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
ADIENT PLC ORD SHS G0084W101 7,538 95,780 SH   DFND 1,2 95,780 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,242 22,493 SH   DFND 1,2 22,493 0 0
APTIV PLC SHS G6095L109 10,175 119,947 SH   DFND 1,2 119,947 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 5,089 79,522 SH   DFND 1,2 79,522 0 0
BED BATH & BEYOND INC COM 075896100 1,099 50,000 SH Call DFND 1,2 50,000 0 0
BED BATH & BEYOND INC COM 075896100 10,086 458,644 SH   DFND 1,2 458,644 0 0
CANNAE HLDGS INC COM 13765N107 24,158 1,418,565 SH   DFND 1,2 1,418,565 0 0
CARTER INC COM 146229109 2,937 25,000 SH Put DFND 1,2 25,000 0 0
DOLLAR TREE INC COM 256746108 3,756 35,000 SH Put DFND 1,2 35,000 0 0
EBAY INC COM 278642103 11,695 309,879 SH   DFND 1,2 309,879 0 0
EVOGENE LTD SHS M4119S104 1,488 484,782 SH   DFND 1,2 484,782 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 456 36,477 SH   DFND 1,2 36,477 0 0
GENERAL MTRS CO COM 37045V100 8,120 198,092 SH   DFND 1,2 198,092 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 8,684 268,765 SH   DFND 1,2 268,765 0 0
GRIDSUM HLDG INC ADR REPSG CL B 398132100 12,020 1,313,663 SH   DFND 1,2 1,313,663 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 2,377 33,500 SH   DFND 1,2 33,500 0 0
HANESBRANDS INC COM 410345102 2,436 116,520 SH   DFND 1,2 116,520 0 0
ISHARES GOLD TRUST ISHARES 464285105 45,483 3,635,730 SH   DFND 1,2 3,635,730 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 515 12,728 SH   DFND 1,2 12,728 0 0
NETSHOES CAYMAN LTD COM G6455X107 577 73,075 SH   DFND 1,2 73,075 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,493 52,100 SH   DFND 1,2 52,100 0 0
RALPH LAUREN CORP CL A 751212101 3,573 34,455 SH   DFND 1,2 34,455 0 0
ROSS STORES INC COM 778296103 2,006 25,000 SH Put DFND 1,2 25,000 0 0
TENNECO INC COM 880349105 8,399 143,481 SH   DFND 1,2 143,481 0 0
TESLA INC COM 88160R101 44,087 141,600 SH Put DFND 1,2 141,600 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,401 60,281 SH   DFND 1,2 60,281 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1,416 41,500 SH   DFND 1,2 41,500 0 0
VEON LTD SPONSORED ADR 91822M106 99,582 25,932,695 SH   DFND 1,2 25,932,695 0 0