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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | 60,569,174 | 3,833,492 | SH | DFND | 1 | 3,833,492 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 35,612,847 | 783,561 | SH | DFND | 1 | 783,561 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,337,000 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 217,328,868 | 26,439,035 | SH | DFND | 1 | 26,439,035 | 0 | 0 | ||
| BRIGHTSPHERE INVT GROUP INC | COM | 10948W103 | 173,542,846 | 8,950,121 | SH | DFND | 1 | 8,950,121 | 0 | 0 | ||
| EQUINOX GOLD CORP | COM | 29446Y502 | 10,575,000 | 2,500,000 | SH | DFND | 1 | 2,500,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 243,301,392 | 2,103,046 | SH | DFND | 1 | 2,103,046 | 0 | 0 | ||
| IAMGOLD CORP | COM | 450913108 | 3,977,500 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | ||
| INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 21,799,615 | 61,930,724 | SH | DFND | 1 | 61,930,724 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 73,020,000 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | ||
| NEWMARK GROUP INC | CL A | 65158N102 | 8,260,139 | 1,284,625 | SH | DFND | 1 | 1,284,625 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 85,348,992 | 22,226,300 | SH | DFND | 1 | 22,226,300 | 0 | 0 | ||
| PERPETUA RESOURCES CORP | COM | 714266103 | 80,755,227 | 24,771,542 | SH | DFND | 1 | 24,771,542 | 0 | 0 | ||
| SEABRIDGE GOLD INC | COM | 811916105 | 21,838,500 | 2,070,000 | SH | DFND | 1 | 2,070,000 | 0 | 0 | ||
| SSR MINING IN | COM | 784730103 | 26,580,000 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | ||
| TELLURIAN INC NEW | COM | 87968A104 | 6,195,169 | 5,340,663 | SH | DFND | 1 | 5,340,663 | 0 | 0 | ||
| THRYV HLDGS INC | COM NEW | 886029206 | 37,540,000 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | ||
| TRILOGY METALS INC NEW | COM | 89621C105 | 7,020,228 | 14,326,996 | SH | DFND | 1 | 14,326,996 | 0 | 0 | ||