The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
FACEBOOK INC CL A 30303M102 180,004 1,079,875 SH   DFND 1 1,079,875 0 0
BED BATH & BEYOND INC COM 075896100 156,890 9,234,257 SH   DFND 1 9,234,257 0 0
TRANSOCEAN LTD REG SHS H8817H100 137,909 15,833,419 SH   DFND 1 15,833,419 0 0
TWITTER INC COM 90184L102 137,582 4,184,372 SH   DFND 1 4,184,372 0 0
TECK RESOURCES LTD CL B 878742204 114,926 4,957,986 SH   DFND 1 4,957,986 0 0
FREEPORT-MCMORAN INC CL B 35671D857 107,079 8,307,109 SH   DFND 1 8,307,109 0 0
MACYS INC COM 55616P104 100,785 4,194,150 SH   DFND 1 4,194,150 0 0
VIACOM INC NEW CL B 92553P201 90,813 3,235,218 SH   DFND 1 3,235,218 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 84,651 8,069,723 SH   DFND 1 8,069,723 0 0
ENSCO PLC SHS CLASS A G3157S106 79,832 20,313,425 SH   DFND 1 20,313,425 0 0
ABERCROMBIE & FITCH CO CL A 002896207 77,962 2,844,296 SH   DFND 1 2,844,296 0 0
FOSSIL GROUP INC COM 34988V106 65,788 4,795,032 SH   DFND 1 4,795,032 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 50,082 260,856 SH   DFND 1 260,856 0 0
WEIBO CORP SPONSORED ADR 948596101 42,889 691,874 SH   DFND 1 691,874 0 0
SEADRILL LTD COM G7998G106 38,532 4,636,874 SH   DFND 1 4,636,874 0 0
MOLSON COORS BREWING CO CL B 60871R209 38,314 642,318 SH   DFND 1 642,318 0 0
JD COM INC SPON ADR CL A 47215P106 34,482 1,143,688 SH   DFND 1 1,143,688 0 0
NATIONAL OILWELL VARCO INC COM 637071101 31,784 1,193,079 SH   DFND 1 1,193,079 0 0
NOBLE CORP PLC SHS USD G65431101 31,604 11,011,900 SH   DFND 1 11,011,900 0 0
WESTERN DIGITAL CORP COM 958102105 29,640 616,723 SH   DFND 1 616,723 0 0
OWENS ILL INC COM NEW 690768403 28,886 1,521,902 SH   DFND 1 1,521,902 0 0
EXPRESS INC COM 30219E103 26,128 6,104,574 SH   DFND 1 6,104,574 0 0
PHILIP MORRIS INTL INC COM 718172109 24,630 278,648 SH   DFND 1 278,648 0 0
KINROSS GOLD CORP COM 496902404 24,276 7,056,899 SH   DFND 1 7,056,899 0 0
BARRICK GOLD CORPORATION COM 067901108 23,459 1,711,103 SH   DFND 1 1,711,103 0 0
APPLE INC COM 037833100 22,550 118,718 SH   DFND 1 118,718 0 0
PENNEY J C CORP INC COM 708160106 21,690 14,557,297 SH   DFND 1 14,557,297 0 0
OVERSTOCK COM INC DEL COM 690370101 16,344 983,411 SH   DFND 1 983,411 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 15,172 752,944 SH   DFND 1 752,944 0 0
IAMGOLD CORP COM 450913108 13,104 3,776,415 SH   DFND 1 3,776,415 0 0
CHICOS FAS INC COM 168615102 8,637 2,022,805 SH   DFND 1 2,022,805 0 0
DESPEGAR COM CORP ORD SHS G27358103 6,655 446,643 SH   DFND 1 446,643 0 0
BLACKBERRY LTD COM 09228F103 6,617 655,830 SH   DFND 1 655,830 0 0
NATERA INC COM 632307104 5,975 289,764 SH   DFND 1 289,764 0 0
BUCKLE INC COM 118440106 5,533 295,557 SH   DFND 1 295,557 0 0
SYNAPTICS INC COM 87157D109 4,918 123,735 SH   DFND 1 123,735 0 0
CBL & ASSOC PPTYS INC COM 124830100 4,834 3,118,770 SH   DFND 1 3,118,770 0 0
COTY INC COM CL A 222070203 4,702 408,910 SH   DFND 1 408,910 0 0
ENCANA CORP COM 292505104 4,475 618,128 SH   DFND 1 618,128 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 3,950 248,146 SH   DFND 1 248,146 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 3,032 280,982 SH   DFND 1 280,982 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 2,440 477,512 SH   DFND 1 477,512 0 0
TEGNA INC COM 87901J105 945 67,034 SH   DFND 1 67,034 0 0
BAIDU INC SPON ADR REP A 056752108 868 5,264 SH   DFND 1 5,264 0 0
KROGER CO COM 501044101 720 29,277 SH   DFND 1 29,277 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 0 23 SH   DFND 1 23 0 0