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 |
| ADIENT PLC | Cmn | G0084W101 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| ARCH COAL INC | Cmn | 039380407 | 56,274 | 717,502 | SH | DFND | 717,502 | 0 | 0 | ||
| BARRICK GOLD CORP | Cmn | 067901108 | 240,249 | 18,297,749 | SH | DFND | 18,297,749 | 0 | 0 | ||
| BOEING CO | Cmn | 097023105 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| BORGWARNER INC | Cmn | 099724106 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| CATERPILLAR INC DEL | Cmn | 149123101 | 30,977 | 228,327 | SH | DFND | 228,327 | 0 | 0 | ||
| CENTURY ALUM CO | Cmn | 156431108 | 0 | 2 | SH | DFND | 2 | 0 | 0 | ||
| CLEVELAND CLIFFS INC | Cmn | 185899101 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| COLFAX CORP | Cmn | 194014106 | 109,801 | 3,582,402 | SH | DFND | 3,582,402 | 0 | 0 | ||
| FLUOR CORP NEW | Cmn | 343412102 | 248,741 | 5,099,250 | SH | DFND | 5,099,250 | 0 | 0 | ||
| GENERAL ELECTRIC CO | Cmn | 369604103 | 26,547 | 1,950,584 | SH | DFND | 1,950,584 | 0 | 0 | ||
| GENERAL MTRS CO | Cmn | 37045V100 | 250,784 | 6,365,080 | SH | DFND | 6,365,080 | 0 | 0 | ||
| GREENBRIER COS INC | Cmn | 393657101 | 28,429 | 538,936 | SH | DFND | 538,936 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | Cmn | 445658107 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| HUNTINGTON INGALLS INDS INC | Cmn | 446413106 | 1 | 4 | SH | DFND | 4 | 0 | 0 | ||
| IAMGOLD CORP | Cmn | 450913108 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| ILLINOIS TOOL WKS INC | Cmn | 452308109 | 0 | 2 | SH | DFND | 2 | 0 | 0 | ||
| ITT INC | Cmn | 45073V108 | 0 | 4 | SH | DFND | 4 | 0 | 0 | ||
| KAPSTONE PAPER & PACKAGING C | Cmn | 48562P103 | 2 | 68 | SH | DFND | 68 | 0 | 0 | ||
| KINROSS GOLD CORP | Cmn | 496902404 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| L3 TECHNOLOGIES INC | Cmn | 502413107 | 299,000 | 1,554,698 | SH | DFND | 1,554,698 | 0 | 0 | ||
| LEAR CORP | Cmn | 521865204 | 119,068 | 640,807 | SH | DFND | 640,807 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | Cmn | N53745100 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | Cmn | 573284106 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| MOSAIC CO NEW | Cmn | 61945C103 | 49,914 | 1,779,480 | SH | DFND | 1,779,480 | 0 | 0 | ||
| MSC INDL DIRECT INC | Cmn | 553530106 | 211,023 | 2,487,013 | SH | DFND | 2,487,013 | 0 | 0 | ||
| NUCOR CORP | Cmn | 670346105 | 10,515 | 168,235 | SH | DFND | 168,235 | 0 | 0 | ||
| NVENT ELECTRIC PLC | Cmn | G6700G107 | 0 | 1 | SH | DFND | 1 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | Cmn | 844741108 | 24,984 | 491,029 | SH | DFND | 491,029 | 0 | 0 | ||
| STEEL DYNAMICS INC | Cmn | 858119100 | 80,726 | 1,756,812 | SH | DFND | 1,756,812 | 0 | 0 | ||
| SUMMIT MATLS INC | Cmn | 86614U100 | 21,188 | 807,147 | SH | DFND | 807,147 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | Cmn | 910047109 | 34,688 | 497,457 | SH | DFND | 497,457 | 0 | 0 | ||
| XPO LOGISTICS INC | Cmn | 983793100 | 77,588 | 774,487 | SH | DFND | 774,487 | 0 | 0 | ||