CROWN CASTLE INC COM 22822V101 99604750 1225000 SH DFND 0 1225000 0 DIGITAL RLTY TR INC COM 253868103 270315000 1500000 SH Put DFND 0 1500000 0 EMERSON ELEC CO COM 291011104 26204000 200000 SH Put DFND 0 200000 0 EQUINIX INC COM 29444U700 147036000 150000 SH DFND 0 150000 0 ETSY INC COM 29786A106 249900000 5000000 SH DFND 0 5000000 0 FORTIVE CORP COM 34959J108 41460000 750000 SH Put DFND 0 750000 0 GCI LIBERTY INC COM SER C 36164V800 24555921 659928 SH DFND 0 659928 0 HDFC BANK LTD SPONSORED ADS 40415F101 19831475 797085 SH DFND 0 797085 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 652911510 27421735 SH DFND 0 27421735 0 INVESCO QQQ TR UNIT SER 1 46090E103 230872000 400000 SH Put DFND 0 400000 0 ISHARES TR IBOXX HI YD ETF 464288513 397800000 5000000 SH Put DFND 0 5000000 0 ISHARES TR RUS 1000 VAL ETF 464287598 213670000 1000000 SH Put DFND 0 1000000 0 ISHARES TR RUSSELL 2000 ETF 464287655 124000000 500000 SH Put DFND 0 500000 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 246578200 13186000 SH DFND 0 13186000 0 OR ROYALTIES INC. COM SHS 68390D106 118280220 3111000 SH DFND 0 3111000 0 PEPSICO INC COM 713448108 197994750 1275000 SH DFND 0 1275000 0 PHILLIPS 66 COM 718546104 3507147180 19251000 SH DFND 0 19251000 0 PINTEREST INC CL A 72352L106 513520000 28000000 SH DFND 0 28000000 0 SEADRILL LTD COM G7997W102 214718368 4719085 SH DFND 0 4719085 0 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 1212975000 7500000 SH Put DFND 0 7500000 0 SELECT SECTOR SPDR TR STATE STREET CON 81369Y308 749297200 9140000 SH Put DFND 0 9140000 0 SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 468614000 4300000 SH Put DFND 0 4300000 0 SOUTHWEST AIRLS CO COM 844741108 1140099220 30346000 SH DFND 0 30346000 0 SPDR SERIES TRUST STATE STREET SPD 78464A755 97209000 900000 SH Put DFND 0 900000 0 STRATEGY INC NOTE 0.625% 3/1 594972AJ0 11539000 10000000 PRN DFND 0 10000000 0 SUNCOR ENERGY INC NEW COM 867224107 3482066588 52670800 SH DFND 0 52670800 0 TRANSOCEAN LTD REGISTERED SHS H8817H100 103605909 15626834 SH DFND 0 15626834 0 TRIPLE FLAG PRECIOUS METAL COM 89679M104 4625045543 133248215 SH DFND 0 133347439 0 UNITI GROUP LLC COM SHS 912932100 553534614 59012219 SH DFND 0 59012219 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 151420500 1650000 SH Put DFND 0 1650000 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 183540000 2000000 SH Call DFND 0 2000000 0 WAYFAIR INC NOTE 3.500%11/1 94419LAR2 26246100 15000000 PRN DFND 0 15000000 0 WHEATON PRECIOUS METALS CORP COM 962879102 13101000 100000 SH Call DFND 0 100000 0