The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ANGLOGOLD ASHANTI LIMITED | SPONSORED ADR | 035128206 | 80,848,346 | 3,833,492 | SH | DFND | 1 | 3,833,492 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 39,162,379 | 783,561 | SH | DFND | 1 | 783,561 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,167,500 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 211,512,280 | 26,439,035 | SH | DFND | 1 | 26,439,035 | 0 | 0 | ||
| BRIGHTSPHERE INVT GROUP INC | COM | 10948W103 | 187,505,035 | 8,950,121 | SH | DFND | 1 | 8,950,121 | 0 | 0 | ||
| DIVERSEY HLDGS LTD | ORD SHS | G28923103 | 419,500 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | ||
| EQUINOX GOLD CORP | COM | 29446Y502 | 11,450,000 | 2,500,000 | SH | DFND | 1 | 2,500,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 51,425,000 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | ||
| IAMGOLD CORP | COM | 450913108 | 4,865,500 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | ||
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 25,712,332 | 61,930,724 | SH | DFND | 1 | 61,930,724 | 0 | 0 | ||
| IVERIC BIO INC | COM | 46583P102 | 983,500 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 80,896,200 | 350,200 | SH | DFND | 1 | 350,200 | 0 | 0 | ||
| NEWMARK GROUP INC | CL A | 65158N102 | 7,990,368 | 1,284,625 | SH | DFND | 1 | 1,284,625 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 19,282,320 | 452,000 | SH | DFND | 1 | 452,000 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 88,682,937 | 22,226,300 | SH | DFND | 1 | 22,226,300 | 0 | 0 | ||
| PERPETUA RESOURCES CORP | COM | 714266103 | 90,911,559 | 24,771,542 | SH | DFND | 1 | 24,771,542 | 0 | 0 | ||
| SEABRIDGE GOLD INC | COM | 811916105 | 24,943,500 | 2,070,000 | SH | DFND | 1 | 2,070,000 | 0 | 0 | ||
| SSR MINING IN | COM | 784730103 | 28,360,000 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | ||
| TELLURIAN INC NEW | COM | 87968A104 | 7,530,335 | 5,340,663 | SH | DFND | 1 | 5,340,663 | 0 | 0 | ||
| THRYV HLDGS INC | COM NEW | 886029206 | 49,200,000 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | ||
| TRILOGY METALS INC NEW | COM | 89621C105 | 8,503,072 | 14,326,996 | SH | DFND | 1 | 14,326,996 | 0 | 0 | ||