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 |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 173,463 | 12,434,655 | SH | DFND | 1 | 12,434,655 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 158,572 | 18,788,196 | SH | DFND | 1 | 18,788,196 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 134,137 | 1,645,040 | SH | DFND | 1 | 1,645,040 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 131,258 | 3,779,381 | SH | DFND | 1 | 3,779,381 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 129,621 | 4,554,501 | SH | DFND | 1 | 4,554,501 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 121,597 | 3,601,807 | SH | DFND | 1 | 3,601,807 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 113,022 | 4,689,719 | SH | DFND | 1 | 4,689,719 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 110,908 | 4,764,088 | SH | DFND | 1 | 4,764,088 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 109,740 | 7,883,600 | SH | DFND | 1 | 7,883,600 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 104,688 | 5,234,385 | SH | DFND | 1 | 5,234,385 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 103,959 | 6,930,568 | SH | DFND | 1 | 6,930,568 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 101,933 | 619,804 | SH | DFND | 1 | 619,804 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 65,908 | 5,959,107 | SH | DFND | 1 | 5,959,107 | 0 | 0 | |
| MOLSON COORS BREWING CO | CL B | 60871R209 | 63,541 | 1,033,182 | SH | DFND | 1 | 1,033,182 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 60,100 | 8,549,140 | SH | DFND | 1 | 8,549,140 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 54,115 | 820,796 | SH | DFND | 1 | 820,796 | 0 | 0 | |
| BRINKER INTL INC | COM | 109641100 | 49,866 | 1,067,104 | SH | DFND | 1 | 1,067,104 | 0 | 0 | |
| COTY INC | COM CL A | 222070203 | 43,501 | 3,463,441 | SH | DFND | 1 | 3,463,441 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 36,863 | 1,412,914 | SH | DFND | 1 | 1,412,914 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 36,081 | 837,530 | SH | DFND | 1 | 837,530 | 0 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 35,070 | 193,940 | SH | DFND | 1 | 193,940 | 0 | 0 | |
| SEADRILL LTD | COM | G7998G106 | 25,859 | 1,043,555 | SH | DFND | 1 | 1,043,555 | 0 | 0 | |
| PENNEY J C INC | COM | 708160106 | 24,165 | 14,557,297 | SH | DFND | 1 | 14,557,297 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 22,461 | 1,513,532 | SH | DFND | 1 | 1,513,532 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 19,089 | 627,719 | SH | DFND | 1 | 627,719 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 17,871 | 6,618,951 | SH | DFND | 1 | 6,618,951 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 17,709 | 78,450 | SH | DFND | 1 | 78,450 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 16,435 | 1,483,305 | SH | DFND | 1 | 1,483,305 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 14,585 | 188,898 | SH | DFND | 1 | 188,898 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 13,660 | 267,477 | SH | DFND | 1 | 267,477 | 0 | 0 | |
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 11,385 | 494,995 | SH | DFND | 1 | 494,995 | 0 | 0 | |
| DESPEGAR COM CORP | ORD SHS | G27358103 | 11,177 | 662,536 | SH | DFND | 1 | 662,536 | 0 | 0 | |
| BIOGEN INC | COM | 09062X103 | 8,596 | 24,329 | SH | DFND | 1 | 24,329 | 0 | 0 | |
| WILLIAMS SONOMA INC | COM | 969904101 | 8,502 | 129,367 | SH | DFND | 1 | 129,367 | 0 | 0 | |
| OWENS ILL INC | COM NEW | 690768403 | 7,720 | 410,856 | SH | DFND | 1 | 410,856 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 7,705 | 321,843 | SH | DFND | 1 | 321,843 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 7,639 | 881,028 | SH | DFND | 1 | 881,028 | 0 | 0 | |
| BUCKLE INC | COM | 118440106 | 6,956 | 301,763 | SH | DFND | 1 | 301,763 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 6,688 | 1,817,277 | SH | DFND | 1 | 1,817,277 | 0 | 0 | |
| ENCANA CORP | COM | 292505104 | 5,868 | 447,570 | SH | DFND | 1 | 447,570 | 0 | 0 | |
| OVERSTOCK COM INC DEL | COM | 690370101 | 5,678 | 204,998 | SH | DFND | 1 | 204,998 | 0 | 0 | |
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 5,330 | 283,067 | SH | DFND | 1 | 283,067 | 0 | 0 | |
| PIER 1 IMPORTS INC | COM | 720279108 | 5,039 | 3,359,153 | SH | DFND | 1 | 3,359,153 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 4,993 | 102,641 | SH | DFND | 1 | 102,641 | 0 | 0 | |
| FORUM ENERGY TECHNOLOGIES IN | COM | 34984V100 | 4,942 | 477,512 | SH | DFND | 1 | 477,512 | 0 | 0 | |
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 4,746 | 171,579 | SH | DFND | 1 | 171,579 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 4,059 | 70,660 | SH | DFND | 1 | 70,660 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 3,479 | 117,615 | SH | DFND | 1 | 117,615 | 0 | 0 | |
| KROGER CO | COM | 501044101 | 2,336 | 80,235 | SH | DFND | 1 | 80,235 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 1,204 | 5,264 | SH | DFND | 1 | 5,264 | 0 | 0 | |
| TEGNA INC | COM | 87901J105 | 802 | 67,034 | SH | DFND | 1 | 67,034 | 0 | 0 | |
| GUESS INC | COM | 401617105 | 673 | 29,761 | SH | DFND | 1 | 29,761 | 0 | 0 | |