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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 57,220 | 974,119 | SH | DFND | 974,119 | 0 | 0 | ||
| APOLLO COML REAL EST FIN INC | COM | 03762U105 | 25,373 | 1,816,253 | SH | DFND | 1,816,253 | 0 | 0 | ||
| APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 | 77,001 | 5,284,900 | SH | DFND | 5,284,900 | 0 | 0 | ||
| FIRSTENERGY CORP | COM | 337932107 | 17,345 | 500,000 | SH | DFND | 500,000 | 0 | 0 | ||
| ISTAR INC | COM | 45031U101 | 44,450 | 2,500,000 | SH | DFND | 2,500,000 | 0 | 0 | ||
| INDUS REALTY TRUST INC | COM | 45580R103 | 33,690 | 560,000 | SH | DFND | 560,000 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 751,748 | 5,550,000 | SH | Put | DFND | 5,550,000 | 0 | 0 | |
| RADIUS GLOBAL INFRASTRCTRE INC | COM CL A | 750481103 | 69,757 | 4,745,400 | SH | DFND | 4,745,400 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 398,913 | 1,250,000 | SH | Put | DFND | 1,250,000 | 0 | 0 | |