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 | 184,719 | 6,409,416 | SH | DFND | 1 | 6,409,416 | 0 | 0 | |
| MACYS INC | COM | 55616P104 | 142,673 | 5,449,694 | SH | DFND | 1 | 5,449,694 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 109,826 | 4,155,347 | SH | DFND | 1 | 4,155,347 | 0 | 0 | |
| VALARIS LIMITED | CL A | G9460G101 | 103,870 | 2,885,277 | SH | DFND | 1 | 2,885,277 | 0 | 0 | |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 93,123 | 8,481,107 | SH | DFND | 1 | 8,481,107 | 0 | 0 | |
| VIACOMCBS INC | CL B | 92556H206 | 90,609 | 3,002,280 | SH | DFND | 1 | 3,002,280 | 0 | 0 | |
| FOX CORP | CL B COM | 35137L204 | 89,914 | 2,623,683 | SH | DFND | 1 | 2,623,683 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 69,694 | 3,601,774 | SH | DFND | 1 | 3,601,774 | 0 | 0 | |
| CENOVUS ENERGY INC | COM | 15135U109 | 61,151 | 4,982,565 | SH | DFND | 1 | 4,982,565 | 0 | 0 | |
| DISCOVERY INC | COM SER C | 25470F302 | 58,393 | 2,549,910 | SH | DFND | 1 | 2,549,910 | 0 | 0 | |
| AMC NETWORKS INC | CL A | 00164V103 | 57,962 | 1,682,995 | SH | DFND | 1 | 1,682,995 | 0 | 0 | |
| ARCH RESOURCES INC | CL A | 03940R107 | 56,764 | 621,589 | SH | DFND | 1 | 621,589 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 53,455 | 2,998,059 | SH | DFND | 1 | 2,998,059 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 51,993 | 5,052,744 | SH | DFND | 1 | 5,052,744 | 0 | 0 | |
| OVINTIV INC | COM | 69047Q102 | 49,973 | 1,482,889 | SH | DFND | 1 | 1,482,889 | 0 | 0 | |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 45,325 | 179,599 | SH | DFND | 1 | 179,599 | 0 | 0 | |
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 37,127 | 2,412,399 | SH | DFND | 1 | 2,412,399 | 0 | 0 | |
| NOV INC | COM | 62955J103 | 35,457 | 2,616,737 | SH | DFND | 1 | 2,616,737 | 0 | 0 | |
| CHICOS FAS INC | COM | 168615102 | 32,693 | 6,076,761 | SH | DFND | 1 | 6,076,761 | 0 | 0 | |
| AUDACY INC | CL A | 05070N103 | 28,521 | 11,097,707 | SH | DFND | 1 | 11,097,707 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 23,593 | 8,548,348 | SH | DFND | 1 | 8,548,348 | 0 | 0 | |
| NOBLE CORP NEW | SHS | G6610J209 | 23,460 | 945,571 | SH | DFND | 1 | 945,571 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 22,801 | 126,168 | SH | DFND | 1 | 126,168 | 0 | 0 | |
| QURATE RETAIL INC | COM SER A | 74915M100 | 22,709 | 2,987,985 | SH | DFND | 1 | 2,987,985 | 0 | 0 | |
| EXPRESS INC | COM | 30219E103 | 19,407 | 6,301,109 | SH | DFND | 1 | 6,301,109 | 0 | 0 | |
| BED BATH & BEYOND INC | COM | 075896100 | 15,330 | 1,051,432 | SH | DFND | 1 | 1,051,432 | 0 | 0 | |
| PROGRESSIVE CORP | COM | 743315103 | 15,276 | 148,816 | SH | DFND | 1 | 148,816 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 14,199 | 42,214 | SH | DFND | 1 | 42,214 | 0 | 0 | |
| GANNETT CO INC | COM | 36472T109 | 13,609 | 2,553,269 | SH | DFND | 1 | 2,553,269 | 0 | 0 | |
| GUESS INC | COM | 401617105 | 12,661 | 534,680 | SH | DFND | 1 | 534,680 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 12,061 | 234,201 | SH | DFND | 1 | 234,201 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 11,470 | 501,528 | SH | DFND | 1 | 501,528 | 0 | 0 | |
| FOX CORP | CL A COM | 35137L105 | 11,365 | 307,987 | SH | DFND | 1 | 307,987 | 0 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 10,305 | 68,253 | SH | DFND | 1 | 68,253 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 10,126 | 106,589 | SH | DFND | 1 | 106,589 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 9,533 | 109,537 | SH | DFND | 1 | 109,537 | 0 | 0 | |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 9,473 | 155,169 | SH | DFND | 1 | 155,169 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 9,139 | 335,266 | SH | DFND | 1 | 335,266 | 0 | 0 | |
| BRINKER INTL INC | COM | 109641100 | 7,847 | 214,454 | SH | DFND | 1 | 214,454 | 0 | 0 | |
| CANOPY GROWTH CORP | COM | 138035100 | 7,330 | 839,633 | SH | DFND | 1 | 839,633 | 0 | 0 | |
| GROUPON INC | COM NEW | 399473206 | 7,167 | 309,436 | SH | DFND | 1 | 309,436 | 0 | 0 | |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 6,782 | 194,715 | SH | DFND | 1 | 194,715 | 0 | 0 | |
| TEXAS INSTRS INC | COM | 882508104 | 6,344 | 33,661 | SH | DFND | 1 | 33,661 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 6,066 | 39,164 | SH | DFND | 1 | 39,164 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 5,199 | 24,140 | SH | DFND | 1 | 24,140 | 0 | 0 | |
| TARGET CORP | COM | 87612E106 | 5,134 | 22,183 | SH | DFND | 1 | 22,183 | 0 | 0 | |
| NETAPP INC | COM | 64110D104 | 5,090 | 55,334 | SH | DFND | 1 | 55,334 | 0 | 0 | |
| CARS COM INC | COM | 14575E105 | 4,973 | 309,100 | SH | DFND | 1 | 309,100 | 0 | 0 | |
| VMWARE INC | CL A COM | 928563402 | 4,826 | 41,649 | SH | DFND | 1 | 41,649 | 0 | 0 | |
| ALTRIA GROUP INC | COM | 02209S103 | 4,346 | 91,711 | SH | DFND | 1 | 91,711 | 0 | 0 | |
| BORR DRILLING LTD | SHS | G1466R173 | 2,886 | 1,357,123 | SH | DFND | 1 | 1,357,123 | 0 | 0 | |
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 2,786 | 42,926 | SH | DFND | 1 | 42,926 | 0 | 0 | |
| SABRE CORP | COM | 78573M104 | 2,261 | 263,184 | SH | DFND | 1 | 263,184 | 0 | 0 | |
| KINROSS GOLD CORP | COM | 496902404 | 2,056 | 353,793 | SH | DFND | 1 | 353,793 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,890 | 15,914 | SH | DFND | 1 | 15,914 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 1,645 | 86,580 | SH | DFND | 1 | 86,580 | 0 | 0 | |