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 | 164,919 | 1,147,984 | SH | DFND | 1 | 1,147,984 | 0 | 0 | |
| VALE S A | ADR REPSTG PFD | 91912E204 | 132,312 | 14,734,058 | SH | DFND | 1 | 14,734,058 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 130,155 | 5,943,135 | SH | DFND | 1 | 5,943,135 | 0 | 0 | |
| NEW YORK TIMES CO | CL A | 650111107 | 104,737 | 7,273,392 | SH | DFND | 1 | 7,273,392 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 91,905 | 2,292,457 | SH | DFND | 1 | 2,292,457 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 70,722 | 4,730,593 | SH | DFND | 1 | 4,730,593 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 62,111 | 1,332,275 | SH | DFND | 1 | 1,332,275 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 61,622 | 4,949,561 | SH | DFND | 1 | 4,949,561 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 61,458 | 904,865 | SH | DFND | 1 | 904,865 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 55,475 | 3,319,860 | SH | DFND | 1 | 3,319,860 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 54,837 | 4,682,904 | SH | DFND | 1 | 4,682,904 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 54,714 | 15,588,099 | SH | DFND | 1 | 15,588,099 | 0 | 0 | |
| ARCH COAL INC | CL A | 039380407 | 40,030 | 580,643 | SH | DFND | 1 | 580,643 | 0 | 0 | |
| TEGNA INC | COM | 87901J105 | 39,690 | 1,549,184 | SH | DFND | 1 | 1,549,184 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 38,450 | 1,125,907 | SH | DFND | 1 | 1,125,907 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 35,842 | 8,960,419 | SH | DFND | 1 | 8,960,419 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 33,796 | 5,459,801 | SH | DFND | 1 | 5,459,801 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 31,863 | 3,560,144 | SH | DFND | 1 | 3,560,144 | 0 | 0 | |
| BOSTON BEER INC | CL A | 100557107 | 28,890 | 199,724 | SH | DFND | 1 | 199,724 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 25,295 | 1,332,019 | SH | DFND | 1 | 1,332,019 | 0 | 0 | |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 23,408 | 134,422 | SH | DFND | 1 | 134,422 | 0 | 0 | |
| PENN WEST PETE LTD NEW | COM | 707887105 | 22,641 | 13,318,134 | SH | DFND | 1 | 13,318,134 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 22,364 | 530,718 | SH | DFND | 1 | 530,718 | 0 | 0 | |
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 19,343 | 755,274 | SH | DFND | 1 | 755,274 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 15,588 | 501,060 | SH | DFND | 1 | 501,060 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 15,340 | 88,920 | SH | DFND | 1 | 88,920 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 13,293 | 3,875,382 | SH | DFND | 1 | 3,875,382 | 0 | 0 | |
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 10,130 | 318,858 | SH | DFND | 1 | 318,858 | 0 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 9,906 | 515,921 | SH | DFND | 1 | 515,921 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 9,423 | 83,099 | SH | DFND | 1 | 83,099 | 0 | 0 | |
| GUESS INC | COM | 401617105 | 7,258 | 650,961 | SH | DFND | 1 | 650,961 | 0 | 0 | |
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 6,598 | 173,127 | SH | DFND | 1 | 173,127 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 6,509 | 500,705 | SH | DFND | 1 | 500,705 | 0 | 0 | |
| MCCLATCHY CO | CL A NEW | 579489303 | 6,001 | 620,611 | SH | DFND | 1 | 620,611 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 5,913 | 442,585 | SH | DFND | 1 | 442,585 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 5,036 | 169,891 | SH | DFND | 1 | 169,891 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 4,416 | 130,647 | SH | DFND | 1 | 130,647 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 4,208 | 474,453 | SH | DFND | 1 | 474,453 | 0 | 0 | |
| SODASTREAM INTERNATIONAL LTD | USD SHS | M9068E105 | 4,155 | 85,788 | SH | DFND | 1 | 85,788 | 0 | 0 | |
| FANG HLDGS LTD | ADR | 30711Y102 | 3,975 | 1,219,413 | SH | DFND | 1 | 1,219,413 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 3,534 | 202,503 | SH | DFND | 1 | 202,503 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 3,354 | 353,091 | SH | DFND | 1 | 353,091 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 2,713 | 124,798 | SH | DFND | 1 | 124,798 | 0 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 2,459 | 30,128 | SH | DFND | 1 | 30,128 | 0 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 2,124 | 34,026 | SH | DFND | 1 | 34,026 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,913 | 8,326 | SH | DFND | 1 | 8,326 | 0 | 0 | |
| CLOUD PEAK ENERGY INC | COM | 18911Q102 | 1,398 | 305,302 | SH | DFND | 1 | 305,302 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 1,314 | 169,520 | SH | DFND | 1 | 169,520 | 0 | 0 | |
| CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 1,166 | 37,925 | SH | DFND | 1 | 37,925 | 0 | 0 | |
| POTASH CORP SASK INC | COM | 73755L107 | 954 | 55,870 | SH | DFND | 1 | 55,870 | 0 | 0 | |
| SOHU COM INC | COM | 83408W103 | 927 | 23,581 | SH | DFND | 1 | 23,581 | 0 | 0 | |
| ARALEZ PHARMACEUTICALS INC | COM | 03852X100 | 463 | 216,211 | SH | DFND | 1 | 216,211 | 0 | 0 | |