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
AMAZON COM INC COM 023135106 1,500 2,000 SH Call DFND 1,2 2,000 0 0
AMAZON COM INC COM 023135106 4,499 6,000 SH Put DFND 1,2 6,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 5,606 53,165 SH   DFND 1,2 53,165 0 0
AUTONATION INC COM 05329W102 9,377 192,745 SH   DFND 1,2 192,745 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 27,266 404,840 SH   DFND 1,2 404,840 0 0
DOLLAR TREE INC COM 256746108 20,076 260,118 SH   DFND 1,2 260,118 0 0
EBAY INC COM 278642103 27,135 913,955 SH   DFND 1,2 913,955 0 0
EVOGENE LTD SHS M4119S104 1,053 206,545 SH   DFND 1,2 206,545 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 24,688 1,802,073 SH   DFND 1,2 1,802,073 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 343 28,301 SH   DFND 1,2 28,301 0 0
GENERAL MTRS CO COM 37045V100 1,678 48,156 SH   DFND 1,2 48,156 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 19,446 629,946 SH   DFND 1,2 629,946 0 0
GRIDSUM HLDG INC ADR REPSG CL B 398132100 2,765 271,301 SH   DFND 1,2 271,301 0 0
HANESBRANDS INC COM 410345102 53,144 2,463,794 SH   DFND 1,2 2,463,794 0 0
ISHARES GOLD TRUST ISHARES 464285105 40,463 3,651,929 SH   DFND 1,2 3,651,929 0 0
LA QUINTA HLDGS INC COM 50420D108 1,050 73,903 SH   DFND 1,2 73,903 0 0
LITHIA MTRS INC CL A 536797103 8,015 82,770 SH   DFND 1,2 82,770 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 2,016 65,665 SH   DFND 1,2 65,665 0 0
TAILORED BRANDS INC COM 87403A107 926 36,242 SH   DFND 1,2 36,242 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 6,857 512,500 SH   DFND 1,2 512,500 0 0
TENNECO INC COM 880349105 703 11,253 SH   DFND 1,2 11,253 0 0
TESLA MTRS INC COM 88160R101 2,137 10,000 SH Put DFND 1,2 10,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,188 56,767 SH   DFND 1,2 56,767 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1,233 39,093 SH   DFND 1,2 39,093 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 20,688 5,373,524 SH   DFND 1,2 5,373,524 0 0
WAL-MART STORES INC COM 931142103 17,600 254,630 SH   DFND 1,2 254,630 0 0
WAYFAIR INC CL A 94419L101 493 14,064 SH   DFND 1,2 14,064 0 0