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 |
| OVINTIV INC | COM | 69047Q102 | 142,621 | 3,100,453 | SH | DFND | 1 | 3,100,453 | 0 | 0 | |
| VALARIS LIMITED | CL A | G9460G101 | 133,226 | 2,722,223 | SH | DFND | 1 | 2,722,223 | 0 | 0 | |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 124,814 | 10,853,377 | SH | DFND | 1 | 10,853,377 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 96,584 | 3,823,580 | SH | DFND | 1 | 3,823,580 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 90,375 | 3,410,362 | SH | DFND | 1 | 3,410,362 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 84,977 | 2,085,326 | SH | DFND | 1 | 2,085,326 | 0 | 0 | |
| NOBLE CORP NEW | ORD SHS A | G65431127 | 83,127 | 2,810,237 | SH | DFND | 1 | 2,810,237 | 0 | 0 | |
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 72,281 | 3,796,273 | SH | DFND | 1 | 3,796,273 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 69,429 | 3,837,997 | SH | DFND | 1 | 3,837,997 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 68,415 | 27,698,403 | SH | DFND | 1 | 27,698,403 | 0 | 0 | |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 63,756 | 4,211,081 | SH | DFND | 1 | 4,211,081 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C201 | 59,563 | 8,983,909 | SH | DFND | 1 | 8,983,909 | 0 | 0 | |
| CANOPY GROWTH CORP | COM | 138035100 | 53,885 | 19,738,183 | SH | DFND | 1 | 19,738,183 | 0 | 0 | |
| BALLYS CORPORATION | COM | 05875B106 | 44,906 | 2,272,585 | SH | DFND | 1 | 2,272,585 | 0 | 0 | |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 38,212 | 592,528 | SH | DFND | 1 | 592,528 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 32,516 | 1,069,239 | SH | DFND | 1 | 1,069,239 | 0 | 0 | |
| PENN ENTERTAINMENT INC | COM | 707569109 | 29,002 | 1,054,250 | SH | DFND | 1 | 1,054,250 | 0 | 0 | |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 21,786 | 159,206 | SH | DFND | 1 | 159,206 | 0 | 0 | |
| AMC NETWORKS INC | CL A | 00164V103 | 17,772 | 875,460 | SH | DFND | 1 | 875,460 | 0 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 13,755 | 159,386 | SH | DFND | 1 | 159,386 | 0 | 0 | |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 13,369 | 992,472 | SH | DFND | 1 | 992,472 | 0 | 0 | |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 12,951 | 1,049,484 | SH | DFND | 1 | 1,049,484 | 0 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 12,719 | 563,301 | SH | DFND | 1 | 563,301 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 12,630 | 1,120,699 | SH | DFND | 1 | 1,120,699 | 0 | 0 | |
| NUTRIEN LTD | COM | 67077M108 | 10,365 | 124,309 | SH | DFND | 1 | 124,309 | 0 | 0 | |
| PEABODY ENERGY CORP | COM | 704551100 | 9,265 | 373,280 | SH | DFND | 1 | 373,280 | 0 | 0 | |
| PROGRESSIVE CORP | COM | 743315103 | 8,572 | 73,766 | SH | DFND | 1 | 73,766 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 7,529 | 90,694 | SH | DFND | 1 | 90,694 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 7,344 | 54,130 | SH | DFND | 1 | 54,130 | 0 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 7,070 | 248,600 | SH | DFND | 1 | 248,600 | 0 | 0 | |
| TEXAS INSTRS INC | COM | 882508104 | 7,004 | 45,250 | SH | DFND | 1 | 45,250 | 0 | 0 | |
| MOSAIC CO NEW | COM | 61945C103 | 6,819 | 141,098 | SH | DFND | 1 | 141,098 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,798 | 50,162 | SH | DFND | 1 | 50,162 | 0 | 0 | |
| ALGOMA STL GROUP INC | COM | 015658107 | 4,755 | 738,327 | SH | DFND | 1 | 738,327 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 4,570 | 177,342 | SH | DFND | 1 | 177,342 | 0 | 0 | |
| NOV INC | COM | 62955J103 | 4,366 | 269,837 | SH | DFND | 1 | 269,837 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 4,196 | 20,837 | SH | DFND | 1 | 20,837 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 4,056 | 35,896 | SH | DFND | 1 | 35,896 | 0 | 0 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 4,035 | 2,685 | SH | DFND | 1 | 2,685 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 3,822 | 40,517 | SH | DFND | 1 | 40,517 | 0 | 0 | |
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 3,604 | 518,570 | SH | DFND | 1 | 518,570 | 0 | 0 | |
| ALTRIA GROUP INC | COM | 02209S103 | 3,508 | 86,879 | SH | DFND | 1 | 86,879 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 3,139 | 202,498 | SH | DFND | 1 | 202,498 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,152 | 26,901 | SH | DFND | 1 | 26,901 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 1,853 | 32,404 | SH | DFND | 1 | 32,404 | 0 | 0 | |
| OCEANEERING INTL INC | COM | 675232102 | 1,708 | 214,573 | SH | DFND | 1 | 214,573 | 0 | 0 | |
| AUDACY INC | CL A | 05070N103 | 1,209 | 3,131,998 | SH | DFND | 1 | 3,131,998 | 0 | 0 | |