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 3,018 44,736 SH   DFND 1,2,3 44,736 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,010 200,000 SH   DFND 1,2,3 200,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,106 18,898 SH   DFND 1,2,3 18,898 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 606 3,300 SH   DFND 1,2,3 3,300 0 0
ALPHABET INC CAP STK CL A 02079K305 2,385 2,300 SH   DFND 1,2,3 2,300 0 0
AMAZON COM INC COM 023135106 2,023 1,398 SH   DFND 1,2,3 1,398 0 0
APPLE INC COM 037833100 2,658 15,844 SH   DFND 1,2,3 15,844 0 0
BANCO MACRO SA SPON ADR B 05961W105 5,291 49,000 SH   DFND 1,2,3 49,000 0 0
BANK AMER CORP COM 060505104 11,096 370,000 SH   DFND 1,2,3 370,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 3,757 164,700 SH   DFND 1,2,3 164,700 0 0
BMC STK HLDGS INC COM 05591B109 22,330 1,142,187 SH   DFND 1,2,3 1,142,187 0 0
BOOKING HLDGS INC COM 09857L108 2,829 1,360 SH   DFND 1,2,3 1,360 0 0
BROADCOM LTD SHS Y09827109 2,286 9,700 SH   DFND 1,2,3 9,700 0 0
CADIZ INC COM NEW 127537207 17,069 1,264,363 SH   DFND 1,2,3 1,264,363 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,218 3,914 SH   DFND 1,2,3 3,914 0 0
COMCAST CORP NEW CL A 20030N101 1,178 34,484 SH   DFND 1,2,3 34,484 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,047 55,600 SH   DFND 1,2,3 55,600 0 0
DOLLAR TREE INC COM 256746108 664 7,000 SH   DFND 1,2,3 7,000 0 0
EOG RES INC COM 26875P101 6,321 60,047 SH   DFND 1,2,3 60,047 0 0
FACEBOOK INC CL A 30303M102 2,173 13,600 SH   DFND 1,2,3 13,600 0 0
FINISH LINE INC CL A 317923100 44,896 3,315,772 SH   DFND 1,2,3 3,315,772 0 0
FRONTLINE LTD SHS NEW G3682E192 825 186,249 SH   DFND 1,2,3 186,249 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 8,549 130,000 SH   DFND 1,2,3 130,000 0 0
JPMORGAN CHASE & CO COM 46625H100 4,612 41,940 SH   DFND 1,2,3 41,940 0 0
KINROSS GOLD CORP COM NO PAR 496902404 35,629 9,019,935 SH   DFND 1,2,3 9,019,935 0 0
LAM RESEARCH CORP COM 512807108 1,219 6,000 SH   DFND 1,2,3 6,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 27,869 951,500 SH   DFND 1,2,3 951,500 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 46,545 1,508,750 SH   DFND 1,2,3 1,508,750 0 0
MGIC INVT CORP WIS COM 552848103 1,636 125,820 SH   DFND 1,2,3 125,820 0 0
MICROSOFT CORP COM 594918104 1,701 18,640 SH   DFND 1,2,3 18,640 0 0
MONSANTO CO NEW COM 61166W101 27,761 237,907 SH   DFND 1,2,3 237,907 0 0
NUTRI SYS INC NEW COM 67069D108 323 12,000 SH   DFND 1,2,3 12,000 0 0
NVIDIA CORP COM 67066G104 2,316 10,000 SH   DFND 1,2,3 10,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 17,768 6,654,519 SH   DFND 1,2,3 6,654,519 0 0
PAYPAL HLDGS INC COM 70450Y103 2,655 35,000 SH   DFND 1,2,3 35,000 0 0
PLUG POWER INC COM NEW 72919P202 4,876 2,580,000 SH   DFND 1,2,3 2,580,000 0 0
QUALCOMM INC COM 747525103 1,773 32,000 SH   DFND 1,2,3 32,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,075 6,027 SH   DFND 1,2,3 6,027 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 139,855 12,119,146 SH   DFND 1,2,3 12,119,146 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3,532 30,000 SH   DFND 1,2,3 30,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 3,655 70,000 SH   DFND 1,2,3 70,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 79,998 535,500 SH   DFND 1,2,3 535,500 0 0
SPLUNK INC COM 848637104 304 3,086 SH   DFND 1,2,3 3,086 0 0
SPRINT CORP COM SER 1 85207U105 66,832 13,695,000 SH   DFND 1,2,3 13,695,000 0 0
STARS GROUP INC COM 85570W100 83,714 3,038,608 SH   DFND 1,2,3 3,038,608 0 0
SVB FINL GROUP COM 78486Q101 3,000 12,500 SH   DFND 1,2,3 12,500 0 0
TECHNIPFMC PLC COM G87110105 1,928 65,454 SH   DFND 1,2,3 65,454 0 0
TRANSOCEAN LTD REG SHS H8817H100 57,950 5,853,499 SH   DFND 1,2,3 5,853,499 0 0
TRIPADVISOR INC COM 896945201 2,210 54,056 SH   DFND 1,2,3 54,056 0 0
UNITED STATES STL CORP NEW COM 912909108 1,760 50,000 SH   DFND 1,2,3 50,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,863 11,430 SH   DFND 1,2,3 11,430 0 0
VIASAT INC COM 92552V100 150,224 2,285,816 SH   DFND 1,2,3 2,285,816 0 0
VULCAN MATLS CO COM 929160109 3,425 30,000 SH   DFND 1,2,3 30,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 162 2,400 SH   DFND 2,3 2,400 0 0
ALPHABET INC CAP STK CL A 02079K305 273 263 SH   DFND 2,3 263 0 0
AMAZON COM INC COM 023135106 289 200 SH   DFND 2,3 200 0 0
BANK AMER CORP COM 060505104 675 22,500 SH   DFND 2,3 22,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 449 2,250 SH   DFND 2,3 2,250 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 0 1 SH   DFND 2,3 1 0 0
CSX CORP COM 126408103 89 1,600 SH   DFND 2,3 1,600 0 0
D R HORTON INC COM 23331A109 546 12,450 SH   DFND 2,3 12,450 0 0
DISNEY WALT CO COM DISNEY 254687106 545 5,425 SH   DFND 2,3 5,425 0 0
EAGLE MATERIALS INC COM 26969P108 307 2,975 SH   DFND 2,3 2,975 0 0
GOLDCORP INC NEW COM 380956409 173 12,500 SH   DFND 2,3 12,500 0 0
NVIDIA CORP COM 67066G104 489 2,110 SH   DFND 2,3 2,110 0 0
SCHWAB CHARLES CORP NEW COM 808513105 502 9,608 SH   DFND 2,3 9,608 0 0
SVB FINL GROUP COM 78486Q101 40 165 SH   DFND 2,3 165 0 0
TRANSOCEAN LTD REG SHS H8817H100 297 30,000 SH   DFND 2,3 30,000 0 0
UNITED STATES STL CORP NEW COM 912909108 283 8,050 SH   DFND 2,3 8,050 0 0