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 |
| OVINTIV INC | COM | 69047Q102 | 109,691 | 2,482,250 | SH | DFND | 1 | 2,482,250 | 0 | 0 | |
| VALARIS LIMITED | CL A | G9460G101 | 97,267 | 2,302,727 | SH | DFND | 1 | 2,302,727 | 0 | 0 | |
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 92,603 | 3,752,162 | SH | DFND | 1 | 3,752,162 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 91,320 | 3,689,713 | SH | DFND | 1 | 3,689,713 | 0 | 0 | |
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 90,209 | 4,422,018 | SH | DFND | 1 | 4,422,018 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 85,677 | 2,802,663 | SH | DFND | 1 | 2,802,663 | 0 | 0 | |
| EQT CORP | COM | 26884L109 | 78,286 | 2,275,749 | SH | DFND | 1 | 2,275,749 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 77,093 | 23,150,910 | SH | DFND | 1 | 23,150,910 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 75,776 | 2,490,998 | SH | DFND | 1 | 2,490,998 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 74,668 | 3,649,452 | SH | DFND | 1 | 3,649,452 | 0 | 0 | |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 69,110 | 5,922,002 | SH | DFND | 1 | 5,922,002 | 0 | 0 | |
| NOBLE CORP NEW | SHS | G6610J209 | 67,000 | 2,642,999 | SH | DFND | 1 | 2,642,999 | 0 | 0 | |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 65,250 | 4,862,159 | SH | DFND | 1 | 4,862,159 | 0 | 0 | |
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C201 | 53,014 | 9,000,671 | SH | DFND | 1 | 9,000,671 | 0 | 0 | |
| MOSAIC CO NEW | COM | 61945C103 | 31,380 | 664,409 | SH | DFND | 1 | 664,409 | 0 | 0 | |
| CENOVUS ENERGY INC | COM | 15135U109 | 29,716 | 1,562,040 | SH | DFND | 1 | 1,562,040 | 0 | 0 | |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 28,704 | 610,455 | SH | DFND | 1 | 610,455 | 0 | 0 | |
| FOX CORP | CL B COM | 35137L204 | 27,169 | 914,792 | SH | DFND | 1 | 914,792 | 0 | 0 | |
| ARCH RESOURCES INC | CL A | 03940R107 | 24,976 | 174,546 | SH | DFND | 1 | 174,546 | 0 | 0 | |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 22,070 | 170,910 | SH | DFND | 1 | 170,910 | 0 | 0 | |
| AMC NETWORKS INC | CL A | 00164V103 | 20,066 | 689,075 | SH | DFND | 1 | 689,075 | 0 | 0 | |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 19,766 | 1,692,275 | SH | DFND | 1 | 1,692,275 | 0 | 0 | |
| SABRE CORP | COM | 78573M104 | 18,934 | 3,247,731 | SH | DFND | 1 | 3,247,731 | 0 | 0 | |
| SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 17,520 | 1,404,948 | SH | DFND | 1 | 1,404,948 | 0 | 0 | |
| NUTRIEN LTD | COM | 67077M108 | 17,198 | 215,808 | SH | DFND | 1 | 215,808 | 0 | 0 | |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 16,469 | 1,071,482 | SH | DFND | 1 | 1,071,482 | 0 | 0 | |
| ALGOMA STL GROUP INC | COM | 015658107 | 11,981 | 1,334,148 | SH | DFND | 1 | 1,334,148 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 10,135 | 62,851 | SH | DFND | 1 | 62,851 | 0 | 0 | |
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 9,760 | 59,923 | SH | DFND | 1 | 59,923 | 0 | 0 | |
| PAN AMERN SILVER CORP | COM | 697900108 | 9,354 | 475,567 | SH | DFND | 1 | 475,567 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 9,082 | 91,975 | SH | DFND | 1 | 91,975 | 0 | 0 | |
| PROGRESSIVE CORP | COM | 743315103 | 8,674 | 74,603 | SH | DFND | 1 | 74,603 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 7,200 | 192,449 | SH | DFND | 1 | 192,449 | 0 | 0 | |
| GANNETT CO INC | COM | 36472T109 | 6,908 | 2,382,225 | SH | DFND | 1 | 2,382,225 | 0 | 0 | |
| TEXAS INSTRS INC | COM | 882508104 | 6,782 | 44,142 | SH | DFND | 1 | 44,142 | 0 | 0 | |
| AUDACY INC | CL A | 05070N103 | 6,450 | 6,845,422 | SH | DFND | 1 | 6,845,422 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 5,664 | 1,095,644 | SH | DFND | 1 | 1,095,644 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 5,504 | 311,154 | SH | DFND | 1 | 311,154 | 0 | 0 | |
| FOX CORP | CL A COM | 35137L105 | 5,432 | 168,913 | SH | DFND | 1 | 168,913 | 0 | 0 | |
| OCEANEERING INTL INC | COM | 675232102 | 4,881 | 456,988 | SH | DFND | 1 | 456,988 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,773 | 2,190 | SH | DFND | 1 | 2,190 | 0 | 0 | |
| NOV INC | COM | 62955J103 | 4,679 | 276,708 | SH | DFND | 1 | 276,708 | 0 | 0 | |
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 4,600 | 520,916 | SH | DFND | 1 | 520,916 | 0 | 0 | |
| SNAP ON INC | COM | 833034101 | 4,209 | 21,363 | SH | DFND | 1 | 21,363 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 3,938 | 41,715 | SH | DFND | 1 | 41,715 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 3,809 | 35,861 | SH | DFND | 1 | 35,861 | 0 | 0 | |
| ALTRIA GROUP INC | COM | 02209S103 | 3,728 | 89,248 | SH | DFND | 1 | 89,248 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,066 | 26,970 | SH | DFND | 1 | 26,970 | 0 | 0 | |
| BALLYS CORPORATION | COM | 05875B106 | 2,713 | 137,163 | SH | DFND | 1 | 137,163 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 1,732 | 32,404 | SH | DFND | 1 | 32,404 | 0 | 0 | |
| BORR DRILLING LTD | SHS | G1466R173 | 818 | 183,150 | SH | DFND | 1 | 183,150 | 0 | 0 | |