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 |
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 990 | 12,425 | SH | DFND | 1 | 0 | 12,425 | 0 | |
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 3,880 | 349,529 | SH | DFND | 1 | 0 | 349,529 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 7,744 | 196,500 | SH | DFND | 1 | 0 | 196,500 | 0 | |
| BANK AMER CORP | COM | 060505104 | 10,332 | 419,329 | SH | DFND | 1 | 0 | 419,329 | 0 | |
| BB&T CORP | COM | 054937107 | 7,594 | 175,300 | SH | DFND | 1 | 0 | 175,300 | 0 | |
| BLOOM ENERGY CORP | COM CL A | 093712107 | 1,265 | 126,800 | SH | DFND | 1 | 0 | 126,800 | 0 | |
| CITIZENS FINL GROUP INC | COM | 174610105 | 6,972 | 234,516 | SH | DFND | 1 | 0 | 234,516 | 0 | |
| COOPER TIRE & RUBR CO | COM | 216831107 | 2,590 | 80,111 | SH | DFND | 1 | 0 | 80,111 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 3,991 | 23,894 | SH | DFND | 1 | 0 | 23,894 | 0 | |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 2,279 | 111,683 | SH | DFND | 1 | 0 | 111,683 | 0 | |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 11,170 | 251,300 | SH | DFND | 1 | 0 | 251,300 | 0 | |
| KEYCORP NEW | COM | 493267108 | 7,504 | 507,700 | SH | DFND | 1 | 0 | 507,700 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 2,074 | 17,732 | SH | DFND | 1 | 0 | 17,732 | 0 | |
| NIKE INC | CL B | 654106103 | 1,965 | 26,500 | SH | DFND | 1 | 0 | 26,500 | 0 | |
| NUCOR CORP | COM | 670346105 | 1,762 | 34,000 | SH | DFND | 1 | 0 | 34,000 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 2,996 | 40,883 | SH | DFND | 1 | 0 | 40,883 | 0 | |
| SLM CORP | COM | 78442P106 | 6,095 | 733,459 | SH | DFND | 1 | 0 | 733,459 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 6,993 | 455,881 | SH | DFND | 1 | 0 | 455,881 | 0 | |
| VOYA FINL INC | COM | 929089100 | 5,524 | 137,615 | SH | DFND | 1 | 0 | 137,615 | 0 | |