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 |
| TECK RESOURCES LTD | CL B | 878742204 | 144,456 | 8,335,599 | SH | DFND | 1 | 8,335,599 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 109,975 | 763,612 | SH | DFND | 1 | 763,612 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 99,233 | 5,553,048 | SH | DFND | 1 | 5,553,048 | 0 | 0 | |
| NEW YORK TIMES CO | CL A | 650111107 | 92,093 | 5,202,999 | SH | DFND | 1 | 5,202,999 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 87,827 | 2,666,269 | SH | DFND | 1 | 2,666,269 | 0 | 0 | |
| VALE S A | ADR REPSTG PFD | 91912E204 | 86,671 | 10,634,524 | SH | DFND | 1 | 10,634,524 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 80,160 | 9,740,030 | SH | DFND | 1 | 9,740,030 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 75,786 | 1,070,731 | SH | DFND | 1 | 1,070,731 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 71,548 | 6,606,440 | SH | DFND | 1 | 6,606,440 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 65,992 | 16,214,176 | SH | DFND | 1 | 16,214,176 | 0 | 0 | |
| ARCH COAL INC | CL A | 039380407 | 53,898 | 789,130 | SH | DFND | 1 | 789,130 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 51,113 | 5,808,284 | SH | DFND | 1 | 5,808,284 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 44,516 | 1,326,054 | SH | DFND | 1 | 1,326,054 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 42,775 | 1,168,069 | SH | DFND | 1 | 1,168,069 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 42,552 | 3,543,051 | SH | DFND | 1 | 3,543,051 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 39,412 | 7,638,005 | SH | DFND | 1 | 7,638,005 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 38,084 | 996,952 | SH | DFND | 1 | 996,952 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 24,333 | 543,258 | SH | DFND | 1 | 543,258 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 19,718 | 5,446,918 | SH | DFND | 1 | 5,446,918 | 0 | 0 | |
| UNDER ARMOUR INC | CL C | 904311206 | 17,656 | 875,814 | SH | DFND | 1 | 875,814 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 17,349 | 3,362,294 | SH | DFND | 1 | 3,362,294 | 0 | 0 | |
| OBSIDIAN ENERGY LTD | COM | 674482104 | 17,188 | 13,534,017 | SH | DFND | 1 | 13,534,017 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 16,779 | 1,224,751 | SH | DFND | 1 | 1,224,751 | 0 | 0 | |
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 13,991 | 308,453 | SH | DFND | 1 | 308,453 | 0 | 0 | |
| MYLAN N V | SHS EURO | N59465109 | 13,250 | 341,320 | SH | DFND | 1 | 341,320 | 0 | 0 | |
| GUESS INC | COM | 401617105 | 12,988 | 1,016,303 | SH | DFND | 1 | 1,016,303 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 12,523 | 787,121 | SH | DFND | 1 | 787,121 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 11,181 | 62,514 | SH | DFND | 1 | 62,514 | 0 | 0 | |
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 9,366 | 258,362 | SH | DFND | 1 | 258,362 | 0 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 8,625 | 333,779 | SH | DFND | 1 | 333,779 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 7,241 | 184,633 | SH | DFND | 1 | 184,633 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 6,853 | 3,724,668 | SH | DFND | 1 | 3,724,668 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 5,223 | 480,944 | SH | DFND | 1 | 480,944 | 0 | 0 | |
| FANG HLDGS LTD | ADR | 30711Y102 | 4,734 | 1,275,889 | SH | DFND | 1 | 1,275,889 | 0 | 0 | |
| SODASTREAM INTERNATIONAL LTD | USD SHS | M9068E105 | 4,463 | 83,389 | SH | DFND | 1 | 83,389 | 0 | 0 | |
| OWENS ILL INC | COM NEW | 690768403 | 4,183 | 174,868 | SH | DFND | 1 | 174,868 | 0 | 0 | |
| BOSTON BEER INC | CL A | 100557107 | 4,076 | 30,847 | SH | DFND | 1 | 30,847 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 3,948 | 169,891 | SH | DFND | 1 | 169,891 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 3,859 | 216,691 | SH | DFND | 1 | 216,691 | 0 | 0 | |
| TEGNA INC | COM | 87901J105 | 3,817 | 264,919 | SH | DFND | 1 | 264,919 | 0 | 0 | |
| GANNETT CO INC | COM | 36473H104 | 3,558 | 407,971 | SH | DFND | 1 | 407,971 | 0 | 0 | |
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 3,279 | 314,350 | SH | DFND | 1 | 314,350 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 3,098 | 98,976 | SH | DFND | 1 | 98,976 | 0 | 0 | |
| MCCLATCHY CO | CL A NEW | 579489303 | 3,078 | 329,554 | SH | DFND | 1 | 329,554 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 2,495 | 95,070 | SH | DFND | 1 | 95,070 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 1,880 | 181,660 | SH | DFND | 1 | 181,660 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 1,864 | 80,460 | SH | DFND | 1 | 80,460 | 0 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 1,608 | 21,786 | SH | DFND | 1 | 21,786 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 1,186 | 118,742 | SH | DFND | 1 | 118,742 | 0 | 0 | |
| CLOUD PEAK ENERGY INC | COM | 18911Q102 | 1,078 | 305,302 | SH | DFND | 1 | 305,302 | 0 | 0 | |
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 841 | 29,255 | SH | DFND | 1 | 29,255 | 0 | 0 | |
| CARS COM INC | COM | 14575E105 | 339 | 12,746 | SH | DFND | 1 | 12,746 | 0 | 0 | |
| ARALEZ PHARMACEUTICALS INC | COM | 03852X100 | 292 | 216,211 | SH | DFND | 1 | 216,211 | 0 | 0 | |