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 2,833 44,736 SH   DFND 1,2,3 44,736 0 0
ACTIVISION BLIZZARD INC COM 00507V109 152 2,400 SH   DFND 2,3 2,400 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,260 18,898 SH   DFND 1,2,3 18,898 0 0
ALPHABET INC CAP STK CL A 02079K305 5,695 5,406 SH   DFND 1,2,3 5,406 0 0
ALPHABET INC CAP STK CL A 02079K305 367 348 SH   DFND 2,3 348 0 0
AMAZON COM INC COM 023135106 1,635 1,398 SH   DFND 1,2,3 1,398 0 0
AMAZON COM INC COM 023135106 234 200 SH   DFND 2,3 200 0 0
APPLE INC COM 037833100 2,681 15,844 SH   DFND 1,2,3 15,844 0 0
BANCO MACRO SA SPON ADR B 05961W105 5,678 49,000 SH   DFND 1,2,3 49,000 0 0
BANK AMER CORP COM 060505104 15,101 511,564 SH   DFND 1,2,3 511,564 0 0
BANK AMER CORP COM 060505104 664 22,500 SH   DFND 2,3 22,500 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 4,150 164,700 SH   DFND 1,2,3 164,700 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 446 2,250 SH   DFND 2,3 2,250 0 0
BMC STK HLDGS INC COM 05591B109 29,152 1,152,240 SH   DFND 1,2,3 1,152,240 0 0
BROADCOM LTD SHS Y09827109 6,639 25,844 SH   DFND 1,2,3 25,844 0 0
BROADCOM LTD SHS Y09827109 235 915 SH   DFND 2,3 915 0 0
CADIZ INC COM 127537207 18,017 1,264,363 SH   DFND 1,2,3 1,264,363 0 0
CELGENE CORP COM 151020104 1,362 13,048 SH   DFND 1,2,3 13,048 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,315 3,914 SH   DFND 1,2,3 3,914 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 0 1 SH   DFND 2,3 1 0 0
COHERENT INC COM 192479103 2,117 7,500 SH   DFND 1,2,3 7,500 0 0
COMCAST CORP NEW CL A 20030N101 5,386 134,484 SH   DFND 1,2,3 134,484 0 0
COSTCO WHSL CORP NEW COM 22160K105 1 8 SH   DFND 2,3 8 0 0
CSX CORP COM 126408103 88 1,600 SH   DFND 2,3 1,600 0 0
D R HORTON INC COM 23331A109 636 12,450 SH   DFND 2,3 12,450 0 0
DISNEY WALT CO COM DISNEY 254687106 586 5,450 SH   DFND 2,3 5,450 0 0
EAGLE MATERIALS INC COM 26969P108 337 2,975 SH   DFND 2,3 2,975 0 0
EOG RES INC COM 26875P101 8,082 74,897 SH   DFND 1,2,3 74,897 0 0
FACEBOOK INC CL A 30303M102 7,647 43,338 SH   DFND 1,2,3 43,338 0 0
FRANCO NEVADA CORP COM 351858105 15,526 194,196 SH   DFND 1,2,3 194,196 0 0
FRONTLINE LTD SHS NEW G3682E192 211 46,000 SH   DFND 1,2,3 46,000 0 0
GOLDCORP INC NEW COM 380956409 160 12,500 SH   DFND 2,3 12,500 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 8,561 130,000 SH   DFND 1,2,3 130,000 0 0
JPMORGAN CHASE & CO COM 46625H100 4,485 41,940 SH   DFND 1,2,3 41,940 0 0
KINROSS GOLD CORP COM NO PAR 496902404 89,723 20,769,292 SH   DFND 1,2,3 20,769,292 0 0
LAM RESEARCH CORP COM 512807108 7,879 42,806 SH   DFND 1,2,3 42,806 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 31,133 951,500 SH   DFND 1,2,3 951,500 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 51,812 1,516,750 SH   DFND 1,2,3 1,516,750 0 0
MASCO CORP COM 574599106 3 65 SH   DFND 2,3 65 0 0
MGIC INVT CORP WIS COM 552848103 1,775 125,820 SH   DFND 1,2,3 125,820 0 0
MICROSOFT CORP COM 594918104 1,594 18,640 SH   DFND 1,2,3 18,640 0 0
MONSANTO CO NEW COM 61166W101 31,892 273,091 SH   DFND 1,2,3 273,091 0 0
MORGAN STANLEY COM NEW 617446448 2,624 50,000 SH   DFND 1,2,3 50,000 0 0
NUCOR CORP COM 670346105 2 26 SH   DFND 2,3 26 0 0
NUTRI SYS INC NEW COM 67069D108 20,671 392,989 SH   DFND 1,2,3 392,989 0 0
NVIDIA CORP COM 67066G104 2,516 13,000 SH   DFND 1,2,3 13,000 0 0
NVIDIA CORP COM 67066G104 408 2,110 SH   DFND 2,3 2,110 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 17,521 7,008,519 SH   DFND 1,2,3 7,008,519 0 0
PRICELINE GRP INC COM NEW 741503403 4,859 2,796 SH   DFND 1,2,3 2,796 0 0
QUALCOMM INC COM 747525103 2,049 32,000 SH   DFND 1,2,3 32,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,266 6,027 SH   DFND 1,2,3 6,027 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 158,372 10,113,178 SH   DFND 1,2,3 10,113,178 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 417 26,600 SH   DFND 2,3 26,600 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,982 25,000 SH   DFND 1,2,3 25,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 113 2,200 SH   DFND 2,3 2,200 0 0
SHIRE PLC SPONSORED ADR 82481R106 43,977 283,500 SH   DFND 1,2,3 283,500 0 0
SILICON LABORATORIES INC COM 826919102 1,325 15,000 SH   DFND 1,2,3 15,000 0 0
SPLUNK INC COM 848637104 718 8,666 SH   DFND 1,2,3 8,666 0 0
SPRINT CORP COM SER 1 85207U105 71,581 12,153,000 SH   DFND 1,2,3 12,153,000 0 0
STARS GROUP INC COM 85570W100 132,533 5,688,101 SH   DFND 1,2,3 5,688,101 0 0
SVB FINL GROUP COM 78486Q101 2,922 12,500 SH   DFND 1,2,3 12,500 0 0
TECHNIPFMC PLC COM G87110105 2,872 91,728 SH   DFND 1,2,3 91,728 0 0
TRANSOCEAN LTD REG SHS H8817H100 73,563 6,887,898 SH   DFND 1,2,3 6,887,898 0 0
TRANSOCEAN LTD REG SHS H8817H100 417 39,000 SH   DFND 2,3 39,000 0 0
TRIPADVISOR INC COM 896945201 1,863 54,056 SH   DFND 1,2,3 54,056 0 0
UNITED STATES STL CORP NEW COM 912909108 7,038 200,000 SH   DFND 1,2,3 200,000 0 0
UNITED STATES STL CORP NEW COM 912909108 433 12,300 SH   DFND 2,3 12,300 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,713 11,430 SH   DFND 1,2,3 11,430 0 0
VIASAT INC COM 92552V100 174,827 2,335,699 SH   DFND 1,2,3 2,335,699 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,031 46,600 SH   DFND 1,2,3 46,600 0 0