The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 10,103 | 360,000 | SH | DFND | 360,000 | 0 | 0 | ||
| BHP GROUP PLC | SPONSORED ADR | 05545E209 | 13,669 | 332,177 | SH | DFND | 332,177 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 8,958 | 465,100 | SH | DFND | 465,100 | 0 | 0 | ||
| FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 742 | 35,000 | SH | DFND | 35,000 | 0 | 0 | ||
| GRIFOLS S A | SP ADR REP B NVT | 398438408 | 9,831 | 534,420 | SH | DFND | 534,420 | 0 | 0 | ||
| LENNAR CORP | CL B | 526057302 | 7,922 | 171,888 | SH | DFND | 171,888 | 0 | 0 | ||