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 | 141,532 | 5,974,331 | SH | DFND | 1 | 5,974,331 | 0 | 0 | |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 63,311 | 1,033,813 | SH | DFND | 1 | 1,033,813 | 0 | 0 | |
| APA CORPORATION | COM | 03743Q108 | 123,990 | 3,000,000 | SH | DFND | 1 | 3,000,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,440 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| BALLYS CORPORATION | COM | 05875B106 | 30,740 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 111,532 | 4,546,771 | SH | DFND | 1 | 4,546,771 | 0 | 0 | |
| BAUSCH HEALTH COS INC | COM | 071734107 | 590,422 | 25,839,035 | SH | DFND | 1 | 25,839,035 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 2,689 | 20,327 | SH | DFND | 1 | 20,327 | 0 | 0 | |
| BRIGHTSPHERE INVT GROUP INC | COM | 10948W103 | 217,040 | 8,950,121 | SH | DFND | 1 | 8,950,121 | 0 | 0 | |
| DIDI GLOBAL INC | SPONSORED ADS | 23292E108 | 82,871 | 33,148,428 | SH | DFND | 1 | 33,148,428 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 40,025 | 17,327,012 | SH | DFND | 1 | 17,327,012 | 0 | 0 | |
| EQUINOX GOLD CORP | COM | 29446Y502 | 20,675 | 2,500,000 | SH | DFND | 1 | 2,500,000 | 0 | 0 | |
| EXXON MOBIL CORP | COM | 30231G102 | 82,590 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 590,649 | 5,614,000 | SH | DFND | 1 | 5,614,000 | 0 | 0 | |
| HYCROFT MINING HOLDING CORP | W EXP 10/12/202 | 44862P125 | 40 | 151,507 | SH | DFND | 1 | 151,507 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 6,438 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 60,748 | 61,930,724 | SH | DFND | 1 | 61,930,724 | 0 | 0 | |
| KRANESHARES TR | CSI CHI INTERNET | 500767306 | 94,368 | 3,310,000 | SH | DFND | 1 | 3,310,000 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 22,272 | 1,398,973 | SH | DFND | 1 | 1,398,973 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 171,809 | 22,226,300 | SH | DFND | 1 | 22,226,300 | 0 | 0 | |
| OVERSEAS SHIPHOLDING GROUP I | CL A NEW | 69036R863 | 13,167 | 6,300,000 | SH | DFND | 1 | 6,300,000 | 0 | 0 | |
| OCCIDENTAL PETE CORP | COM | 674599105 | 175,894 | 3,100,000 | SH | DFND | 1 | 3,100,000 | 0 | 0 | |
| PACIRA BIOSCIENCES INC | COM | 695127100 | 38,160 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |
| PEOPLES UNITED FINANCIAL INC | COM | 712704105 | 500 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| PERPETUA RESOURCES CORP | COM | 714266103 | 101,563 | 24,771,542 | SH | DFND | 1 | 24,771,542 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 38,295 | 2,070,000 | SH | DFND | 1 | 2,070,000 | 0 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 180,650 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
| SSR MNG INC | COM | 784730103 | 67,865 | 3,120,242 | SH | DFND | 1 | 3,120,242 | 0 | 0 | |
| TELLURIAN INC NEW | COM | 87968A104 | 37,100 | 7,000,000 | SH | DFND | 1 | 7,000,000 | 0 | 0 | |
| THRYV HLDGS INC | COM NEW | 886029206 | 60,119 | 2,137,944 | SH | DFND | 1 | 2,137,944 | 0 | 0 | |
| TIM S A | SPONSORED ADR | 88706T108 | 13,941 | 961,455 | SH | DFND | 1 | 961,455 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 15,043 | 14,326,996 | SH | DFND | 1 | 14,326,996 | 0 | 0 | |
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 | 46,621 | 165,000 | SH | DFND | 1 | 165,000 | 0 | 0 | |