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 |
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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 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 39,060 | 250,000 | SH | DFND | 1 | 250,000 | 0 | 0 | |
AMERICAN EQTY INVT LIFE HLD | COM | 025676206 | 27,660 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
ANGLOGOLD ASHANTI LIMITED | SPONSORED ADR | 035128206 | 135,139 | 5,974,331 | SH | DFND | 1 | 5,974,331 | 0 | 0 | |
BARRICK GOLD CORP | COM | 067901108 | 80,795 | 3,546,772 | SH | DFND | 1 | 3,546,772 | 0 | 0 | |
BAUSCH HEALTH COS INC | COM | 071734107 | 537,452 | 25,839,035 | SH | DFND | 1 | 25,839,035 | 0 | 0 | |
BRIGHTSPHERE INVT GROUP INC | COM | 10948W103 | 385,611 | 20,000,552 | SH | DFND | 1 | 20,000,552 | 0 | 0 | |
DISCOVERY INC | COM SER C | 25470F302 | 180,784 | 6,902,805 | SH | DFND | 1 | 6,902,805 | 0 | 0 | |
DISH NETWORK CORPORATION | CL A | 25470M109 | 117,095 | 3,620,750 | SH | DFND | 1 | 3,620,750 | 0 | 0 | |
ENDO INTL PLC | SHS | G30401106 | 131,588 | 18,327,012 | SH | DFND | 1 | 18,327,012 | 0 | 0 | |
EQT CORP | COM | 26884L109 | 8,706 | 685,000 | SH | DFND | 1 | 685,000 | 0 | 0 | |
EQUINOX GOLD CORP | COM | 29446Y502 | 25,850 | 2,500,000 | SH | DFND | 1 | 2,500,000 | 0 | 0 | |
EXXON MOBIL CORP | COM | 30231G102 | 23,289 | 565,000 | SH | DFND | 1 | 565,000 | 0 | 0 | |
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 584,574 | 7,991,440 | SH | DFND | 1 | 7,991,440 | 0 | 0 | |
HYCROFT MINING HOLDING CORP | *W EXP 10/12/202 | 44862P125 | 55 | 151,507 | SH | DFND | 1 | 151,507 | 0 | 0 | |
IAMGOLD CORP | COM | 450913108 | 6,790 | 1,850,000 | SH | DFND | 1 | 1,850,000 | 0 | 0 | |
INTERNATIONAL TOWER HILL MIN | COM | 46050R102 | 85,464 | 61,930,724 | SH | DFND | 1 | 61,930,724 | 0 | 0 | |
KIRKLAND LAKE GOLD LTD | COM | 49741E100 | 79,050 | 1,502,853 | SH | DFND | 1 | 1,502,853 | 0 | 0 | |
NEWMARK GROUP INC | CL A | 65158N102 | 17,372 | 2,383,054 | SH | DFND | 1 | 2,383,054 | 0 | 0 | |
NOVAGOLD RES INC | COM NEW | 66987E206 | 214,928 | 22,226,300 | SH | DFND | 1 | 22,226,300 | 0 | 0 | |
OCCIDENTAL PETE CORP | COM | 674599105 | 20,512 | 1,185,000 | SH | DFND | 1 | 1,185,000 | 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 INC | COM | 695127100 | 84,605 | 1,413,854 | SH | DFND | 1 | 1,413,854 | 0 | 0 | |
PRETIUM RES INC | COM | 74139C102 | 27,552 | 2,400,000 | SH | DFND | 1 | 2,400,000 | 0 | 0 | |
REALPAGE INC | COM | 75606N109 | 34,896 | 400,000 | SH | DFND | 1 | 400,000 | 0 | 0 | |
SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 2,066 | 666,535 | SH | DFND | 1 | 666,535 | 0 | 0 | |
SEABRIDGE GOLD INC | COM | 811916105 | 33,080 | 1,570,000 | SH | DFND | 1 | 1,570,000 | 0 | 0 | |
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 22,551 | 595,000 | SH | DFND | 1 | 595,000 | 0 | 0 | |
SPDR GOLD TR | GOLD SHS | 78463V107 | 337,859 | 1,894,252 | SH | DFND | 1 | 1,894,252 | 0 | 0 | |
SPDR GOLD TR | GOLD SHS | 78463V107 | 3,210 | 18,000 | SH | Call | DFND | 1 | 18,000 | 0 | 0 |
SSR MNG INC | COM | 784730103 | 26,349 | 1,310,242 | SH | DFND | 1 | 1,310,242 | 0 | 0 | |
TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 205,584 | 11,295,846 | SH | DFND | 1 | 11,295,846 | 0 | 0 | |
THRYV HLDGS INC | COM NEW | 886029206 | 43,422 | 3,216,437 | SH | DFND | 1 | 3,216,437 | 0 | 0 | |
TIM S A | SPONSORED ADR | 88706T108 | 13,937 | 1,001,205 | SH | DFND | 1 | 1,001,205 | 0 | 0 | |
TRILOGY METALS INC NEW | COM | 89621C105 | 28,654 | 14,326,996 | SH | DFND | 1 | 14,326,996 | 0 | 0 | |
VIACOMCBS INC | CL B | 92556H206 | 58,495 | 1,569,920 | SH | DFND | 1 | 1,569,920 | 0 | 0 | |
VIATRIS INC | COM | 92556V106 | 215,103 | 11,478,260 | SH | DFND | 1 | 11,478,260 | 0 | 0 |