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 | 88,360 | 5,974,331 | SH | DFND | 1 | 5,974,331 | 0 | 0 | |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 47,307 | 1,033,813 | SH | DFND | 1 | 1,033,813 | 0 | 0 | |
| APA CORPORATION | COM | 03743Q108 | 104,700 | 3,000,000 | SH | DFND | 1 | 3,000,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,684 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| BALLYS CORPORATION | COM | 05875B106 | 19,780 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 80,432 | 4,546,771 | SH | DFND | 1 | 4,546,771 | 0 | 0 | |
| BAUSCH HEALTH COS INC | COM | 071734107 | 221,030 | 26,439,035 | SH | DFND | 1 | 26,439,035 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 3,023 | 20,327 | SH | DFND | 1 | 20,327 | 0 | 0 | |
| BRIGHTSPHERE INVT GROUP INC | COM | 10948W103 | 161,192 | 8,950,121 | SH | DFND | 1 | 8,950,121 | 0 | 0 | |
| CDK GLOBAL INC | COM | 12508E101 | 4,436 | 81,000 | SH | DFND | 1 | 81,000 | 0 | 0 | |
| COHERENT INC | COM | 192479103 | 23,960 | 90,000 | SH | DFND | 1 | 90,000 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 3,627 | 7,787,647 | SH | DFND | 1 | 7,787,647 | 0 | 0 | |
| EQUINOX GOLD CORP | COM | 29446Y502 | 11,100 | 2,500,000 | SH | DFND | 1 | 2,500,000 | 0 | 0 | |
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 494,432 | 6,199,000 | SH | DFND | 1 | 6,199,000 | 0 | 0 | |
| HYCROFT MINING HOLDING CORP | W EXP 10/22/202 | 44862P125 | 9 | 151,507 | SH | DFND | 1 | 151,507 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 2,979 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | |
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 32,234 | 61,930,724 | SH | DFND | 1 | 61,930,724 | 0 | 0 | |
| IRONSOURCE LTD | CL A ORD SHS | M5R75Y101 | 17,850 | 7,500,000 | SH | DFND | 1 | 7,500,000 | 0 | 0 | |
| KRANESHARES TR | CSI CHI INTERNET | 500767306 | 108,436 | 3,310,000 | SH | DFND | 1 | 3,310,000 | 0 | 0 | |
| NEWMARK GROUP INC | CL A | 65158N102 | 12,422 | 1,284,625 | SH | DFND | 1 | 1,284,625 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 106,909 | 22,226,300 | SH | DFND | 1 | 22,226,300 | 0 | 0 | |
| OVERSEAS SHIPHOLDING GROUP I | CL A NEW | 69036R863 | 12,915 | 6,300,000 | SH | DFND | 1 | 6,300,000 | 0 | 0 | |
| OCCIDENTAL PETE CORP | COM | 674599105 | 147,200 | 2,500,000 | SH | DFND | 1 | 2,500,000 | 0 | 0 | |
| PACIRA BIOSCIENCES INC | COM | 695127100 | 20,405 | 350,000 | SH | DFND | 1 | 350,000 | 0 | 0 | |
| PERPETUA RESOURCES CORP | COM | 714266103 | 81,994 | 24,771,542 | SH | DFND | 1 | 24,771,542 | 0 | 0 | |
| SEABRIDGE GOLD INC | COM | 811916105 | 25,730 | 2,070,000 | SH | DFND | 1 | 2,070,000 | 0 | 0 | |
| SIERRA ONCOLOGY INC | COM NEW | 82640U404 | 972 | 17,675 | SH | DFND | 1 | 17,675 | 0 | 0 | |
| SSR MNG INC | COM | 784730103 | 52,108 | 3,120,242 | SH | DFND | 1 | 3,120,242 | 0 | 0 | |
| TELLURIAN INC NEW | COM | 87968A104 | 20,860 | 7,000,000 | SH | DFND | 1 | 7,000,000 | 0 | 0 | |
| THRYV HLDGS INC | COM NEW | 886029206 | 47,869 | 2,137,944 | SH | DFND | 1 | 2,137,944 | 0 | 0 | |
| TRILOGY METALS INC NEW | COM | 89621C105 | 10,840 | 14,326,996 | SH | DFND | 1 | 14,326,996 | 0 | 0 | |
| VMWARE INC | CL A COM | 928563402 | 56,990 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |