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
ACTIVISION BLIZZARD INC COM 00507V109 1,525 16,400 SH   DFND 1,2,3 16,400 0 0
ACUSHNET HOLDINGS CORP COM 005098108 1,860 45,000 SH   DFND 1,2,3 45,000 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 2,925 550,867 SH   DFND 1,2,3 550,867 0 0
AGCO CORP COM 001084102 24,194 168,425 SH   DFND 1,2,3 168,425 0 0
ALPHABET INC CAP STK CL A 02079K305 3,197 1,550 SH   DFND 1,2,3 1,550 0 0
AMAZON COM INC COM 023135106 3,713 1,200 SH   DFND 1,2,3 1,200 0 0
APPLE INC COM 037833100 4,275 35,000 SH   DFND 1,2,3 35,000 0 0
ATHENE HOLDING LTD CL A G0684D107 2,554 50,671 SH   DFND 1,2,3 50,671 0 0
BAIDU INC SPON ADR REP A 056752108 1,740 8,000 SH   DFND 1,2,3 8,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 20,419 1,529,496 SH   DFND 1,2,3 1,529,496 0 0
BARRICK GOLD CORP COM 067901108 33,117 1,672,564 SH   DFND 1,2,3 1,672,564 0 0
BAUSCH HEALTH COS INC COM 071734107 86 2,701 SH   DFND 1,2,3 2,701 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,496 17,600 SH   DFND 1,2,3 17,600 0 0
BK OF AMERICA CORP COM 060505104 2,708 70,000 SH   DFND 1,2,3 70,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,317 36,700 SH   DFND 1,2,3 36,700 0 0
CANADIAN PAC RY LTD COM 13645T100 6,154 16,224 SH   DFND 1,2,3 16,224 0 0
CNH INDL N V SHS N20944109 30,786 1,985,304 SH   DFND 1,2,3 1,985,304 0 0
COLGATE PALMOLIVE CO COM 194162103 2,231 28,300 SH   DFND 1,2,3 28,300 0 0
COMCAST CORP NEW CL A 20030N101 2,814 52,000 SH   DFND 1,2,3 52,000 0 0
CONOCOPHILLIPS COM 20825C104 3,973 75,000 SH   DFND 1,2,3 75,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,185 6,200 SH   DFND 1,2,3 6,200 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 38,910 3,242,483 SH   DFND 1,2,3 3,242,483 0 0
DISNEY WALT CO COM 254687106 2,399 13,000 SH   DFND 1,2,3 13,000 0 0
ERICSSON ADR B SEK 10 294821608 2,893 219,357 SH   DFND 1,2,3 219,357 0 0
EURONAV NV SHS B38564108 6,872 751,005 SH   DFND 1,2,3 751,005 0 0
FACEBOOK INC CL A 30303M102 2,533 8,600 SH   DFND 1,2,3 8,600 0 0
FMC CORP COM NEW 302491303 2,160 19,525 SH   DFND 1,2,3 19,525 0 0
FORD MTR CO DEL COM 345370860 2,205 180,000 SH   DFND 1,2,3 180,000 0 0
GENERAL MTRS CO COM 37045V100 2,873 50,000 SH   DFND 1,2,3 50,000 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 464 132,878 SH   DFND 1,2,3 132,878 0 0
JOHNSON & JOHNSON COM 478160104 2,416 14,700 SH   DFND 1,2,3 14,700 0 0
JPMORGAN CHASE & CO COM 46625H100 7,155 47,000 SH   DFND 1,2,3 47,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,151 23,308 SH   DFND 1,2,3 23,308 0 0
L BRANDS INC COM 501797104 2,474 40,000 SH   DFND 1,2,3 40,000 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2,715 109,052 SH   DFND 1,2,3 109,052 0 0
MALIBU BOATS INC COM CL A 56117J100 1,992 25,000 SH   DFND 1,2,3 25,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,764 20,000 SH   DFND 1,2,3 20,000 0 0
MICROSOFT CORP COM 594918104 4,668 19,800 SH   DFND 1,2,3 19,800 0 0
MORGAN STANLEY COM NEW 617446448 5,988 77,100 SH   DFND 1,2,3 77,100 0 0
NEWELL BRANDS INC COM 651229106 1 52 SH   DFND 1,2,3 52 0 0
NEXTDECADE CORP COM 65342K105 220 82,356 SH   DFND 1,2,3 82,356 0 0
PROCTER AND GAMBLE CO COM 742718109 3,556 26,258 SH   DFND 1,2,3 26,258 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,312 7,000 SH   DFND 1,2,3 7,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 3,220 28,000 SH   DFND 1,2,3 28,000 0 0
SCHWAB CHARLES CORP COM 808513105 3,305 50,700 SH   DFND 1,2,3 50,700 0 0
SCULPTOR CAP MGMT COM CL A 811246107 8,632 394,497 SH   DFND 1,2,3 394,497 0 0
SONY CORP SPONSORED ADR 835699307 11,665 110,037 SH   DFND 1,2,3 110,037 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,151 52,000 SH   DFND 1,2,3 52,000 0 0
T-MOBILE US INC COM 872590104 3,263 26,040 SH   DFND 1,2,3 26,040 0 0
VIASAT INC COM 92552V100 46,798 973,542 SH   DFND 1,2,3 973,542 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 2,577 11,261 SH   DFND 1,2,3 11,261 0 0
2U INC COM 90214J101 162 4,250 SH   DFND 2,3 4,250 0 0
ACTIVISION BLIZZARD INC COM 00507V109 93 1,000 SH   DFND 2,3 1,000 0 0
AMAZON COM INC COM 023135106 842 272 SH   DFND 2,3 272 0 0
BANCO MACRO SA SPON ADR B 05961W105 1,165 87,300 SH   DFND 2,3 87,300 0 0
BARRICK GOLD CORP COM 067901108 57 2,872 SH   DFND 2,3 2,872 0 0
BK OF AMERICA CORP COM 060505104 522 13,500 SH   DFND 2,3 13,500 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 573 6,550 SH   DFND 2,3 6,550 0 0
CONOCOPHILLIPS COM 20825C104 1,086 20,500 SH   DFND 2,3 20,500 0 0
CSX CORP COM 126408103 154 1,600 SH   DFND 2,3 1,600 0 0
D R HORTON INC COM 23331A109 530 5,950 SH   DFND 2,3 5,950 0 0
DISNEY WALT CO COM 254687106 363 1,968 SH   DFND 2,3 1,968 0 0
EAGLE MATLS INC COM 26969P108 94 700 SH   DFND 2,3 700 0 0
GENERAL MTRS CO COM 37045V100 833 14,500 SH   DFND 2,3 14,500 0 0
JOHNSON & JOHNSON COM 478160104 115 700 SH   DFND 2,3 700 0 0
JPMORGAN CHASE & CO COM 46625H100 1,191 7,825 SH   DFND 2,3 7,825 0 0
MALIBU BOATS INC COM CL A 56117J100 96 1,200 SH   DFND 2,3 1,200 0 0
MICRON TECHNOLOGY INC COM 595112103 106 1,200 SH   DFND 2,3 1,200 0 0
MICROSOFT CORP COM 594918104 601 2,550 SH   DFND 2,3 2,550 0 0
PROCTER AND GAMBLE CO COM 742718109 271 2,000 SH   DFND 2,3 2,000 0 0
ROKU INC COM CL A 77543R102 399 1,225 SH   DFND 2,3 1,225 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 71 4,000 SH   DFND 2,3 4,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 107 400 SH   DFND 2,3 400 0 0
T-MOBILE US INC COM 872590104 545 4,350 SH   DFND 2,3 4,350 0 0
TRANSOCEAN LTD REG SHS H8817H100 107 30,000 SH   DFND 2,3 30,000 0 0