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 | 26,431 | 607,600 | SH | DFND | 1 | 607,600 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 226,862 | 1,549,500 | SH | DFND | 1 | 1,549,500 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 176,596 | 2,382,563 | SH | DFND | 1 | 2,382,563 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 167,449 | 12,782,400 | SH | DFND | 1 | 12,782,400 | 0 | 0 | |
| ATTUNITY LTD | SHS NEW | M15332121 | 2,462 | 105,000 | SH | DFND | 1 | 105,000 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 27,868 | 2,032,657 | SH | DFND | 1 | 2,032,657 | 0 | 0 | |
| BAUSCH HEALTH COS INC | COM | 071734107 | 514,724 | 20,839,035 | SH | DFND | 1 | 20,839,035 | 0 | 0 | |
| BRIGHTSPHERE INVESTMNT GRP P | SHS | G1644T109 | 271,207 | 20,000,552 | SH | DFND | 1 | 20,000,552 | 0 | 0 | |
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 45,325 | 950,000 | SH | Call | DFND | 1 | 950,000 | 0 | 0 |
| CAESARS ENTMT CORP | COM | 127686103 | 26,070 | 3,000,000 | SH | DFND | 1 | 3,000,000 | 0 | 0 | |
| CELGENE CORP | COM | 151020104 | 311,322 | 3,300,000 | SH | DFND | 1 | 3,300,000 | 0 | 0 | |
| CELGENE CORP | COM | 151020104 | 9,434 | 100,000 | SH | Put | DFND | 1 | 100,000 | 0 | 0 |
| CENTENE CORP DEL | COM | 15135B101 | 82,733 | 1,558,060 | SH | DFND | 1 | 1,558,060 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 277,650 | 10,922,500 | SH | DFND | 1 | 10,922,500 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 157,610 | 4,973,500 | SH | DFND | 1 | 4,973,500 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 614 | 5,533 | SH | DFND | 1 | 5,533 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 69,274 | 8,626,900 | SH | DFND | 1 | 8,626,900 | 0 | 0 | |
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 32,838 | 1,250,000 | SH | DFND | 1 | 1,250,000 | 0 | 0 | |
| FOX CORP | CL B COM | 35137L204 | 24,704 | 688,526 | SH | DFND | 1 | 688,526 | 0 | 0 | |
| HORIZON PHARMA PLC | SHS | G4617B105 | 176,307 | 6,670,700 | SH | DFND | 1 | 6,670,700 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 6,420 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 34,280 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 31,680 | 59,593,314 | SH | DFND | 1 | 59,593,314 | 0 | 0 | |
| KAMADA LTD | SHS | M6240T109 | 4,501 | 785,525 | SH | DFND | 1 | 785,525 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 1,373 | 10,116 | SH | DFND | 1 | 10,116 | 0 | 0 | |
| LIBERTY EXPEDIA HLDGS INC | SER A COM | 53046P109 | 5,562 | 129,958 | SH | DFND | 1 | 129,958 | 0 | 0 | |
| MYLAN N V | SHS EURO | N59465109 | 311,893 | 11,005,400 | SH | DFND | 1 | 11,005,400 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 16,680 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 91,710 | 21,992,896 | SH | DFND | 1 | 21,992,896 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,768 | 20,000 | SH | DFND | 1 | 20,000 | 0 | 0 | |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 1,543 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | |
| PACIRA PHARMACEUTICALS INC | COM | 695127100 | 9,515 | 250,000 | SH | DFND | 1 | 250,000 | 0 | 0 | |
| QEP RES INC | COM | 74733V100 | 17,528 | 2,250,000 | SH | DFND | 1 | 2,250,000 | 0 | 0 | |
| RED HAT INC | COM | 756577102 | 76,825 | 420,500 | SH | DFND | 1 | 420,500 | 0 | 0 | |
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 5,346 | 666,535 | SH | DFND | 1 | 666,535 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 8,673 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 527,086 | 4,320,022 | SH | DFND | 1 | 4,320,022 | 0 | 0 | |
| SPDR SERIES TRUST | BLOOMBERG BRCLYS | 78464A417 | 10,791 | 300,000 | SH | Put | DFND | 1 | 300,000 | 0 | 0 |
| SPRINT CORPORATION | COM | 85207U105 | 17,599 | 3,114,900 | SH | DFND | 1 | 3,114,900 | 0 | 0 | |
| STEWART INFORMATION SVCS COR | COM | 860372101 | 25,614 | 600,000 | SH | DFND | 1 | 600,000 | 0 | 0 | |
| SYNTHESIS ENERGY SYS INC | COM NEW | 871628202 | 676 | 1,250,000 | SH | DFND | 1 | 1,250,000 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 135,132 | 1,955,600 | SH | DFND | 1 | 1,955,600 | 0 | 0 | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 269,795 | 13,244,711 | SH | DFND | 1 | 13,244,711 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 75,400 | 5,000,000 | SH | DFND | 1 | 5,000,000 | 0 | 0 | |
| TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 51,909 | 3,300,000 | SH | DFND | 1 | 3,300,000 | 0 | 0 | |
| TRIBUNE MEDIA CO | CL A | 896047503 | 25,838 | 560,000 | SH | DFND | 1 | 560,000 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 28,453 | 11,566,126 | SH | DFND | 1 | 11,566,126 | 0 | 0 | |
| ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 6,702 | 20,300 | SH | DFND | 1 | 20,300 | 0 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 6,726 | 300,000 | SH | Put | DFND | 1 | 300,000 | 0 | 0 |
| VERSUM MATLS INC | COM | 92532W103 | 28,425 | 565,000 | SH | DFND | 1 | 565,000 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 37,137 | 1,323,000 | SH | DFND | 1 | 1,323,000 | 0 | 0 | |
| WABCO HLDGS INC | COM | 92927K102 | 3,955 | 30,000 | SH | DFND | 1 | 30,000 | 0 | 0 | |
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 84,944 | 314,900 | SH | DFND | 1 | 314,900 | 0 | 0 | |