | |
| ARES MGMT LP | COM SHS REG INT | 04014Y101 | 2,461 | 115,000 | SH | DFND | 1 | 0 | 115,000 | 0 | |
| BANK AMER CORP | COM | 060505104 | 9,634 | 321,229 | SH | DFND | 1 | 0 | 321,229 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 9,227 | 136,700 | SH | DFND | 1 | 0 | 136,700 | 0 | |
| FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 2,575 | 232,400 | SH | DFND | 1 | 0 | 232,400 | 0 | |
| HUDSON LTD | COM CL A | G46408103 | 796 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | 12,806 | 848,100 | SH | DFND | 1 | 0 | 848,100 | 0 | |
| IQIYI INC | SPONSORED ADS | 46267X108 | 1,166 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| KEYCORP NEW | COM | 493267108 | 16,760 | 857,300 | SH | DFND | 1 | 0 | 857,300 | 0 | |
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 4,383 | 140,000 | SH | DFND | 1 | 0 | 140,000 | 0 | |
| LIVANOVA PLC | SHS | G5509L101 | 3,130 | 35,372 | SH | DFND | 1 | 0 | 35,372 | 0 | |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 1,039 | 8,900 | SH | DFND | 1 | 0 | 8,900 | 0 | |
| NASDAQ INC | COM | 631103108 | 6,337 | 73,500 | SH | DFND | 1 | 0 | 73,500 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,486 | 12,700 | SH | DFND | 1 | 0 | 12,700 | 0 | |
| PINNACLE FOODS INC DEL | COM | 72348P104 | 2,164 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| SLM CORP | COM | 78442P106 | 8,044 | 717,559 | SH | DFND | 1 | 0 | 717,559 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 3,474 | 160,300 | SH | DFND | 1 | 0 | 160,300 | 0 | |
| TRAVELERS COMPANIES INC | COM | 89417E109 | 7,141 | 51,426 | SH | DFND | 1 | 0 | 51,426 | 0 | |
| VOYA FINL INC | COM | 929089100 | 10,164 | 201,269 | SH | DFND | 1 | 0 | 201,269 | 0 | |