The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AGNICO EAGLE MINES LTD COM 008474108 32,573 607,600 SH   DFND 1 607,600 0 0
ALLERGAN PLC SHS G0177J108 493,455 2,932,170 SH   DFND 1 2,932,170 0 0
ALTABA INC COM 021346101 148,159 7,605,722 SH   DFND 1 7,605,722 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 233,534 12,782,400 SH   DFND 1 12,782,400 0 0
BAUSCH HEALTH COS INC COM 071734107 455,333 20,839,035 SH   DFND 1 20,839,035 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 198,205 20,000,552 SH   DFND 1 20,000,552 0 0
CELGENE CORP COM 151020104 317,232 3,194,678 SH   DFND 1 3,194,678 0 0
CAESARS ENTMT CORP COM 127686103 34,980 3,000,000 SH   DFND 1 3,000,000 0 0
CALLON PETE CO DEL COM 13123X102 93,716 21,593,523 SH   DFND 1 21,593,523 0 0
DISCOVERY INC COM SER C 25470F302 268,912 10,922,500 SH   DFND 1 10,922,500 0 0
DISH NETWORK CORP CL A 25470M109 169,447 4,973,500 SH   DFND 1 4,973,500 0 0
ENDO INTL PLC SHS G30401106 27,692 8,626,900 SH   DFND 1 8,626,900 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 222,488 8,170,700 SH   DFND 1 8,170,700 0 0
BARRICK GOLD CORPORATION COM 067901108 35,297 2,036,752 SH   DFND 1 2,036,752 0 0
IAMGOLD CORP COM 450913108 6,309 1,850,000 SH   DFND 1 1,850,000 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 13,865 719,877 SH   DFND 1 719,877 0 0
INTERNATIONAL TOWER HILL MIN COM 46050R102 30,994 59,593,314 SH   DFND 1 59,593,314 0 0
LEAR CORP COM NEW 521865204 1,193 10,116 SH   DFND 1 10,116 0 0
LYFT INC CL A COM 55087P104 6,174 151,173 SH   DFND 1 151,173 0 0
MYLAN N V SHS EURO N59465109 237,467 12,005,400 SH   DFND 1 12,005,400 0 0
NEWMARK GROUP INC CL A 65158N102 18,120 2,000,000 SH   DFND 1 2,000,000 0 0
NOVAGOLD RES INC COM NEW 66987E206 133,497 21,992,896 SH   DFND 1 21,992,896 0 0
OVERSEAS SHIPHOLDING GROUP I CL A NEW 69036R863 14,525 8,300,000 SH   DFND 1 8,300,000 0 0
PACIRA BIOSCIENCES COM 695127100 65,356 1,716,727 SH   DFND 1 1,716,727 0 0
PG&E CORP COM 69331C108 26,242 2,624,240 SH   DFND 1 2,624,240 0 0
PRESIDIO INC COM 74102M103 44,785 2,650,000 SH   DFND 1 2,650,000 0 0
QEP RES INC COM 74733V100 3,740 1,010,800 SH   DFND 1 1,010,800 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869 3,133 666,535 SH   DFND 1 666,535 0 0
SEABRIDGE GOLD INC COM 811916105 8,862 700,000 SH   DFND 1 700,000 0 0
SOTHEBYS COM 835898107 105,593 1,853,157 SH   DFND 1 1,853,157 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 599,921 4,320,022 SH   DFND 1 4,320,022 0 0
SPARK THERAPEUTICS INC COM 84652J103 139,425 1,437,666 SH   DFND 1 1,437,666 0 0
SPRINT CORPORATION COM 85207U105 77,654 12,585,700 SH   DFND 1 12,585,700 0 0
SSR MNG INC COM 784730103 16,817 1,158,200 SH   DFND 1 1,158,200 0 0
SYNTHESIS ENERGY SYS INC COM 871628301 273 156,250 SH   DFND 1 156,250 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 227,809 13,244,711 SH   DFND 1 13,244,711 0 0
TESLA INC COM 88160R101 120,435 500,000 SH Put DFND 1 500,000 0 0
T MOBILE US INC COM 872590104 2,916 37,018 SH   DFND 1 37,018 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 53,419 3,720,000 SH   DFND 1 3,720,000 0 0
TRILOGY METALS INC NEW COM 89621C105 23,783 14,326,996 SH   DFND 1 14,326,996 0 0
UNITED TECHNOLOGIES CORP COM 913017109 27,304 200,000 SH   DFND 1 200,000 0 0
VERSUM MATLS INC COM 92532W103 52,930 1,000,000 SH   DFND 1 1,000,000 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 145,497 561,397 SH   DFND 1 561,397 0 0
VIACOM INC NEW CL B 92553P201 51,665 2,150,000 SH   DFND 1 2,150,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 2,443 72,059 SH   DFND 1 72,059 0 0