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
AMERICAN INTL GROUP INC COM NEW 026874784 11,557 268,400 SH   DFND 1 0 268,400 0
BB&T CORP COM 054937107 11,451 246,100 SH   DFND 1 0 246,100 0
BLOOM ENERGY CORP COM CL A 093712107 2,143 165,864 SH   DFND 1 0 165,864 0
CITIGROUP INC COM NEW 172967424 7,087 113,900 SH   DFND 1 0 113,900 0
CME GROUP INC COM CL A 12572Q105 3,983 24,200 SH   DFND 1 0 24,200 0
HARTFORD FINL SVCS GROUP INC COM 416515104 13,847 278,500 SH   DFND 1 0 278,500 0
ISHARES TR MSCI EMG MKT ETF 464287234 42,920 1,000,000 SH Call DFND 1 0 1,000,000 0
KEYCORP NEW COM 493267108 10,949 695,200 SH   DFND 1 0 695,200 0
LEGG MASON INC COM 524901105 4,953 180,958 SH   DFND 1 0 180,958 0
LYFT INC CL A COM 55087P104 1,174 15,000 SH   DFND 1 0 15,000 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 6,875 455,881 SH   DFND 1 0 455,881 0
VOYA FINL INC COM 929089100 7,974 159,600 SH   DFND 1 0 159,600 0