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
ALGONQUIN PWR UTILS CORP COM 015857105 944 83,500 SH   DFND 2 83,500 0 0
ALTABA INC COM 021346101 3,613 48,993 SH   DFND 2 48,993 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 3,877 95,453 SH   DFND 2 95,453 0 0
BARRICK GOLD CORP COM 067901108 562 40,355 SH   DFND   40,355 0 0
BB&T CORP COM 054937107 349 7,531 SH   DFND   7,531 0 0
BEMIS INC COM 081437105 2,033 36,708 SH   DFND 2 36,708 0 0
BEST INC SPONSORED ADS 08653C106 523 100,000 SH   DFND 2 100,000 0 0
BGC PARTNERS INC CL A 05541T101 155 28,571 SH   DFND   28,571 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 27,212 498,936 SH   DFND 2 498,936 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 2,467 30,700 SH   DFND   30,700 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 312 7,500 SH   DFND 2 7,500 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 421 10,100 SH   DFND   10,100 0 0
BSB BANCORP INC MD COM 05573H108 421 12,783 SH   DFND   12,783 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 282 5,875 SH   DFND 2 5,875 0 0
CELGENE CORP COM 151020104 376 4,000 SH   DFND   4,000 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,339 100,832 SH   DFND 2 100,832 0 0
CERIDIAN HCM HLDG INC COM 15677J108 736 14,467 SH   DFND   14,467 0 0
CITY OFFICE REIT INC COM 178587101 700 62,062 SH   DFND 2 62,062 0 0
CME GROUP INC COM 12572Q105 1,441 8,750 SH   DFND   8,750 0 0
D R HORTON INC COM 23331A109 3,116 75,000 SH   DFND   75,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,190 37,951 SH   DFND 2 37,951 0 0
DOCUSIGN INC COM 256163106 783 15,000 SH   DFND 2 15,000 0 0
ENCANA CORP COM 292505104 748 102,997 SH   DFND   102,997 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 423 11,564 SH   DFND   11,564 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 208 1,845 SH   DFND   1,845 0 0
FIRST DATA CORP NEW COM CL A 32008D106 3,971 150,877 SH   DFND   150,877 0 0
GENFIT S A ADS 372279109 792 33,190 SH   DFND   33,190 0 0
GORES METROPOULOS INC UNIT 99/99/9999 382872208 511 50,000 SH   DFND   50,000 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 4,034 99,300 SH   DFND 2 99,300 0 0
IMMUNE DESIGN CORP COM 45252L103 175 30,000 SH   DFND   30,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101 896 11,000 SH   DFND 2 11,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 3,602 73,528 SH   DFND   73,528 0 0
INVITATION HOMES INC COM 46187W107 1,403 57,800 SH   DFND   57,800 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 559 16,185 SH   DFND 2 16,185 0 0
ISHARES TR MSCI PHILIPS ETF 46429B408 638 18,628 SH   DFND 2 18,628 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 2,135 68,794 SH   DFND 2 68,794 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 338 7,853 SH   DFND 2 7,853 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 1,095 25,433 SH   DFND   25,433 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 4,220 111,541 SH   DFND 2 111,541 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 1,148 30,353 SH   DFND   30,353 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 366 23,618 SH   DFND 2 23,618 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 2,598 792,987 SH   DFND   792,987 0 0
LULULEMON ATHLETICA INC COM 550021109 4,964 30,000 SH   DFND   30,000 0 0
LYFT INC CL A COM 55087P104 3,288 40,000 SH   DFND   40,000 0 0
MYOKARDIA INC COM 62857M105 3,576 70,000 SH   DFND   70,000 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 557 10,000 SH   DFND   10,000 0 0
NUTANIX INC CL A 67059N108 7 181 SH   DFND 2 181 0 0
NUTANIX INC CL A 67059N108 319 8,500 SH   DFND   8,500 0 0
NVIDIA CORP COM 67066G104 232 1,298 SH   DFND 2 1,298 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 1,334 183,854 SH   DFND   183,854 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 258 4,977 SH   DFND 2 4,977 0 0
QUTOUTIAO INC ADS REP SHS A 74915J107 289 25,000 SH   DFND 2 25,000 0 0
RED HAT INC COM 756577102 1,866 10,226 SH   DFND   10,226 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 2,486 33,387 SH   DFND 2 33,387 0 0
SEABRIDGE GOLD INC COM 811916105 139 11,164 SH   DFND 2 11,164 0 0
SENTINEL ENERGY SVCS INC *W EXP 11/02/202 81728P113 13 16,666 SH   DFND   16,666 0 0
SENTINEL ENERGY SVCS INC CL A 81728P105 1,004 100,000 SH   DFND   100,000 0 0
SNAP INC CL A 83304A106 816 75,000 SH   DFND 2 75,000 0 0
SOHU COM LTD SPONSORED ADS 83410S108 1,756 105,782 SH   DFND 2 105,782 0 0
TARGET HOSPITALITY CORP COM 87615L107 190 20,000 SH   DFND   20,000 0 0
UNDER ARMOUR INC CL C 904311206 1,409 73,715 SH   DFND 2 73,715 0 0
VERSUM MATLS INC COM 92532W103 251 5,000 SH   DFND   5,000 0 0
VISA INC COM CL A 92826C839 204 1,307 SH   DFND   1,307 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 676 36,600 SH   DFND   36,600 0 0
WABCO HLDGS INC COM 92927K102 1,318 10,000 SH   DFND   10,000 0 0
WORLDPAY INC CL A 981558109 1,017 9,021 SH   DFND 2 9,021 0 0
WORLDPAY INC CL A 981558109 12 107 SH   DFND   107 0 0