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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
58 COM INCSPON ADR REP A31680Q10472,3671,334,946SH DFND1,21,334,94600
ADIENT PLCORD SHSG0084W10140,9012,715,891SH DFND1,22,715,89100
ALLY FINL INCCOM02005N100246,19710,864,809SH DFND1,210,864,80900
ALPHABET INCCAP STK CL A02079K305248,863238,156SH DFND1,2238,15600
ALTICE USA INCCL A02156K10344,3082,682,085SH DFND1,22,682,08500
ASCENDIS PHARMA A SSPONSORED ADR04351P10150,721809,593SH DFND1,2809,59300
ASCENDIS PHARMA A SSPONSORED ADR04351P10112,442198,600SHCallDFND1,2198,60000
BAIDU INCSPON ADR REP A056752108202,5971,277,409SH DFND1,21,277,40900
BARCLAYS BK PLCIPATH S&P MT ETN06740Q26026,6821,201,885SH DFND1,21,201,88500
BMC STK HLDGS INCCOM05591B10935,4382,289,302SH DFND1,22,289,30200
BRUNSWICK CORPCOM117043109102,7132,211,257SH DFND1,22,211,25700
BUILDERS FIRSTSOURCE INCCOM12008R10714,5771,336,100SH DFND1,21,336,10000
CDK GLOBAL INCCOM12508E101101,0132,109,717SH DFND1,22,109,71700
CELESTICA INCSUB VTG SHS15101Q10811,9681,364,648SH DFND1,21,364,64800
CIGNA CORP NEWCOM12552310073,556387,299SH DFND1,2387,29900
CIT GROUP INCCOM NEW12558180192,2262,409,870SH DFND1,22,409,87000
CITIGROUP INCCOM NEW172967424316,0826,071,500SH DFND1,26,071,50000
COMCAST CORP NEWCL A20030N101202,5535,948,698SH DFND1,25,948,69800
CUSHMAN WAKEFIELD PLCSHSG2717B10843,0102,972,350SH DFND1,22,972,35000
D R HORTON INCCOM23331A10935,5961,027,000SH DFND1,21,027,00000
FACEBOOK INCCL A30303M10267,774517,000SH DFND1,2517,00000
FEDEX CORPCOM31428X106152,166943,200SH DFND1,2943,20000
GOLDMAN SACHS GROUP INCCOM38141G104136,480817,000SH DFND1,2817,00000
HCA HEALTHCARE INCCOM40412C1018,59969,093SH DFND1,269,09300
KB HOMECOM48666K10922,7351,190,300SH DFND1,21,190,30000
LENNAR CORPCL A52605710411,197286,000SH DFND1,2286,00000
LITHIA MTRS INCCL A53679710358,711769,169SH DFND1,2769,16900
MASCO CORPCOM57459910657,7491,975,000SH DFND1,21,975,00000
MASTERCARD INCORPORATEDCL A57636Q10439,861211,298SH DFND1,2211,29800
ON SEMICONDUCTOR CORPCOM68218910527,3251,655,051SH DFND1,21,655,05100
PROSHARES TR IIVIX MDTRM FUTR N74347W33826,251981,700SH DFND1,2981,70000
RLJ LODGING TRCUM CONV PFD A74965L20031212,600SH DFND1,212,60000
SHUTTERFLY INCCOM82568P3048,728216,800SH DFND1,2216,80000
SPDR GOLD TRUSTGOLD SHS78463V1073,97832,810SH DFND1,232,81000
STATE STR CORPCOM85747710363,1461,001,208SH DFND1,21,001,20800
TOLL BROTHERS INCCOM88947810324,877755,443SH DFND1,2755,44300
UNITED TECHNOLOGIES CORPCOM91301710966,107620,840SH DFND1,2620,84000
VEREIT INCCOM92339V10032,6414,565,230SH DFND1,24,565,23000
WESTROCK COCOM96145D105131,1433,473,062SH DFND1,23,473,06200
WYNDHAM HOTELS & RESORTS INCCOM98311A10547,6841,051,000SH DFND1,21,051,00000
YANDEX N VSHS CLASS AN9728410847,0791,721,349SH DFND1,21,721,34900
YY INCADS REPCOM CLA98426T10624,798414,270SH DFND1,2414,27000