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 | 149,138 | 6,949,564 | SH | DFND | 1 | 6,949,564 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 136,207 | 11,721,785 | SH | DFND | 1 | 11,721,785 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 123,827 | 3,548,062 | SH | DFND | 1 | 3,548,062 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 118,030 | 13,306,613 | SH | DFND | 1 | 13,306,613 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 107,748 | 6,832,452 | SH | DFND | 1 | 6,832,452 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 107,218 | 16,726,639 | SH | DFND | 1 | 16,726,639 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 99,894 | 517,583 | SH | DFND | 1 | 517,583 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 99,113 | 4,298,065 | SH | DFND | 1 | 4,298,065 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 98,867 | 8,515,718 | SH | DFND | 1 | 8,515,718 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 93,541 | 3,131,608 | SH | DFND | 1 | 3,131,608 | 0 | 0 | |
| ENSCO ROWAN PLC | SHS CLASS A | G3166L100 | 85,532 | 10,027,240 | SH | DFND | 1 | 10,027,240 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 69,687 | 4,344,582 | SH | DFND | 1 | 4,344,582 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 55,329 | 4,811,247 | SH | DFND | 1 | 4,811,247 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 35,121 | 9,051,794 | SH | DFND | 1 | 9,051,794 | 0 | 0 | |
| FOX CORP | CL B COM | 35137L204 | 30,111 | 824,287 | SH | DFND | 1 | 824,287 | 0 | 0 | |
| DILLARDS INC | CL A | 254067101 | 26,883 | 431,646 | SH | DFND | 1 | 431,646 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 24,524 | 809,650 | SH | DFND | 1 | 809,650 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 22,580 | 518,476 | SH | DFND | 1 | 518,476 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 22,131 | 11,834,588 | SH | DFND | 1 | 11,834,588 | 0 | 0 | |
| FOX CORP | CL A COM | 35137L105 | 20,803 | 567,761 | SH | DFND | 1 | 567,761 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 20,305 | 913,424 | SH | DFND | 1 | 913,424 | 0 | 0 | |
| MOLSON COORS BREWING CO | CL B | 60871R209 | 19,896 | 355,293 | SH | DFND | 1 | 355,293 | 0 | 0 | |
| SEADRILL LTD | COM | G7998G106 | 19,657 | 4,725,337 | SH | DFND | 1 | 4,725,337 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 18,491 | 388,877 | SH | DFND | 1 | 388,877 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 16,665 | 6,104,574 | SH | DFND | 1 | 6,104,574 | 0 | 0 | |
| PENNEY J C CORP INC | COM | 708160106 | 16,595 | 14,557,297 | SH | DFND | 1 | 14,557,297 | 0 | 0 | |
| OVERSTOCK COM INC DEL | COM | 690370101 | 16,466 | 1,210,762 | SH | DFND | 1 | 1,210,762 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 13,632 | 4,044,981 | SH | DFND | 1 | 4,044,981 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 13,306 | 3,936,638 | SH | DFND | 1 | 3,936,638 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 13,078 | 66,076 | SH | DFND | 1 | 66,076 | 0 | 0 | |
| PETROLEO BRASILEIRO ADR | SPONSORED ADR | 71654V408 | 12,987 | 834,128 | SH | DFND | 1 | 834,128 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 12,315 | 912,898 | SH | DFND | 1 | 912,898 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 12,102 | 154,109 | SH | DFND | 1 | 154,109 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 8,395 | 1,125,311 | SH | DFND | 1 | 1,125,311 | 0 | 0 | |
| CBL & ASSOC PPTYS INC | COM | 124830100 | 7,648 | 7,354,202 | SH | DFND | 1 | 7,354,202 | 0 | 0 | |
| DESPEGAR COM CORP | ORD SHS | G27358103 | 6,531 | 470,220 | SH | DFND | 1 | 470,220 | 0 | 0 | |
| SYNAPTICS INC | COM | 87157D109 | 6,409 | 219,943 | SH | DFND | 1 | 219,943 | 0 | 0 | |
| WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 6,226 | 325,985 | SH | DFND | 1 | 325,985 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 5,232 | 1,019,930 | SH | DFND | 1 | 1,019,930 | 0 | 0 | |
| BUCKLE INC | COM | 118440106 | 5,118 | 295,671 | SH | DFND | 1 | 295,671 | 0 | 0 | |
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 4,530 | 432,662 | SH | DFND | 1 | 432,662 | 0 | 0 | |
| COTY INC | COM CL A | 222070203 | 4,215 | 314,539 | SH | DFND | 1 | 314,539 | 0 | 0 | |
| FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 1,638 | 479,091 | SH | DFND | 1 | 479,091 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 1,062 | 9,045 | SH | DFND | 1 | 9,045 | 0 | 0 | |
| KROGER CO | COM | 501044101 | 633 | 29,180 | SH | DFND | 1 | 29,180 | 0 | 0 | |