The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| Accenture Plc Ireland | SHS CLASS A | G1151C101 | 577 | 3,000 | SH | DFND | 3,000 | 0 | 0 | ||
| Adobe Inc | COM | 00724F101 | 276 | 1,000 | SH | DFND | 1,000 | 0 | 0 | ||
| Agnc Invt Corp | COM | 00123Q104 | 5,712 | 355,000 | SH | DFND | 355,000 | 0 | 0 | ||
| Alibaba Group Hldg Ltd | SPONSORED ADS | 01609W102 | 2,258 | 13,500 | SH | DFND | 13,500 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 488 | 400 | SH | DFND | 400 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 2,804 | 2,300 | SH | DFND | 2,300 | 0 | 0 | ||
| Amazon Com Inc | COM | 023135106 | 1,823 | 1,050 | SH | DFND | 1,050 | 0 | 0 | ||
| Annaly Cap Mgmt Inc | COM | 035710409 | 5,060 | 575,000 | SH | DFND | 575,000 | 0 | 0 | ||
| Anthem Inc | COM | 036752103 | 1,032 | 4,300 | SH | DFND | 4,300 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 448 | 2,000 | SH | DFND | 2,000 | 0 | 0 | ||
| At&T Inc | COM | 00206R102 | 454 | 12,000 | SH | DFND | 12,000 | 0 | 0 | ||
| Banco Santander Sa | ADR | 05964H105 | 184 | 45,670 | SH | DFND | 45,670 | 0 | 0 | ||
| Bank Amer Corp | COM | 060505104 | 292 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
| Bank New York Mellon Corp | COM | 064058100 | 678 | 15,000 | SH | DFND | 15,000 | 0 | 0 | ||
| Burlington Stores Inc | COM | 122017106 | 599 | 3,000 | SH | DFND | 3,000 | 0 | 0 | ||
| Caesars Entmt Corp | COM | 127686103 | 292 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| Carvana Co | CL A | 146869102 | 264 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
| Controladora Vuela Cia De Av | SPON ADR RP 10 | 21240E105 | 200 | 20,000 | SH | DFND | 20,000 | 0 | 0 | ||
| Corelogic Inc | COM | 21871D103 | 5,321 | 115,000 | SH | DFND | 115,000 | 0 | 0 | ||
| D R Horton Inc | COM | 23331A109 | 2,389 | 45,330 | SH | DFND | 45,330 | 0 | 0 | ||
| Disney Walt Co | COM DISNEY | 254687106 | 912 | 7,000 | SH | DFND | 7,000 | 0 | 0 | ||
| Essent Group Ltd | COM | G3198U102 | 7,103 | 149,000 | SH | DFND | 149,000 | 0 | 0 | ||
| Fedex Corp | COM | 31428X106 | 873 | 6,000 | SH | DFND | 6,000 | 0 | 0 | ||
| Home Depot Inc | COM | 437076102 | 464 | 2,000 | SH | DFND | 2,000 | 0 | 0 | ||
| Iaa Inc | COM | 449253103 | 250 | 6,000 | SH | DFND | 6,000 | 0 | 0 | ||
| Iac Interactivecorp | COM | 44919P508 | 218 | 1,000 | SH | DFND | 1,000 | 0 | 0 | ||
| Ishares Tr | EXPANDED TECH | 464287515 | 1,059 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
| Ishares Tr | MSCI CHINA ETF | 46429B671 | 925 | 16,500 | SH | DFND | 16,500 | 0 | 0 | ||
| Ishares Tr | MSCI EMG MKT ETF | 464287234 | 1,087 | 26,600 | SH | DFND | 26,600 | 0 | 0 | ||
| Ishares Tr | US HOME CONS ETF | 464288752 | 325 | 7,500 | SH | DFND | 7,500 | 0 | 0 | ||
| Jpmorgan Chase & Co | COM | 46625H100 | 294 | 2,500 | SH | DFND | 2,500 | 0 | 0 | ||
| Kar Auction Svcs Inc | COM | 48238T109 | 295 | 12,000 | SH | DFND | 12,000 | 0 | 0 | ||
| Lowes Cos Inc | COM | 548661107 | 770 | 7,000 | SH | DFND | 7,000 | 0 | 0 | ||
| Mastercard Inc | CL A | 57636Q104 | 1,005 | 3,700 | SH | DFND | 3,700 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 3,267 | 23,500 | SH | DFND | 23,500 | 0 | 0 | ||
| Mr Cooper Group Inc | COM | 62482R107 | 1,812 | 170,583 | SH | DFND | 170,583 | 0 | 0 | ||
| Ncr Corp New | COM | 62886E108 | 442 | 14,000 | SH | DFND | 14,000 | 0 | 0 | ||
| Netflix Inc | COM | 64110L106 | 2,596 | 9,700 | SH | DFND | 9,700 | 0 | 0 | ||
| Nmi Hldgs Inc | CL A | 629209305 | 1,313 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| Pagseguro Digital Ltd | COM CL A | G68707101 | 602 | 13,000 | SH | DFND | 13,000 | 0 | 0 | ||
| Paypal Hldgs Inc | COM | 70450Y103 | 1,709 | 16,500 | SH | DFND | 16,500 | 0 | 0 | ||
| Sea Ltd | SPONSORED ADS | 81141R100 | 2,631 | 85,000 | SH | DFND | 85,000 | 0 | 0 | ||
| Select Sector Spdr Tr | SBI INT-FINL | 81369Y605 | 2,800 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| Spdr Series Trust | S&P OILGAS EXP | 78464A730 | 850 | 38,000 | SH | DFND | 38,000 | 0 | 0 | ||
| Target Corp | COM | 87612E106 | 1,604 | 15,000 | SH | DFND | 15,000 | 0 | 0 | ||
| Unitedhealth Group Inc | COM | 91324P102 | 913 | 4,200 | SH | DFND | 4,200 | 0 | 0 | ||
| Vaneck Vectors Etf Tr | GOLD MINERS ETF | 92189F106 | 16,026 | 600,000 | SH | Call | DFND | 600,000 | 0 | 0 | |
| Walmart Inc | COM | 931142103 | 1,899 | 16,000 | SH | DFND | 16,000 | 0 | 0 | ||