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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| TECK RESOURCES LTD | CL B | 878742204 | 72,762 | 9,624,545 | SH | DFND | 1 | 9,624,545 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 51,861 | 12,318,479 | SH | DFND | 1 | 12,318,479 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 51,840 | 10,557,966 | SH | DFND | 1 | 10,557,966 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 49,593 | 42,752,604 | SH | DFND | 1 | 42,752,604 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 37,251 | 4,098,041 | SH | DFND | 1 | 4,098,041 | 0 | 0 | |
| MSG NETWORK INC | CL A | 553573106 | 35,508 | 3,481,186 | SH | DFND | 1 | 3,481,186 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 29,719 | 1,848,207 | SH | DFND | 1 | 1,848,207 | 0 | 0 | |
| VIACOMCBS INC | CL B | 92556H206 | 28,968 | 2,067,662 | SH | DFND | 1 | 2,067,662 | 0 | 0 | |
| INVESCO LTD | SHS | G491BT108 | 27,675 | 3,047,878 | SH | DFND | 1 | 3,047,878 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 26,362 | 3,905,414 | SH | DFND | 1 | 3,905,414 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C102 | 24,258 | 13,255,994 | SH | DFND | 1 | 13,255,994 | 0 | 0 | |
| WARRIOR MET COAL INC | COM | 93627C101 | 23,769 | 2,238,108 | SH | DFND | 1 | 2,238,108 | 0 | 0 | |
| O-I GLASS INC | COM | 67098H104 | 21,494 | 3,023,010 | SH | DFND | 1 | 3,023,010 | 0 | 0 | |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 19,136 | 483,837 | SH | DFND | 1 | 483,837 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 16,644 | 7,300,019 | SH | DFND | 1 | 7,300,019 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 15,829 | 4,811,247 | SH | DFND | 1 | 4,811,247 | 0 | 0 | |
| DILLARDS INC | CL A | 254067101 | 15,810 | 427,869 | SH | DFND | 1 | 427,869 | 0 | 0 | |
| COTY INC | COM CL A | 222070203 | 15,541 | 3,011,739 | SH | DFND | 1 | 3,011,739 | 0 | 0 | |
| MICHAELS COS INC | COM | 59408Q106 | 13,596 | 8,392,288 | SH | DFND | 1 | 8,392,288 | 0 | 0 | |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 11,754 | 301,299 | SH | DFND | 1 | 301,299 | 0 | 0 | |
| QURATE RETAIL INC | COM SER A | 74915M100 | 11,085 | 1,815,732 | SH | DFND | 1 | 1,815,732 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 10,737 | 1,196,304 | SH | DFND | 1 | 1,196,304 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 9,520 | 968,452 | SH | DFND | 1 | 968,452 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 9,057 | 6,078,711 | SH | DFND | 1 | 6,078,711 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 8,922 | 486,996 | SH | DFND | 1 | 486,996 | 0 | 0 | |
| VALARIS PLC | SHS CLASS A | G9402V109 | 8,672 | 19,265,989 | SH | DFND | 1 | 19,265,989 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 8,417 | 342,694 | SH | DFND | 1 | 342,694 | 0 | 0 | |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 7,413 | 687,071 | SH | DFND | 1 | 687,071 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 7,330 | 5,681,853 | SH | DFND | 1 | 5,681,853 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 7,206 | 1,810,476 | SH | DFND | 1 | 1,810,476 | 0 | 0 | |
| AFFILIATED MANAGERS GROUP IN | COM | 008252108 | 6,791 | 114,825 | SH | DFND | 1 | 114,825 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 6,790 | 2,978,100 | SH | DFND | 1 | 2,978,100 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 6,765 | 1,048,865 | SH | DFND | 1 | 1,048,865 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 6,631 | 200,272 | SH | DFND | 1 | 200,272 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 6,606 | 90,537 | SH | DFND | 1 | 90,537 | 0 | 0 | |
| CARS COM INC | COM | 14575E105 | 6,474 | 1,505,642 | SH | DFND | 1 | 1,505,642 | 0 | 0 | |
| NOBLE CORP PLC | SHS USD | G65431101 | 6,290 | 24,190,844 | SH | DFND | 1 | 24,190,844 | 0 | 0 | |
| WESTERN DIGITAL CORP. | COM | 958102105 | 6,167 | 148,180 | SH | DFND | 1 | 148,180 | 0 | 0 | |
| OVERSTOCK COM INC DEL | COM | 690370101 | 5,281 | 1,058,331 | SH | DFND | 1 | 1,058,331 | 0 | 0 | |
| SUNCOKE ENERGY INC | COM | 86722A103 | 5,091 | 1,322,441 | SH | DFND | 1 | 1,322,441 | 0 | 0 | |
| MOVADO GROUP INC | COM | 624580106 | 4,992 | 422,302 | SH | DFND | 1 | 422,302 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 4,493 | 1,087,817 | SH | DFND | 1 | 1,087,817 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 3,867 | 95,474 | SH | DFND | 1 | 95,474 | 0 | 0 | |
| WW INTL INC | COM | 98262P101 | 3,731 | 220,625 | SH | DFND | 1 | 220,625 | 0 | 0 | |
| FRANKLIN RESOURCES INC | COM | 354613101 | 3,371 | 202,003 | SH | DFND | 1 | 202,003 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 3,188 | 31,633 | SH | DFND | 1 | 31,633 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,502 | 12,866 | SH | DFND | 1 | 12,866 | 0 | 0 | |
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 2,374 | 33,431 | SH | DFND | 1 | 33,431 | 0 | 0 | |
| DESPEGAR COM CORP | ORD SHS | G27358103 | 2,298 | 405,233 | SH | DFND | 1 | 405,233 | 0 | 0 | |
| DINE BRANDS GLOBAL INC | COM | 254423106 | 2,203 | 76,813 | SH | DFND | 1 | 76,813 | 0 | 0 | |
| SEADRILL LTD | COM | G7998G106 | 2,028 | 4,716,359 | SH | DFND | 1 | 4,716,359 | 0 | 0 | |
| CBL & ASSOC PPTYS INC | COM | 124830100 | 1,933 | 9,657,767 | SH | DFND | 1 | 9,657,767 | 0 | 0 | |
| PAN AMERN SILVER CORP | COM | 697900108 | 1,299 | 90,652 | SH | DFND | 1 | 90,652 | 0 | 0 | |
| OVINTIV INC | COM | 69047Q102 | 1,127 | 417,339 | SH | DFND | 1 | 417,339 | 0 | 0 | |
| KROGER CO | COM | 501044101 | 519 | 17,236 | SH | DFND | 1 | 17,236 | 0 | 0 | |