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 |
| TECK RESOURCES LTD | CL B | 878742204 | 170,070 | 7,381,502 | SH | DFND | 1 | 7,381,502 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 152,106 | 1,882,732 | SH | DFND | 1 | 1,882,732 | 0 | 0 | |
| AMC NETWORKS INC | CL A | 00164V103 | 150,925 | 2,259,355 | SH | DFND | 1 | 2,259,355 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 146,237 | 4,392,809 | SH | DFND | 1 | 4,392,809 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 120,548 | 3,628,763 | SH | DFND | 1 | 3,628,763 | 0 | 0 | |
| VALARIS LIMITED | CL A | G9460G101 | 98,071 | 3,395,798 | SH | DFND | 1 | 3,395,798 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 96,766 | 5,103,691 | SH | DFND | 1 | 5,103,691 | 0 | 0 | |
| NOV INC | COM | 62955J103 | 95,378 | 6,225,727 | SH | DFND | 1 | 6,225,727 | 0 | 0 | |
| QURATE RETAIL INC | COM SER A | 74915M100 | 86,322 | 6,594,503 | SH | DFND | 1 | 6,594,503 | 0 | 0 | |
| VIACOMCBS INC | CL B | 92556H206 | 75,831 | 1,677,675 | SH | DFND | 1 | 1,677,675 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 72,198 | 4,307,763 | SH | DFND | 1 | 4,307,763 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 61,547 | 4,310,018 | SH | DFND | 1 | 4,310,018 | 0 | 0 | |
| CANOPY GROWTH CORP | COM | 138035100 | 51,282 | 2,120,828 | SH | DFND | 1 | 2,120,828 | 0 | 0 | |
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 47,667 | 2,604,735 | SH | DFND | 1 | 2,604,735 | 0 | 0 | |
| MSG NETWORK INC | CL A | 553573106 | 47,273 | 3,242,307 | SH | DFND | 1 | 3,242,307 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 44,095 | 6,701,372 | SH | DFND | 1 | 6,701,372 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 40,818 | 6,289,418 | SH | DFND | 1 | 6,289,418 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 37,217 | 1,825,275 | SH | DFND | 1 | 1,825,275 | 0 | 0 | |
| IHEARTMEDIA INC | COM CL A | 45174J509 | 35,230 | 1,308,206 | SH | DFND | 1 | 1,308,206 | 0 | 0 | |
| AUDACY INC | CL A | 05070N103 | 34,739 | 8,060,070 | SH | DFND | 1 | 8,060,070 | 0 | 0 | |
| COTY INC | COM CL A | 222070203 | 27,828 | 2,979,410 | SH | DFND | 1 | 2,979,410 | 0 | 0 | |
| FOX CORP | CL B COM | 35137L204 | 25,176 | 715,225 | SH | DFND | 1 | 715,225 | 0 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 22,912 | 1,332,101 | SH | DFND | 1 | 1,332,101 | 0 | 0 | |
| OVINTIV INC | COM | 69047Q102 | 22,582 | 717,581 | SH | DFND | 1 | 717,581 | 0 | 0 | |
| OVERSTOCK COM INC DEL | COM | 690370101 | 19,736 | 214,058 | SH | DFND | 1 | 214,058 | 0 | 0 | |
| CARS COM INC | COM | 14575E105 | 18,474 | 1,289,165 | SH | DFND | 1 | 1,289,165 | 0 | 0 | |
| SABRE CORP | COM | 78573M104 | 15,819 | 1,267,541 | SH | DFND | 1 | 1,267,541 | 0 | 0 | |
| LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 15,692 | 758,076 | SH | DFND | 1 | 758,076 | 0 | 0 | |
| GANNETT CO INC | COM | 36472T109 | 15,259 | 2,779,377 | SH | DFND | 1 | 2,779,377 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 13,779 | 39,629 | SH | DFND | 1 | 39,629 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 13,521 | 2,889,192 | SH | DFND | 1 | 2,889,192 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 12,431 | 125,429 | SH | DFND | 1 | 125,429 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 11,207 | 541,932 | SH | DFND | 1 | 541,932 | 0 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 10,706 | 72,396 | SH | DFND | 1 | 72,396 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 10,217 | 220,046 | SH | DFND | 1 | 220,046 | 0 | 0 | |
| FOX CORP | CL A COM | 35137L105 | 10,046 | 270,566 | SH | DFND | 1 | 270,566 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 9,821 | 71,708 | SH | DFND | 1 | 71,708 | 0 | 0 | |
| PROGRESSIVE CORP | COM | 743315103 | 8,527 | 86,822 | SH | DFND | 1 | 86,822 | 0 | 0 | |
| SUNCOKE ENERGY INC | COM | 86722A103 | 8,434 | 1,181,282 | SH | DFND | 1 | 1,181,282 | 0 | 0 | |
| ALTRIA GROUP INC | COM | 02209S103 | 8,419 | 176,578 | SH | DFND | 1 | 176,578 | 0 | 0 | |
| O-I GLASS INC | COM | 67098H104 | 7,353 | 450,253 | SH | DFND | 1 | 450,253 | 0 | 0 | |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 6,994 | 130,263 | SH | DFND | 1 | 130,263 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 6,400 | 36,413 | SH | DFND | 1 | 36,413 | 0 | 0 | |
| TEXAS INSTRS INC | COM | 882508104 | 6,303 | 32,776 | SH | DFND | 1 | 32,776 | 0 | 0 | |
| BK OF AMERICA CORP | COM | 060505104 | 5,936 | 143,961 | SH | DFND | 1 | 143,961 | 0 | 0 | |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 5,863 | 111,435 | SH | DFND | 1 | 111,435 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 5,747 | 905,118 | SH | DFND | 1 | 905,118 | 0 | 0 | |
| GOPRO INC | CL A | 38268T103 | 5,691 | 488,515 | SH | DFND | 1 | 488,515 | 0 | 0 | |
| NETAPP INC | COM | 64110D104 | 5,365 | 65,566 | SH | DFND | 1 | 65,566 | 0 | 0 | |
| TARGET CORP | COM | 87612E106 | 5,076 | 20,998 | SH | DFND | 1 | 20,998 | 0 | 0 | |
| GUESS INC | COM | 401617105 | 4,646 | 175,974 | SH | DFND | 1 | 175,974 | 0 | 0 | |
| WW INTL INC | COM | 98262P101 | 4,593 | 127,102 | SH | DFND | 1 | 127,102 | 0 | 0 | |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 4,457 | 77,936 | SH | DFND | 1 | 77,936 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 4,169 | 74,265 | SH | DFND | 1 | 74,265 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,820 | 16,844 | SH | DFND | 1 | 16,844 | 0 | 0 | |
| BOSTON BEER INC | CL A | 100557107 | 3,496 | 3,425 | SH | DFND | 1 | 3,425 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 2,769 | 68,713 | SH | DFND | 1 | 68,713 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 2,686 | 72,366 | SH | DFND | 1 | 72,366 | 0 | 0 | |