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
ADVANCED DISP SVCS INC DEL COM 00790X101 2,142 89,125 SH   DFND   89,125 0 0
ALPHABET INC CAP STK CL A 02079K305 1,159 1,100 SH   DFND 1 1,100 0 0
ALTABA INC COM 021346101 6,732 96,773 SH   DFND 1 96,773 0 0
BARCLAYS PLC ADR 06738E204 1,064 97,147 SH   DFND   97,147 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 28,488 617,954 SH   DFND 1 617,954 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 1,505 36,446 SH   DFND 1 36,446 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 314 10,000 SH   DFND   10,000 0 0
BLACK KNIGHT INC COM 09215C105 2,108 47,550 SH   DFND   47,550 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 388 5,000 SH   DFND   5,000 0 0
BP PLC SPONSORED ADR 055622104 509 12,000 SH   DFND   12,000 0 0
CME GROUP INC COM 12572Q105 1,286 8,750 SH   DFND   8,750 0 0
CNOOC LTD SPONSORED ADR 126132109 1,077 7,500 SH   DFND   7,500 0 0
CURO GROUP HLDGS CORP COM 23131L107 633 45,000 SH   DFND   45,000 0 0
CVR REFNG LP COMUNIT REP LT 12663P107 2,229 136,341 SH   DFND 1 136,341 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 11,248 138,569 SH   DFND 1 138,569 0 0
DENALI THERAPEUTICS INC COM 24823R105 624 40,000 SH   DFND   40,000 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 6,936 327,025 SH   DFND 1 327,025 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 2,458 183,438 SH   DFND 1 183,438 0 0
EXPEDIA INC DEL COM NEW 30212P303 4,889 40,749 SH   DFND 1 40,749 0 0
51JOB INC SP ADR REP COM 316827104 612 10,000 SH   DFND   10,000 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 435 12,000 SH   DFND   12,000 0 0
HONDA MOTOR LTD AMERN SHS 438128308 1,644 47,900 SH   DFND   47,900 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 6,704 129,252 SH   DFND   129,252 0 0
INTEL CORP COM 458140100 1,271 27,500 SH   DFND   27,500 0 0
IRSA PROPIEDADES COMERCIALES SPONSORED ADR 463588103 2,986 52,854 SH   DFND   52,854 0 0
ISHARES INC MSCI MLY ETF NEW 46434G814 992 30,000 SH   DFND   30,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,389 30,000 SH   DFND   30,000 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 1,619 24,300 SH   DFND   24,300 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 5,450 315,009 SH   DFND 1 315,009 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 3,618 42,931 SH   DFND 1 42,931 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 1,108 33,727 SH   DFND 1 33,727 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 5,391 135,804 SH   DFND 1 135,804 0 0
MONSANTO CO NEW COM 61166W101 57,193 490,000 SH   DFND 1 490,000 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 1,057 17,769 SH   DFND   17,769 0 0
NOVARTIS A G SPONSORED ADR 66987V109 860 10,176 SH   DFND   10,176 0 0
ONEMAIN HLDGS INC COM 68268W103 1,626 62,593 SH   DFND   62,593 0 0
OPTINOSE INC COM 68404V100 480 25,364 SH   DFND   25,364 0 0
PEARSON PLC SPONSORED ADR 705015105 231 23,375 SH   DFND   23,375 0 0
SHIRE PLC SPONSORED ADR 82481R106 593 3,751 SH   DFND   3,751 0 0
SOHU COM 83408W103 2,562 58,870 SH   DFND 1 58,870 0 0
TIME WARNER INC COM NEW 887317303 13,791 150,716 SH   DFND 1 150,716 0 0
T MOBILE US INC COM 872590104 1,432 22,500 SH   DFND   22,500 0 0
UNILEVER PLC SPON ADR NEW 904767704 8,720 156,137 SH   DFND   156,137 0 0