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 | 152,485 | 9,812,408 | SH | DFND | 1 | 9,812,408 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 132,464 | 12,449,651 | SH | DFND | 1 | 12,449,651 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 111,375 | 24,916,027 | SH | DFND | 1 | 24,916,027 | 0 | 0 | |
| DILLARDS INC | CL A | 254067101 | 104,281 | 1,577,386 | SH | DFND | 1 | 1,577,386 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 95,272 | 6,107,208 | SH | DFND | 1 | 6,107,208 | 0 | 0 | |
| VALARIS PLC | SHS CLASS A | G9402V109 | 92,669 | 19,265,989 | SH | DFND | 1 | 19,265,989 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 89,626 | 9,365,335 | SH | DFND | 1 | 9,365,335 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 88,944 | 2,158,845 | SH | DFND | 1 | 2,158,845 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 85,337 | 5,257,969 | SH | DFND | 1 | 5,257,969 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 73,978 | 13,305,343 | SH | DFND | 1 | 13,305,343 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 67,787 | 380,656 | SH | DFND | 1 | 380,656 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 66,307 | 3,826,161 | SH | DFND | 1 | 3,826,161 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 61,721 | 2,568,478 | SH | DFND | 1 | 2,568,478 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 60,189 | 4,811,247 | SH | DFND | 1 | 4,811,247 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 36,540 | 9,067,058 | SH | DFND | 1 | 9,067,058 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 34,894 | 7,585,616 | SH | DFND | 1 | 7,585,616 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 30,722 | 24,190,844 | SH | DFND | 1 | 24,190,844 | 0 | 0 | |
| FOX CORP | CL B COM | 35137L204 | 25,256 | 800,755 | SH | DFND | 1 | 800,755 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 24,823 | 554,713 | SH | DFND | 1 | 554,713 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 22,078 | 1,127,009 | SH | DFND | 1 | 1,127,009 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 21,159 | 998,050 | SH | DFND | 1 | 998,050 | 0 | 0 | |
| MOLSON COORS BREWING CO | CL B | 60871R209 | 21,099 | 366,939 | SH | DFND | 1 | 366,939 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 21,000 | 6,104,574 | SH | DFND | 1 | 6,104,574 | 0 | 0 | |
| MICHAELS COS INC | COM | 59408Q106 | 16,611 | 1,696,704 | SH | DFND | 1 | 1,696,704 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 15,236 | 200,653 | SH | DFND | 1 | 200,653 | 0 | 0 | |
| OVERSTOCK COM INC DEL | COM | 690370101 | 14,736 | 1,391,544 | SH | DFND | 1 | 1,391,544 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 14,080 | 499,097 | SH | DFND | 1 | 499,097 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 14,068 | 4,125,400 | SH | DFND | 1 | 4,125,400 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 13,138 | 58,659 | SH | DFND | 1 | 58,659 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 12,227 | 205,009 | SH | DFND | 1 | 205,009 | 0 | 0 | |
| CBL & ASSOC PPTYS INC | COM | 124830100 | 10,855 | 8,415,048 | SH | DFND | 1 | 8,415,048 | 0 | 0 | |
| WW INTL INC | COM | 98262P101 | 10,601 | 280,307 | SH | DFND | 1 | 280,307 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 10,495 | 626,171 | SH | DFND | 1 | 626,171 | 0 | 0 | |
| SEADRILL LTD | COM | G7998G106 | 9,904 | 4,716,359 | SH | DFND | 1 | 4,716,359 | 0 | 0 | |
| MOVADO GROUP INC | COM | 624580106 | 7,235 | 291,021 | SH | DFND | 1 | 291,021 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 5,741 | 1,093,617 | SH | DFND | 1 | 1,093,617 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 4,198 | 912,634 | SH | DFND | 1 | 912,634 | 0 | 0 | |
| DESPEGAR COM CORP | ORD SHS | G27358103 | 3,954 | 349,327 | SH | DFND | 1 | 349,327 | 0 | 0 | |
| COTY INC | COM CL A | 222070203 | 3,428 | 326,132 | SH | DFND | 1 | 326,132 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 1,262 | 12,280 | SH | DFND | 1 | 12,280 | 0 | 0 | |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 1,072 | 32,317 | SH | DFND | 1 | 32,317 | 0 | 0 | |
| KROGER CO | COM | 501044101 | 752 | 29,180 | SH | DFND | 1 | 29,180 | 0 | 0 | |