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
ABBVIE INC COM 00287Y109 25,973 240,000 SH   DFND 1,2,3 240,000 0 0
AES CORP COM 00130H105 2,547 95,000 SH   DFND 1,2,3 95,000 0 0
AIR PRODS & CHEMS INC COM 009158106 13,125 46,650 SH   DFND 1,2,3 46,650 0 0
ALBEMARLE CORP COM 012653101 1,753 12,000 SH   DFND 1,2,3 12,000 0 0
ALPHABET INC CAP STK CL A 02079K305 122,307 59,300 SH   DFND 1,2,3 59,300 0 0
AMAZON COM INC COM 023135106 176,672 57,100 SH   DFND 1,2,3 57,100 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 32,213 1,347,837 SH   DFND 1,2,3 1,347,837 0 0
ANALOG DEVICES INC COM 032654105 11,631 75,000 SH   DFND 1,2,3 75,000 0 0
BAIDU INC SPON ADR REP A 056752108 5,004 23,000 SH   DFND 1,2,3 23,000 0 0
BALL CORP COM 058498106 1,780 21,000 SH   DFND 1,2,3 21,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106 10,706 100,000 SH   DFND 1,2,3 100,000 0 0
BK OF AMERICA CORP COM 060505104 12,768 330,000 SH   DFND 1,2,3 330,000 0 0
BK OF AMERICA CORP CALL 060505904 5,380 2,000,000 SH Call DFND 1,2,3 0 0 0
BLACKROCK INC COM 09247X101 16,738 22,200 SH   DFND 1,2,3 22,200 0 0
BOEING CO COM 097023105 43,302 170,000 SH   DFND 1,2,3 170,000 0 0
BOEING CO CALL 097023905 7,416 300,000 SH Call DFND 1,2,3 0 0 0
BOSTON PROPERTIES INC COM 101121101 38,257 377,808 SH   DFND 1,2,3 377,808 0 0
BOSTON PROPERTIES INC CALL 101121901 891 707,000 SH Call DFND 1,2,3 0 0 0
BROADCOM INC COM 11135F101 22,988 49,580 SH   DFND 1,2,3 49,580 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 10,351 390,000 SH   DFND 1,2,3 390,000 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 19,426 440,000 SH   DFND 1,2,3 440,000 0 0
CORTEVA INC COM 22052L104 4,522 97,000 SH   DFND 1,2,3 97,000 0 0
CROWN HLDGS INC COM 228368106 4,464 46,000 SH   DFND 1,2,3 46,000 0 0
CSX CORP COM 126408103 11,570 120,000 SH   DFND 1,2,3 120,000 0 0
CUMMINS INC COM 231021106 18,138 70,000 SH   DFND 1,2,3 70,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 36,307 752,000 SH   DFND 1,2,3 752,000 0 0
DISCOVER FINL SVCS COM 254709108 15,673 165,000 SH   DFND 1,2,3 165,000 0 0
DISNEY WALT CO COM 254687106 30,077 163,000 SH   DFND 1,2,3 163,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 15,100 195,393 SH   DFND 1,2,3 195,393 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 7,657 260,000 SH   DFND 1,2,3 260,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 732 40,000 SH   DFND 1,2,3 40,000 0 0
EXXON MOBIL CORP CALL 30231G902 12,495 1,500,000 SH Call DFND 1,2,3 0 0 0
FACEBOOK INC CL A 30303M102 106,370 361,151 SH   DFND 1,2,3 361,151 0 0
FTS INTERNATIONAL INC COM NEW CL A 30283W302 1,818 73,494 SH   DFND 1,2,3 73,494 0 0
GENERAL ELECTRIC CO COM 369604103 31,512 2,400,000 SH   DFND 1,2,3 2,400,000 0 0
GENERAL MTRS CO COM 37045V100 14,365 250,000 SH   DFND 1,2,3 250,000 0 0
GLOBAL PMTS INC COM 37940X102 24,190 120,000 SH   DFND 1,2,3 120,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,559 17,000 SH   DFND 1,2,3 17,000 0 0
HCA HEALTHCARE INC CALL 40412C901 845 253,000 SH Call DFND 1,2,3 0 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 15,357 127,000 SH   DFND 1,2,3 127,000 0 0
HONEYWELL INTL INC COM 438516106 21,707 100,000 SH   DFND 1,2,3 100,000 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 8,892 755,468 SH   DFND 1,2,3 755,468 0 0
INSULET CORP COM 45784P101 3,131 12,000 SH   DFND 1,2,3 12,000 0 0
INTEL CORP COM 458140100 7,680 120,000 SH   DFND 1,2,3 120,000 0 0
JPMORGAN CHASE & CO COM 46625H100 30,802 202,340 SH   DFND 1,2,3 202,340 0 0
KKR & CO INC COM 48251W104 15,801 323,461 SH   DFND 1,2,3 323,461 0 0
LAM RESEARCH CORP COM 512807108 11,905 20,000 SH   DFND 1,2,3 20,000 0 0
LAUDER ESTEE COS INC CL A 518439104 25,886 89,000 SH   DFND 1,2,3 89,000 0 0
LYFT INC CL A COM 55087P104 12,636 200,000 SH   DFND 1,2,3 200,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,746 36,000 SH   DFND 1,2,3 36,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 14,219 96,000 SH   DFND 1,2,3 96,000 0 0
MARRIOTT INTL INC NEW CALL 571903902 5,244 400,000 SH Call DFND 1,2,3 0 0 0
MASTERCARD INCORPORATED CL A 57636Q104 45,467 127,698 SH   DFND 1,2,3 127,698 0 0
MEDTRONIC PLC SHS G5960L103 19,602 165,939 SH   DFND 1,2,3 165,939 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 21,245 136,873 SH   DFND 1,2,3 136,873 0 0
MICROSOFT CORP COM 594918104 110,269 467,700 SH   DFND 1,2,3 467,700 0 0
MOSAIC CO NEW COM 61945C103 2,213 70,000 SH   DFND 1,2,3 70,000 0 0
MSCI INC COM 55354G100 15,094 36,000 SH   DFND 1,2,3 36,000 0 0
NETFLIX INC COM 64110L106 15,702 30,100 SH   DFND 1,2,3 30,100 0 0
NIKE INC CL B 654106103 4,784 36,000 SH   DFND 1,2,3 36,000 0 0
NVIDIA CORPORATION COM 67066G104 22,425 42,000 SH   DFND 1,2,3 42,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,067 50,000 SH   DFND 1,2,3 50,000 0 0
PARKER-HANNIFIN CORP COM 701094104 4,900 15,534 SH   DFND 1,2,3 15,534 0 0
PPG INDS INC COM 693506107 3,005 20,000 SH   DFND 1,2,3 20,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 17,978 210,000 SH   DFND 1,2,3 210,000 0 0
S&P GLOBAL INC COM 78409V104 24,348 69,000 SH   DFND 1,2,3 69,000 0 0
SEA LTD SPONSORD ADS 81141R100 5,527 24,758 SH   DFND 1,2,3 24,758 0 0
SERVICENOW INC COM 81762P102 7,502 15,000 SH   DFND 1,2,3 15,000 0 0
SHERWIN WILLIAMS CO COM 824348106 3,716 15,105 SH   DFND 1,2,3 15,105 0 0
SIMON PPTY GROUP INC NEW COM 828806109 5,689 50,000 SH   DFND 1,2,3 50,000 0 0
SOUTHWEST AIRLS CO COM 844741108 18,318 300,000 SH   DFND 1,2,3 300,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 4,976 75,000 SH   DFND 1,2,3 75,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 9,984 50,000 SH   DFND 1,2,3 50,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 19,185 470,000 SH   DFND 1,2,3 470,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 24,803 610,000 SH   DFND 1,2,3 610,000 0 0
SYSCO CORP COM 871829107 10,236 130,000 SH   DFND 1,2,3 130,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 10,040 490,000 SH   DFND 1,2,3 490,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,933 13,000 SH   DFND 1,2,3 13,000 0 0
UNION PAC CORP COM 907818108 33,062 150,000 SH   DFND 1,2,3 150,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 41,054 713,491 SH   DFND 1,2,3 713,491 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,209 14,000 SH   DFND 1,2,3 14,000 0 0
VEEVA SYS INC CL A COM 922475108 1,045 4,000 SH   DFND 1,2,3 4,000 0 0
VISA INC COM CL A 92826C839 44,252 209,000 SH   DFND 1,2,3 209,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 15,528 97,000 SH   DFND 1,2,3 97,000 0 0
ZOETIS INC CL A 98978V103 18,906 120,052 SH   DFND 1,2,3 120,052 0 0
KEURIG DR PEPPER INC COM 49271V100 49,329 1,435,248 SH   DFND 1,2,3,4 1,435,248 0 0
MICROCHIP TECHNOLOGY INC. NOTE 0.125%11/1 595017AU8 5,000 26,760 SH   DFND 2,3,7 0 0 0
SOUTHWEST AIRLS CO NOTE 1.250% 5/0 844741BG2 7,500 194,932 SH   DFND 2,3,7 0 0 0
SPDR SER TR BLMBRG BRC CNVRT 78464A359 28,564 342,700 SH   DFND 2,3,7 342,700 0 0
WORKDAY INC NOTE 0.250%10/0 98138HAF8 6,500 44,188 SH   DFND 2,3,7 0 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 738 12,300 SH   DFND 3 12,300 0 0
ISHARES INC MSCI STH KOR ETF 464286772 870 9,700 SH   DFND 3 9,700 0 0
ISHARES INC MSCI THAILND ETF 464286624 412 5,010 SH   DFND 3 5,010 0 0
ISHARES TR MSCI INDIA ETF 46429B598 666 15,800 SH   DFND 3 15,800 0 0