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
ALTICE USA INC CL A 02156K103 5,635 250,000 SH   DFND 1 2 250,000 0 0
AMERICAN EXPRESS CO COM 025816109 8,092 85,000 SH   DFND 1 2 85,000 0 0
ANTERO RESOURCES CORP COM 03674X106 191 75,000 SH   DFND 1 2 75,000 0 0
BED BATH & BEYOND INC COM 075896100 3,710 350,000 SH   DFND 1 2 350,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,496 70,000 SH   DFND 1 2 70,000 0 0
BIOGEN INC COM 09062X103 9,364 35,000 SH   DFND 1 2 35,000 0 0
BOSTON PPTYS LTD PARTNERSHIP COM 101121101 6,327 70,000 SH   DFND 1 2 70,000 0 0
BOSTON SCIENTIFIC CORP 5.50% CNV PFD A 101137206 523 5,000 PRN   DFND 1 2 0 0 5,000
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 2,069 190,000 SH   DFND 1 2 190,000 0 0
CARMAX INC COM 143130102 4,478 50,000 SH Call DFND 1 2 0 0 0
CARVANA CO CL A 146869102 12,020 100,000 SH Call DFND 1 2 0 0 0
CENTENE CORP DEL COM 15135B101 20,654 325,000 SH   DFND 1 2 325,000 0 0
CHURCHILL CAP CORP III UNIT 03/01/2027 17144C203 2,262 200,000 SH   DFND 1 2 200,000 0 0
CORTEVA INC COM 22052L104 12,056 450,000 SH   DFND 1 2 450,000 0 0
CVS HEALTH CORP COM 126650100 27,612 425,000 SH   DFND 1 2 425,000 0 0
DISNEY WALT CO COM DISNEY 254687106 31,223 280,000 SH   DFND 1 2 280,000 0 0
DISNEY WALT CO COM DISNEY 254687106 113,740 1,020,000 SH Call DFND 1 2 0 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 5,420 256,986 SH   DFND 1 2 256,986 0 0
FEDEX CORP COM 31428X106 5,609 40,000 SH   DFND 1 2 40,000 0 0
FLYING EAGLE ACQUISITION COR UNIT 99/99/9999 34407Y202 5,788 496,798 SH   DFND 1 2 496,798 0 0
FOLEY TRASIMENE ACQUISTN COR UNIT 99/99/9999 34431F203 7,638 715,800 SH   DFND 1 2 715,800 0 0
FTI CONSULTING INC NOTE 2.000% 8/1 302941AP4 1,314 1,000,000 PRN   DFND 1 2 0 0 1,000,000
FUSION ACQUISITION CORP UNIT 99/99/9999 36118H204 4,572 450,000 SH   DFND 1 2 450,000 0 0
GENERAL DYNAMICS CORP COM 369550108 9,715 65,000 SH   DFND 1 2 65,000 0 0
GENERAL ELECTRIC CO COM 369604103 12,294 1,800,000 SH   DFND 1 2 1,800,000 0 0
GORES HLDGS IV INC UNIT 02/01/2023 382865202 2,080 200,000 SH   DFND 1 2 200,000 0 0
GS ACQUISITION HLDGS CORP II UNIT 99/99/9999 36258Q204 1,577 150,000 SH   DFND 1 2 150,000 0 0
HUDSON EXECUTIVE INVT CORP UNIT 06/21/2025 443761200 4,692 460,000 SH   DFND 1 2 460,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 306,075 3,750,000 SH Put DFND 1 2 0 0 3,750,000
JAWS ACQUISITION CORP UNIT 99/99/9999 G50744120 5,215 500,000 SH   DFND 1 2 500,000 0 0
LONGVIEW ACQUISITION CORP UNIT 99/99/9999 543195200 7,070 700,000 SH   DFND 1 2 700,000 0 0
MARATHON PETE CORP COM 56585A102 5,607 150,000 SH Call DFND 1 2 0 0 0
MARATHON PETE CORP COM 56585A102 33,829 905,000 SH   DFND 1 2 905,000 0 0
MCDONALDS CORP COM 580135101 14,758 80,000 SH   DFND 1 2 80,000 0 0
MICROSOFT CORP COM 594918104 30,527 150,000 SH   DFND 1 2 150,000 0 0
MYLAN NV SHS EURO N59465109 15,678 975,000 SH   DFND 1 2 975,000 0 0
NIKOLA CORP COM 654110105 675 10,000 SH Call DFND 1 2 0 0 0
NORTONLIFELOCK INC COM 668771108 15,368 775,000 SH   DFND 1 2 775,000 0 0
OI SA SPONSORED ADR NE 670851500 1,995 1,900,000 SH   DFND 1 2 1,900,000 0 0
PG&E CORP COM 69331C108 6,342 715,000 SH   DFND 1 2 715,000 0 0
PURE STORAGE INC NOTE 0.125% 4/1 74624MAB8 993 1,000,000 PRN   DFND 1 2 0 0 1,000,000
REALPAGE INC NOTE 1.500% 5/1 75606NAC3 548 500,000 PRN   DFND 1 2 0 0 500,000
SL GREEN RLTY CORP COM 78440X101 28,095 570,000 SH   DFND 1 2 570,000 0 0
SOCIAL CAP HDOSPHIA HLDG CO UNIT 99/99/9999 G8250T117 4,522 360,000 SH   DFND 1 2 360,000 0 0
SOCIAL CAP HEDSPIA HLDG CO I UNIT 99/99/9999 G8251K123 7,122 600,000 SH   DFND 1 2 600,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 718,479 2,330,000 SH Put DFND 1 2 0 0 2,330,000
TREBIA ACQUISITION CORP UNIT 99/99/9999 G9027T125 10,450 1,000,000 SH   DFND 1 2 1,000,000 0 0