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
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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
AbbVie Inc COM 00287Y109 1,915 12,500 SH   DFND 1,2,3 12,500 0 0
Amazon Com Inc COM 023135106 535 5,040 SH   DFND 1,2,3 5,040 0 0
Banco Macro SA SPON ADR B 05961W105 17,651 1,576,022 SH   DFND 1,2,3 1,576,022 0 0
BK of America Corp COM 060505104 2,335 75,000 SH   DFND 1,2,3 75,000 0 0
Barrick Gold Corp COM 067901108 13,096 740,323 SH   DFND 1,2,3 740,323 0 0
Citrix Sys Inc COM 177376100 2,786 28,668 SH   DFND 1,2,3 28,668 0 0
CNH Indl N V SHS N20944109 3,609 311,361 SH   DFND 1,2,3 311,361 0 0
CVR Partners LP COM 126633205 999 10,000 SH   DFND 2,3 10,000 0 0
Liberty Media Acquisition Co COM SR A 53073L104 3,851 391,350 SH   DFND 1,2,3 391,350 0 0
Ollies Bargain Outlet Hldgs COM 681116109 1,763 30,000 SH   DFND 1,2,3 30,000 0 0
Palo Alto Networks Inc COM 697435105 2,223 4,500 SH   DFND 1,2,3 4,500 0 0
Peabody Energy Corp COM 704551100 36,843 1,727,272 SH   DFND 1,2,3 1,727,272 0 0
Stellantis N.V SHS N82405106 22,196 1,795,798 SH   DFND 1,2,3 1,795,798 0 0