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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Acadia Healthcare Inc. Common 00404A109 1,229 67,000 SH   DFND   67,000 0 0
Alphabet Inc. Class C Common 02079K107 1,047 900 SH   DFND   900 0 0
Amazon.com Inc. Common 023135106 1,014 520 SH   DFND   520 0 0
Anthem Inc. Common 036752103 3,746 16,500 SH   DFND   16,500 0 0
Capri Holdings Ltd Common G1890L107 890 82,500 SH   DFND   82,500 0 0
Centene Corp. Common 15135B901 4,753 80,000 SH   DFND   80,000 0 0
Facebook Inc. Class A Common 30303M102 992 5,950 SH   DFND   5,950 0 0
Hanger Inc. Common 41043F208 779 50,000 SH   DFND   50,000 0 0
HCA Healthcare Inc. Common 40412C101 4,717 52,500 SH   DFND   52,500 0 0
Homology Medicines Common 438083107 155 10,000 SH   DFND   10,000 0 0
Immuron Limited Warrants 45254U101 194 107,101 SH   DFND   107,101 0 0
Ishares Gold Trust ETF 464285105 844 56,000 SH   DFND   56,000 0 0
Johnson & Johnson Common 478160104 262 2,000 SH   DFND   2,000 0 0
Microsoft Corp. Common 594918904 2,366 15,000 SH   DFND   15,000 0 0
Mylan NV Common N59465109 5,069 340,000 SH   DFND   340,000 0 0
Novocure Common G6674U108 673 10,000 SH   DFND   10,000 0 0
Perth Mint Physical Gold ETF ETF 715426102 959 61,000 SH   DFND   61,000 0 0
SPDR S&P 500 ETF ETF 78462F103 309 1,200 SH   DFND   1,200 0 0
SPDR Gold Shares ETF ETF 78463V107 1,629 11,000 SH   DFND   11,000 0 0
Sysco Corp. Common 871829107 2,026 44,400 SH   DFND   44,400 0 0
Twitter Inc. Common 90184L102 860 35,000 SH   DFND   35,000 0 0
UnitedHealth Group Inc. Common 91324P102 3,990 16,000 SH   DFND   16,000 0 0
Vaneck Vectors Gold Miners ETF ETF 92189F106 922 40,000 SH   DFND   40,000 0 0
Vaneck Vectors Junior Gold Miners ETF ETF 92189F791 899 32,000 SH   DFND   32,000 0 0
Vaneck Vectors Semiconductor ETF ETF 92189F676 1,640 14,000 SH   DFND   14,000 0 0
Vereit Inc. Common 92339V100 2,298 470,000 SH   DFND   470,000 0 0