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 | 160,196 | 11,642,166 | SH | DFND | 1 | 11,642,166 | 0 | 0 | |
| Twitter Inc | COM | 90184L102 | 139,628 | 2,788,098 | SH | DFND | 1 | 2,788,098 | 0 | 0 | |
| Apple Inc | COM | 037833100 | 134,700 | 1,082,538 | SH | DFND | 1 | 1,082,538 | 0 | 0 | |
| Janus Cap Group Inc | COM | 47102X105 | 78,509 | 4,567,152 | SH | DFND | 1 | 4,567,152 | 0 | 0 | |
| Barrick Gold Corp | COM | 067901108 | 74,213 | 6,771,257 | SH | DFND | 1 | 6,771,257 | 0 | 0 | |
| Sohu Com Inc | COM | 83408W103 | 63,100 | 1,183,207 | SH | DFND | 1 | 1,183,207 | 0 | 0 | |
| Stillwater Mng Co | COM | 86074Q102 | 59,193 | 4,581,482 | SH | DFND | 1 | 4,581,482 | 0 | 0 | |
| Kinross Gold Corp | COM NO PAR | 496902404 | 51,256 | 22,882,301 | SH | DFND | 1 | 22,882,301 | 0 | 0 | |
| Scripps E W Co Ohio | CL A NEW | 811054402 | 45,429 | 1,597,371 | SH | DFND | 1 | 1,597,371 | 0 | 0 | |
| Freeport-McMoRan Inc | CL B | 35671D857 | 41,106 | 2,169,191 | SH | DFND | 1 | 2,169,191 | 0 | 0 | |
| SouFun Hldgs Ltd | ADR | 836034108 | 39,325 | 6,554,107 | SH | DFND | 1 | 6,554,107 | 0 | 0 | |
| IAC InteractiveCorp | Com Par $0.001 | 44919P508 | 38,881 | 576,265 | SH | DFND | 1 | 576,265 | 0 | 0 | |
| Entercom Communications Corp | CL A | 293639100 | 36,356 | 2,992,226 | SH | DFND | 1 | 2,992,226 | 0 | 0 | |
| Youku Tudou Inc | Sponsored ADR | 98742U100 | 35,249 | 2,819,938 | SH | DFND | 1 | 2,819,938 | 0 | 0 | |
| Journal Communications Inc | CL A | 481130102 | 32,987 | 2,225,835 | SH | DFND | 1 | 2,225,835 | 0 | 0 | |
| IAMGOLD Corp | COM | 450913108 | 28,672 | 15,332,857 | SH | DFND | 1 | 15,332,857 | 0 | 0 | |
| Gray Television Inc | COM | 389375106 | 19,418 | 1,405,066 | SH | DFND | 1 | 1,405,066 | 0 | 0 | |
| Goldman Sachs Group Inc | COM | 38141G104 | 19,294 | 102,646 | SH | DFND | 1 | 102,646 | 0 | 0 | |
| Myriad Genetics Inc | COM | 62855J104 | 18,830 | 531,933 | SH | DFND | 1 | 531,933 | 0 | 0 | |
| E House China Hldgs Ltd | ADR | 26852W103 | 15,582 | 2,869,532 | SH | DFND | 1 | 2,869,532 | 0 | 0 | |
| AOL Inc | COM | 00184X105 | 12,027 | 303,642 | SH | DFND | 1 | 303,642 | 0 | 0 | |
| News Corp New | CL A | 65249B109 | 11,980 | 748,280 | SH | DFND | 1 | 748,280 | 0 | 0 | |
| McClatchy Co | CL A | 579489105 | 11,948 | 6,493,431 | SH | DFND | 1 | 6,493,431 | 0 | 0 | |
| Gannett Inc | COM | 364730101 | 11,253 | 303,481 | SH | DFND | 1 | 303,481 | 0 | 0 | |
| Sinclair Broadcast Group Inc | CL A | 829226109 | 10,714 | 341,113 | SH | DFND | 1 | 341,113 | 0 | 0 | |
| Leju Hldgs Ltd | Sponsored ADS | 50187J108 | 10,117 | 1,271,009 | SH | DFND | 1 | 1,271,009 | 0 | 0 | |
| Teck Resources Ltd | CL B | 878742204 | 8,343 | 607,659 | SH | DFND | 1 | 607,659 | 0 | 0 | |
| Pozen Inc | COM | 73941U102 | 5,234 | 677,999 | SH | DFND | 1 | 677,999 | 0 | 0 | |
| News Corp New | CL B | 65249B208 | 4,969 | 313,112 | SH | DFND | 1 | 313,112 | 0 | 0 | |
| Anglogold Ashanti Ltd | Sponsored ADR | 035128206 | 4,556 | 487,820 | SH | DFND | 1 | 487,820 | 0 | 0 | |
| Blackberry Ltd | COM | 09228F103 | 4,434 | 496,512 | SH | DFND | 1 | 496,512 | 0 | 0 | |
| American Intl Group Inc | COM NEW | 026874784 | 3,868 | 70,599 | SH | DFND | 1 | 70,599 | 0 | 0 | |
| Baidu Inc | SPON ADR REP A | 056752108 | 3,597 | 17,261 | SH | DFND | 1 | 17,261 | 0 | 0 | |
| Cisco Sys Inc | COM | 17275R102 | 3,288 | 119,461 | SH | DFND | 1 | 119,461 | 0 | 0 | |
| Aeropostale | COM | 007865108 | 2,737 | 788,842 | SH | DFND | 1 | 788,842 | 0 | 0 | |
| Abercrombie & Fitch Co | CL A | 002896207 | 1,622 | 73,576 | SH | DFND | 1 | 73,576 | 0 | 0 | |
| Cumulus Media Inc | CL A | 231082108 | 1,327 | 537,394 | SH | DFND | 1 | 537,394 | 0 | 0 | |