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 | 166,984 | 1,441,758 | SH | DFND | 1 | 1,441,758 | 0 | 0 | |
| VALE S A | ADR REPSTG PFD | 91912E204 | 109,397 | 15,877,648 | SH | DFND | 1 | 15,877,648 | 0 | 0 | |
| NEW YORK TIMES CO | CL A | 650111107 | 99,999 | 7,518,701 | SH | DFND | 1 | 7,518,701 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 98,075 | 6,016,872 | SH | DFND | 1 | 6,016,872 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 95,362 | 2,547,056 | SH | DFND | 1 | 2,547,056 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 90,726 | 6,155,093 | SH | DFND | 1 | 6,155,093 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 79,138 | 3,950,983 | SH | DFND | 1 | 3,950,983 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 75,161 | 6,402,154 | SH | DFND | 1 | 6,402,154 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 45,383 | 2,564,015 | SH | DFND | 1 | 2,564,015 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 41,386 | 1,179,083 | SH | DFND | 1 | 1,179,083 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 39,801 | 4,094,729 | SH | DFND | 1 | 4,094,729 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 35,756 | 9,287,339 | SH | DFND | 1 | 9,287,339 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 35,231 | 5,951,106 | SH | DFND | 1 | 5,951,106 | 0 | 0 | |
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 34,557 | 1,824,562 | SH | DFND | 1 | 1,824,562 | 0 | 0 | |
| ARCH COAL INC | CL A | 039380407 | 32,175 | 412,230 | SH | DFND | 1 | 412,230 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 29,595 | 9,516,233 | SH | DFND | 1 | 9,516,233 | 0 | 0 | |
| PENN WEST PETE LTD NEW | COM | 707887105 | 24,456 | 13,816,810 | SH | DFND | 1 | 13,816,810 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 21,928 | 4,568,240 | SH | DFND | 1 | 4,568,240 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 19,092 | 482,353 | SH | DFND | 1 | 482,353 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 19,020 | 747,624 | SH | DFND | 1 | 747,624 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 17,743 | 107,922 | SH | DFND | 1 | 107,922 | 0 | 0 | |
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 11,664 | 461,382 | SH | DFND | 1 | 461,382 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 8,669 | 756,433 | SH | DFND | 1 | 756,433 | 0 | 0 | |
| MCCLATCHY CO | CL A NEW | 579489303 | 8,558 | 649,342 | SH | DFND | 1 | 649,342 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 7,788 | 114,618 | SH | DFND | 1 | 114,618 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 7,464 | 208,439 | SH | DFND | 1 | 208,439 | 0 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 6,709 | 402,435 | SH | DFND | 1 | 402,435 | 0 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 6,420 | 98,302 | SH | DFND | 1 | 98,302 | 0 | 0 | |
| FANG HLDGS LTD | ADR | 30711Y102 | 6,168 | 1,880,400 | SH | DFND | 1 | 1,880,400 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 5,972 | 510,014 | SH | DFND | 1 | 510,014 | 0 | 0 | |
| MOVADO GROUP INC | COM | 624580106 | 4,804 | 167,100 | SH | DFND | 1 | 167,100 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 4,667 | 154,419 | SH | DFND | 1 | 154,419 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 4,643 | 19,392 | SH | DFND | 1 | 19,392 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 4,131 | 313,204 | SH | DFND | 1 | 313,204 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 4,025 | 194,365 | SH | DFND | 1 | 194,365 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 4,012 | 582,332 | SH | DFND | 1 | 582,332 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 3,876 | 149,865 | SH | DFND | 1 | 149,865 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 2,884 | 378,448 | SH | DFND | 1 | 378,448 | 0 | 0 | |
| CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 2,700 | 85,044 | SH | DFND | 1 | 85,044 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 2,623 | 164,128 | SH | DFND | 1 | 164,128 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 2,373 | 33,144 | SH | DFND | 1 | 33,144 | 0 | 0 | |
| CLOUD PEAK ENERGY INC | COM | 18911Q102 | 2,017 | 359,549 | SH | DFND | 1 | 359,549 | 0 | 0 | |
| POTASH CORP SASK INC | COM | 73755L107 | 1,941 | 107,316 | SH | DFND | 1 | 107,316 | 0 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 1,912 | 21,170 | SH | DFND | 1 | 21,170 | 0 | 0 | |
| SOHU COM INC | COM | 83408W103 | 1,855 | 54,734 | SH | DFND | 1 | 54,734 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,770 | 80,770 | SH | DFND | 1 | 80,770 | 0 | 0 | |
| ARALEZ PHARMACEUTICALS INC | COM | 03852X100 | 1,037 | 235,174 | SH | DFND | 1 | 235,174 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 992 | 15,211 | SH | DFND | 1 | 15,211 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 950 | 57,672 | SH | DFND | 1 | 57,672 | 0 | 0 | |
| GAP INC DEL | COM | 364760108 | 876 | 39,042 | SH | DFND | 1 | 39,042 | 0 | 0 | |
| SEARS HLDGS CORP | COM | 812350106 | 564 | 60,720 | SH | DFND | 1 | 60,720 | 0 | 0 | |