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 | 27,767 | 164,300 | SH | DFND | 1 | 164,300 | 0 | 0 | |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 31,872 | 757,600 | SH | DFND | 1 | 757,600 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 319,536 | 1,898,724 | SH | DFND | 1 | 1,898,724 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 126,871 | 1,713,541 | SH | DFND | 1 | 1,713,541 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 121,305 | 12,782,400 | SH | DFND | 1 | 12,782,400 | 0 | 0 | |
| BANK AMER CORP | *W EXP 10/28/201 | 060505153 | 5,896 | 2,962,694 | SH | DFND | 1 | 2,962,694 | 0 | 0 | |
| BLACKHAW NETWORK HLDGS INC | COM | 09238E104 | 24,585 | 550,000 | SH | DFND | 1 | 550,000 | 0 | 0 | |
| BROOKDALE SR LIVING INC | COM | 112463104 | 33,459 | 4,986,400 | SH | DFND | 1 | 4,986,400 | 0 | 0 | |
| CAESARS ENTMT CORP | COM | 127686103 | 57,813 | 5,138,900 | SH | DFND | 1 | 5,138,900 | 0 | 0 | |
| CAVIUM INC | COM | 14964U108 | 9,129 | 115,000 | SH | DFND | 1 | 115,000 | 0 | 0 | |
| CENTURYLINK INC | COM | 156700106 | 32,860 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| DISCOVERY COMMUNICATNS NEW | COM SER C | 25470F302 | 82,125 | 4,207,212 | SH | DFND | 1 | 4,207,212 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 188,446 | 4,973,500 | SH | DFND | 1 | 4,973,500 | 0 | 0 | |
| DST SYSTEMS INC DEL | COM | 233326107 | 25,095 | 300,000 | SH | DFND | 1 | 300,000 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 54,497 | 9,174,500 | SH | DFND | 1 | 9,174,500 | 0 | 0 | |
| ENERGEN CORP | COM | 29265N108 | 47,459 | 755,000 | SH | DFND | 1 | 755,000 | 0 | 0 | |
| GOLDCORP INC NEW | COM | 380956409 | 13,820 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
| HAIN CELESTIAL GROUP INC | COM | 405217100 | 19,658 | 612,964 | SH | DFND | 1 | 612,964 | 0 | 0 | |
| HORIZON PHARMA PLC | SHS | G4617B105 | 108,924 | 7,670,700 | SH | DFND | 1 | 7,670,700 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 16,436 | 3,166,800 | SH | DFND | 1 | 3,166,800 | 0 | 0 | |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 60,839 | 3,456,773 | SH | DFND | 1 | 3,456,773 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 32,776 | 59,593,314 | SH | DFND | 1 | 59,593,314 | 0 | 0 | |
| KAMADA LTD | SHS | M6240T109 | 3,613 | 785,525 | SH | DFND | 1 | 785,525 | 0 | 0 | |
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 53,156 | 3,670,992 | SH | DFND | 1 | 3,670,992 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 1,882 | 10,116 | SH | DFND | 1 | 10,116 | 0 | 0 | |
| MCDERMOTT INTL INC | COM | 580037109 | 3,799 | 623,844 | SH | DFND | 1 | 623,844 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 52,627 | 451,000 | SH | DFND | 1 | 451,000 | 0 | 0 | |
| MYLAN N V | SHS EURO | N59465109 | 475,225 | 11,543,000 | SH | DFND | 1 | 11,543,000 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 95,229 | 21,992,896 | SH | DFND | 1 | 21,992,896 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 30,380 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 143,076 | 1,222,869 | SH | DFND | 1 | 1,222,869 | 0 | 0 | |
| OFFICE DEPOT INC | COM | 676220106 | 21,500 | 10,000,000 | SH | DFND | 1 | 10,000,000 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 554 | 10,000 | SH | Call | DFND | 1 | 10,000 | 0 | 0 |
| RANDGOLD RES LTD | ADR | 752344309 | 35,935 | 431,700 | SH | DFND | 1 | 431,700 | 0 | 0 | |
| ROCKWELL COLLINS INC | COM | 774341101 | 57,635 | 427,400 | SH | DFND | 1 | 427,400 | 0 | 0 | |
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 9,671 | 666,535 | SH | DFND | 1 | 666,535 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 7,560 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| SHIRE PLC | SPONSORED ADR | 82481R106 | 441,029 | 2,952,200 | SH | DFND | 1 | 2,952,200 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 543,416 | 4,320,022 | SH | DFND | 1 | 4,320,022 | 0 | 0 | |
| SYNTHESIS ENERGY SYS INC | COM NEW | 871628202 | 3,350 | 1,250,000 | SH | DFND | 1 | 1,250,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 231,952 | 3,800,000 | SH | DFND | 1 | 3,800,000 | 0 | 0 | |
| TEGNA INC | COM | 87901J105 | 8,865 | 778,300 | SH | DFND | 1 | 778,300 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 108,350 | 5,000,000 | SH | DFND | 1 | 5,000,000 | 0 | 0 | |
| TIME WARNER INC | COM NEW | 887317303 | 245,955 | 2,600,500 | SH | DFND | 1 | 2,600,500 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 14,689 | 11,566,126 | SH | DFND | 1 | 11,566,126 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 3,637 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 331,757 | 20,839,035 | SH | DFND | 1 | 20,839,035 | 0 | 0 | |
| VALIDUS HOLDINGS LTD | COM SS | G9319H102 | 10,118 | 150,000 | SH | DFND | 1 | 150,000 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 79,917 | 2,573,000 | SH | DFND | 1 | 2,573,000 | 0 | 0 | |
| VISTRA ENERGY CORP | COM | 92840M102 | 77,038 | 3,698,400 | SH | DFND | 1 | 3,698,400 | 0 | 0 | |
| XL GROUP LTD | COM | G98290104 | 40,450 | 732,000 | SH | DFND | 1 | 732,000 | 0 | 0 | |