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 |
| ANGLOGOLD ASHANTI LIMITED | SPONSORED ADR | 035128206 | 183,983 | 6,974,331 | SH | DFND | 1 | 6,974,331 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 43,480 | 1,546,772 | SH | DFND | 1 | 1,546,772 | 0 | 0 | |
| BAUSCH HEALTH COS INC | COM | 071734107 | 401,539 | 25,839,035 | SH | DFND | 1 | 25,839,035 | 0 | 0 | |
| BRIGHTSPHERE INVT GROUP INC | COM | 10948W103 | 258,007 | 20,000,552 | SH | DFND | 1 | 20,000,552 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 135,295 | 6,902,805 | SH | DFND | 1 | 6,902,805 | 0 | 0 | |
| DISH NETWORK CORPORATION | CL A | 25470M109 | 105,110 | 3,620,750 | SH | DFND | 1 | 3,620,750 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 47,842 | 14,497,569 | SH | DFND | 1 | 14,497,569 | 0 | 0 | |
| EQUINOX GOLD CORP | COM | 29446Y502 | 29,275 | 2,500,000 | SH | DFND | 1 | 2,500,000 | 0 | 0 | |
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 519,791 | 6,691,439 | SH | DFND | 1 | 6,691,439 | 0 | 0 | |
| HYCROFT MINING HOLDING CORP | W EXP 10/12/202 | 44862P125 | 43 | 151,507 | SH | DFND | 1 | 151,507 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 7,086 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | |
| KIRKLAND LAKE GOLD LTD | COM | 49741E100 | 73,132 | 1,502,853 | SH | DFND | 1 | 1,502,853 | 0 | 0 | |
| QIAGEN NV | SHS NEW | N72482123 | 20,814 | 400,000 | SH | DFND | 1 | 400,000 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 1,102 | 10,103 | SH | DFND | 1 | 10,103 | 0 | 0 | |
| MYLAN NV | SHS EURO | N59465109 | 170,223 | 11,478,260 | SH | DFND | 1 | 11,478,260 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 6,696 | 1,550,000 | SH | DFND | 1 | 1,550,000 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 264,271 | 22,226,300 | SH | DFND | 1 | 22,226,300 | 0 | 0 | |
| OVERSEAS SHIPHOLDING GROUP I | CL A NEW | 69036R863 | 13,482 | 6,300,000 | SH | DFND | 1 | 6,300,000 | 0 | 0 | |
| PACIRA BIOSCIENCES | COM | 695127100 | 75,487 | 1,255,608 | SH | DFND | 1 | 1,255,608 | 0 | 0 | |
| PRETIUM RES INC | COM | 74139C102 | 30,816 | 2,400,000 | SH | DFND | 1 | 2,400,000 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 82,368 | 61,930,724 | SH | DFND | 1 | 61,930,724 | 0 | 0 | |
| SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 1,100 | 666,535 | SH | DFND | 1 | 666,535 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 13,146 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 335,510 | 1,894,252 | SH | DFND | 1 | 1,894,252 | 0 | 0 | |
| SSR MNG INC | COM | 784730103 | 24,462 | 1,310,242 | SH | DFND | 1 | 1,310,242 | 0 | 0 | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 201,518 | 11,295,846 | SH | DFND | 1 | 11,295,846 | 0 | 0 | |
| TAUBMAN CTRS INC | COM | 876664103 | 13,046 | 391,886 | SH | DFND | 1 | 391,886 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 68,531 | 591,552 | SH | DFND | 1 | 591,552 | 0 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 11,544 | 1,001,205 | SH | DFND | 1 | 1,001,205 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 25,645 | 14,326,996 | SH | DFND | 1 | 14,326,996 | 0 | 0 | |
| VIACOMCBS INC | CL B | 92556H206 | 43,973 | 1,569,920 | SH | DFND | 1 | 1,569,920 | 0 | 0 | |