The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM 00507V109 1,192 33,000 SH   DFND 1,2,3 33,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 87 2,400 SH   DFND 2,3 2,400 0 0
AK STL HLDG CORP COM 001547108 2,553 250,000 SH   DFND 1,2,3 250,000 0 0
ALPHABET INC CAP STK CL A 02079K305 3,685 4,650 SH   DFND 1,2,3 4,650 0 0
AMAYA INC COM 02314M108 169,673 11,991,000 SH   DFND 1,2,3 11,991,000 0 0
AMAZON COM INC COM 023135106 38,431 51,250 SH   DFND 1,2,3 51,250 0 0
AMAZON COM INC COM 023135106 150 200 SH   DFND 2,3 200 0 0
APPLE INC COM COM 037833100 5,154 44,500 SH   DFND 1,2,3 44,500 0 0
B/E AEROSPACE INC COM 073302101 271 4,500 SH   DFND 2,3 4,500 0 0
BANCO MACRO SA SPON ADR B 05961W105 6,578 102,223 SH   DFND 1,2,3 102,223 0 0
BANK AMER CORP COM 060505104 29,504 1,335,025 SH   DFND 1,2,3 1,335,025 0 0
BANK AMER CORP COM 060505104 706 31,950 SH   DFND 2,3 31,950 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 2,809 161,167 SH   DFND 1,2,3 161,167 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 367 2,250 SH   DFND 2,3 2,250 0 0
BIOGEN INC COM 09062X103 1,134 4,000 SH   DFND 1,2,3 4,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,433 90,000 SH   DFND 1,2,3 90,000 0 0
BMC STK HLDGS INC COM 05591B109 43,262 2,218,543 SH   DFND 1,2,3 2,218,543 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,432 24,500 SH   DFND 1,2,3 24,500 0 0
BROADCOM LTD SHS Y09827109 5,144 29,100 SH   DFND 1,2,3 29,100 0 0
BROADCOM LTD SHS Y09827109 65 365 SH   DFND 2,3 365 0 0
CADIZ INC COM NEW 127537207 16,230 1,298,381 SH   DFND 1,2,3 1,298,381 0 0
CELGENE CORP COM 151020104 2,894 25,000 SH   DFND 1,2,3 25,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,183 18,000 SH   DFND 1,2,3 18,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 414 1,437 SH   DFND 2,3 1,437 0 0
CITIZENS FINL GROUP INC COM 174610105 3,563 100,000 SH   DFND 1,2,3 100,000 0 0
CITIZENS FINL GROUP INC COM 174610105 298 8,350 SH   DFND 2,3 8,350 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,007 53,668 SH   DFND 1,2,3 53,668 0 0
COMCAST CORP NEW CL A 20030N101 3,453 50,000 SH   DFND 1,2,3 50,000 0 0
COMCAST CORP NEW CL A 20030N101 55 800 SH   DFND 2,3 800 0 0
CONTROL4 CORP COM 21240D107 10,208 1,000,801 SH   DFND 1,2,3 1,000,801 0 0
CSX CORP COM 126408103 2,515 70,000 SH   DFND 1,2,3 70,000 0 0
CSX CORP COM 126408103 273 7,600 SH   DFND 2,3 7,600 0 0
D R HORTON INC COM 23331A109 381 13,950 SH   DFND 2,3 13,950 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 34,344 698,200 SH   DFND 1,2,3 698,200 0 0
DISCOVER FINL SVCS COM 254709108 3,208 44,500 SH   DFND 1,2,3 44,500 0 0
DISNEY WALT CO COM DISNEY 254687106 631 6,050 SH   DFND 2,3 6,050 0 0
EAGLE MATERIALS INC COM 26969P108 2,956 30,000 SH   DFND 1,2,3 30,000 0 0
EAGLE MATERIALS INC COM 26969P108 414 4,200 SH   DFND 2,3 4,200 0 0
ELECTRONIC ARTS INC COM 285512109 2,757 35,000 SH   DFND 1,2,3 35,000 0 0
ELECTRONIC ARTS INC COM 285512109 317 4,025 SH   DFND 2,3 4,025 0 0
EOG RES INC COM 26875P101 9,976 98,679 SH   DFND 1,2,3 98,679 0 0
EXXON MOBIL CORP COM 30231G102 63 700 SH   DFND 2,3 700 0 0
FACEBOOK INC CL A 30303M102 7,202 62,600 SH   DFND 1,2,3 62,600 0 0
FMC TECHNOLOGIES INC COM 30249U101 657 18,500 SH   DFND 1,2,3 18,500 0 0
FRANCO NEVADA CORP COM 351858105 19,925 333,422 SH   DFND 1,2,3 333,422 0 0
GOLDCORP INC NEW COM 380956409 170 12,500 SH   DFND 2,3 12,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 123,624 516,285 SH   DFND 1,2,3 516,285 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 6,232 231,498 SH   DFND 1,2,3 231,498 0 0
HOME DEPOT INC COM 437076102 2,682 20,000 SH   DFND 1,2,3 20,000 0 0
HOME DEPOT INC COM 437076102 67 500 SH   DFND 2,3 500 0 0
KINROSS GOLD CORP COM NO PAR 496902404 72,387 23,275,684 SH   DFND 1,2,3 23,275,684 0 0
LAM RESEARCH CORP COM 512807108 13,904 131,501 SH   DFND 1,2,3 131,501 0 0
LAUDER ESTEE COS INC CL A 518439104 1,224 16,000 SH   DFND 1,2,3 16,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 35,963 1,147,152 SH   DFND 1,2,3 1,147,152 0 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 49,767 1,588,468 SH   DFND 1,2,3 1,588,468 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,440 6,500 SH   DFND 1,2,3 6,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 52 500 SH   DFND 2,3 500 0 0
MGIC INVT CORP WIS COM 552848103 577 56,600 SH   DFND 1,2,3 56,600 0 0
MICRON TECHNOLOGY INC COM 595112103 936 42,700 SH   DFND 1,2,3 42,700 0 0
MICROSOFT CORP COM 594918104 1,243 20,000 SH   DFND 1,2,3 20,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 58 600 SH   DFND 2,3 600 0 0
MORGAN STANLEY COM NEW 617446448 2,958 70,000 SH   DFND 1,2,3 70,000 0 0
MORGAN STANLEY COM NEW 617446448 51 1,200 SH   DFND 2,3 1,200 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 22,188 6,703,211 SH   DFND 1,2,3 6,703,211 0 0
PACCAR INC COM 693718108 652 10,200 SH   DFND 1,2,3 10,200 0 0
PRICELINE GRP INC COM NEW 741503403 3,665 2,500 SH   DFND 1,2,3 2,500 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,175 3,200 SH   DFND 1,2,3 3,200 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,313 16,000 SH   DFND 1,2,3 16,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 10,727 271,787 SH   DFND 1,2,3 271,787 0 0
SCHWAB CHARLES CORP NEW COM 808513105 539 13,650 SH   DFND 2,3 13,650 0 0
SILVER WHEATON CORP COM 828336107 966 50,000 SH   DFND 1,2,3 50,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 40,942 3,301,780 SH   DFND 1,2,3 3,301,780 0 0
SOUTHWEST AIRLS CO COM 844741108 61,767 1,239,300 SH   DFND 1,2,3 1,239,300 0 0
SPRINT CORP COM SER 1 85207U105 46,327 5,502,034 SH   DFND 1,2,3 5,502,034 0 0
T MOBILE US INC COM 872590104 2,876 50,000 SH   DFND 1,2,3 50,000 0 0
T MOBILE US INC COM 872590104 52 900 SH   DFND 2,3 900 0 0
TRIPADVISOR INC COM 896945201 533 11,500 SH   DFND 1,2,3 11,500 0 0
WAYFAIR INC CL A 94419L101 505 14,420 SH   DFND 1,2,3 14,420 0 0