The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| MACYS INC | COM | 55616P104 | 187,596 | 6,307,867 | SH | DFND | 1 | 6,307,867 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 141,171 | 9,629,654 | SH | DFND | 1 | 9,629,654 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 138,681 | 1,395,177 | SH | DFND | 1 | 1,395,177 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 133,015 | 6,337,044 | SH | DFND | 1 | 6,337,044 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 124,417 | 12,567,343 | SH | DFND | 1 | 12,567,343 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 119,317 | 4,631,856 | SH | DFND | 1 | 4,631,856 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 118,334 | 4,079,062 | SH | DFND | 1 | 4,079,062 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 111,460 | 6,343,744 | SH | DFND | 1 | 6,343,744 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 98,372 | 3,167,150 | SH | DFND | 1 | 3,167,150 | 0 | 0 | |
| ALTRIA GROUP INC | COM | 02209S103 | 65,753 | 1,055,093 | SH | DFND | 1 | 1,055,093 | 0 | 0 | |
| NEW YORK TIMES CO | CL A | 650111107 | 63,435 | 2,632,156 | SH | DFND | 1 | 2,632,156 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 59,965 | 4,721,672 | SH | DFND | 1 | 4,721,672 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 52,590 | 11,979,587 | SH | DFND | 1 | 11,979,587 | 0 | 0 | |
| DICKS SPORTING GOODS INC | COM | 253393102 | 43,255 | 1,234,089 | SH | DFND | 1 | 1,234,089 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 42,075 | 5,876,362 | SH | DFND | 1 | 5,876,362 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 41,382 | 1,012,021 | SH | DFND | 1 | 1,012,021 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 41,011 | 10,382,571 | SH | DFND | 1 | 10,382,571 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 40,079 | 1,088,798 | SH | DFND | 1 | 1,088,798 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 33,779 | 1,395,246 | SH | DFND | 1 | 1,395,246 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 32,467 | 2,607,759 | SH | DFND | 1 | 2,607,759 | 0 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 32,375 | 1,155,845 | SH | DFND | 1 | 1,155,845 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 31,848 | 2,503,768 | SH | DFND | 1 | 2,503,768 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 27,328 | 162,877 | SH | DFND | 1 | 162,877 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 25,746 | 1,318,949 | SH | DFND | 1 | 1,318,949 | 0 | 0 | |
| BRINKER INTL INC | COM | 109641100 | 25,022 | 693,128 | SH | DFND | 1 | 693,128 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 24,337 | 6,559,973 | SH | DFND | 1 | 6,559,973 | 0 | 0 | |
| DINE BRANDS GLOBAL INC | COM | 254423106 | 22,186 | 338,299 | SH | DFND | 1 | 338,299 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 19,639 | 566,292 | SH | DFND | 1 | 566,292 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 18,651 | 935,805 | SH | DFND | 1 | 935,805 | 0 | 0 | |
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 16,434 | 1,424,108 | SH | DFND | 1 | 1,424,108 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 14,897 | 2,870,324 | SH | DFND | 1 | 2,870,324 | 0 | 0 | |
| UNDER ARMOUR INC | CL C | 904311206 | 13,345 | 929,996 | SH | DFND | 1 | 929,996 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 11,798 | 156,487 | SH | DFND | 1 | 156,487 | 0 | 0 | |
| PENNEY J C INC | COM | 708160106 | 11,591 | 3,838,214 | SH | DFND | 1 | 3,838,214 | 0 | 0 | |
| WILLIAMS SONOMA INC | COM | 969904101 | 10,106 | 191,542 | SH | DFND | 1 | 191,542 | 0 | 0 | |
| ZILLOW GROUP INC | CL A | 98954M101 | 9,215 | 170,652 | SH | DFND | 1 | 170,652 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 8,930 | 811,856 | SH | DFND | 1 | 811,856 | 0 | 0 | |
| BUCKLE INC | COM | 118440106 | 7,374 | 332,893 | SH | DFND | 1 | 332,893 | 0 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 7,331 | 248,090 | SH | DFND | 1 | 248,090 | 0 | 0 | |
| STITCH FIX INC | COM CL A | 860897107 | 6,921 | 341,276 | SH | DFND | 1 | 341,276 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 6,666 | 737,442 | SH | DFND | 1 | 737,442 | 0 | 0 | |
| PIER 1 IMPORTS INC | COM | 720279108 | 6,653 | 2,066,041 | SH | DFND | 1 | 2,066,041 | 0 | 0 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 5,791 | 29,029 | SH | DFND | 1 | 29,029 | 0 | 0 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 5,687 | 17,602 | SH | DFND | 1 | 17,602 | 0 | 0 | |
| GUESS INC | COM | 401617105 | 5,165 | 249,030 | SH | DFND | 1 | 249,030 | 0 | 0 | |
| BIOGEN INC | COM | 09062X103 | 4,831 | 17,642 | SH | DFND | 1 | 17,642 | 0 | 0 | |
| FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 4,761 | 432,802 | SH | DFND | 1 | 432,802 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 4,557 | 106,257 | SH | DFND | 1 | 106,257 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 4,484 | 483,663 | SH | DFND | 1 | 483,663 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 3,036 | 2,249,088 | SH | DFND | 1 | 2,249,088 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 2,507 | 158,696 | SH | DFND | 1 | 158,696 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 2,211 | 152,051 | SH | DFND | 1 | 152,051 | 0 | 0 | |
| OBSIDIAN ENERGY LTD | COM | 674482104 | 2,180 | 2,227,397 | SH | DFND | 1 | 2,227,397 | 0 | 0 | |
| TEGNA INC | COM | 87901J105 | 1,705 | 149,677 | SH | DFND | 1 | 149,677 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 1,321 | 110,184 | SH | DFND | 1 | 110,184 | 0 | 0 | |
| BOSTON BEER INC | CL A | 100557107 | 1,263 | 6,683 | SH | DFND | 1 | 6,683 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 1,092 | 94,994 | SH | DFND | 1 | 94,994 | 0 | 0 | |