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 |
| APOLLO GLOBAL MGMT LLC | CL A SHS | 037612306 | 83,268 | 1,149,637 | SH | DFND | 1 | 0 | 1,149,637 | 0 | |
| BANK AMER CORP | COM | 060505104 | 44,484 | 999,873 | SH | DFND | 1 | 0 | 999,873 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 69,141 | 1,656,856 | SH | DFND | 1 | 0 | 1,656,856 | 0 | |
| HOWARD HUGHES CORP | COM | 44267D107 | 58,089 | 570,735 | SH | DFND | 1 | 0 | 570,735 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 39,109 | 246,978 | SH | DFND | 1 | 0 | 246,978 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 1,690 | 44,900 | SH | DFND | 1 | 0 | 44,900 | 0 | |
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 1,196 | 117,474 | SH | DFND | 1 | 0 | 117,474 | 0 | |
| ORACLE CORP | COM | 68389X105 | 17,086 | 195,920 | SH | DFND | 1 | 0 | 195,920 | 0 | |
| TECK RESOURCES CLASS B | COM | 878742204 | 82,655 | 2,867,968 | SH | DFND | 1 | 0 | 2,867,968 | 0 | |
| TRUIST FINANCIAL CORP | COM | 89832Q109 | 20,145 | 344,066 | SH | DFND | 1 | 0 | 344,066 | 0 | |
| WELLS FARGO & CO NEW | COM | 949746101 | 52,680 | 1,097,961 | SH | DFND | 1 | 0 | 1,097,961 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 54,029 | 635,338 | SH | DFND | 1 | 0 | 635,338 | 0 | |