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 2,377 40,000 SH   DFND 1,2,3 40,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 101 1,700 SH   DFND 2,3 1,700 0 0
ADECOAGRO S A COM L00849106 3,941 470,893 SH   DFND 1,2,3 470,893 0 0
ADOBE INC COM 00724F101 44 132 SH   DFND 1,2,3 132 0 0
ALPHABET INC CAP STK CL A 02079K305 5,009 3,740 SH   DFND 1,2,3 3,740 0 0
ALPHABET INC CAP STK CL A 02079K305 352 263 SH   DFND 2,3 263 0 0
AMAZON COM INC COM 023135106 2,217 1,200 SH   DFND 1,2,3 1,200 0 0
AMAZON COM INC COM 023135106 388 210 SH   DFND 2,3 210 0 0
AVON PRODS INC COM 054303102 33,226 5,891,190 SH   DFND 1,2,3 5,891,190 0 0
BANCO MACRO SA SPON ADR B 05961W105 96,558 2,663,675 SH   DFND 1,2,3 2,663,675 0 0
BANCO MACRO SA SPON ADR B 05961W105 1,370 37,800 SH   DFND 2,3 37,800 0 0
BANK AMER CORP COM 060505104 141 4,000 SH   DFND 2,3 4,000 0 0
BARRICK GOLD CORPORATION COM 067901108 87,809 4,723,427 SH   DFND 1,2,3 4,723,427 0 0
BARRICK GOLD CORPORATION COM 067901108 238 12,808 SH   DFND 2,3 12,808 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 263 1,162 SH   DFND 1,2,3 1,162 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 340 1,500 SH   DFND 2,3 1,500 0 0
BOOKING HLDGS INC COM 09857L108 2,177 1,060 SH   DFND 1,2,3 1,060 0 0
CADIZ INC COM NEW 127537207 7,846 712,009 SH   DFND 1,2,3 712,009 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 24,743 51,008 SH   DFND 1,2,3 51,008 0 0
CHEVRON CORP NEW COM 166764100 2,049 17,000 SH   DFND 1,2,3 17,000 0 0
CISCO SYS INC COM 17275R102 1,092 22,759 SH   DFND 1,2,3 22,759 0 0
COLONY CAP INC NEW CL A COM 19626G108 29,800 6,273,669 SH   DFND 1,2,3 6,273,669 0 0
COMCAST CORP NEW CL A 20030N101 42,811 951,982 SH   DFND 1,2,3 951,982 0 0
CSX CORP COM 126408103 116 1,600 SH   DFND 2,3 1,600 0 0
D R HORTON INC COM 23331A109 657 12,450 SH   DFND 2,3 12,450 0 0
DEERE & CO COM 244199105 2,426 14,000 SH   DFND 1,2,3 14,000 0 0
DEERE & CO COM 244199105 61 350 SH   DFND 2,3 350 0 0
DEUTSCHE BANK AG NAMEN AKT D18190898 10,473 1,346,081 SH   DFND 1,2,3 1,346,081 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 5,591 675,214 SH   DFND 1,2,3 675,214 0 0
DISNEY WALT CO COM DISNEY 254687106 3,616 25,000 SH   DFND 1,2,3 25,000 0 0
DISNEY WALT CO COM DISNEY 254687106 756 5,225 SH   DFND 2,3 5,225 0 0
EAGLE MATERIALS INC COM 26969P108 179 1,975 SH   DFND 2,3 1,975 0 0
ERICSSON ADR B SEK 10 294821608 2,733 311,242 SH   DFND 1,2,3 311,242 0 0
EURONAV NV ANTWERPEN SHS B38564108 44,554 3,552,959 SH   DFND 1,2,3 3,552,959 0 0
F M C CORP COM NEW 302491303 20,627 206,637 SH   DFND 1,2,3 206,637 0 0
FRONTLINE LTD SHS NEW G3682E192 31,352 2,437,972 SH   DFND 1,2,3 2,437,972 0 0
FRONTLINE LTD SHS NEW G3682E192 28 2,200 SH   DFND 2,3 2,200 0 0
GRUPO FINANCIERO GALICIA S A SPONSORED ADR 399909100 9,627 593,166 SH   DFND 1,2,3 593,166 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 2,103 571,361 SH   DFND 1,2,3 571,361 0 0
JPMORGAN CHASE & CO COM 46625H100 8,983 64,440 SH   DFND 1,2,3 64,440 0 0
JPMORGAN CHASE & CO COM 46625H100 345 2,475 SH   DFND 2,3 2,475 0 0
KINROSS GOLD CORP COM 496902404 18,739 3,953,377 SH   DFND 1,2,3 3,953,377 0 0
LAS VEGAS SANDS CORP COM 517834107 2,416 35,000 SH   DFND 1,2,3 35,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,796 10,000 SH   DFND 1,2,3 10,000 0 0
MICROSOFT CORP COM 594918104 21,511 136,405 SH   DFND 1,2,3 136,405 0 0
MICROSOFT CORP COM 594918104 528 3,350 SH   DFND 2,3 3,350 0 0
MONDELEZ INTL INC CL A 609207105 2,799 50,812 SH   DFND 1,2,3 50,812 0 0
NOVAGOLD RES INC COM 66987E206 7,213 805,000 SH   DFND 1,2,3 805,000 0 0
OCCIDENTAL PETE CORP COM 674599105 181 4,400 SH   DFND 2,3 4,400 0 0
PAYPAL HLDGS INC COM 70450Y103 43 400 SH   DFND 1,2,3 400 0 0
PLUG POWER INC COM NEW 72919P202 39,275 12,428,761 SH   DFND 1,2,3 12,428,761 0 0
ROKU INC COM CL A 77543R102 13 100 SH   DFND 2,3 100 0 0
SCULPTOR CAP MGMT COM CL A 811246107 11,284 510,582 SH   DFND 1,2,3 510,582 0 0
SEADRILL LTD COM G7998G106 8,897 3,502,848 SH   DFND 1,2,3 3,502,848 0 0
SONY CORP SPONSORED ADR 835699307 46,281 680,609 SH   DFND 1,2,3 680,609 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 60 400 SH   DFND 2,3 400 0 0
SPRINT CORPORATION COM 85207U105 80 15,420 SH   DFND 1,2,3 15,420 0 0
STARS GROUP INC COM 85570W100 129,676 4,970,345 SH   DFND 1,2,3 4,970,345 0 0
STONECO LTD COM CL A G85158106 94 2,350 SH   DFND 1,2,3 2,350 0 0
SVB FINL GROUP COM 78486Q101 2,510 10,000 SH   DFND 1,2,3 10,000 0 0
SVB FINL GROUP COM 78486Q101 50 200 SH   DFND 2,3 200 0 0
T MOBILE US INC COM 872590104 18,436 235,095 SH   DFND 1,2,3 235,095 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 1,280 26,910 SH   DFND 1,2,3 26,910 0 0
TRANSOCEAN LTD REG SHS H8817H100 206 30,000 SH   DFND 2,3 30,000 0 0
UBS GROUP AG SHS H42097107 18,216 1,447,984 SH   DFND 1,2,3 1,447,984 0 0
VALARIS PLC SHS CLASS A G9402V109 64,305 9,802,576 SH   DFND 1,2,3 9,802,576 0 0
VIASAT INC COM 92552V100 112,349 1,534,930 SH   DFND 1,2,3 1,534,930 0 0
VISA INC COM CL A 92826C839 3,069 16,335 SH   DFND 1,2,3 16,335 0 0
VULCAN MATLS CO COM 929160109 2,448 17,000 SH   DFND 1,2,3 17,000 0 0
ZIONS BANCORPORATION N A COM 989701107 2,077 40,000 SH   DFND 1,2,3 40,000 0 0