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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 2,513 52,500 SH   DFND   52,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 208 6,789 SH   DFND 2 6,789 0 0
ALCOA CORP COM 013872106 2,559 110,000 SH   DFND 2 110,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 2,721 19,270 SH   DFND   19,270 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 320 2,300 SH   DFND   2,300 0 0
ALTABA INC COM 021346101 4,355 62,416 SH   DFND 2 62,416 0 0
ANADARKO PETE CORP COM 032511107 6,040 85,510 SH   DFND   85,510 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 363 13,792 SH   DFND   13,792 0 0
ARQULE INC COM 04269E107 273 25,000 SH   DFND   25,000 0 0
ARRAY BIOPHARMA INC COM 04269X105 2,819 61,000 SH   DFND   61,000 0 0
AVAYA HLDGS CORP COM 05351X101 293 24,930 SH   DFND   24,930 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 7,346 126,017 SH   DFND 2 126,017 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 2,020 50,378 SH   DFND 2 50,378 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 7,836 300,000 SH   DFND   300,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102 1,020 39,850 SH   DFND   39,850 0 0
BRIGHAM MINERALS INC CL A COM 10918L103 482 22,906 SH   DFND   22,906 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 262 7,500 SH   DFND 2 7,500 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 353 10,100 SH   DFND   10,100 0 0
CAPITAL ONE FINL CORP COM 14040H105 315 3,500 SH   DFND   3,500 0 0
CELGENE CORP COM 151020104 2,897 31,417 SH   DFND   31,417 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 2,709 110,670 SH   DFND 2 110,670 0 0
CHEWY INC CL A 16679L109 1,524 45,000 SH   DFND   45,000 0 0
CME GROUP INC COM 12572Q105 1,695 8,750 SH   DFND   8,750 0 0
CRAY INC COM NEW 225223304 3,821 109,997 SH   DFND   109,997 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 968 15,000 SH   DFND   15,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 223 10,000 SH   DFND   10,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,164 42,275 SH   DFND 2 42,275 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 624 13,960 SH   DFND   13,960 0 0
ENCANA CORP COM 292505104 566 112,997 SH   DFND   112,997 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 379 22,536 SH   DFND   22,536 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 982 24,576 SH   DFND   24,576 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,252 10,279 SH   DFND   10,279 0 0
FIRST AMERN FINL CORP COM 31847R102 402 7,500 SH   DFND   7,500 0 0
FIRST DATA CORP NEW COM CL A 32008D106 4,841 178,823 SH   DFND   178,823 0 0
GLOBAL PMTS INC COM 37940X102 497 3,114 SH   DFND   3,114 0 0
GORES METROPOULOS INC UNIT 99/99/9999 382872208 524 50,000 SH   DFND   50,000 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 494 23,772 SH   DFND 2 23,772 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 3,228 77,300 SH   DFND 2 77,300 0 0
II VI INC COM 902104108 529 14,584 SH   DFND   14,584 0 0
INVITATION HOMES INC COM 46187W107 3,987 150,000 SH   DFND   150,000 0 0
ISHARES MSCI THI CAP ETF 464286624 2,633 27,600 SH   DFND 2 27,600 0 0
ISHARES TR PHLX SEMICND ETF 464287523 2,876 14,457 SH   DFND 2 14,457 0 0
JPMORGAN CHASE & CO COM 46625H100 1,016 9,096 SH   DFND 2 9,096 0 0
KARUNA THERAPEUTICS INC COM 48576A100 501 25,000 SH   DFND   25,000 0 0
L3 TECHNOLOGIES INC COM 502413107 5,896 23,856 SH   DFND   23,856 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 5,944 158,125 SH   DFND 2 158,125 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 4,050 1,391,581 SH   DFND   1,391,581 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 194 10,000 SH   DFND   10,000 0 0
MEDICINES CO COM 584688105 3,994 109,386 SH   DFND   109,386 0 0
MOTUS GI HLDGS INC COM 62014P108 1,037 343,500 SH   DFND   343,500 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 534 10,000 SH   DFND   10,000 0 0
NEOGENOMICS INC COM NEW 64049M209 663 30,000 SH   DFND   30,000 0 0
NOVARTIS A G SPONSORED ADR 66987V109 1,462 16,000 SH   DFND   16,000 0 0
NVIDIA CORP COM 67066G104 222 1,350 SH   DFND 2 1,350 0 0
ONCOCYTE CORPORATION COM 68235C107 550 215,520 SH   DFND   215,520 0 0
ONEMAIN HLDGS INC COM 68268W103 664 19,723 SH   DFND   19,723 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 144 10,684 SH   DFND   10,684 0 0
RADIAN GROUP INC COM 750236101 628 27,682 SH   DFND   27,682 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 1,209 60,725 SH   DFND   60,725 0 0
RED HAT INC COM 756577102 7,764 41,400 SH   DFND   41,400 0 0
RIO TINTO PLC SPONSORED ADR 767204100 3,807 60,455 SH   DFND 2 60,455 0 0
ROKU INC COM CL A 77543R102 755 8,269 SH   DFND 2 8,269 0 0
SCIPLAY CORP CL A 809087109 354 25,600 SH   DFND   25,600 0 0
SENTINEL ENERGY SVCS INC *W EXP 11/02/202 81728P113 12 16,666 SH   DFND   16,666 0 0
SENTINEL ENERGY SVCS INC CL A 81728P105 1,017 100,000 SH   DFND   100,000 0 0
SERES THERAPEUTICS INC COM 81750R102 526 165,034 SH   DFND   165,034 0 0
SIENTRA INC COM 82621J105 1,815 300,000 SH   DFND   300,000 0 0
SOHU COM LTD SPONSORED ADS 83410S108 2,235 157,635 SH   DFND 2 157,635 0 0
SUNTRUST BKS INC COM 867914103 1,907 30,554 SH   DFND   30,554 0 0
TARGET HOSPITALITY CORP COM 87615L107 451 50,000 SH   DFND   50,000 0 0
THE REALREAL INC COM 88339P101 289 10,000 SH   DFND   10,000 0 0
RMR GROUP INC CL A 74967R106 2,320 50,000 SH   DFND   50,000 0 0
360 FINANCE INC ADS 88557W101 113 10,000 SH   DFND   10,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 465 10,000 SH   DFND   10,000 0 0
UNDER ARMOUR INC CL C 904311206 779 35,274 SH   DFND 2 35,274 0 0
VALE S A ADR 91912E105 3,740 276,642 SH   DFND 2 276,642 0 0
VICI PPTYS INC COM 925652109 6,634 303,000 SH   DFND   303,000 0 0
VISA INC COM CL A 92826C839 986 5,760 SH   DFND   5,760 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 610 36,600 SH   DFND   36,600 0 0
ZAYO GROUP HLDGS INC COM 98919V105 2,962 89,500 SH   DFND   89,500 0 0