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 | 31,133 | 607,600 | SH | DFND | 1 | 607,600 | 0 | 0 | |
| ALLERGAN PLC | SHS | G0177J108 | 376,634 | 2,249,500 | SH | DFND | 1 | 2,249,500 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 131,814 | 1,900,163 | SH | DFND | 1 | 1,900,163 | 0 | 0 | |
| ANADARKO PETE CORP | COM | 032511107 | 304,819 | 4,320,000 | SH | DFND | 1 | 4,320,000 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 227,655 | 12,782,400 | SH | DFND | 1 | 12,782,400 | 0 | 0 | |
| ARRAY BIOPHARMA INC | COM | 04269X105 | 151,763 | 3,275,700 | SH | DFND | 1 | 3,275,700 | 0 | 0 | |
| BARNES & NOBLE INC | COM | 067774109 | 10,035 | 1,500,000 | SH | DFND | 1 | 1,500,000 | 0 | 0 | |
| BAUSCH HEALTH COS INC | COM | 071734107 | 525,560 | 20,839,035 | SH | DFND | 1 | 20,839,035 | 0 | 0 | |
| BRIGHTSPHERE INVESTMNT GRP P | SHS | G1644T109 | 228,206 | 20,000,552 | SH | DFND | 1 | 20,000,552 | 0 | 0 | |
| CELGENE CORP | COM | 151020104 | 309,674 | 3,350,000 | SH | DFND | 1 | 3,350,000 | 0 | 0 | |
| CAESARS ENTMT CORP | COM | 127686103 | 35,460 | 3,000,000 | SH | DFND | 1 | 3,000,000 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 310,745 | 10,922,500 | SH | DFND | 1 | 10,922,500 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 191,032 | 4,973,500 | SH | DFND | 1 | 4,973,500 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 35,543 | 8,626,900 | SH | DFND | 1 | 8,626,900 | 0 | 0 | |
| HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 160,497 | 6,670,700 | SH | DFND | 1 | 6,670,700 | 0 | 0 | |
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 20,303 | 750,000 | SH | DFND | 1 | 750,000 | 0 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 166,140 | 6,500,000 | SH | Put | DFND | 1 | 6,500,000 | 0 | 0 |
| BARRICK GOLD CORPORATION | COM | 067901108 | 32,055 | 2,032,657 | SH | DFND | 1 | 2,032,657 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 6,253 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | 29,168 | 1,535,175 | SH | DFND | 1 | 1,535,175 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 33,378 | 59,593,314 | SH | DFND | 1 | 59,593,314 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 1,409 | 10,116 | SH | DFND | 1 | 10,116 | 0 | 0 | |
| LIBERTY EXPEDIA HLDGS INC | SER A COM | 53046P109 | 712 | 14,899 | SH | DFND | 1 | 14,899 | 0 | 0 | |
| LYFT INC | CL A COM | 55087P104 | 162,801 | 2,477,570 | SH | DFND | 1 | 2,477,570 | 0 | 0 | |
| MYLAN N V | SHS EURO | N59465109 | 209,543 | 11,005,400 | SH | DFND | 1 | 11,005,400 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 17,960 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 129,978 | 21,992,896 | SH | DFND | 1 | 21,992,896 | 0 | 0 | |
| PACIRA BIOSCIENCES | COM | 695127100 | 41,707 | 958,997 | SH | DFND | 1 | 958,997 | 0 | 0 | |
| PG&E CORP | COM | 69331C108 | 68,779 | 3,000,810 | SH | DFND | 1 | 3,000,810 | 0 | 0 | |
| QEP RES INC | COM | 74733V100 | 14,460 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | |
| RED HAT INC | COM | 756577102 | 35,768 | 190,500 | SH | DFND | 1 | 190,500 | 0 | 0 | |
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 4,612 | 666,535 | SH | DFND | 1 | 666,535 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 9,471 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| SOTHEBYS | COM | 835898107 | 195,770 | 3,367,800 | SH | DFND | 1 | 3,367,800 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 575,427 | 4,320,022 | SH | DFND | 1 | 4,320,022 | 0 | 0 | |
| SPARK THERAPEUTICS INC | COM | 84652J103 | 77,584 | 757,807 | SH | DFND | 1 | 757,807 | 0 | 0 | |
| SPRINT CORPORATION | COM | 85207U105 | 52,560 | 8,000,000 | SH | DFND | 1 | 8,000,000 | 0 | 0 | |
| SSR MNG INC | COM | 784730103 | 15,833 | 1,158,200 | SH | DFND | 1 | 1,158,200 | 0 | 0 | |
| STEWART INFORMATION SVCS COR | COM | 860372101 | 21,796 | 538,300 | SH | DFND | 1 | 538,300 | 0 | 0 | |
| SYNTHESIS ENERGY SYS INC | COM NEW | 871628202 | 388 | 1,250,000 | SH | DFND | 1 | 1,250,000 | 0 | 0 | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 234,431 | 13,244,711 | SH | DFND | 1 | 13,244,711 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 119,886 | 536,500 | SH | Put | DFND | 1 | 536,500 | 0 | 0 |
| T MOBILE US INC | COM | 872590104 | 144,988 | 1,955,600 | SH | DFND | 1 | 1,955,600 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 74,850 | 5,000,000 | SH | DFND | 1 | 5,000,000 | 0 | 0 | |
| TRIBUNE MEDIA CO | CL A | 896047503 | 25,883 | 560,000 | SH | DFND | 1 | 560,000 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 42,265 | 14,326,996 | SH | DFND | 1 | 14,326,996 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 26,040 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| VERSUM MATLS INC | COM | 92532W103 | 51,580 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 167,536 | 587,700 | SH | DFND | 1 | 587,700 | 0 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 39,518 | 1,323,000 | SH | DFND | 1 | 1,323,000 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 2,371 | 72,059 | SH | DFND | 1 | 72,059 | 0 | 0 | |