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 | 179,340 | 7,199,516 | SH | DFND | 1 | 7,199,516 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 143,708 | 6,358,755 | SH | DFND | 1 | 6,358,755 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 134,310 | 1,700,990 | SH | DFND | 1 | 1,700,990 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 122,232 | 3,858,346 | SH | DFND | 1 | 3,858,346 | 0 | 0 | |
| VALARIS LIMITED | CL A | G9460G101 | 117,332 | 3,363,863 | SH | DFND | 1 | 3,363,863 | 0 | 0 | |
| AMC NETWORKS INC | CL A | 00164V103 | 92,198 | 1,978,916 | SH | DFND | 1 | 1,978,916 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 79,674 | 3,520,738 | SH | DFND | 1 | 3,520,738 | 0 | 0 | |
| NOV INC | COM | 62955J103 | 78,672 | 6,000,914 | SH | DFND | 1 | 6,000,914 | 0 | 0 | |
| QURATE RETAIL INC | COM SER A | 74915M100 | 72,510 | 7,115,770 | SH | DFND | 1 | 7,115,770 | 0 | 0 | |
| FOX CORP | CL B COM | 35137L204 | 71,842 | 1,935,405 | SH | DFND | 1 | 1,935,405 | 0 | 0 | |
| ARCH RESOURCES INC | CL A | 03940R107 | 61,978 | 668,226 | SH | DFND | 1 | 668,226 | 0 | 0 | |
| CENOVUS ENERGY INC | COM | 15135U109 | 61,167 | 6,080,267 | SH | DFND | 1 | 6,080,267 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 51,074 | 4,310,018 | SH | DFND | 1 | 4,310,018 | 0 | 0 | |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 48,936 | 4,732,695 | SH | DFND | 1 | 4,732,695 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 42,693 | 2,471,396 | SH | DFND | 1 | 2,471,396 | 0 | 0 | |
| OVINTIV INC | COM | 69047Q102 | 41,647 | 1,266,649 | SH | DFND | 1 | 1,266,649 | 0 | 0 | |
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 39,509 | 3,039,169 | SH | DFND | 1 | 3,039,169 | 0 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 39,405 | 1,693,389 | SH | DFND | 1 | 1,693,389 | 0 | 0 | |
| AUDACY INC | CL A | 05070N103 | 35,296 | 9,591,268 | SH | DFND | 1 | 9,591,268 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 34,729 | 1,922,963 | SH | DFND | 1 | 1,922,963 | 0 | 0 | |
| IHEARTMEDIA INC | COM CL A | 45174J509 | 33,139 | 1,324,517 | SH | DFND | 1 | 1,324,517 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 29,741 | 6,301,109 | SH | DFND | 1 | 6,301,109 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 29,649 | 6,603,288 | SH | DFND | 1 | 6,603,288 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 27,543 | 7,267,317 | SH | DFND | 1 | 7,267,317 | 0 | 0 | |
| NOBLE CORP NEW | SHS | G6610J209 | 27,228 | 1,006,197 | SH | DFND | 1 | 1,006,197 | 0 | 0 | |
| VIACOMCBS INC | CL B | 92556H206 | 23,198 | 587,146 | SH | DFND | 1 | 587,146 | 0 | 0 | |
| GANNETT CO INC | COM | 36472T109 | 18,232 | 2,729,346 | SH | DFND | 1 | 2,729,346 | 0 | 0 | |
| PROGRESSIVE CORP | COM | 743315103 | 13,102 | 144,953 | SH | DFND | 1 | 144,953 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 13,080 | 38,541 | SH | DFND | 1 | 38,541 | 0 | 0 | |
| CARS COM INC | COM | 14575E105 | 12,650 | 999,994 | SH | DFND | 1 | 999,994 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 11,575 | 122,111 | SH | DFND | 1 | 122,111 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 11,515 | 532,587 | SH | DFND | 1 | 532,587 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 11,283 | 211,774 | SH | DFND | 1 | 211,774 | 0 | 0 | |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 10,999 | 220,900 | SH | DFND | 1 | 220,900 | 0 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 10,972 | 72,202 | SH | DFND | 1 | 72,202 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 8,124 | 450,092 | SH | DFND | 1 | 450,092 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 8,035 | 213,534 | SH | DFND | 1 | 213,534 | 0 | 0 | |
| ALTRIA GROUP INC | COM | 02209S103 | 8,028 | 176,354 | SH | DFND | 1 | 176,354 | 0 | 0 | |
| SUNCOKE ENERGY INC | COM | 86722A103 | 7,282 | 1,159,525 | SH | DFND | 1 | 1,159,525 | 0 | 0 | |
| SABRE CORP | COM | 78573M104 | 7,266 | 613,653 | SH | DFND | 1 | 613,653 | 0 | 0 | |
| VMWARE INC | CL A COM | 928563402 | 6,564 | 44,143 | SH | DFND | 1 | 44,143 | 0 | 0 | |
| CANOPY GROWTH CORP | COM | 138035100 | 6,404 | 462,063 | SH | DFND | 1 | 462,063 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 6,160 | 36,413 | SH | DFND | 1 | 36,413 | 0 | 0 | |
| O-I GLASS INC | COM | 67098H104 | 5,801 | 406,529 | SH | DFND | 1 | 406,529 | 0 | 0 | |
| TEXAS INSTRS INC | COM | 882508104 | 5,742 | 29,876 | SH | DFND | 1 | 29,876 | 0 | 0 | |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 5,721 | 123,346 | SH | DFND | 1 | 123,346 | 0 | 0 | |
| NETAPP INC | COM | 64110D104 | 5,277 | 58,794 | SH | DFND | 1 | 58,794 | 0 | 0 | |
| GROUPON INC | COM NEW | 399473206 | 5,228 | 229,216 | SH | DFND | 1 | 229,216 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 4,988 | 930,587 | SH | DFND | 1 | 930,587 | 0 | 0 | |
| LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 4,930 | 347,435 | SH | DFND | 1 | 347,435 | 0 | 0 | |
| TARGET CORP | COM | 87612E106 | 4,699 | 20,542 | SH | DFND | 1 | 20,542 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 3,868 | 18,513 | SH | DFND | 1 | 18,513 | 0 | 0 | |
| FOX CORP | CL A COM | 35137L105 | 3,277 | 81,689 | SH | DFND | 1 | 81,689 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,494 | 16,844 | SH | DFND | 1 | 16,844 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 2,487 | 73,470 | SH | DFND | 1 | 73,470 | 0 | 0 | |
| WW INTL INC | COM | 98262P101 | 2,257 | 123,693 | SH | DFND | 1 | 123,693 | 0 | 0 | |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 2,203 | 45,512 | SH | DFND | 1 | 45,512 | 0 | 0 | |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 1,155 | 24,544 | SH | DFND | 1 | 24,544 | 0 | 0 | |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | 848 | 701 | SH | DFND | 1 | 701 | 0 | 0 | |