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 |
| BED BATH & BEYOND INC | COM | 075896100 | 200,653 | 11,598,442 | SH | DFND | 1 | 11,598,442 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 179,662 | 26,113,682 | SH | DFND | 1 | 26,113,682 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 174,058 | 10,238,734 | SH | DFND | 1 | 10,238,734 | 0 | 0 | |
| VALARIS PLC | SHS CLASS A | G9402V109 | 126,385 | 19,265,989 | SH | DFND | 1 | 19,265,989 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 107,974 | 8,229,716 | SH | DFND | 1 | 8,229,716 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 95,425 | 13,271,845 | SH | DFND | 1 | 13,271,845 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 88,014 | 5,090,451 | SH | DFND | 1 | 5,090,451 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 87,578 | 5,041,895 | SH | DFND | 1 | 5,041,895 | 0 | 0 | |
| DILLARDS INC | CL A | 254067101 | 85,086 | 1,157,947 | SH | DFND | 1 | 1,157,947 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 62,349 | 3,440,909 | SH | DFND | 1 | 3,440,909 | 0 | 0 | |
| VIACOMCBS INC | CL B | 92556H206 | 58,242 | 1,387,704 | SH | DFND | 1 | 1,387,704 | 0 | 0 | |
| MICHAELS COS INC | COM | 59408Q106 | 45,970 | 5,682,319 | SH | DFND | 1 | 5,682,319 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 37,913 | 4,811,247 | SH | DFND | 1 | 4,811,247 | 0 | 0 | |
| MSG NETWORK INC | CL A | 553573106 | 33,169 | 1,906,272 | SH | DFND | 1 | 1,906,272 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 32,802 | 6,763,232 | SH | DFND | 1 | 6,763,232 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 30,599 | 954,739 | SH | DFND | 1 | 954,739 | 0 | 0 | |
| O-I GLASS INC | COM | 67098H104 | 29,966 | 2,511,807 | SH | DFND | 1 | 2,511,807 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 29,729 | 6,104,574 | SH | DFND | 1 | 6,104,574 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 29,513 | 24,190,844 | SH | DFND | 1 | 24,190,844 | 0 | 0 | |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 27,402 | 533,210 | SH | DFND | 1 | 533,210 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 25,758 | 555,720 | SH | DFND | 1 | 555,720 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 24,776 | 989,054 | SH | DFND | 1 | 989,054 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 22,421 | 4,730,262 | SH | DFND | 1 | 4,730,262 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 21,830 | 5,729,609 | SH | DFND | 1 | 5,729,609 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 20,180 | 98,320 | SH | DFND | 1 | 98,320 | 0 | 0 | |
| MOLSON COORS BREWING CO | CL B | 60871R209 | 18,890 | 350,472 | SH | DFND | 1 | 350,472 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 17,762 | 504,173 | SH | DFND | 1 | 504,173 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 16,341 | 751,652 | SH | DFND | 1 | 751,652 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 14,170 | 3,798,891 | SH | DFND | 1 | 3,798,891 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 13,765 | 740,451 | SH | DFND | 1 | 740,451 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 13,085 | 206,155 | SH | DFND | 1 | 206,155 | 0 | 0 | |
| FOX CORP | CL B COM | 35137L204 | 12,946 | 355,668 | SH | DFND | 1 | 355,668 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 12,484 | 42,514 | SH | DFND | 1 | 42,514 | 0 | 0 | |
| SEADRILL LTD | COM | G7998G106 | 11,980 | 4,716,359 | SH | DFND | 1 | 4,716,359 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 10,899 | 326,908 | SH | DFND | 1 | 326,908 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 10,042 | 118,011 | SH | DFND | 1 | 118,011 | 0 | 0 | |
| MOVADO GROUP INC | COM | 624580106 | 9,350 | 430,097 | SH | DFND | 1 | 430,097 | 0 | 0 | |
| CBL & ASSOC PPTYS INC | COM | 124830100 | 8,884 | 8,460,586 | SH | DFND | 1 | 8,460,586 | 0 | 0 | |
| OVERSTOCK COM INC DEL | COM | 690370101 | 7,520 | 1,066,676 | SH | DFND | 1 | 1,066,676 | 0 | 0 | |
| PAN AMERICAN SILVER CORP | COM | 697900108 | 7,107 | 300,002 | SH | DFND | 1 | 300,002 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 6,993 | 1,089,256 | SH | DFND | 1 | 1,089,256 | 0 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 6,612 | 312,937 | SH | DFND | 1 | 312,937 | 0 | 0 | |
| WW INTL INC | COM | 98262P101 | 5,788 | 151,487 | SH | DFND | 1 | 151,487 | 0 | 0 | |
| DESPEGAR COM CORP | ORD SHS | G27358103 | 4,692 | 348,065 | SH | DFND | 1 | 348,065 | 0 | 0 | |
| SUNCOKE ENERGY INC | COM | 86722A103 | 4,431 | 711,250 | SH | DFND | 1 | 711,250 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 4,153 | 885,433 | SH | DFND | 1 | 885,433 | 0 | 0 | |
| COTY INC | COM CL A | 222070203 | 3,463 | 307,817 | SH | DFND | 1 | 307,817 | 0 | 0 | |
| QURATE RETAIL INC | COM SER A | 74915M100 | 3,422 | 405,895 | SH | DFND | 1 | 405,895 | 0 | 0 | |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 1,880 | 49,289 | SH | DFND | 1 | 49,289 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 1,552 | 12,280 | SH | DFND | 1 | 12,280 | 0 | 0 | |
| KROGER CO | COM | 501044101 | 846 | 29,180 | SH | DFND | 1 | 29,180 | 0 | 0 | |