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 11,016 95,020 SH   DFND 1,2 0 95,020 0
ABBOTT LABS Call 002824100 3,130 27,000 SH   DFND 1,2 0 27,000 0
ABBVIE INC Common Stock 00287Y109 11,478 101,900 SH   DFND 1,2 0 101,900 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 6,146 64,400 SH   DFND 1,2 0 64,400 0
ADOBE SYSTEMS INCORPORATED Common Stock 00724F101 6,559 11,200 SH   DFND 1,2 0 11,200 0
ALASKA AIR GROUP INC Common Stock 011659109 8,685 144,000 SH   DFND 1,2 0 144,000 0
ALCOA CORP Common Stock 013872106 1,842 50,000 SH   DFND 1,2 0 50,000 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 6,010 26,500 SH   DFND 1,2 0 26,500 0
ALPHABET INC Common Stock 02079K305 25,639 10,500 SH   DFND 1,2 0 10,500 0
AMAZON COM INC Common Stock 023135106 25,285 7,350 SH   DFND 1,2 0 7,350 0
APPLE INC Common Stock 037833100 34,459 251,600 SH   DFND 1,2 0 251,600 0
BALLARD POWER SYSTEMS INC Common Stock 058586108 544 30,000 SH   DFND 1,2 0 30,000 0
BARRICK GOLD CORP Common Stock 067901108 5,253 254,000 SH   DFND 1,2 0 254,000 0
BECTON DICKINSON AND CO Common Stock 075887109 5,107 21,000 SH   DFND 1,2 0 21,000 0
BOEING CO Common Stock 097023105 8,145 34,000 SH   DFND 1,2 0 34,000 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108 10,310 154,300 SH   DFND 1,2 0 154,300 0
BROADCOM INC Common Stock 11135F101 48 100 SH   DFND 1,2 0 100 0
CADENCE DESIGN SYS INC Common Stock 127387108 6,294 46,000 SH   DFND 1,2 0 46,000 0
CBRE GROUP INC Common Stock 12504L109 13,014 151,800 SH   DFND 1,2 0 151,800 0
CLARIVATE PLC Common Stock G21810109 6,332 230,000 SH   DFND 1,2 0 230,000 0
COGNIZANT TECH SOLUTIONS-A Common Stock 192446102 5,749 83,000 SH   DFND 1,2 0 83,000 0
DEERE & CO Common Stock 244199105 7,407 21,000 SH   DFND 1,2 0 21,000 0
DOLLAR TREE INC Common Stock 256746108 6,937 69,720 SH   DFND 1,2 0 69,720 0
EQUINIX INC Common Stock 29444U700 9,150 11,400 SH   DFND 1,2 0 11,400 0
LAUDER ESTEE COS INC Common Stock 518439104 21,948 69,000 SH   DFND 1,2 0 69,000 0
FACEBOOK INC Common Stock 30303M102 14,743 42,400 SH   DFND 1,2 0 42,400 0
FERRARI NV Common Stock N3167Y103 4,890 23,700 SH   DFND 1,2 0 23,700 0
FISERV INC Common Stock 337738108 5,943 55,600 SH   DFND 1,2 0 55,600 0
FIVERR INTERNATIONAL LTD Common Stock M4R82T106 3,031 12,500 SH   DFND 1,2 0 12,500 0
FREEPORT-MCMORAN INC. Common Stock 35671D857 1,484 40,000 SH   DFND 1,2 0 40,000 0
GENERAL MTRS CO Common Stock 37045V100 9,467 160,000 SH   DFND 1,2 0 160,000 0
GLOBAL X FDS Global X Uranium 37954Y871 848 40,000 SH   DFND 1,2 0 40,000 0
HONEYWELL INTL INC Common Stock 438516106 5,922 27,000 SH   DFND 1,2 0 27,000 0
INGERSOLL RAND INC Common Stock 45687V106 8,859 181,500 SH   DFND 1,2 0 181,500 0
INTUIT Common Stock 461202103 7,843 16,000 SH   DFND 1,2 0 16,000 0
IQVIA HOLDINGS INC Common Stock 46266C105 3,635 15,000 SH   DFND 1,2 0 15,000 0
ISHARES CORE S&P 500 ETF 464287200 35,739 83,130 SH   DFND 1,2 0 83,130 0
ISHARES TR Russell 1000 US 46435G169 17,631 111,150 SH   DFND 1,2 0 111,150 0
JPMORGAN CHASE & CO Common Stock 46625H100 16,643 107,000 SH   DFND 1,2 0 107,000 0
MARVELL TECHNOLOGY GROUP LTD Common Stock G5876H105 9,893 169,600 SH   DFND 1,2 0 169,600 0
MCDONALDS CORP Common Stock 580135101 9,678 41,900 SH   DFND 1,2 0 41,900 0
MERCK & CO INC Common Stock 58933Y105 8,772 112,800 SH   DFND 1,2 0 112,800 0
MICROSOFT CORP Common Stock 594918104 34,188 126,200 SH   DFND 1,2 0 126,200 0
MOODYS CORP Common Stock 615369105 13,661 37,700 SH   DFND 1,2 0 37,700 0
MP MATERIALS CORP Common Stock 553368101 7,962 216,000 SH   DFND 1,2 0 216,000 0
NABORS INDUSTRIES LTD Common Stock G6359F137 183 1,600 SH   DFND 1,2 0 1,600 0
NCINO INC Common Stock 63947U107 5,321 88,800 SH   DFND 1,2 0 88,800 0
NEXTERA ENERGY INC Common Stock 65339F101 11,095 151,400 SH   DFND 1,2 0 151,400 0
NVIDIA CORPORATION Common Stock 67066G104 11,137 13,920 SH   DFND 1,2 0 13,920 0
OCCIDENTAL PETE CORP Common Stock 674599105 313 10,000 SH   DFND 1,2 0 10,000 0
OCCIDENTAL PETE CORP Warrant 674599162 17 1,249 SH   DFND 1,2 0 1,249 0
ORGANON & CO-W/I Common Stock 68622V106 341 11,280 SH   DFND 1,2 0 11,280 0
PAYPAL HLDGS INC Common Stock 70450Y103 7,841 26,900 SH   DFND 1,2 0 26,900 0
PING IDENTITY HOLDING CORP Common Stock 72341T103 402 17,552 SH   DFND 1,2 0 17,552 0
RAYTHEON TECHNOLOGIES Common Stock 75513E101 9,418 110,400 SH   DFND 1,2 0 110,400 0
ROYAL CARIBBEAN GROUP Common Stock V7780T103 7,505 88,000 SH   DFND 1,2 0 88,000 0
S&P GLOBAL INC Common Stock 78409V104 8,086 19,700 SH   DFND 1,2 0 19,700 0
SABRE CORP Common Stock 78573M104 9,285 744,000 SH   DFND 1,2 0 744,000 0
SEA LTD ADR 81141R100 3,844 14,000 SH   DFND 1,2 0 14,000 0
SERVICENOW INC Common Stock 81762P102 6,595 12,000 SH   DFND 1,2 0 12,000 0
SHERWIN WILLIAMS CO. Common Stock 824348106 10,871 39,900 SH   DFND 1,2 0 39,900 0
Sociedad quimica y Minera Chil ADR 833635105 757 16,000 SH   DFND 1,2 0 16,000 0
SPLUNK INC Common Stock 848637104 3,181 22,000 SH   DFND 1,2 0 22,000 0
STARBUCKS CORP Common Stock 855244109 12,670 113,320 SH   DFND 1,2 0 113,320 0
TELADOC HEALTH INC Common Stock 87918A105 7,982 48,000 SH   DFND 1,2 0 48,000 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 11,502 22,800 SH   DFND 1,2 0 22,800 0
T-MOBILE US INC Common Stock 872590104 4,475 30,900 SH   DFND 1,2 0 30,900 0
TRONOX HOLDINGS PLC Common Stock G9087Q102 672 30,000 SH   DFND 1,2 0 30,000 0
UNITY SOFTWARE INC Common Stock 91332U101 5,821 53,000 SH   DFND 1,2 0 53,000 0
UNUM GROUP Common Stock 91529Y106 9,088 320,000 SH   DFND 1,2 0 320,000 0
VANECK VECTORS ETF TRUST GOLD MINERS ETF 92189F106 4,078 120,000 SH   DFND 1,2 0 120,000 0
VANECK VECTORS ETF TRUST OIL SVCS RTF 92189H607 493 2,250 SH   DFND 1,2 0 2,250 0
VANECK VECTORS ETF TRUST RARE EARTH/ST 92189H805 2,124 24,999 SH   DFND 1,2 0 24,999 0
VERISK ANALYTICS INC Common Stock 92345Y106 8,422 48,200 SH   DFND 1,2 0 48,200 0
VERIZON COMMUNICATIONS INC Common Stock 92343V104 8,393 149,800 SH   DFND 1,2 0 149,800 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100 6,452 32,000 SH   DFND 1,2 0 32,000 0
VERTIV HOLDINGS CO Common Stock 92537N108 7,589 278,000 SH   DFND 1,2 0 278,000 0
VISA INC Common Stock 92826C839 6,061 25,920 SH   DFND 1,2 0 25,920 0
VMWARE INC-CLASS A Common Stock 928563402 6,399 40,000 SH   DFND 1,2 0 40,000 0
WALMART INC Common Stock 931142103 11,493 81,500 SH   DFND 1,2 0 81,500 0
WELLS FARGO & CO Common Stock 949746101 19,805 437,300 SH   DFND 1,2 0 437,300 0