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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 181,148 | 28,482,361 | SH | DFND | 1 | 28,482,361 | 0 | 0 | ||
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 173,399 | 7,772,270 | SH | DFND | 1 | 7,772,270 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 166,036 | 10,995,752 | SH | DFND | 1 | 10,995,752 | 0 | 0 | ||
| VALARIS LIMITED | CL A | G9460G101 | 158,610 | 2,437,911 | SH | DFND | 1 | 2,437,911 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 100,638 | 1,583,358 | SH | DFND | 1 | 1,583,358 | 0 | 0 | ||
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C201 | 98,770 | 8,203,521 | SH | DFND | 1 | 8,203,521 | 0 | 0 | ||
| NOBLE CORP PLC | ORD SHS A | G65431127 | 97,628 | 2,473,473 | SH | DFND | 1 | 2,473,473 | 0 | 0 | ||
| SEADRILL 2021 LTD | COM | G7997W102 | 95,184 | 2,370,111 | SH | DFND | 1 | 2,370,111 | 0 | 0 | ||
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 89,142 | 29,615,202 | SH | DFND | 1 | 29,615,202 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 78,811 | 1,614,657 | SH | DFND | 1 | 1,614,657 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 68,877 | 2,172,786 | SH | DFND | 1 | 2,172,786 | 0 | 0 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 65,852 | 3,401,452 | SH | DFND | 1 | 3,401,452 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 65,683 | 435,217 | SH | DFND | 1 | 435,217 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 65,028 | 3,789,516 | SH | DFND | 1 | 3,789,516 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 52,190 | 1,666,892 | SH | DFND | 1 | 1,666,892 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 50,399 | 1,134,608 | SH | DFND | 1 | 1,134,608 | 0 | 0 | ||
| QURATE RETAIL INC | COM SER A | 74915M100 | 35,891 | 36,334,655 | SH | DFND | 1 | 36,334,655 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 33,352 | 6,792,741 | SH | DFND | 1 | 6,792,741 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 27,329 | 6,633,237 | SH | DFND | 1 | 6,633,237 | 0 | 0 | ||
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 20,587 | 1,973,779 | SH | DFND | 1 | 1,973,779 | 0 | 0 | ||
| OVINTIV INC | COM | 69047Q102 | 15,669 | 434,298 | SH | DFND | 1 | 434,298 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 13,227 | 62,410 | SH | DFND | 1 | 62,410 | 0 | 0 | ||
| PENN ENTERTAINMENT INC | COM | 707569109 | 11,668 | 393,388 | SH | DFND | 1 | 393,388 | 0 | 0 | ||
| PAN AMERN SILVER CORP | COM | 697900108 | 11,644 | 639,761 | SH | DFND | 1 | 639,761 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 11,357 | 2,647,227 | SH | DFND | 1 | 2,647,227 | 0 | 0 | ||
| TIDEWATER INC NEW | COM | 88642R109 | 11,212 | 254,345 | SH | DFND | 1 | 254,345 | 0 | 0 | ||
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 10,823 | 69,381 | SH | DFND | 1 | 69,381 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 10,035 | 637,151 | SH | DFND | 1 | 637,151 | 0 | 0 | ||
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 9,263 | 271,231 | SH | DFND | 1 | 271,231 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 8,766 | 90,142 | SH | DFND | 1 | 90,142 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | 7,985 | 60,742 | SH | DFND | 1 | 60,742 | 0 | 0 | ||
| KINROSS GOLD CORP | COM | 496902404 | 7,385 | 1,567,854 | SH | DFND | 1 | 1,567,854 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F137 | 7,014 | 57,536 | SH | DFND | 1 | 57,536 | 0 | 0 | ||
| PEABODY ENERGY CORP | COM | 704551100 | 6,128 | 239,390 | SH | DFND | 1 | 239,390 | 0 | 0 | ||
| CHILDRENS PL INC NEW | COM | 168905107 | 4,565 | 113,424 | SH | DFND | 1 | 113,424 | 0 | 0 | ||
| IAC INC | COM NEW | 44891N208 | 4,490 | 87,019 | SH | DFND | 1 | 87,019 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,865 | 37,827 | SH | DFND | 1 | 37,827 | 0 | 0 | ||
| BALLYS CORPORATION | COM | 05875B106 | 3,475 | 178,025 | SH | DFND | 1 | 178,025 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 3,120 | 593,178 | SH | DFND | 1 | 593,178 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 3,075 | 165,591 | SH | DFND | 1 | 165,591 | 0 | 0 | ||
| ALTRIA GROUP INC | COM | 02209S103 | 2,904 | 65,075 | SH | DFND | 1 | 65,075 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 2,672 | 58,234 | SH | DFND | 1 | 58,234 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 2,664 | 72,996 | SH | DFND | 1 | 72,996 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 2,190 | 29,654 | SH | DFND | 1 | 29,654 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 2,094 | 240,176 | SH | DFND | 1 | 240,176 | 0 | 0 | ||
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 1,665 | 176,983 | SH | DFND | 1 | 176,983 | 0 | 0 | ||