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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CYRUSONE INC | COM | 23283R100 | 1,134 | 38,500 | SH | DFND | 1,2 | 38,500 | 0 | 0 | |
| DANA HLDG CORP | COM | 235825205 | 7,162 | 348,003 | SH | DFND | 1,2 | 348,003 | 0 | 0 | |
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 20,479 | 240,680 | SH | DFND | 1,2 | 240,680 | 0 | 0 | |
| EVOGENE LTD | SHS | M4119S104 | 322 | 36,475 | SH | DFND | 1,2 | 36,475 | 0 | 0 | |
| FORD MTR CO DEL | COM PAR $0.01 | 345370860 | 362 | 24,129 | SH | DFND | 1,2 | 24,129 | 0 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 29,053 | 871,666 | SH | DFND | 1,2 | 871,666 | 0 | 0 | |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 17,035 | 564,998 | SH | DFND | 1,2 | 564,998 | 0 | 0 | |
| MARKET VECTORS ETF TR | GOLD MINER ETF | 57060U100 | 1,339 | 75,400 | SH | DFND | 1,2 | 75,400 | 0 | 0 | |
| MARKET VECTORS ETF TR | JR GOLD MINERS E | 57061R544 | 1,288 | 53,333 | SH | DFND | 1,2 | 53,333 | 0 | 0 | |
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 4,607 | 234,717 | SH | DFND | 1,2 | 234,717 | 0 | 0 | |
| MERITOR INC | COM | 59001K100 | 11,959 | 911,507 | SH | DFND | 1,2 | 911,507 | 0 | 0 | |
| MILACRON HLDGS CORP | COM | 59870L106 | 689 | 35,000 | SH | DFND | 1,2 | 35,000 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 7,036 | 71,649 | SH | DFND | 1,2 | 71,649 | 0 | 0 | |
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 9,947 | 209,416 | SH | DFND | 1,2 | 209,416 | 0 | 0 | |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 4,719 | 136,350 | SH | DFND | 1,2 | 136,350 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 36,408 | 323,997 | SH | DFND | 1,2 | 323,997 | 0 | 0 | |
| TENNECO INC | COM | 880349105 | 8,415 | 146,502 | SH | DFND | 1,2 | 146,502 | 0 | 0 | |
| TOYOTA MOTOR CORP | SP ADR REP2COM | 892331307 | 2,375 | 17,755 | SH | DFND | 1,2 | 17,755 | 0 | 0 | |
| VIMPELCOM LTD | SPONSORED ADR | 92719A106 | 7,952 | 1,600,000 | SH | DFND | 1,2 | 1,600,000 | 0 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 6,234 | 63,183 | SH | DFND | 1,2 | 63,183 | 0 | 0 | |