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
ACTIVISION BLIZZARD INC COM 00507V109 478 8,040 SH   DFND 1 8,040 0 0
ACTIVISION BLIZZARD INC COM 00507V109 10,869 182,734 SH   SOLE   182,734 0 0
ADOBE INC COM 00724F101 1,277 4,013 SH   DFND 1 4,013 0 0
ADOBE INC COM 00724F101 29,114 91,485 SH   SOLE   91,485 0 0
ALPHABET INC CAP STK CL C 02079K107 545 469 SH   DFND 1 469 0 0
ALPHABET INC CAP STK CL C 02079K107 12,608 10,843 SH   SOLE   10,843 0 0
ALTICE USA INC CL A 02156K103 395 17,706 SH   DFND 1 17,706 0 0
ALTICE USA INC CL A 02156K103 8,999 403,727 SH   SOLE   403,727 0 0
AMAZON COM INC COM 023135106 1,630 836 SH   DFND 1 836 0 0
AMAZON COM INC COM 023135106 37,269 19,115 SH   SOLE   19,115 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 369 7,367 SH   DFND 1 7,367 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 22,735 454,055 SH   SOLE   454,055 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 682 22,476 SH   DFND 1 22,476 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 67,770 2,233,693 SH   SOLE   2,233,693 0 0
BALL CORP COM 058498106 1,164 18,003 SH   DFND 1 18,003 0 0
BALL CORP COM 058498106 26,759 413,848 SH   SOLE   413,848 0 0
BAXTER INTL INC COM 071813109 1,472 18,127 SH   DFND 1 18,127 0 0
BAXTER INTL INC COM 071813109 33,881 417,302 SH   SOLE   417,302 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 15,373 1,479,600 SH   SOLE   1,479,600 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,235 37,857 SH   DFND 1 37,857 0 0
BOSTON SCIENTIFIC CORP COM 101137107 28,750 881,080 SH   SOLE   881,080 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 210 55,365 SH   DFND 1 55,365 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 8,019 2,110,201 SH   SOLE   2,110,201 0 0
CHANGE HEALTHCARE INC COM 15912K100 697 69,780 SH   DFND 1 69,780 0 0
CHANGE HEALTHCARE INC COM 15912K100 15,672 1,568,802 SH   SOLE   1,568,802 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 353 808 SH   DFND 1 808 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 8,159 18,701 SH   SOLE   18,701 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,664 71,364 SH   DFND 1 71,364 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 104,735 4,491,224 SH   SOLE   4,491,224 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 468 20,887 SH   DFND 1 20,887 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 28,440 1,270,227 SH   SOLE   1,270,227 0 0
ENVESTNET INC COM 29404K106 1,017 18,917 SH   DFND 1 18,917 0 0
ENVESTNET INC COM 29404K106 23,481 436,621 SH   SOLE   436,621 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 360 24,113 SH   DFND 1 24,113 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 8,358 559,434 SH   SOLE   559,434 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,010 16,525 SH   DFND 1 16,525 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 45,475 373,852 SH   SOLE   373,852 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 13,964 240,888 SH   SOLE   240,888 0 0
GLOBAL PMTS INC COM 37940X102 934 6,474 SH   DFND 1 6,474 0 0
GLOBAL PMTS INC COM 37940X102 21,806 151,186 SH   SOLE   151,186 0 0
HUMANA INC COM 444859102 1,457 4,639 SH   DFND 1 4,639 0 0
HUMANA INC COM 444859102 33,567 106,896 SH   SOLE   106,896 0 0
IQVIA HLDGS INC COM 46266C105 470 4,361 SH   DFND 1 4,361 0 0
IQVIA HLDGS INC COM 46266C105 10,797 100,100 SH   SOLE   100,100 0 0
ISHARES TR IBOXX INV CP ETF 464287242 21,149 171,233 SH   SOLE   171,233 0 0
JD COM INC SPON ADR CL A 47215P106 325 8,033 SH   DFND 1 8,033 0 0
JD COM INC SPON ADR CL A 47215P106 30,705 758,147 SH   SOLE   758,147 0 0
MASTERCARD INC CL A 57636Q104 1,451 6,007 SH   DFND 1 6,007 0 0
MASTERCARD INC CL A 57636Q104 32,950 136,406 SH   SOLE   136,406 0 0
MICROSOFT CORP COM 594918104 1,585 10,047 SH   DFND 1 10,047 0 0
MICROSOFT CORP COM 594918104 37,896 240,286 SH   SOLE   240,286 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 16,414 151,644 SH   SOLE   151,644 0 0
NEXTERA ENERGY INC COM 65339F101 865 3,594 SH   DFND 1 3,594 0 0
NEXTERA ENERGY INC COM 65339F101 20,059 83,362 SH   SOLE   83,362 0 0
NEXTDECADE CORP COM 65342K105 108,802 57,873,196 SH   SOLE   57,873,196 0 0
NIKE INC CL B 654106103 424 5,122 SH   DFND 1 5,122 0 0
NIKE INC CL B 654106103 9,892 119,550 SH   SOLE   119,550 0 0
OI SA SPONSORED ADR NE 670851500 1 3,284 SH   DFND 1 3,284 0 0
OI SA SPONSORED ADR NE 670851500 22,638 51,578,256 SH   SOLE   51,578,257 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 793 2,634 SH   DFND 1 2,634 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 18,282 60,728 SH   SOLE   60,728 0 0
PAYPAL HLDGS INC COM 70450Y103 731 7,634 SH   DFND 1 7,634 0 0
PAYPAL HLDGS INC COM 70450Y103 16,887 176,380 SH   SOLE   176,380 0 0
POST HLDGS INC COM 737446104 1,399 16,857 SH   DFND 1 16,857 0 0
POST HLDGS INC COM 737446104 32,408 390,602 SH   SOLE   390,602 0 0
QUORUM HEALTH CORP COM 74909E106 1,346 2,980,000 SH   SOLE   2,980,000 0 0
RAYTHEON CO COM NEW 755111507 191 1,459 SH   DFND 1 1,459 0 0
RAYTHEON CO COM NEW 755111507 4,443 33,875 SH   SOLE   33,875 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 312 7,785 SH   DFND 1 7,785 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 7,258 181,316 SH   SOLE   181,316 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 1,010 13,538 SH   DFND 1 13,538 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 23,461 314,361 SH   SOLE   314,361 0 0
TJX COS INC NEW COM 872540109 495 10,353 SH   DFND 1 10,353 0 0
TJX COS INC NEW COM 872540109 11,596 242,536 SH   SOLE   242,536 0 0
TAUBMAN CTRS INC COM 876664103 1,477 35,258 SH   DFND 1 35,258 0 0
TAUBMAN CTRS INC COM 876664103 34,267 818,216 SH   SOLE   818,216 0 0
TECH DATA CORP COM 878237106 669 5,116 SH   DFND 1 5,116 0 0
TECH DATA CORP COM 878237106 15,534 118,718 SH   SOLE   118,718 0 0
TIFFANY & CO NEW COM 886547108 2,334 18,023 SH   DFND 1 18,023 0 0
TIFFANY & CO NEW COM 886547108 204,660 1,580,383 SH   SOLE   1,580,383 0 0
TRIP COM GROUP LTD ADS 89677Q107 3,089 131,735 SH   SOLE   131,735 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,657 59,338 SH   DFND 1 59,338 0 0
UBER TECHNOLOGIES INC COM 90353T100 38,099 1,364,561 SH   SOLE   1,364,561 0 0
ALLERGAN PLC SHS G0177J108 5,579 31,501 SH   DFND 1 31,501 0 0
ALLERGAN PLC SHS G0177J108 193,016 1,089,870 SH   SOLE   1,089,870 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 793 7,350 SH   DFND 1 7,350 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 91,106 844,124 SH   SOLE   844,124 0 0
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 27,154 3,291,355 SH   SOLE   3,291,355 0 0