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
ALTABA INC COM 021346101 10,821 162,846 SH   DFND 1 162,846 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 610 16,757 SH   DFND   16,757 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 338 8,500 SH   DFND   8,500 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 626 10,000 SH   DFND   10,000 0 0
CATALENT INC COM 148806102 792 20,000 SH   DFND   20,000 0 0
CHINA UNICOM (HONG KONG) LTD SPONSORED ADR 16945R104 139 10,000 SH   DFND   10,000 0 0
CLOUDERA INC COM 18914U100 2,168 130,921 SH   DFND   130,921 0 0
CME GROUP INC COM 12572Q105 1,190 8,750 SH   DFND   8,750 0 0
COSTAR GROUP INC COM 22160N109 659 2,457 SH   DFND   2,457 0 0
CVR REFNG LP COMUNIT REP LT 12663P107 860 86,019 SH   DFND 1 86,019 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 8,201 106,054 SH   DFND 1 106,054 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 5,447 267,406 SH   DFND 1 267,406 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 4,022 261,171 SH   DFND 1 261,171 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 2,207 100,377 SH   DFND 1 100,377 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 3,090 60,126 SH   DFND   60,126 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,454 50,000 SH   DFND   50,000 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 25,839 523,403 SH   DFND   523,403 0 0
HUNTSMAN CORP COM 447011107 2,723 100,000 SH   DFND 1 100,000 0 0
IMAX CORP COM 45245E109 572 25,325 SH   DFND 1 25,325 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 17,921 963,500 SH   DFND 1 963,500 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 203 2,150 SH   DFND 1 2,150 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 714 19,441 SH   DFND 1 19,441 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 2,081 49,184 SH   DFND 1 49,184 0 0
MARTIN MARIETTA MATLS INC COM 573284106 205 1,000 SH   DFND   1,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 828 34,368 SH   DFND 1 34,368 0 0
MONSANTO CO NEW COM 61166W101 62,197 520,980 SH   DFND 1 520,980 0 0
NOVARTIS A G SPONSORED ADR 66987V109 513 6,000 SH   DFND   6,000 0 0
PEARSON PLC SPONSORED ADR 705015105 191 23,375 SH   DFND   23,375 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,654 50,000 SH   DFND   50,000 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 4,094 60,000 SH   DFND   60,000 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 11,289 698,600 SH   DFND 1 698,600 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 4,030 162,730 SH   DFND   162,730 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 277 5,000 SH   DFND   5,000 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 215 2,500 SH   DFND 1 2,500 0 0
SPDR SERIES TRUST S&P INS ETF 78464A789 316 3,509 SH   DFND 1 3,509 0 0
UNILEVER N V N Y SHS NEW 904784709 1,388 23,500 SH   DFND   23,500 0 0
UNILEVER PLC SPON ADR NEW 904767704 9,031 156,137 SH   DFND   156,137 0 0
VALE S A ADR 91912E105 315 31,407 SH   DFND 1 31,407 0 0