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 |
| ANGLOGOLD ASHANTI LIMITED | SPONSORED ADR | 035128206 | 205,673 | 6,974,331 | SH | DFND | 1 | 6,974,331 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 41,669 | 1,546,736 | SH | DFND | 1 | 1,546,736 | 0 | 0 | |
| BAUSCH HEALTH COS INC | COM | 071734107 | 472,596 | 25,839,035 | SH | DFND | 1 | 25,839,035 | 0 | 0 | |
| BRIGHTSPHERE INVT GROUP INC | COM | 10948W103 | 249,207 | 20,000,552 | SH | DFND | 1 | 20,000,552 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 132,948 | 6,902,805 | SH | DFND | 1 | 6,902,805 | 0 | 0 | |
| DISH NETWORK CORPORATION | CL A | 25470M109 | 124,952 | 3,620,750 | SH | DFND | 1 | 3,620,750 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 33,020 | 9,626,900 | SH | DFND | 1 | 9,626,900 | 0 | 0 | |
| EQUINOX GOLD CORP | COM | 29446Y502 | 28,050 | 2,500,000 | SH | DFND | 1 | 2,500,000 | 0 | 0 | |
| HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 383,026 | 6,891,439 | SH | DFND | 1 | 6,891,439 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 7,308 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 106,076 | 59,593,314 | SH | DFND | 1 | 59,593,314 | 0 | 0 | |
| KIRKLAND LAKE GOLD LTD | COM | 49741E100 | 61,978 | 1,502,853 | SH | DFND | 1 | 1,502,853 | 0 | 0 | |
| MYLAN NV | SHS EURO | N59465109 | 184,570 | 11,478,260 | SH | DFND | 1 | 11,478,260 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 7,533 | 1,550,000 | SH | DFND | 1 | 1,550,000 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 204,037 | 22,226,300 | SH | DFND | 1 | 22,226,300 | 0 | 0 | |
| OVERSEAS SHIPHOLDING GROUP I | CL A NEW | 69036R863 | 11,718 | 6,300,000 | SH | DFND | 1 | 6,300,000 | 0 | 0 | |
| PACIRA BIOSCIENCES | COM | 695127100 | 67,683 | 1,289,941 | SH | DFND | 1 | 1,289,941 | 0 | 0 | |
| PRETIUM RES INC | COM | 74139C102 | 20,160 | 2,400,000 | SH | DFND | 1 | 2,400,000 | 0 | 0 | |
| QIAGEN NV | SHS NEW | N72482123 | 24,226 | 561,300 | SH | DFND | 1 | 561,300 | 0 | 0 | |
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 860 | 666,535 | SH | DFND | 1 | 666,535 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 12,278 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 317,041 | 1,894,252 | SH | DFND | 1 | 1,894,252 | 0 | 0 | |
| SSR MNG INC | COM | 784730103 | 24,704 | 1,158,200 | SH | DFND | 1 | 1,158,200 | 0 | 0 | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 205,960 | 11,486,905 | SH | DFND | 1 | 11,486,905 | 0 | 0 | |
| TAUBMAN CTRS INC | COM | 876664103 | 11,328 | 300,000 | SH | DFND | 1 | 300,000 | 0 | 0 | |
| TD AMERITRADE HLDG CORP | COM | 87236Y108 | 35,471 | 975,000 | SH | DFND | 1 | 975,000 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 73,627 | 603,800 | SH | DFND | 1 | 603,800 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 16,278 | 1,257,978 | SH | DFND | 1 | 1,257,978 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 28,654 | 14,326,996 | SH | DFND | 1 | 14,326,996 | 0 | 0 | |
| VIACOMCBS INC | CL B | 92556H206 | 36,611 | 1,569,920 | SH | DFND | 1 | 1,569,920 | 0 | 0 | |