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 | 127,099 | 10,761,972 | SH | DFND | 1 | 10,761,972 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 96,636 | 876,121 | SH | DFND | 1 | 876,121 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 83,664 | 3,105,568 | SH | DFND | 1 | 3,105,568 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 77,944 | 12,255,392 | SH | DFND | 1 | 12,255,392 | 0 | 0 | |
| STILLWATER MNG CO | COM | 86074Q102 | 57,586 | 5,574,658 | SH | DFND | 1 | 5,574,658 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 54,637 | 31,765,548 | SH | DFND | 1 | 31,765,548 | 0 | 0 | |
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 53,165 | 3,015,620 | SH | DFND | 1 | 3,015,620 | 0 | 0 | |
| SOUFUN HLDGS LTD | ADR | 836034108 | 51,220 | 7,760,533 | SH | DFND | 1 | 7,760,533 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 44,887 | 27,537,899 | SH | DFND | 1 | 27,537,899 | 0 | 0 | |
| E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 33,793 | 5,689,035 | SH | DFND | 1 | 5,689,035 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 31,079 | 476,158 | SH | DFND | 1 | 476,158 | 0 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 28,030 | 747,861 | SH | DFND | 1 | 747,861 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 25,319 | 2,612,927 | SH | DFND | 1 | 2,612,927 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 20,534 | 4,277,938 | SH | DFND | 1 | 4,277,938 | 0 | 0 | |
| ENTERCOM COMMUNICATIONS CORP | CL A | 293639100 | 19,597 | 1,928,817 | SH | DFND | 1 | 1,928,817 | 0 | 0 | |
| GANNETT CO INC | COM | 36473H104 | 18,511 | 1,256,709 | SH | DFND | 1 | 1,256,709 | 0 | 0 | |
| YAHOO INC | COM | 984332106 | 18,395 | 636,280 | SH | DFND | 1 | 636,280 | 0 | 0 | |
| SOHU COM INC | COM | 83408W103 | 16,440 | 398,065 | SH | DFND | 1 | 398,065 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 14,053 | 2,514,009 | SH | DFND | 1 | 2,514,009 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 10,448 | 827,924 | SH | DFND | 1 | 827,924 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 9,263 | 146,992 | SH | DFND | 1 | 146,992 | 0 | 0 | |
| GROUPON INC | COM CL A | 399473107 | 9,105 | 2,792,850 | SH | DFND | 1 | 2,792,850 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 7,322 | 42,136 | SH | DFND | 1 | 42,136 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 7,308 | 1,192,136 | SH | DFND | 1 | 1,192,136 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 6,999 | 162,205 | SH | DFND | 1 | 162,205 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 6,709 | 573,886 | SH | DFND | 1 | 573,886 | 0 | 0 | |
| MCCLATCHY CO | CL A | 579489105 | 6,299 | 6,493,431 | SH | DFND | 1 | 6,493,431 | 0 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 6,038 | 106,269 | SH | DFND | 1 | 106,269 | 0 | 0 | |
| JOURNAL MEDIA GROUP INC | COM | 48114A109 | 5,830 | 777,318 | SH | DFND | 1 | 777,318 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 5,586 | 56,889 | SH | DFND | 1 | 56,889 | 0 | 0 | |
| JANUS CAP GROUP INC | COM | 47102X105 | 5,329 | 391,825 | SH | DFND | 1 | 391,825 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 4,659 | 76,411 | SH | DFND | 1 | 76,411 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 4,285 | 394,956 | SH | DFND | 1 | 394,956 | 0 | 0 | |
| KULICKE & SOFFA INDS INC | COM | 501242101 | 4,149 | 451,989 | SH | DFND | 1 | 451,989 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 4,107 | 977,901 | SH | DFND | 1 | 977,901 | 0 | 0 | |
| TRIBUNE PUBG CO | COM | 896082104 | 3,780 | 482,148 | SH | DFND | 1 | 482,148 | 0 | 0 | |
| SINA CORP | ORD | G81477104 | 3,334 | 83,096 | SH | DFND | 1 | 83,096 | 0 | 0 | |
| POZEN INC | COM | 73941U102 | 3,133 | 536,936 | SH | DFND | 1 | 536,936 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,005 | 96,802 | SH | DFND | 1 | 96,802 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 2,960 | 112,762 | SH | DFND | 1 | 112,762 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 2,864 | 135,160 | SH | DFND | 1 | 135,160 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 2,513 | 99,263 | SH | DFND | 1 | 99,263 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 2,366 | 96,802 | SH | DFND | 1 | 96,802 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 2,152 | 262,778 | SH | DFND | 1 | 262,778 | 0 | 0 | |
| APOLLO ED GROUP INC | CL A | 037604105 | 2,068 | 187,002 | SH | DFND | 1 | 187,002 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 1,861 | 13,544 | SH | DFND | 1 | 13,544 | 0 | 0 | |
| CLOUD PEAK ENERGY INC | COM | 18911Q102 | 1,779 | 676,433 | SH | DFND | 1 | 676,433 | 0 | 0 | |
| AGCO CORP | COM | 001084102 | 1,430 | 30,663 | SH | DFND | 1 | 30,663 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 734 | 41,523 | SH | DFND | 1 | 41,523 | 0 | 0 | |
| NEWS CORP NEW | CL B | 65249B208 | 493 | 38,477 | SH | DFND | 1 | 38,477 | 0 | 0 | |
| AEROPOSTALE | COM | 007865108 | 473 | 762,897 | SH | DFND | 1 | 762,897 | 0 | 0 | |