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
AETNA INC NEW COM 00817Y108 2,419 13,066 SH   DFND   13,066 0 0
ALTABA INC COM 021346101 11,443 155,729 SH   DFND 1 155,729 0 0
AMTRUST FINL SVCS INC COM 032359309 2,576 176,790 SH   DFND 1 176,790 0 0
ANDEAVOR COM 03349M105 2,265 17,142 SH   DFND   17,142 0 0
AT HOME GROUP INC COM 04650Y100 2,932 75,254 SH   DFND   75,254 0 0
AT&T INC COM 00206R102 349 10,751 SH   DFND   10,751 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100 511 20,000 SH   DFND   20,000 0 0
AXA EQUITABLE HLDGS INC COM 054561105 6,184 299,883 SH   DFND   299,883 0 0
AZUL S A SPONSR ADR PFD 05501U106 1,458 87,720 SH   DFND   87,720 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 159 22,400 SH   DFND   22,400 0 0
BAOZUN INC SPONSORED ADR 06684L103 819 15,000 SH   DFND   15,000 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 6,222 123,715 SH   DFND   123,715 0 0
BLACK KNIGHT INC COM 09215C105 534 10,000 SH   DFND   10,000 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1,519 30,000 SH   DFND   30,000 0 0
CADENCE BANCORPORATION CL A 12739A100 2,183 75,000 SH   DFND   75,000 0 0
CAVIUM INC COM 14964U108 369 4,210 SH   DFND   4,210 0 0
CENTRAL GARDEN & PET CO CL A NON-VTG 153527205 1,694 41,810 SH   DFND 1 41,810 0 0
CME GROUP INC COM CL A 12572Q105 1,444 8,750 SH   DFND   8,750 0 0
COLGATE PALMOLIVE CO COM 194162103 709 10,888 SH   DFND   10,888 0 0
CURO GROUP HLDGS CORP COM 23131L107 2,745 110,000 SH   DFND   110,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 18,996 222,955 SH   DFND 1 222,955 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 1,962 23,023 SH   DFND   23,023 0 0
DISCOVERY INC COM SER C 25470F302 2,503 95,959 SH   DFND 1 95,959 0 0
DOWDUPONT INC COM 26078J100 2,013 30,000 SH   DFND   30,000 0 0
DROPBOX INC CL A 26210C104 654 20,000 SH   DFND   20,000 0 0
ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250X103 2,278 225,783 SH   DFND 1 225,783 0 0
ENVISION HEALTHCARE CORP COM 29414D100 625 14,164 SH   DFND   14,164 0 0
EVERQUOTE INC COM CL A 30041R108 892 50,000 SH   DFND   50,000 0 0
FIRST INTERNET BANCORP COM 320557101 854 25,000 SH   DFND   25,000 0 0
FORTY SEVEN INC COM 34983P104 1,279 80,447 SH   DFND   80,447 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 696 17,000 SH   DFND   17,000 0 0
GRAFTECH INTL LTD COM 384313508 464 25,000 SH   DFND   25,000 0 0
HERON THERAPEUTICS INC COM 427746102 2,034 51,200 SH   DFND   51,200 0 0
HILL INTERNATIONAL INC COM 431466101 638 107,170 SH   DFND   107,170 0 0
HOULIHAN LOKEY INC CL A 441593100 1,174 22,763 SH   DFND   22,763 0 0
IAC INTERACTIVECORP COM 44919P508 5,714 37,330 SH   DFND 1 37,330 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 5,804 135,000 SH   DFND   135,000 0 0
I3 VERTICALS INC COM CL A 46571Y107 676 42,300 SH   DFND   42,300 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 1,492 25,000 SH   DFND   25,000 0 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 36,085 1,047,162 SH   DFND 1 1,047,162 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 14,612 321,435 SH   DFND 1 321,435 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 677 200,870 SH   DFND   200,870 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 2,844 83,500 SH   DFND   83,500 0 0
MICRON TECHNOLOGY INC COM 595112103 1,128 21,300 SH   DFND   21,300 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 431 7,741 SH   DFND   7,741 0 0
NEWELL BRANDS INC COM 651229106 671 26,000 SH   DFND   26,000 0 0
OPTINOSE INC COM 68404V100 1,403 50,000 SH   DFND   50,000 0 0
PACIFIC PREMIER BANCORP COM 69478X105 916 23,568 SH   DFND 1 23,568 0 0
PHILIP MORRIS INTL INC COM 718172109 1,620 20,000 SH   DFND   20,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 654 10,000 SH   DFND   10,000 0 0
QUALITY CARE PPTYS INC COM 747545101 1,605 74,041 SH   DFND   74,041 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 339 4,877 SH   DFND   4,877 0 0
RSP PERMIAN INC COM 74978Q105 2,350 53,004 SH   DFND   53,004 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 319 11,800 SH   DFND   11,800 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 968 20,000 SH   DFND   20,000 0 0
SOHU COM LTD SPONSORED ADS 83410S108 2,529 70,762 SH   DFND 1 70,762 0 0
SONY CORP SPONSORED ADR 835699307 1,023 20,000 SH   DFND   20,000 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 2,584 65,000 SH   DFND   65,000 0 0
STARS GROUP INC COM 85570W100 251 7,032 SH   DFND   7,032 0 0
SUNDANCE ENERGY AUSTRALIA LT SPONSORED ADR 86724Y109 94 16,681 SH   DFND   16,681 0 0
SURFACE ONCOLOGY INC COM 86877M209 203 12,500 SH   DFND   12,500 0 0
TRIBUNE MEDIA CO CL A 896047503 306 8,000 SH   DFND   8,000 0 0
UNITED RENTALS INC COM 911363109 2,699 18,000 SH   DFND   18,000 0 0
UXIN LTD ADS 91818X108 680 75,000 SH   DFND   75,000 0 0
ZAFGEN INC COM 98885E103 1,250 125,000 SH   DFND   125,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,355 40,000 SH   DFND   40,000 0 0
ZYNGA INC CL A 98986T108 243 60,000 SH   DFND   60,000 0 0