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
ABBOTT LABS Common Stock 002824100 11,387 95,020 SH   DFND 1,2 0 95,020 0
ABBVIE INC Common Stock 00287Y109 11,028 101,900 SH   DFND 1,2 0 101,900 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 5,989 64,400 SH   DFND 1,2 0 64,400 0
ADOBE SYSTEMS INCORPORATED Common Stock 00724F101 5,324 11,200 SH   DFND 1,2 0 11,200 0
ALASKA AIR GROUP INC Common Stock 011659109 9,966 144,000 SH   DFND 1,2 0 144,000 0
ALCOA CORP Common Stock 013872106 1,625 50,000 SH   DFND 1,2 0 50,000 0
ALPHABET INC Common Stock 02079K305 21,656 10,500 SH   DFND 1,2 0 10,500 0
AMAZON COM INC Common Stock 023135106 22,741 7,350 SH   DFND 1,2 0 7,350 0
APPLE INC Common Stock 037833100 30,733 251,600 SH   DFND 1,2 0 251,600 0
BARRICK GOLD CORP Common Stock 067901108 4,633 234,000 SH   DFND 1,2 0 234,000 0
BECTON DICKINSON AND CO Common Stock 075887109 5,106 21,000 SH   DFND 1,2 0 21,000 0
BOEING CO Common Stock 097023105 8,660 34,000 SH   DFND 1,2 0 34,000 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108 9,741 154,300 SH   DFND 1,2 0 154,300 0
BROADCOM INC Common Stock 11135F101 46 100 SH   DFND 1,2 0 100 0
EOG Resources Inc Equity Option 26875P901 6,796 93,700 SH Call DFND 1,2 0 93,700 0
CBRE GROUP INC Common Stock 12504L109 12,009 151,800 SH   DFND 1,2 0 151,800 0
DEERE & CO Common Stock 244199105 16,245 43,420 SH   DFND 1,2 0 43,420 0
DOLLAR TREE INC Common Stock 256746108 7,980 69,720 SH   DFND 1,2 0 69,720 0
EQUINIX INC Common Stock 29444U700 7,747 11,400 SH   DFND 1,2 0 11,400 0
LAUDER ESTEE COS INC Common Stock 518439104 14,630 50,300 SH   DFND 1,2 0 50,300 0
FACEBOOK INC Common Stock 30303M102 8,512 28,900 SH   DFND 1,2 0 28,900 0
FERRARI NV Common Stock N3167Y103 8,371 40,000 SH   DFND 1,2 0 40,000 0
FISERV INC Common Stock 337738108 6,619 55,600 SH   DFND 1,2 0 55,600 0
FIVERR INTERNATIONAL LTD Common Stock M4R82T106 2,715 12,500 SH   DFND 1,2 0 12,500 0
FREEPORT-MCMORAN INC. Common Stock 35671D857 1,317 40,000 SH   DFND 1,2 0 40,000 0
GENERAL MTRS CO Common Stock 37045V100 9,194 160,000 SH   DFND 1,2 0 160,000 0
GLOBAL X FDS Global X Uranium 37954Y871 942 50,000 SH   DFND 1,2 0 50,000 0
HONEYWELL INTL INC Common Stock 438516106 12,156 56,000 SH   DFND 1,2 0 56,000 0
INGERSOLL RAND INC Common Stock 45687V106 8,932 181,500 SH   DFND 1,2 0 181,500 0
INTUIT Common Stock 461202103 6,129 16,000 SH   DFND 1,2 0 16,000 0
ISHARES TR Russell 1000 US 46435G169 25,938 171,150 SH   DFND 1,2 0 171,150 0
JPMORGAN CHASE & CO Common Stock 46625H100 16,289 107,000 SH   DFND 1,2 0 107,000 0
MARVELL TECHNOLOGY GROUP LTD Common Stock G5876H105 8,307 169,600 SH   DFND 1,2 0 169,600 0
MCDONALDS CORP Common Stock 580135101 9,391 41,900 SH   DFND 1,2 0 41,900 0
MERCK & CO INC Common Stock 58933Y105 8,696 112,800 SH   DFND 1,2 0 112,800 0
MICROSOFT CORP Common Stock 594918104 29,754 126,200 SH   DFND 1,2 0 126,200 0
MOODYS CORP Common Stock 615369105 11,258 37,700 SH   DFND 1,2 0 37,700 0
MP MATERIALS CORP Common Stock 553368101 7,765 216,000 SH   DFND 1,2 0 216,000 0
NABORS INDUSTRIES LTD Common Stock G6359F137 150 1,600 SH   DFND 1,2 0 1,600 0
NCINO INC Common Stock 63947U107 5,925 88,800 SH   DFND 1,2 0 88,800 0
NEXTERA ENERGY INC Common Stock 65339F101 11,447 151,400 SH   DFND 1,2 0 151,400 0
NVIDIA CORPORATION Common Stock 67066G104 9,301 17,420 SH   DFND 1,2 0 17,420 0
OCCIDENTAL PETE CORP Common Stock 674599105 266 10,000 SH   DFND 1,2 0 10,000 0
OCCIDENTAL PETE CORP Warrant 674599162 15 1,249 SH   DFND 1,2 0 1,249 0
PAYPAL HLDGS INC Common Stock 70450Y103 6,532 26,900 SH   DFND 1,2 0 26,900 0
PING IDENTITY HOLDING CORP Common Stock 72341T103 385 17,552 SH   DFND 1,2 0 17,552 0
PITNEY BOWES INC Common Stock 724479100 9,064 1,100,000 SH   DFND 1,2 0 1,100,000 0
RAYTHEON TECHNOLOGIES Common Stock 75513E101 8,531 110,400 SH   DFND 1,2 0 110,400 0
ROYAL CARIBBEAN GROUP Common Stock V7780T103 7,534 88,000 SH   DFND 1,2 0 88,000 0
S&P GLOBAL INC Common Stock 78409V104 6,952 19,700 SH   DFND 1,2 0 19,700 0
SABRE CORP Common Stock 78573M104 11,019 744,000 SH   DFND 1,2 0 744,000 0
SEA LTD ADR 81141R100 3,125 14,000 SH   DFND 1,2 0 14,000 0
SERVICENOW INC Common Stock 81762P102 6,001 12,000 SH   DFND 1,2 0 12,000 0
SHERWIN WILLIAMS CO. Common Stock 824348106 9,816 39,900 SH   DFND 1,2 0 39,900 0
Sociedad quimica y Minera Chil ADR 833635105 849 16,000 SH   DFND 1,2 0 16,000 0
SOLARWINDS CORP Common Stock 83417Q105 4,665 267,500 SH   DFND 1,2 0 267,500 0
STARBUCKS CORP Common Stock 855244109 12,382 113,320 SH   DFND 1,2 0 113,320 0
TELADOC HEALTH INC Common Stock 87918A105 8,724 48,000 SH   DFND 1,2 0 48,000 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 10,405 22,800 SH   DFND 1,2 0 22,800 0
T-MOBILE US INC Common Stock 872590104 3,871 30,900 SH   DFND 1,2 0 30,900 0
TRONOX HOLDINGS PLC Common Stock G9087Q102 549 30,000 SH   DFND 1,2 0 30,000 0
UNUM GROUP Common Stock 91529Y106 8,906 320,000 SH   DFND 1,2 0 320,000 0
VANECK VECTORS ETF TRUST GOLD MINERS ETF 92189F106 3,900 120,000 SH   DFND 1,2 0 120,000 0
VANECK VECTORS ETF TRUST OIL SVCS RTF 92189H607 430 2,250 SH   DFND 1,2 0 2,250 0
VANECK VECTORS ETF TRUST RARE EARTH/ST 92189H805 1,875 24,999 SH   DFND 1,2 0 24,999 0
VERISK ANALYTICS INC Common Stock 92345Y106 8,516 48,200 SH   DFND 1,2 0 48,200 0
VERIZON COMMUNICATIONS INC Common Stock 92343V104 8,711 149,800 SH   DFND 1,2 0 149,800 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100 6,876 32,000 SH   DFND 1,2 0 32,000 0
VERTIV HOLDINGS CO Common Stock 92537N108 5,560 278,000 SH   DFND 1,2 0 278,000 0
VISA INC Common Stock 92826C839 5,488 25,920 SH   DFND 1,2 0 25,920 0
WALMART INC Common Stock 931142103 11,070 81,500 SH   DFND 1,2 0 81,500 0
WELLS FARGO & CO Common Stock 949746101 17,085 437,300 SH   DFND 1,2 0 437,300 0