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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APTIV PLC | SHS | G6095L109 | 4,933,937 | 50,045 | SH | DFND | 1,2 | 50,045 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 777,176 | 3,378 | SH | DFND | 1,2 | 3,378 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 3,471,807 | 105,302 | SH | DFND | 1,2 | 105,302 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 1,768,918 | 6,583 | SH | DFND | 1,2 | 6,583 | 0 | 0 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 54,570,544 | 1,559,604 | SH | DFND | 1,2 | 1,559,604 | 0 | 0 | ||
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | 3,209,554 | 104,648 | SH | DFND | 1,2 | 104,648 | 0 | 0 | ||
| KT CORP | SPONSORED ADR | 48268K101 | 5,888,047 | 459,286 | SH | DFND | 1,2 | 459,286 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 3,457,663 | 25,765 | SH | DFND | 1,2 | 25,765 | 0 | 0 | ||
| LITHIA MTRS INC | COM | 536797103 | 754,863 | 2,556 | SH | DFND | 1,2 | 2,556 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 1,163,620 | 26,476 | SH | DFND | 1,2 | 26,476 | 0 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 1,591,000 | 59,123 | SH | DFND | 1,2 | 59,123 | 0 | 0 | ||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 1,309,408 | 40,627 | SH | DFND | 1,2 | 40,627 | 0 | 0 | ||