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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BLACKSTONE INC COM 09260D107   7,419,000 100,000 SH   DFND   100,000 0 0
DESKTOP METAL INC COM CL A 25058X105   408,000 300,000 SH   DFND   300,000 0 0
ENERFLEX LTD COM 29269R105   52,637,491 8,328,717 SH   DFND   8,328,717 0 0
EQUITY COMWLTH COM SH BEN INT 294628102   64,529,971 2,584,300 SH   DFND   2,584,300 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   119,839,201 1,855,096 SH   DFND   3,211,480 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   104,049,024 1,610,666 SH   DFND 4 1,610,666 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   71,431,654 1,210,706 SH   DFND   1,210,706 0 0
GRANITESHARES ETF TR XOUT US LRG CP 38747R603   2,558,336 78,961 SH   DFND   78,961 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   38,871,212 159,977 SH   DFND   159,977 0 0
ISHARES INC CORE MSCI EMKT 46434G103   21,417,414 458,617 SH   DFND   458,617 0 0
JAWS MUSTANG ACQUISITION COR UNIT 99/99/9999 G50737116   2,529,975 250,000 SH   DFND   250,000 0 0
KKR & CO INC COM 48251W104   2,321,000 50,000 SH   DFND   50,000 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   77,850,998 3,348,430 SH   DFND   3,348,430 0 0
PIONEER MERGER CORP CL A SHS G7S24C103   13,689,000 1,350,000 SH   DFND   1,350,000 0 0
PROSHARES TR ULTRASHRT S&P500 74347G416   390,745 8,500 SH   DFND   8,500 0 0
PROSHARES TR ULTSHRT QQQ 74347G739   162,313 6,250 SH   DFND   6,250 0 0
SPDR GOLD TR GOLD SHS 78463V107   5,937,400 35,000 SH   DFND   35,000 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769   84,007,165 439,391 SH   DFND   439,391 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   24,818,750 591,345 SH   DFND   591,345 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405   2,049,718 24,776 SH   DFND   24,776 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   11,168,451 45,025 SH   DFND   45,025 0 0
WESCO INTL INC COM 95082P105   23,592,563 188,439 SH   DFND   188,439 0 0