The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
58 COM INC | SPON ADR REP A | 31680Q104 | 74,911 | 1,204,946 | SH | DFND | 1,2 | 1,204,946 | 0 | 0 | |
ADIENT PLC | ORD SHS | G0084W101 | 51,220 | 2,110,408 | SH | DFND | 1,2 | 2,110,408 | 0 | 0 | |
ALLY FINL INC | COM | 02005N100 | 258,916 | 8,354,809 | SH | DFND | 1,2 | 8,354,809 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 278,907 | 257,579 | SH | DFND | 1,2 | 257,579 | 0 | 0 | |
ALTICE USA INC | CL A | 02156K103 | 46,691 | 1,917,485 | SH | DFND | 1,2 | 1,917,485 | 0 | 0 | |
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 88,457 | 768,193 | SH | DFND | 1,2 | 768,193 | 0 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 122,595 | 1,044,609 | SH | DFND | 1,2 | 1,044,609 | 0 | 0 | |
BEYOND MEAT INC | COM | 08862E109 | 7,600 | 47,300 | SH | DFND | 1,2 | 47,300 | 0 | 0 | |
BMC STK HLDGS INC | COM | 05591B109 | 21,663 | 1,021,837 | SH | DFND | 1,2 | 1,021,837 | 0 | 0 | |
BRUNSWICK CORP | COM | 117043109 | 187,231 | 4,080,006 | SH | DFND | 1,2 | 4,080,006 | 0 | 0 | |
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 20,503 | 1,216,100 | SH | DFND | 1,2 | 1,216,100 | 0 | 0 | |
CAPITAL ONE FINL CORP | COM | 14040H105 | 78,581 | 866,000 | SH | DFND | 1,2 | 866,000 | 0 | 0 | |
CDK GLOBAL INC | COM | 12508E101 | 126,800 | 2,564,717 | SH | DFND | 1,2 | 2,564,717 | 0 | 0 | |
CIGNA CORP NEW | COM | 125523100 | 211,395 | 1,341,767 | SH | DFND | 1,2 | 1,341,767 | 0 | 0 | |
CIT GROUP INC | COM NEW | 125581801 | 124,111 | 2,362,217 | SH | DFND | 1,2 | 2,362,217 | 0 | 0 | |
CITIGROUP INC | COM NEW | 172967424 | 282,676 | 4,036,500 | SH | DFND | 1,2 | 4,036,500 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 243,385 | 5,756,498 | SH | DFND | 1,2 | 5,756,498 | 0 | 0 | |
CUSHMAN WAKEFIELD PLC | SHS | G2717B108 | 57,891 | 3,237,750 | SH | DFND | 1,2 | 3,237,750 | 0 | 0 | |
DELL TECHNOLOGIES INC | CL C | 24703L202 | 106,106 | 2,088,700 | SH | DFND | 1,2 | 2,088,700 | 0 | 0 | |
DISH NETWORK CORP | CL A | 25470M109 | 4,801 | 125,000 | SH | DFND | 1,2 | 125,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 139,011 | 720,262 | SH | DFND | 1,2 | 720,262 | 0 | 0 | |
FEDEX CORP | COM | 31428X106 | 63,246 | 385,200 | SH | DFND | 1,2 | 385,200 | 0 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 184,345 | 901,000 | SH | DFND | 1,2 | 901,000 | 0 | 0 | |
LITHIA MTRS INC | CL A | 536797103 | 20,213 | 170,169 | SH | DFND | 1,2 | 170,169 | 0 | 0 | |
MASCO CORP | COM | 574599106 | 24,547 | 625,556 | SH | DFND | 1,2 | 625,556 | 0 | 0 | |
ON SEMICONDUCTOR CORP | COM | 682189105 | 26,981 | 1,335,051 | SH | DFND | 1,2 | 1,335,051 | 0 | 0 | |
PLANTRONICS INC NEW | COM | 727493108 | 31,706 | 855,992 | SH | DFND | 1,2 | 855,992 | 0 | 0 | |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 10,262 | 164,300 | SH | DFND | 1,2 | 164,300 | 0 | 0 | |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 18,759 | 140,831 | SH | DFND | 1,2 | 140,831 | 0 | 0 | |
STATE STR CORP | COM | 857477103 | 46,867 | 836,013 | SH | DFND | 1,2 | 836,013 | 0 | 0 | |
TRIPLE-S MGMT CORP | CL B | 896749108 | 16,301 | 683,472 | SH | DFND | 1,2 | 683,472 | 0 | 0 | |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 42,047 | 322,938 | SH | DFND | 1,2 | 322,938 | 0 | 0 | |
WEIBO CORP | SPONSORED ADR | 948596101 | 3,484 | 80,000 | SH | DFND | 1,2 | 80,000 | 0 | 0 | |
WELLS FARGO CO NEW | COM | 949746101 | 50,839 | 1,074,365 | SH | DFND | 1,2 | 1,074,365 | 0 | 0 | |
WESTROCK CO | COM | 96145D105 | 89,700 | 2,459,559 | SH | DFND | 1,2 | 2,459,559 | 0 | 0 | |
WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 58,583 | 1,051,000 | SH | DFND | 1,2 | 1,051,000 | 0 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 59,141 | 1,556,349 | SH | DFND | 1,2 | 1,556,349 | 0 | 0 |