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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 7,923 | 148,700 | SH | DFND | 1 | 0 | 148,700 | 0 | |
| BB&T CORP | COM | 054937107 | 9,571 | 194,800 | SH | DFND | 1 | 0 | 194,800 | 0 | |
| BLOOM ENERGY CORP | COM CL A | 093712107 | 2,863 | 233,364 | SH | DFND | 1 | 0 | 233,364 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 11,247 | 160,600 | SH | DFND | 1 | 0 | 160,600 | 0 | |
| HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 12,063 | 216,500 | SH | DFND | 1 | 0 | 216,500 | 0 | |
| KEYCORP NEW | COM | 493267108 | 11,422 | 643,500 | SH | DFND | 1 | 0 | 643,500 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 7,508 | 41,000 | SH | DFND | 1 | 0 | 41,000 | 0 | |
| LEGG MASON INC | COM | 524901105 | 8,694 | 227,112 | SH | DFND | 1 | 0 | 227,112 | 0 | |
| SYNCHRONY FINL | COM | 87165B103 | 10,193 | 294,000 | SH | DFND | 1 | 0 | 294,000 | 0 | |
| THE REALREAL INC | COM | 88339P101 | 289 | 10,000 | SH | DFND | 1 | 0 | 10,000 | 0 | |
| VOYA FINL INC | COM | 929089100 | 10,866 | 196,500 | SH | DFND | 1 | 0 | 196,500 | 0 | |