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 | 174,207 | 4,313,114 | SH | DFND | 1 | 4,313,114 | 0 | 0 | |
| MOSAIC CO NEW | COM | 61945C103 | 133,003 | 2,000,050 | SH | DFND | 1 | 2,000,050 | 0 | 0 | |
| OVINTIV INC | COM | 69047Q102 | 129,373 | 2,392,694 | SH | DFND | 1 | 2,392,694 | 0 | 0 | |
| VALARIS LIMITED | CL A | G9460G101 | 124,060 | 2,387,149 | SH | DFND | 1 | 2,387,149 | 0 | 0 | |
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 122,837 | 3,248,807 | SH | DFND | 1 | 3,248,807 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 118,510 | 4,229,467 | SH | DFND | 1 | 4,229,467 | 0 | 0 | |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 104,433 | 791,399 | SH | DFND | 1 | 791,399 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 100,941 | 3,322,603 | SH | DFND | 1 | 3,322,603 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 99,214 | 21,709,937 | SH | DFND | 1 | 21,709,937 | 0 | 0 | |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 98,218 | 3,049,302 | SH | DFND | 1 | 3,049,302 | 0 | 0 | |
| NOBLE CORP NEW | SHS | G6610J209 | 94,078 | 2,684,113 | SH | DFND | 1 | 2,684,113 | 0 | 0 | |
| ARCH RESOURCES INC | CL A | 03940R107 | 80,614 | 586,797 | SH | DFND | 1 | 586,797 | 0 | 0 | |
| CENOVUS ENERGY INC | COM | 15135U109 | 79,475 | 4,769,950 | SH | DFND | 1 | 4,769,950 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 78,177 | 3,760,324 | SH | DFND | 1 | 3,760,324 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 77,241 | 3,093,333 | SH | DFND | 1 | 3,093,333 | 0 | 0 | |
| FOX CORP | CL B COM | 35137L204 | 67,531 | 1,861,380 | SH | DFND | 1 | 1,861,380 | 0 | 0 | |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 60,273 | 317,462 | SH | DFND | 1 | 317,462 | 0 | 0 | |
| AMC NETWORKS INC | CL A | 00164V103 | 42,579 | 1,047,967 | SH | DFND | 1 | 1,047,967 | 0 | 0 | |
| AUDACY INC | CL A | 05070N103 | 35,312 | 12,218,514 | SH | DFND | 1 | 12,218,514 | 0 | 0 | |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 33,827 | 2,285,612 | SH | DFND | 1 | 2,285,612 | 0 | 0 | |
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 32,974 | 2,193,874 | SH | DFND | 1 | 2,193,874 | 0 | 0 | |
| NUTRIEN LTD | COM | 67077M108 | 28,837 | 277,302 | SH | DFND | 1 | 277,302 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 22,476 | 6,313,529 | SH | DFND | 1 | 6,313,529 | 0 | 0 | |
| PAN AMERN SILVER CORP | COM | 697900108 | 17,718 | 649,025 | SH | DFND | 1 | 649,025 | 0 | 0 | |
| CANOPY GROWTH CORP | COM | 138035100 | 15,774 | 2,081,014 | SH | DFND | 1 | 2,081,014 | 0 | 0 | |
| ALGOMA STL GROUP INC | COM | 015658107 | 14,664 | 1,303,446 | SH | DFND | 1 | 1,303,446 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 14,461 | 65,034 | SH | DFND | 1 | 65,034 | 0 | 0 | |
| NOV INC | COM | 62955J103 | 13,189 | 672,577 | SH | DFND | 1 | 672,577 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 13,089 | 1,357,826 | SH | DFND | 1 | 1,357,826 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 12,723 | 369,755 | SH | DFND | 1 | 369,755 | 0 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 11,559 | 61,327 | SH | DFND | 1 | 61,327 | 0 | 0 | |
| GANNETT CO INC | COM | 36472T109 | 10,996 | 2,438,125 | SH | DFND | 1 | 2,438,125 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 9,872 | 308,595 | SH | DFND | 1 | 308,595 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 9,603 | 193,768 | SH | DFND | 1 | 193,768 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 9,589 | 1,997,766 | SH | DFND | 1 | 1,997,766 | 0 | 0 | |
| PROGRESSIVE CORP | COM | 743315103 | 9,587 | 84,107 | SH | DFND | 1 | 84,107 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 8,801 | 93,683 | SH | DFND | 1 | 93,683 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 8,266 | 336,967 | SH | DFND | 1 | 336,967 | 0 | 0 | |
| TEXAS INSTRS INC | COM | 882508104 | 8,169 | 44,525 | SH | DFND | 1 | 44,525 | 0 | 0 | |
| FOX CORP | CL A COM | 35137L105 | 6,743 | 170,927 | SH | DFND | 1 | 170,927 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 6,334 | 260,005 | SH | DFND | 1 | 260,005 | 0 | 0 | |
| VMWARE INC | CL A COM | 928563402 | 5,212 | 45,770 | SH | DFND | 1 | 45,770 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 5,150 | 37,550 | SH | DFND | 1 | 37,550 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 4,988 | 1,530 | SH | DFND | 1 | 1,530 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 4,747 | 23,104 | SH | DFND | 1 | 23,104 | 0 | 0 | |
| ALTRIA GROUP INC | COM | 02209S103 | 4,648 | 88,964 | SH | DFND | 1 | 88,964 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 4,514 | 200,357 | SH | DFND | 1 | 200,357 | 0 | 0 | |
| BORR DRILLING LTD | SHS | G1466R173 | 4,406 | 1,305,777 | SH | DFND | 1 | 1,305,777 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,906 | 26,705 | SH | DFND | 1 | 26,705 | 0 | 0 | |
| SABRE CORP | COM | 78573M104 | 2,852 | 249,517 | SH | DFND | 1 | 249,517 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 2,265 | 385,173 | SH | DFND | 1 | 385,173 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 2,228 | 30,646 | SH | DFND | 1 | 30,646 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C201 | 663 | 93,046 | SH | DFND | 1 | 93,046 | 0 | 0 | |