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 |
| APPLE INC | COM | 037833100 | 164,834 | 1,458,061 | SH | DFND | 1 | 1,458,061 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 126,110 | 5,471,146 | SH | DFND | 1 | 5,471,146 | 0 | 0 | |
| NEW YORK TIMES CO | CL A | 650111107 | 99,331 | 8,312,235 | SH | DFND | 1 | 8,312,235 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 83,761 | 2,279,837 | SH | DFND | 1 | 2,279,837 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 73,706 | 4,087,966 | SH | DFND | 1 | 4,087,966 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 72,586 | 2,782,140 | SH | DFND | 1 | 2,782,140 | 0 | 0 | |
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 67,675 | 2,327,218 | SH | DFND | 1 | 2,327,218 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 60,448 | 5,773,460 | SH | DFND | 1 | 5,773,460 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 59,302 | 5,563,006 | SH | DFND | 1 | 5,563,006 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 42,454 | 10,482,519 | SH | DFND | 1 | 10,482,519 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 40,052 | 9,513,628 | SH | DFND | 1 | 9,513,628 | 0 | 0 | |
| VALE S A | ADR REPSTG PFD | 91912E204 | 39,304 | 8,344,794 | SH | DFND | 1 | 8,344,794 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 33,744 | 885,667 | SH | DFND | 1 | 885,667 | 0 | 0 | |
| STILLWATER MNG CO | COM | 86074Q102 | 26,763 | 2,003,191 | SH | DFND | 1 | 2,003,191 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 26,049 | 3,064,597 | SH | DFND | 1 | 3,064,597 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 25,500 | 4,775,201 | SH | DFND | 1 | 4,775,201 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 20,790 | 262,764 | SH | DFND | 1 | 262,764 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 20,098 | 1,141,256 | SH | DFND | 1 | 1,141,256 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 19,981 | 341,723 | SH | DFND | 1 | 341,723 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 19,597 | 550,935 | SH | DFND | 1 | 550,935 | 0 | 0 | |
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 15,551 | 641,292 | SH | DFND | 1 | 641,292 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 14,853 | 216,836 | SH | DFND | 1 | 216,836 | 0 | 0 | |
| COPA HOLDINGS SA | CL A | P31076105 | 14,253 | 162,094 | SH | DFND | 1 | 162,094 | 0 | 0 | |
| SOHU COM INC | COM | 83408W103 | 13,852 | 313,039 | SH | DFND | 1 | 313,039 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 11,645 | 833,009 | SH | DFND | 1 | 833,009 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 11,337 | 490,155 | SH | DFND | 1 | 490,155 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 11,211 | 61,575 | SH | DFND | 1 | 61,575 | 0 | 0 | |
| PENN WEST PETE LTD NEW | COM | 707887105 | 10,731 | 5,928,775 | SH | DFND | 1 | 5,928,775 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 10,567 | 158,682 | SH | DFND | 1 | 158,682 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 10,486 | 589,777 | SH | DFND | 1 | 589,777 | 0 | 0 | |
| MCCLATCHY CO | CL A NEW | 579489303 | 10,474 | 649,342 | SH | DFND | 1 | 649,342 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 9,494 | 874,177 | SH | DFND | 1 | 874,177 | 0 | 0 | |
| SINA CORP | ORD | G81477104 | 8,610 | 116,619 | SH | DFND | 1 | 116,619 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 8,250 | 51,155 | SH | DFND | 1 | 51,155 | 0 | 0 | |
| FANG HLDGS LTD | ADR | 30711Y102 | 7,745 | 1,725,006 | SH | DFND | 1 | 1,725,006 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 7,110 | 639,961 | SH | DFND | 1 | 639,961 | 0 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 6,264 | 105,566 | SH | DFND | 1 | 105,566 | 0 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 5,511 | 267,771 | SH | DFND | 1 | 267,771 | 0 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 5,000 | 49,441 | SH | DFND | 1 | 49,441 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 4,905 | 614,601 | SH | DFND | 1 | 614,601 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 4,163 | 149,919 | SH | DFND | 1 | 149,919 | 0 | 0 | |
| MOVADO GROUP INC | COM | 624580106 | 3,772 | 175,609 | SH | DFND | 1 | 175,609 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 3,681 | 116,037 | SH | DFND | 1 | 116,037 | 0 | 0 | |
| IROBOT CORP | COM | 462726100 | 3,543 | 80,569 | SH | DFND | 1 | 80,569 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 3,518 | 56,316 | SH | DFND | 1 | 56,316 | 0 | 0 | |
| POTASH CORP SASK INC | COM | 73755L107 | 3,020 | 185,023 | SH | DFND | 1 | 185,023 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 2,739 | 154,549 | SH | DFND | 1 | 154,549 | 0 | 0 | |
| CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 2,491 | 88,865 | SH | DFND | 1 | 88,865 | 0 | 0 | |
| AGCO CORP | COM | 001084102 | 2,296 | 46,547 | SH | DFND | 1 | 46,547 | 0 | 0 | |
| CLOUD PEAK ENERGY INC | COM | 18911Q102 | 2,148 | 394,846 | SH | DFND | 1 | 394,846 | 0 | 0 | |
| SEARS HLDGS CORP | COM | 812350106 | 1,530 | 133,522 | SH | DFND | 1 | 133,522 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 1,512 | 274,932 | SH | DFND | 1 | 274,932 | 0 | 0 | |
| ARALEZ PHARMACEUTICALS INC | COM | 03852X100 | 1,247 | 257,131 | SH | DFND | 1 | 257,131 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 1,162 | 57,672 | SH | DFND | 1 | 57,672 | 0 | 0 | |
| GAP INC DEL | COM | 364760108 | 868 | 39,042 | SH | DFND | 1 | 39,042 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 590 | 11,777 | SH | DFND | 1 | 11,777 | 0 | 0 | |