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 |
| NEW YORK TIMES CO | CL A | 650111107 | 107,670 | 8,641,285 | SH | DFND | 1 | 8,641,285 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 91,920 | 843,382 | SH | DFND | 1 | 843,382 | 0 | 0 | |
| STILLWATER MNG CO | COM | 86074Q102 | 85,309 | 8,010,223 | SH | DFND | 1 | 8,010,223 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 73,413 | 21,591,945 | SH | DFND | 1 | 21,591,945 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 71,557 | 9,403,002 | SH | DFND | 1 | 9,403,002 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 64,626 | 2,078,008 | SH | DFND | 1 | 2,078,008 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 57,500 | 26,018,198 | SH | DFND | 1 | 26,018,198 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 54,669 | 3,303,235 | SH | DFND | 1 | 3,303,235 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 49,058 | 1,256,286 | SH | DFND | 1 | 1,256,286 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 40,590 | 859,219 | SH | DFND | 1 | 859,219 | 0 | 0 | |
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 36,909 | 1,488,878 | SH | DFND | 1 | 1,488,878 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 32,951 | 1,844,953 | SH | DFND | 1 | 1,844,953 | 0 | 0 | |
| E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 32,317 | 5,195,702 | SH | DFND | 1 | 5,195,702 | 0 | 0 | |
| SOUFUN HLDGS LTD | ADR | 836034108 | 30,459 | 5,084,900 | SH | DFND | 1 | 5,084,900 | 0 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 21,867 | 584,204 | SH | DFND | 1 | 584,204 | 0 | 0 | |
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 21,400 | 765,928 | SH | DFND | 1 | 765,928 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 21,139 | 2,612,922 | SH | DFND | 1 | 2,612,922 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 20,813 | 3,994,856 | SH | DFND | 1 | 3,994,856 | 0 | 0 | |
| YAHOO INC | COM | 984332106 | 18,971 | 515,366 | SH | DFND | 1 | 515,366 | 0 | 0 | |
| SOHU COM INC | COM | 83408W103 | 16,236 | 327,739 | SH | DFND | 1 | 327,739 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 14,376 | 1,058,593 | SH | DFND | 1 | 1,058,593 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 13,651 | 71,515 | SH | DFND | 1 | 71,515 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 12,776 | 1,235,574 | SH | DFND | 1 | 1,235,574 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 10,926 | 184,491 | SH | DFND | 1 | 184,491 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 10,622 | 831,823 | SH | DFND | 1 | 831,823 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 10,250 | 230,750 | SH | DFND | 1 | 230,750 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 8,974 | 57,164 | SH | DFND | 1 | 57,164 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 7,973 | 837,477 | SH | DFND | 1 | 837,477 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 7,956 | 443,237 | SH | DFND | 1 | 443,237 | 0 | 0 | |
| SINA CORP | ORD | G81477104 | 7,641 | 161,298 | SH | DFND | 1 | 161,298 | 0 | 0 | |
| TRIBUNE PUBG CO | COM | 896082104 | 6,980 | 904,199 | SH | DFND | 1 | 904,199 | 0 | 0 | |
| MCCLATCHY CO | CL A | 579489105 | 6,818 | 6,493,431 | SH | DFND | 1 | 6,493,431 | 0 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 6,370 | 117,852 | SH | DFND | 1 | 117,852 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 5,722 | 62,288 | SH | DFND | 1 | 62,288 | 0 | 0 | |
| CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 5,624 | 153,692 | SH | DFND | 1 | 153,692 | 0 | 0 | |
| IROBOT CORP | COM | 462726100 | 4,718 | 133,662 | SH | DFND | 1 | 133,662 | 0 | 0 | |
| GANNETT CO INC | COM | 36473H104 | 4,705 | 310,795 | SH | DFND | 1 | 310,795 | 0 | 0 | |
| POTASH CORP SASK INC | COM | 73755L107 | 4,015 | 235,923 | SH | DFND | 1 | 235,923 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,325 | 86,147 | SH | DFND | 1 | 86,147 | 0 | 0 | |
| ENTERCOM COMMUNICATIONS CORP | CL A | 293639100 | 3,303 | 312,210 | SH | DFND | 1 | 312,210 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 3,206 | 62,682 | SH | DFND | 1 | 62,682 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 3,120 | 66,274 | SH | DFND | 1 | 66,274 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 3,105 | 109,078 | SH | DFND | 1 | 109,078 | 0 | 0 | |
| AGCO CORP | COM | 001084102 | 1,869 | 37,598 | SH | DFND | 1 | 37,598 | 0 | 0 | |
| GROUPON INC | COM CL A | 399473107 | 1,844 | 462,049 | SH | DFND | 1 | 462,049 | 0 | 0 | |
| ARALEZ PHARMACEUTICALS INC | COM | 03852X100 | 1,455 | 409,756 | SH | DFND | 1 | 409,756 | 0 | 0 | |
| CLOUD PEAK ENERGY INC | COM | 18911Q102 | 1,277 | 654,679 | SH | DFND | 1 | 654,679 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 1,242 | 294,923 | SH | DFND | 1 | 294,923 | 0 | 0 | |
| KULICKE & SOFFA INDS INC | COM | 501242101 | 1,043 | 92,108 | SH | DFND | 1 | 92,108 | 0 | 0 | |
| JANUS CAP GROUP INC | COM | 47102X105 | 849 | 58,063 | SH | DFND | 1 | 58,063 | 0 | 0 | |
| AEROPOSTALE | COM | 007865108 | 151 | 762,897 | SH | DFND | 1 | 762,897 | 0 | 0 | |