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
ABBVIE INC COM 00287Y109 8,762 115,000 SH   DFND 1,2,3 0 115,000 0
AECOM COM 00766T100 640 21,451 SH   DFND 1,2,3 0 21,451 0
ALPHABET INC CAP STK CL A 02079K305 9,005 7,750 SH   DFND 1,2,3 0 7,750 0
ALTAIR ENGR INC COM CL A 021369103 216 8,142 SH   DFND 1,2,3 0 8,142 0
AMERICAN INTL GROUP COM NEW 026874784 1,171 48,269 SH   DFND 1,2,3 0 48,269 0
AMERICOLD RLTY TR COM 03064D108 718 21,095 SH   DFND 1,2,3 0 21,095 0
ASGN INC COM 00191U102 502 14,220 SH   DFND 1,2,3 0 14,220 0
ASPEN TECHNOLOGY INC COM 045327103 616 6,482 SH   DFND 1,2,3 0 6,482 0
AVNET INC COM 053807103 1,271 50,624 SH   DFND 1,2,3 0 50,624 0
AXIS CAPITAL HOLDING SHS G0692U109 577 14,937 SH   DFND 1,2,3 0 14,937 0
BAKER HUGHES COMPANY CL A 05722G100 493 46,996 SH   DFND 1,2,3 0 46,996 0
BERRY GLOBAL GROUP I COM 08579W103 6,623 196,482 SH   DFND 1,2,3 0 196,482 0
BK OF AMERICA CORP COM 060505104 938 44,191 SH   DFND 1,2,3 0 44,191 0
BRIGHT HORIZONS FAM COM 109194100 601 5,890 SH   DFND 1,2,3 0 5,890 0
BRISTOL-MYERS SQUIBB COM 110122108 11,148 200,000 SH   DFND 1,2,3 0 200,000 0
BRP GROUP INC COM CL A 05589G102 160 15,197 SH   DFND 1,2,3 0 15,197 0
CAPITAL ONE FINL COR COM 14040H105 1,218 24,149 SH   DFND 1,2,3 0 24,149 0
CENOVUS ENERGY INC COM 15135U109 259 128,264 SH   DFND 1,2,3 0 128,264 0
CERIDIAN HCM HLDG IN COM 15677J108 346 6,905 SH   DFND 1,2,3 0 6,905 0
CIGNA CORP NEW COM 125523100 9,036 51,000 SH   DFND 1,2,3 0 51,000 0
CISCO SYS INC COM 17275R102 9,828 250,000 SH   DFND 1,2,3 0 250,000 0
CITIGROUP INC COM NEW 172967424 1,329 31,549 SH   DFND 1,2,3 0 31,549 0
CLARIVATE ANALYTICS COM G21810109 674 32,480 SH   DFND 1,2,3 0 32,480 0
COGNEX CORP COM 192422103 488 11,548 SH   DFND 1,2,3 0 11,548 0
COGNIZANT TECHNOLOGY CL A 192446102 5,236 112,667 SH   DFND 1,2,3 0 112,667 0
COMCAST CORP NEW CL A 20030N101 10,142 295,000 SH   DFND 1,2,3 0 295,000 0
CVR PARTNERS LP COM 126633106 518 502,664 SH   DFND 1,2,3 0 502,664 0
DEXCOM INC COM 252131107 656 2,437 SH   DFND 1,2,3 0 2,437 0
DIAMOND EAGLE ACQUIS COM CL A 25258L109 332 26,907 SH   DFND 1,2,3 0 26,907 0
DOW INC COM 260557103 330 11,303 SH   DFND 1,2,3 0 11,303 0
EDISON INTL COM 281020107 498 9,086 SH   DFND 1,2,3 0 9,086 0
ENDAVA PLC ADS 29260V105 361 10,258 SH   DFND 1,2,3 0 10,258 0
ENTERPRISE PRODS PAR COM 293792107 10,010 700,000 SH   DFND 1,2,3 0 700,000 0
EQUITABLE HLDGS INC COM 29452E101 1,002 69,374 SH   DFND 1,2,3 0 69,374 0
FLOOR & DECOR HLDGS CL A 339750101 521 16,224 SH   DFND 1,2,3 0 16,224 0
FORD MTR CO DEL COM 345370860 1,037 214,690 SH   DFND 1,2,3 0 214,690 0
GARTNER INC COM 366651107 808 8,116 SH   DFND 1,2,3 0 8,116 0
GILDAN ACTIVEWEAR IN COM 375916103 608 47,665 SH   DFND 1,2,3 0 47,665 0
GOLDMAN SACHS GROUP COM 38141G104 826 5,341 SH   DFND 1,2,3 0 5,341 0
GRID DYNAMICS HLDGS COM CL A 39813G109 108 13,548 SH   DFND 1,2,3 0 13,548 0
GUIDEWIRE SOFTWARE I COM 40171V100 964 12,156 SH   DFND 1,2,3 0 12,156 0
HALLIBURTON CO COM 406216101 921 134,412 SH   DFND 1,2,3 0 134,412 0
HCA HEALTHCARE INC COM 40412C101 9,884 110,000 SH   DFND 1,2,3 0 110,000 0
HEALTHEQUITY INC COM 42226A107 410 8,098 SH   DFND 1,2,3 0 8,098 0
HEWLETT PACKARD ENTE COM 42824C109 824 84,897 SH   DFND 1,2,3 0 84,897 0
HOULIHAN LOKEY INC CL A 441593100 263 5,054 SH   DFND 1,2,3 0 5,054 0
ICON PLC SHS G4705A100 772 5,674 SH   DFND 1,2,3 0 5,674 0
IDEXX LABS INC COM 45168D104 638 2,634 SH   DFND 1,2,3 0 2,634 0
INGREDION INC COM 457187102 5,285 70,000 SH   DFND 1,2,3 0 70,000 0
INSTALLED BLDG PRODS COM 45780R101 532 13,354 SH   DFND 1,2,3 0 13,354 0
ISHARES U S ETF TR SHT MAT BD ETF 46431W507 4,849 100,000 SH   DFND 1,2,3 0 100,000 0
JACOBS ENGR GROUP IN COM 469814107 7,134 90,000 SH   DFND 1,2,3 0 90,000 0
JELD-WEN HLDG INC COM 47580P103 738 75,834 SH   DFND 1,2,3 0 75,834 0
JOHN BEAN TECHNOLOGI COM 477839104 436 5,870 SH   DFND 1,2,3 0 5,870 0
JPMORGAN CHASE & CO COM 46625H100 809 8,985 SH   DFND 1,2,3 0 8,985 0
KINDER MORGAN INC DE COM 49456B101 4,510 324,000 SH   DFND 1,2,3 0 324,000 0
KINSALE CAP GROUP IN COM 49714P108 373 3,573 SH   DFND 1,2,3 0 3,573 0
KKR & CO INC CL A 48251W104 634 27,010 SH   DFND 1,2,3 0 27,010 0
LEAR CORP COM NEW 521865204 1,564 19,252 SH   DFND 1,2,3 0 19,252 0
LIBERTY BROADBAND CO COM SER C 530307305 248 2,236 SH   DFND 1,2,3 0 2,236 0
LIBERTY MEDIA CORP D COM C SIRIUSXM 531229607 256 8,098 SH   DFND 1,2,3 0 8,098 0
LYONDELLBASELL INDUS SHS - A - N53745100 8,189 165,000 SH   DFND 1,2,3 0 165,000 0
MADISON SQUARE GARDE CL A 55825T103 387 1,829 SH   DFND 1,2,3 0 1,829 0
MARATHON PETE CORP COM 56585A102 5,905 250,000 SH   DFND 1,2,3 0 250,000 0
MCKESSON CORP COM 58155Q103 2,029 14,999 SH   DFND 1,2,3 0 14,999 0
MERCURY SYS INC COM 589378108 579 8,116 SH   DFND 1,2,3 0 8,116 0
METLIFE INC COM 59156R108 1,096 35,839 SH   DFND 1,2,3 0 35,839 0
METTLER TOLEDO INTER COM 592688105 393 569 SH   DFND 1,2,3 0 569 0
MICROSOFT CORP COM 594918104 6,308 40,000 SH   DFND 1,2,3 0 40,000 0
MORGAN STANLEY COM NEW 617446448 1,017 29,921 SH   DFND 1,2,3 0 29,921 0
MYLAN NV SHS EURO N59465109 762 51,086 SH   DFND 1,2,3 0 51,086 0
NATIONAL OILWELL VAR COM 637071101 987 100,425 SH   DFND 1,2,3 0 100,425 0
NEWELL BRANDS INC COM 651229106 1,190 89,635 SH   DFND 1,2,3 0 89,635 0
OLLIES BARGAIN OUTLT COM 681116109 400 8,626 SH   DFND 1,2,3 0 8,626 0
OMNICOM GROUP INC COM 681919106 1,153 21,000 SH   DFND 1,2,3 0 21,000 0
ORACLE CORP COM 68389X105 249 5,143 SH   DFND 1,2,3 0 5,143 0
PLANET FITNESS INC CL A 72703H101 316 6,481 SH   DFND 1,2,3 0 6,481 0
POLYONE CORP COM 73179P106 358 18,850 SH   DFND 1,2,3 0 18,850 0
PRA HEALTH SCIENCES COM 69354M108 505 6,080 SH   DFND 1,2,3 0 6,080 0
PROGRESSIVE CORP OHI COM 743315103 8,787 119,000 SH   DFND 1,2,3 0 119,000 0
PVH CORPORATION COM 693656100 792 21,050 SH   DFND 1,2,3 0 21,050 0
RED ROCK RESORTS INC CL A 75700L108 207 24,263 SH   DFND 1,2,3 0 24,263 0
ROYAL DUTCH SHELL PL SPONS ADR A 780259206 517 14,813 SH   DFND 1,2,3 0 14,813 0
RYDER SYS INC COM 783549108 989 37,417 SH   DFND 1,2,3 0 37,417 0
SBA COMMUNICATIONS C CL A 78410G104 1,039 3,848 SH   DFND 1,2,3 0 3,848 0
SILK RD MED INC COM 82710M100 255 8,089 SH   DFND 1,2,3 0 8,089 0
SITEONE LANDSCAPE SU COM 82982L103 656 8,909 SH   DFND 1,2,3 0 8,909 0
SS&C TECHNOLOGIES HL COM 78467J100 11,393 260,000 SH   DFND 1,2,3 0 260,000 0
STANLEY BLACK & DECK COM 854502101 6,977 69,773 SH   DFND 1,2,3 0 69,773 0
SUMMIT MATLS INC CL A 86614U100 195 13,010 SH   DFND 1,2,3 0 13,010 0
TELADOC HEALTH INC COM 87918A105 1,038 6,694 SH   DFND 1,2,3 0 6,694 0
TEREX CORP NEW COM 880779103 592 41,237 SH   DFND 1,2,3 0 41,237 0
THE TRADE DESK INC COM CL A 88339J105 469 2,430 SH   DFND 1,2,3 0 2,430 0
TRANSDIGM GROUP INC COM 893641100 364 1,137 SH   DFND 1,2,3 0 1,137 0
TREX CO INC COM 89531P105 261 3,258 SH   DFND 1,2,3 0 3,258 0
UBS GROUP AG SHS H42097107 814 86,507 SH   DFND 1,2,3 0 86,507 0
UNITEDHEALTH GROUP I COM 91324P102 12,469 50,000 SH   DFND 1,2,3 0 50,000 0
VOYA FINANCIAL INC COM 929089100 824 20,322 SH   DFND 1,2,3 0 20,322 0
WABTEC COM 929740108 931 19,345 SH   DFND 1,2,3 0 19,345 0
WASTE CONNECTIONS IN COM 94106B101 581 7,494 SH   DFND 1,2,3 0 7,494 0
WELLS FARGO CO NEW COM 949746101 9,157 319,058 SH   DFND 1,2,3 0 319,058 0
WESTERN DIGITAL CORP COM 958102105 3,746 90,000 SH   DFND 1,2,3 0 90,000 0
WEX INC COM 96208T104 339 3,238 SH   DFND 1,2,3 0 3,238 0
WIX COM LTD SHS M98068105 408 4,043 SH   DFND 1,2,3 0 4,043 0
XPRESSPA GROUP INC COM NEW 98420U604 18 94,110 SH   DFND 1,2,3 0 94,110 0