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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AETNA INC NEW | COM | 00817Y108 | 9,020 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 34,986 | 757,600 | SH | DFND | 1 | 757,600 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 310,593 | 1,898,724 | SH | DFND | 1 | 1,898,724 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 116,398 | 1,666,400 | SH | DFND | 1 | 1,666,400 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 130,253 | 12,782,400 | SH | DFND | 1 | 12,782,400 | 0 | 0 | |
| BANK AMER CORP | *W EXP 10/28/201 | 060505153 | 17,817 | 8,325,894 | SH | DFND | 1 | 8,325,894 | 0 | 0 | |
| BOB EVANS FARMS INC | COM | 096761101 | 14,897 | 189,000 | SH | DFND | 1 | 189,000 | 0 | 0 | |
| BROOKDALE SR LIVING INC | COM | 112463104 | 48,368 | 4,986,400 | SH | DFND | 1 | 4,986,400 | 0 | 0 | |
| CAESARS ENTMT CORP | COM | 127686103 | 237,152 | 18,747,200 | SH | DFND | 1 | 18,747,200 | 0 | 0 | |
| CALATLANTIC GROUP INC | COM | 128195104 | 2,876 | 51,000 | SH | DFND | 1 | 51,000 | 0 | 0 | |
| CAVIUM INC | COM | 14964U108 | 9,640 | 115,000 | SH | DFND | 1 | 115,000 | 0 | 0 | |
| CENTURYLINK INC | COM | 156700106 | 33,360 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 21,170 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 199,437 | 4,176,700 | SH | DFND | 1 | 4,176,700 | 0 | 0 | |
| DOVA PHARMACEUTICALS INC | COM | 25985T102 | 13,192 | 550,681 | SH | DFND | 1 | 550,681 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 55,602 | 7,174,490 | SH | DFND | 1 | 7,174,490 | 0 | 0 | |
| ENZYMOTEC LTD | SHS | M4059L101 | 24,920 | 2,102,990 | SH | DFND | 1 | 2,102,990 | 0 | 0 | |
| EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 34,288 | 1,804,652 | SH | DFND | 1 | 1,804,652 | 0 | 0 | |
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 22,194 | 523,564 | SH | DFND | 1 | 523,564 | 0 | 0 | |
| HORIZON PHARMA PLC | SHS | G4617B105 | 114,912 | 7,870,700 | SH | DFND | 1 | 7,870,700 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 22,527 | 3,863,912 | SH | DFND | 1 | 3,863,912 | 0 | 0 | |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 63,812 | 3,456,773 | SH | DFND | 1 | 3,456,773 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 23,860 | 55,487,842 | SH | DFND | 1 | 55,487,842 | 0 | 0 | |
| KAMADA LTD | SHS | M6240T109 | 3,731 | 785,525 | SH | DFND | 1 | 785,525 | 0 | 0 | |
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 82,818 | 3,670,992 | SH | DFND | 1 | 3,670,992 | 0 | 0 | |
| MONEYGRAM INTL INC | COM NEW | 60935Y208 | 2,943 | 223,300 | SH | DFND | 1 | 223,300 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 49,164 | 421,000 | SH | DFND | 1 | 421,000 | 0 | 0 | |
| MYLAN N V | SHS EURO | N59465109 | 525,871 | 12,429,000 | SH | DFND | 1 | 12,429,000 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 86,432 | 21,992,896 | SH | DFND | 1 | 21,992,896 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 25,440 | 1,600,000 | SH | DFND | 1 | 1,600,000 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 169,781 | 1,450,000 | SH | DFND | 1 | 1,450,000 | 0 | 0 | |
| OASIS PETE INC NEW | COM | 674215108 | 40,886 | 4,861,561 | SH | DFND | 1 | 4,861,561 | 0 | 0 | |
| OFFICE DEPOT INC | COM | 676220106 | 35,400 | 10,000,000 | SH | DFND | 1 | 10,000,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 2,561 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| RANDGOLD RES LTD | ADR | 752344309 | 42,691 | 431,700 | SH | DFND | 1 | 431,700 | 0 | 0 | |
| ROCKWELL COLLINS INC | COM | 774341101 | 35,587 | 262,400 | SH | DFND | 1 | 262,400 | 0 | 0 | |
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 14,044 | 666,535 | SH | DFND | 1 | 666,535 | 0 | 0 | |
| SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 42,690 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 7,910 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| SHIRE PLC | SPONSORED ADR | 82481R106 | 473,457 | 3,052,200 | SH | DFND | 1 | 3,052,200 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 539,080 | 4,359,722 | SH | DFND | 1 | 4,359,722 | 0 | 0 | |
| SUCAMPO PHARMACEUTICALS INC | CL A | 864909106 | 28,720 | 1,600,000 | SH | DFND | 1 | 1,600,000 | 0 | 0 | |
| SYNERGY PHARMACEUTICALS DEL | COM NEW | 871639308 | 8,920 | 4,000,000 | SH | DFND | 1 | 4,000,000 | 0 | 0 | |
| SYNTHESIS ENERGY SYS INC | COM NEW | 871628202 | 3,550 | 1,250,000 | SH | DFND | 1 | 1,250,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 284,106 | 4,473,400 | SH | DFND | 1 | 4,473,400 | 0 | 0 | |
| TEGNA INC | COM | 87901J105 | 10,958 | 778,300 | SH | DFND | 1 | 778,300 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 107,182 | 5,550,600 | SH | DFND | 1 | 5,550,600 | 0 | 0 | |
| TIME WARNER INC | COM NEW | 887317303 | 235,307 | 2,572,500 | SH | DFND | 1 | 2,572,500 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 12,607 | 11,566,126 | SH | DFND | 1 | 11,566,126 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 27,296 | 800,000 | SH | DFND | 1 | 800,000 | 0 | 0 | |
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 433,035 | 20,839,035 | SH | DFND | 1 | 20,839,035 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 30,810 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 183,200 | 10,000,000 | SH | DFND | 1 | 10,000,000 | 0 | 0 | |
| XCERRA CORP | COM | 98400J108 | 14,910 | 1,523,000 | SH | DFND | 1 | 1,523,000 | 0 | 0 | |