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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 24,547 | 607,600 | SH | DFND | 1 | 607,600 | 0 | 0 | |
| AKORN INC | COM | 009728106 | 11,097 | 3,273,339 | SH | DFND | 1 | 3,273,339 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 207,106 | 1,549,500 | SH | DFND | 1 | 1,549,500 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 122,801 | 2,119,455 | SH | DFND | 1 | 2,119,455 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 160,419 | 12,782,400 | SH | DFND | 1 | 12,782,400 | 0 | 0 | |
| ATHENAHEALTH INC | COM | 04685W103 | 3,892 | 29,500 | SH | DFND | 1 | 29,500 | 0 | 0 | |
| BAUSCH HEALTH COS INC | COM | 071734107 | 384,897 | 20,839,035 | SH | DFND | 1 | 20,839,035 | 0 | 0 | |
| BRIGHTSPHERE INVESTMNT GRP P | SHS | G1644T109 | 55,648 | 5,210,514 | SH | DFND | 1 | 5,210,514 | 0 | 0 | |
| BROOKDALE SR LIVING INC | COM | 112463104 | 33,409 | 4,986,400 | SH | DFND | 1 | 4,986,400 | 0 | 0 | |
| CAESARS ENTMT CORP | COM | 127686103 | 20,370 | 3,000,000 | SH | DFND | 1 | 3,000,000 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 270,555 | 11,722,500 | SH | DFND | 1 | 11,722,500 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 124,188 | 4,973,500 | SH | DFND | 1 | 4,973,500 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 62,976 | 8,626,900 | SH | DFND | 1 | 8,626,900 | 0 | 0 | |
| GOLDCORP INC NEW | COM | 380956409 | 7,840 | 800,000 | SH | DFND | 1 | 800,000 | 0 | 0 | |
| HORIZON PHARMA PLC | SHS | G4617B105 | 140,115 | 7,170,700 | SH | DFND | 1 | 7,170,700 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 6,808 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | |
| IMPERVA INC | COM | 45321L100 | 33,971 | 610,000 | SH | DFND | 1 | 610,000 | 0 | 0 | |
| INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 20,844 | 430,400 | SH | DFND | 1 | 430,400 | 0 | 0 | |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 47,831 | 2,840,300 | SH | DFND | 1 | 2,840,300 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 30,959 | 59,593,314 | SH | DFND | 1 | 59,593,314 | 0 | 0 | |
| KAMADA LTD | SHS | M6240T109 | 3,928 | 785,525 | SH | DFND | 1 | 785,525 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 1,243 | 10,116 | SH | DFND | 1 | 10,116 | 0 | 0 | |
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 9,504 | 601,520 | SH | DFND | 1 | 601,520 | 0 | 0 | |
| MYLAN N V | SHS EURO | N59465109 | 301,548 | 11,005,400 | SH | DFND | 1 | 11,005,400 | 0 | 0 | |
| NEVSUN RES LTD | COM | 64156L101 | 1,095 | 250,000 | SH | DFND | 1 | 250,000 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 16,040 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 31,831 | 1,364,400 | SH | DFND | 1 | 1,364,400 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 86,872 | 21,992,896 | SH | DFND | 1 | 21,992,896 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 171,085 | 2,334,677 | SH | DFND | 1 | 2,334,677 | 0 | 0 | |
| NXSTAGE MEDICAL INC | COM | 67072V103 | 238 | 8,300 | SH | DFND | 1 | 8,300 | 0 | 0 | |
| OFFICE DEPOT INC | COM | 676220106 | 12,900 | 5,000,000 | SH | DFND | 1 | 5,000,000 | 0 | 0 | |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 1,230 | 74,500 | SH | DFND | 1 | 74,500 | 0 | 0 | |
| ORBOTECH LTD | ORD | M75253100 | 2,973 | 52,577 | SH | DFND | 1 | 52,577 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 76,223 | 9,421,900 | SH | DFND | 1 | 9,421,900 | 0 | 0 | |
| RANDGOLD RES LTD | ADR | 752344309 | 40,441 | 494,394 | SH | DFND | 1 | 494,394 | 0 | 0 | |
| RED HAT INC | COM | 756577102 | 66,251 | 377,200 | SH | DFND | 1 | 377,200 | 0 | 0 | |
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 5,072 | 666,535 | SH | DFND | 1 | 666,535 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 9,261 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| SHIRE PLC | SPONSORED ADR | 82481R106 | 531,031 | 3,051,200 | SH | DFND | 1 | 3,051,200 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 523,803 | 4,320,022 | SH | DFND | 1 | 4,320,022 | 0 | 0 | |
| SPRINT CORP | COM SER 1 | 85207U105 | 16,296 | 2,800,000 | SH | DFND | 1 | 2,800,000 | 0 | 0 | |
| STEWART INFORMATION SVCS COR | COM | 860372101 | 24,840 | 600,000 | SH | DFND | 1 | 600,000 | 0 | 0 | |
| SYNTHESIS ENERGY SYS INC | COM NEW | 871628202 | 988 | 1,250,000 | SH | DFND | 1 | 1,250,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 124,396 | 1,955,600 | SH | DFND | 1 | 1,955,600 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 76,700 | 5,000,000 | SH | DFND | 1 | 5,000,000 | 0 | 0 | |
| TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 55,451 | 3,550,000 | SH | DFND | 1 | 3,550,000 | 0 | 0 | |
| TRIBUNE MEDIA CO | CL A | 896047503 | 25,413 | 560,000 | SH | DFND | 1 | 560,000 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 20,009 | 11,566,126 | SH | DFND | 1 | 11,566,126 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 7,218 | 150,000 | SH | DFND | 1 | 150,000 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 126,139 | 2,640,000 | SH | DFND | 1 | 2,640,000 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 34,001 | 1,323,000 | SH | DFND | 1 | 1,323,000 | 0 | 0 | |