The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACUSHNET HOLDINGS CORP Cmn 005098108 741 32,071 SH   DFND   32,071 0 0
ADVANCED MICRO DEVICES INC Cmn 007903107 382 37,984 SH   DFND   37,984 0 0
AK STL HLDG CORP Cmn 001547108 824 181,878 SH   DFND   181,878 0 0
ALCOA CORP Cmn 013872106 22,705 504,999 SH   DFND   504,999 0 0
ALPHA & OMEGA SEMICONDUCTOR Cmn G6331P104 174 11,250 SH   DFND   11,250 0 0
APOLLO COML REAL EST FIN INC Cmn 03762U105 674 37,459 SH   DFND   37,459 0 0
ARCH COAL INC Cmn 039380407 56,940 619,717 SH   DFND   619,717 0 0
AT HOME GROUP INC Cmn 04650Y100 810 25,279 SH   DFND   25,279 0 0
ATKORE INTL GROUP INC Cmn 047649108 450 22,677 SH   DFND   22,677 0 0
AVX CORP NEW Cmn 002444107 400 24,197 SH   DFND   24,197 0 0
BANC OF CALIFORNIA INC Cmn 05990K106 204 10,551 SH   DFND   10,551 0 0
BANCFIRST CORP Cmn 05945F103 328 6,182 SH   DFND   6,182 0 0
BARRICK GOLD CORP Cmn 067901108 127,826 10,267,171 SH   DFND   10,267,171 0 0
BHP BILLITON LTD Depository Receipt 088606108 37,490 843,794 SH   DFND   843,794 0 0
BIOTIME INC Cmn 09066L105 97 36,080 SH   DFND   36,080 0 0
BOSTON BEER INC Cmn 100557107 375 1,986 SH   DFND   1,986 0 0
CARRIZO OIL & GAS INC Cmn 144577103 206 12,896 SH   DFND   12,896 0 0
CASEYS GEN STORES INC Cmn 147528103 251 2,283 SH   DFND   2,283 0 0
CHESAPEAKE ENERGY CORP Cmn 165167107 367 121,491 SH   DFND   121,491 0 0
CISION LTD Cmn G1992S109 164 14,159 SH   DFND   14,159 0 0
COLFAX CORP Cmn 194014106 122,022 3,825,153 SH   DFND   3,825,153 0 0
CTS CORP Cmn 126501105 218 8,003 SH   DFND   8,003 0 0
DEAN FOODS CO NEW Cmn 242370203 284 32,937 SH   DFND   32,937 0 0
EDGEWELL PERS CARE CO Cmn 28035Q102 304 6,220 SH   DFND   6,220 0 0
ENERGIZER HLDGS INC NEW Cmn 29272W109 247 4,144 SH   DFND   4,144 0 0
ENVISION HEALTHCARE CORP Cmn 29414D100 381 9,911 SH   DFND   9,911 0 0
FIRST BANCORP P R Cmn 318672706 304 50,576 SH   DFND   50,576 0 0
FIRST DATA CORP NEW Cmn 32008D106 267 16,687 SH   DFND   16,687 0 0
FLOOR & DECOR HLDGS INC Cmn 339750101 889 17,048 SH   DFND   17,048 0 0
FLUOR CORP NEW Cmn 343412102 229,346 4,008,140 SH   DFND   4,008,140 0 0
FRANKS INTL N V Cmn N33462107 90 16,531 SH   DFND   16,531 0 0
GENERAL MTRS CO Cmn 37045V100 201,632 5,548,478 SH   DFND   5,548,478 0 0
GRAN TIERRA ENERGY INC Cmn 38500T101 65 23,374 SH   DFND   23,374 0 0
GREENBRIER COS INC Cmn 393657101 36,040 717,209 SH   DFND   717,209 0 0
HUNTSMAN CORP Cmn 447011107 17,117 585,182 SH   DFND   585,182 0 0
KIRBY CORP Cmn 497266106 15,825 205,655 SH   DFND   205,655 0 0
KKR REAL ESTATE FIN TR INC Cmn 48251K100 254 12,673 SH   DFND   12,673 0 0
L3 TECHNOLOGIES INC Cmn 502413107 296,007 1,423,112 SH   DFND   1,423,112 0 0
LADENBURG THALMAN FIN SVCS I Cmn 50575Q102 70 21,523 SH   DFND   21,523 0 0
LAUREATE EDUCATION INC Cmn 518613203 169 12,269 SH   DFND   12,269 0 0
LEAR CORP Cmn 521865204 160,628 863,173 SH   DFND   863,173 0 0
LEIDOS HLDGS INC Cmn 525327102 66,405 1,015,367 SH   DFND   1,015,367 0 0
LENDINGCLUB CORP Cmn 52603A109 97 27,691 SH   DFND   27,691 0 0
LINDBLAD EXPEDITIONS HLDGS I Cmn 535219109 116 11,267 SH   DFND   11,267 0 0
LPL FINL HLDGS INC Cmn 50212V100 233 3,821 SH   DFND   3,821 0 0
LUMBER LIQUIDATORS HLDGS INC Cmn 55003T107 238 9,950 SH   DFND   9,950 0 0
MCDERMOTT INTL INC Cmn 580037109 1,035 169,936 SH   DFND   169,936 0 0
MGE ENERGY INC Cmn 55277P104 518 9,242 SH   DFND   9,242 0 0
MICHAELS COS INC Cmn 59408Q106 1,109 56,255 SH   DFND   56,255 0 0
MIDDLESEX WATER CO Cmn 596680108 274 7,467 SH   DFND   7,467 0 0
MSC INDL DIRECT INC Cmn 553530106 213,406 2,326,960 SH   DFND   2,326,960 0 0
NATERA INC Cmn 632307104 181 19,474 SH   DFND   19,474 0 0
NEKTAR THERAPEUTICS Cmn 640268108 248 2,338 SH   DFND   2,338 0 0
NEW YORK CMNTY BANCORP INC Cmn 649445103 252 19,360 SH   DFND   19,360 0 0
NORTHFIELD BANCORP INC DEL Cmn 66611T108 157 10,086 SH   DFND   10,086 0 0
ONEMAIN HLDGS INC Cmn 68268W103 521 17,407 SH   DFND   17,407 0 0
OTTER TAIL CORP Cmn 689648103 535 12,351 SH   DFND   12,351 0 0
PARTY CITY HOLDCO INC Cmn 702149105 924 59,204 SH   DFND   59,204 0 0
RANGE RES CORP Cmn 75281A109 201 13,802 SH   DFND   13,802 0 0
RENT A CTR INC NEW Cmn 76009N100 88 10,247 SH   DFND   10,247 0 0
SANDERSON FARMS INC Cmn 800013104 206 1,729 SH   DFND   1,729 0 0
SELECT SECTOR SPDR TR Cmn 81369Y308 5,523 104,932 SH   DFND   104,932 0 0
SERVICESOURCE INTL INC Cmn 81763U100 39 10,241 SH   DFND   10,241 0 0
SHAKE SHACK INC Cmn 819047101 442 10,607 SH   DFND   10,607 0 0
SMART GLOBAL HLDGS INC Cmn G8232Y101 373 7,482 SH   DFND   7,482 0 0
SPROUTS FMRS MKT INC Cmn 85208M102 218 9,306 SH   DFND   9,306 0 0
SQUARE INC Cmn 852234103 1,442 29,302 SH   DFND   29,302 0 0
STEEL DYNAMICS INC Cmn 858119100 71,542 1,617,856 SH   DFND   1,617,856 0 0
SUPERVALU INC Cmn 868536301 221 14,538 SH   DFND   14,538 0 0
TFS FINL CORP Cmn 87240R107 471 32,066 SH   DFND   32,066 0 0
THE TRADE DESK INC Cmn 88339J105 280 5,640 SH   DFND   5,640 0 0
TREEHOUSE FOODS INC Cmn 89469A104 243 6,362 SH   DFND   6,362 0 0
TTEC HLDGS INC Cmn 89854H102 207 6,754 SH   DFND   6,754 0 0
TUPPERWARE BRANDS CORP Cmn 899896104 231 4,784 SH   DFND   4,784 0 0
VENATOR MATLS PLC Cmn G9329Z100 400 22,095 SH   DFND   22,095 0 0
WARRIOR MET COAL INC Cmn 93627C101 539 19,259 SH   DFND   19,259 0 0
WHITING PETE CORP NEW Cmn 966387409 296 8,741 SH   DFND   8,741 0 0
WORLDPAY INC Cmn 981558109 512 6,228 SH   DFND   6,228 0 0
WYNN RESORTS LTD Cmn 983134107 882 4,838 SH   DFND   4,838 0 0
XPO LOGISTICS INC Cmn 983793100 140,197 1,377,043 SH   DFND   1,377,043 0 0