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 | 120,783 | 9,171,101 | SH | DFND | 1 | 9,171,101 | 0 | 0 | |
| NEW YORK TIMES CO | CL A | 650111107 | 96,184 | 7,949,084 | SH | DFND | 1 | 7,949,084 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 77,555 | 3,653,089 | SH | DFND | 1 | 3,653,089 | 0 | 0 | |
| STILLWATER MNG CO | COM | 86074Q102 | 76,665 | 6,464,162 | SH | DFND | 1 | 6,464,162 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 76,215 | 797,225 | SH | DFND | 1 | 797,225 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 70,134 | 4,147,508 | SH | DFND | 1 | 4,147,508 | 0 | 0 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 67,197 | 1,996,930 | SH | DFND | 1 | 1,996,930 | 0 | 0 | |
| IAMGOLD CORP | COM | 450913108 | 65,497 | 15,820,543 | SH | DFND | 1 | 15,820,543 | 0 | 0 | |
| KINROSS GOLD CORP | COM NO PAR | 496902404 | 64,914 | 13,274,821 | SH | DFND | 1 | 13,274,821 | 0 | 0 | |
| BITAUTO HLDGS LTD | SPONSORED ADS | 091727107 | 64,385 | 2,388,165 | SH | DFND | 1 | 2,388,165 | 0 | 0 | |
| WESTERN DIGITAL CORP | COM | 958102105 | 55,672 | 1,177,995 | SH | DFND | 1 | 1,177,995 | 0 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 25,041 | 750,407 | SH | DFND | 1 | 750,407 | 0 | 0 | |
| AUTOHOME INC | SP ADR RP CL A | 05278C107 | 21,250 | 1,056,704 | SH | DFND | 1 | 1,056,704 | 0 | 0 | |
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 19,637 | 4,223,043 | SH | DFND | 1 | 4,223,043 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 19,310 | 1,031,494 | SH | DFND | 1 | 1,031,494 | 0 | 0 | |
| YAHOO INC | COM | 984332106 | 15,179 | 404,125 | SH | DFND | 1 | 404,125 | 0 | 0 | |
| SOUFUN HLDGS LTD | ADR | 836034108 | 13,846 | 2,752,708 | SH | DFND | 1 | 2,752,708 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 12,661 | 1,136,575 | SH | DFND | 1 | 1,136,575 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 12,072 | 225,359 | SH | DFND | 1 | 225,359 | 0 | 0 | |
| E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 11,700 | 1,808,342 | SH | DFND | 1 | 1,808,342 | 0 | 0 | |
| ENDO INTL PLC | SHS | G30401106 | 11,502 | 737,778 | SH | DFND | 1 | 737,778 | 0 | 0 | |
| SEARS HLDGS CORP | COM | 812350106 | 11,376 | 835,864 | SH | DFND | 1 | 835,864 | 0 | 0 | |
| SOHU COM INC | COM | 83408W103 | 11,324 | 299,093 | SH | DFND | 1 | 299,093 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 10,474 | 63,422 | SH | DFND | 1 | 63,422 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 10,238 | 744,017 | SH | DFND | 1 | 744,017 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 9,711 | 855,585 | SH | DFND | 1 | 855,585 | 0 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 9,571 | 154,024 | SH | DFND | 1 | 154,024 | 0 | 0 | |
| MCCLATCHY CO | CL A | 579489105 | 9,493 | 649,342 | SH | DFND | 1 | 649,342 | 0 | 0 | |
| GAP INC DEL | COM | 364760108 | 9,049 | 426,424 | SH | DFND | 1 | 426,424 | 0 | 0 | |
| NATERA INC | COM | 632307104 | 8,744 | 724,750 | SH | DFND | 1 | 724,750 | 0 | 0 | |
| COPA HOLDINGS SA | CL A | P31076105 | 8,263 | 158,113 | SH | DFND | 1 | 158,113 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 7,755 | 798,699 | SH | DFND | 1 | 798,699 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 7,382 | 49,687 | SH | DFND | 1 | 49,687 | 0 | 0 | |
| WEIBO CORP | SPONSORED ADR | 948596101 | 6,497 | 228,693 | SH | DFND | 1 | 228,693 | 0 | 0 | |
| SINA CORP | ORD | G81477104 | 5,931 | 114,347 | SH | DFND | 1 | 114,347 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 5,730 | 268,367 | SH | DFND | 1 | 268,367 | 0 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 5,320 | 100,587 | SH | DFND | 1 | 100,587 | 0 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 4,136 | 144,966 | SH | DFND | 1 | 144,966 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 3,921 | 584,418 | SH | DFND | 1 | 584,418 | 0 | 0 | |
| MOVADO GROUP INC | COM | 624580106 | 3,537 | 163,151 | SH | DFND | 1 | 163,151 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 3,104 | 55,132 | SH | DFND | 1 | 55,132 | 0 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 3,098 | 34,566 | SH | DFND | 1 | 34,566 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 3,093 | 107,796 | SH | DFND | 1 | 107,796 | 0 | 0 | |
| POTASH CORP SASK INC | COM | 73755L107 | 2,856 | 175,864 | SH | DFND | 1 | 175,864 | 0 | 0 | |
| MYRIAD GENETICS INC | COM | 62855J104 | 2,770 | 90,508 | SH | DFND | 1 | 90,508 | 0 | 0 | |
| IROBOT CORP | COM | 462726100 | 2,769 | 78,936 | SH | DFND | 1 | 78,936 | 0 | 0 | |
| CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 2,152 | 62,133 | SH | DFND | 1 | 62,133 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,762 | 48,257 | SH | DFND | 1 | 48,257 | 0 | 0 | |
| AGCO CORP | COM | 001084102 | 1,700 | 36,067 | SH | DFND | 1 | 36,067 | 0 | 0 | |
| VALE S A | ADR | 91912E105 | 1,291 | 255,042 | SH | DFND | 1 | 255,042 | 0 | 0 | |
| CLOUD PEAK ENERGY INC | COM | 18911Q102 | 1,186 | 575,651 | SH | DFND | 1 | 575,651 | 0 | 0 | |
| GROUPON INC | COM CL A | 399473107 | 1,042 | 320,731 | SH | DFND | 1 | 320,731 | 0 | 0 | |
| ARALEZ PHARMACEUTICALS INC | COM | 03852X100 | 985 | 298,555 | SH | DFND | 1 | 298,555 | 0 | 0 | |