The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALLERGAN PLC | SHS | G0177J108 | 106,637 | 602,130 | SH | DFND | 1 | 602,130 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 188,739 | 11,349,331 | SH | DFND | 1 | 11,349,331 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 28,335 | 1,546,697 | SH | DFND | 1 | 1,546,697 | 0 | 0 | |
| BAUSCH HEALTH COS INC | COM | 071734107 | 323,005 | 20,839,035 | SH | DFND | 1 | 20,839,035 | 0 | 0 | |
| BRIGHTSPHERE INVT GROUP INC | COM | 10948W103 | 127,804 | 20,000,552 | SH | DFND | 1 | 20,000,552 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 162,177 | 9,246,135 | SH | DFND | 1 | 9,246,135 | 0 | 0 | |
| DISH NETWORK CORPORATION | CL A | 25470M109 | 99,420 | 4,973,500 | SH | DFND | 1 | 4,973,500 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 35,620 | 9,626,900 | SH | DFND | 1 | 9,626,900 | 0 | 0 | |
| HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 242,016 | 8,170,700 | SH | DFND | 1 | 8,170,700 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 4,218 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 22,294 | 59,593,314 | SH | DFND | 1 | 59,593,314 | 0 | 0 | |
| KIRKLAND LAKE GOLD LTD | COM | 49741E100 | 44,225 | 1,502,853 | SH | DFND | 1 | 1,502,853 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 822 | 10,116 | SH | DFND | 1 | 10,116 | 0 | 0 | |
| MYLAN NV | SHS EURO | N59465109 | 179,001 | 12,005,400 | SH | DFND | 1 | 12,005,400 | 0 | 0 | |
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 3,677 | 223,011 | SH | DFND | 1 | 223,011 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 6,588 | 1,550,000 | SH | DFND | 1 | 1,550,000 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 186,171 | 25,226,396 | SH | DFND | 1 | 25,226,396 | 0 | 0 | |
| OVERSEAS SHIPHOLDING GROUP I | CL A NEW | 69036R863 | 14,301 | 6,300,000 | SH | DFND | 1 | 6,300,000 | 0 | 0 | |
| PACIRA BIOSCIENCES | COM | 695127100 | 57,562 | 1,716,727 | SH | DFND | 1 | 1,716,727 | 0 | 0 | |
| PRETIUM RES INC | COM | 74139C102 | 13,608 | 2,400,000 | SH | DFND | 1 | 2,400,000 | 0 | 0 | |
| QEP RESOURCES INC | COM | 74733V100 | 342 | 1,023,500 | SH | DFND | 1 | 1,023,500 | 0 | 0 | |
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 599 | 666,535 | SH | DFND | 1 | 666,535 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 6,545 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 280,444 | 1,894,252 | SH | DFND | 1 | 1,894,252 | 0 | 0 | |
| SPRINT CORPORATION | COM | 85207U105 | 43,640 | 5,062,700 | SH | DFND | 1 | 5,062,700 | 0 | 0 | |
| SSR MNG INC | COM | 784730103 | 13,180 | 1,158,200 | SH | DFND | 1 | 1,158,200 | 0 | 0 | |
| SYNTHESIS ENERGY SYS INC | COM | 871628301 | 356 | 165,648 | SH | DFND | 1 | 165,648 | 0 | 0 | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 201,055 | 13,244,711 | SH | DFND | 1 | 13,244,711 | 0 | 0 | |
| TECH DATA CORP | COM | 878237106 | 26,170 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 78,192 | 603,800 | SH | DFND | 1 | 603,800 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 20,454 | 1,682,061 | SH | DFND | 1 | 1,682,061 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 19,485 | 14,326,996 | SH | DFND | 1 | 14,326,996 | 0 | 0 | |
| VIACOMCBS INC | CL B | 92556H206 | 84,060 | 6,000,000 | SH | DFND | 1 | 6,000,000 | 0 | 0 | |