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 |
| MACYS INC | COM | 55616P104 | 154,995 | 6,153,032 | SH | DFND | 1 | 6,153,032 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 143,050 | 5,466,170 | SH | DFND | 1 | 5,466,170 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 138,097 | 5,751,636 | SH | DFND | 1 | 5,751,636 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 133,461 | 4,331,737 | SH | DFND | 1 | 4,331,737 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 131,840 | 5,995,448 | SH | DFND | 1 | 5,995,448 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 126,800 | 6,687,765 | SH | DFND | 1 | 6,687,765 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 111,437 | 10,434,167 | SH | DFND | 1 | 10,434,167 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 108,329 | 5,827,252 | SH | DFND | 1 | 5,827,252 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 85,206 | 6,966,975 | SH | DFND | 1 | 6,966,975 | 0 | 0 | |
| NEW YORK TIMES CO | CL A | 650111107 | 77,672 | 4,198,502 | SH | DFND | 1 | 4,198,502 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 65,762 | 11,127,247 | SH | DFND | 1 | 11,127,247 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 52,640 | 311,056 | SH | DFND | 1 | 311,056 | 0 | 0 | |
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 47,665 | 3,043,735 | SH | DFND | 1 | 3,043,735 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 46,502 | 1,349,457 | SH | DFND | 1 | 1,349,457 | 0 | 0 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 41,230 | 142,648 | SH | DFND | 1 | 142,648 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 39,824 | 1,105,601 | SH | DFND | 1 | 1,105,601 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 39,013 | 3,843,662 | SH | DFND | 1 | 3,843,662 | 0 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 38,800 | 1,542,735 | SH | DFND | 1 | 1,542,735 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 31,494 | 1,806,888 | SH | DFND | 1 | 1,806,888 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 29,763 | 6,584,821 | SH | DFND | 1 | 6,584,821 | 0 | 0 | |
| CHEESECAKE FACTORY INC | COM | 163072101 | 27,383 | 568,339 | SH | DFND | 1 | 568,339 | 0 | 0 | |
| DINEEQUITY INC | COM | 254423106 | 27,346 | 539,049 | SH | DFND | 1 | 539,049 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 26,476 | 6,128,665 | SH | DFND | 1 | 6,128,665 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 25,386 | 3,267,188 | SH | DFND | 1 | 3,267,188 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 22,143 | 1,177,807 | SH | DFND | 1 | 1,177,807 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 21,908 | 505,614 | SH | DFND | 1 | 505,614 | 0 | 0 | |
| UNDER ARMOUR INC | CL C | 904311206 | 21,488 | 1,613,228 | SH | DFND | 1 | 1,613,228 | 0 | 0 | |
| BRINKER INTL INC | COM | 109641100 | 17,957 | 462,333 | SH | DFND | 1 | 462,333 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 15,137 | 211,295 | SH | DFND | 1 | 211,295 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 14,694 | 2,520,471 | SH | DFND | 1 | 2,520,471 | 0 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 14,631 | 141,108 | SH | DFND | 1 | 141,108 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 13,070 | 806,316 | SH | DFND | 1 | 806,316 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 10,345 | 776,095 | SH | DFND | 1 | 776,095 | 0 | 0 | |
| WILLIAMS SONOMA INC | COM | 969904101 | 9,327 | 180,400 | SH | DFND | 1 | 180,400 | 0 | 0 | |
| ARCH COAL INC | CL A | 039380407 | 8,988 | 96,478 | SH | DFND | 1 | 96,478 | 0 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 8,096 | 235,735 | SH | DFND | 1 | 235,735 | 0 | 0 | |
| GUESS INC | COM | 401617105 | 6,661 | 394,620 | SH | DFND | 1 | 394,620 | 0 | 0 | |
| ZILLOW GROUP INC | CL A | 98954M101 | 6,488 | 159,259 | SH | DFND | 1 | 159,259 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 5,862 | 97,346 | SH | DFND | 1 | 97,346 | 0 | 0 | |
| BUCKLE INC | COM | 118440106 | 5,847 | 246,178 | SH | DFND | 1 | 246,178 | 0 | 0 | |
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 5,803 | 92,188 | SH | DFND | 1 | 92,188 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 5,474 | 27,616 | SH | DFND | 1 | 27,616 | 0 | 0 | |
| BIOGEN INC | COM | 09062X103 | 4,843 | 15,203 | SH | DFND | 1 | 15,203 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 4,721 | 535,258 | SH | DFND | 1 | 535,258 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 4,365 | 485,503 | SH | DFND | 1 | 485,503 | 0 | 0 | |
| MYLAN N V | SHS EURO | N59465109 | 4,233 | 100,058 | SH | DFND | 1 | 100,058 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 4,112 | 13,067 | SH | DFND | 1 | 13,067 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 4,092 | 2,841,346 | SH | DFND | 1 | 2,841,346 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 3,959 | 103,380 | SH | DFND | 1 | 103,380 | 0 | 0 | |
| FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 3,826 | 246,034 | SH | DFND | 1 | 246,034 | 0 | 0 | |
| OBSIDIAN ENERGY LTD | COM | 674482104 | 2,762 | 2,227,397 | SH | DFND | 1 | 2,227,397 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 2,097 | 144,902 | SH | DFND | 1 | 144,902 | 0 | 0 | |
| PIER 1 IMPORTS INC | COM | 720279108 | 2,080 | 502,461 | SH | DFND | 1 | 502,461 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 1,880 | 110,205 | SH | DFND | 1 | 110,205 | 0 | 0 | |
| BOSTON BEER INC | CL A | 100557107 | 1,662 | 8,695 | SH | DFND | 1 | 8,695 | 0 | 0 | |
| TEGNA INC | COM | 87901J105 | 1,423 | 101,086 | SH | DFND | 1 | 101,086 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 1,376 | 123,196 | SH | DFND | 1 | 123,196 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 1,110 | 71,046 | SH | DFND | 1 | 71,046 | 0 | 0 | |