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 | 227,552 | 6,079,399 | SH | DFND | 1 | 6,079,399 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 172,699 | 8,278,978 | SH | DFND | 1 | 8,278,978 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 172,225 | 3,943,775 | SH | DFND | 1 | 3,943,775 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 169,772 | 12,631,817 | SH | DFND | 1 | 12,631,817 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 135,374 | 4,488,513 | SH | DFND | 1 | 4,488,513 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 131,433 | 6,596,392 | SH | DFND | 1 | 6,596,392 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 130,159 | 1,612,079 | SH | DFND | 1 | 1,612,079 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 125,681 | 4,677,365 | SH | DFND | 1 | 4,677,365 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 121,682 | 2,182,633 | SH | DFND | 1 | 2,182,633 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 119,767 | 6,938,964 | SH | DFND | 1 | 6,938,964 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 112,786 | 4,431,676 | SH | DFND | 1 | 4,431,676 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 106,794 | 14,709,917 | SH | DFND | 1 | 14,709,917 | 0 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 72,628 | 431,693 | SH | DFND | 1 | 431,693 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 67,308 | 346,375 | SH | DFND | 1 | 346,375 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 61,979 | 6,773,637 | SH | DFND | 1 | 6,773,637 | 0 | 0 | |
| BRINKER INTL INC | COM | 109641100 | 53,161 | 1,116,833 | SH | DFND | 1 | 1,116,833 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 48,288 | 7,628,481 | SH | DFND | 1 | 7,628,481 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 44,188 | 1,018,149 | SH | DFND | 1 | 1,018,149 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 41,154 | 1,056,594 | SH | DFND | 1 | 1,056,594 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 40,134 | 165,162 | SH | DFND | 1 | 165,162 | 0 | 0 | |
| PENNEY J C INC | COM | 708160106 | 34,226 | 14,626,462 | SH | DFND | 1 | 14,626,462 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 27,208 | 488,381 | SH | DFND | 1 | 488,381 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 21,742 | 852,611 | SH | DFND | 1 | 852,611 | 0 | 0 | |
| MOLSON COORS BREWING CO | CL B | 60871R209 | 21,252 | 312,342 | SH | DFND | 1 | 312,342 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 21,166 | 1,650,978 | SH | DFND | 1 | 1,650,978 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 19,954 | 1,519,695 | SH | DFND | 1 | 1,519,695 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 18,800 | 101,561 | SH | DFND | 1 | 101,561 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 16,262 | 507,405 | SH | DFND | 1 | 507,405 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 14,263 | 3,793,401 | SH | DFND | 1 | 3,793,401 | 0 | 0 | |
| UNDER ARMOUR INC | CL C | 904311206 | 14,198 | 673,513 | SH | DFND | 1 | 673,513 | 0 | 0 | |
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 14,064 | 867,059 | SH | DFND | 1 | 867,059 | 0 | 0 | |
| ZILLOW GROUP INC | CL A | 98954M101 | 12,910 | 216,071 | SH | DFND | 1 | 216,071 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 12,026 | 169,759 | SH | DFND | 1 | 169,759 | 0 | 0 | |
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 11,744 | 493,870 | SH | DFND | 1 | 493,870 | 0 | 0 | |
| WILLIAMS SONOMA INC | COM | 969904101 | 11,624 | 189,385 | SH | DFND | 1 | 189,385 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 10,533 | 1,812,837 | SH | DFND | 1 | 1,812,837 | 0 | 0 | |
| DESPEGAR COM CORP | ORD SHS | G27358103 | 10,287 | 490,535 | SH | DFND | 1 | 490,535 | 0 | 0 | |
| BUCKLE INC | COM | 118440106 | 8,561 | 318,264 | SH | DFND | 1 | 318,264 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 8,456 | 449,310 | SH | DFND | 1 | 449,310 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 7,831 | 600,055 | SH | DFND | 1 | 600,055 | 0 | 0 | |
| STITCH FIX INC | COM CL A | 860897107 | 6,999 | 255,065 | SH | DFND | 1 | 255,065 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 6,951 | 853,887 | SH | DFND | 1 | 853,887 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 6,936 | 123,372 | SH | DFND | 1 | 123,372 | 0 | 0 | |
| PIER 1 IMPORTS INC | COM | 720279108 | 6,869 | 2,886,045 | SH | DFND | 1 | 2,886,045 | 0 | 0 | |
| FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 6,182 | 500,540 | SH | DFND | 1 | 500,540 | 0 | 0 | |
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 5,755 | 186,057 | SH | DFND | 1 | 186,057 | 0 | 0 | |
| KROGER CO | COM | 501044101 | 5,402 | 189,888 | SH | DFND | 1 | 189,888 | 0 | 0 | |
| BIOGEN INC | COM | 09062X103 | 5,122 | 17,648 | SH | DFND | 1 | 17,648 | 0 | 0 | |
| MICHAELS COS INC | COM | 59408Q106 | 5,065 | 264,201 | SH | DFND | 1 | 264,201 | 0 | 0 | |
| GUESS INC | COM | 401617105 | 4,648 | 217,178 | SH | DFND | 1 | 217,178 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 4,568 | 106,157 | SH | DFND | 1 | 106,157 | 0 | 0 | |
| TEGNA INC | COM | 87901J105 | 2,874 | 264,866 | SH | DFND | 1 | 264,866 | 0 | 0 | |
| DICKS SPORTING GOODS INC | COM | 253393102 | 2,567 | 72,821 | SH | DFND | 1 | 72,821 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 2,557 | 152,848 | SH | DFND | 1 | 152,848 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 2,456 | 158,439 | SH | DFND | 1 | 158,439 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 2,369 | 96,771 | SH | DFND | 1 | 96,771 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 1,702 | 127,078 | SH | DFND | 1 | 127,078 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 1,641 | 1,124,280 | SH | DFND | 1 | 1,124,280 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 1,181 | 122,385 | SH | DFND | 1 | 122,385 | 0 | 0 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 15 | 34 | SH | DFND | 1 | 34 | 0 | 0 | |