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
ADIENT PLC ORD SHS G0084W101 7,302 86,936 SH   DFND 1,2 86,936 0 0
BED BATH & BEYOND INC COM 075896100 4,694 200,000 SH Call DFND 1,2 200,000 0 0
BED BATH & BEYOND INC COM 075896100 6,319 269,238 SH   DFND 1,2 269,238 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 3,201 63,296 SH   DFND 1,2 63,296 0 0
CHINA TELECOM CORP LTD SPON ADR H SHS 169426103 609 11,910 SH   DFND 1,2 11,910 0 0
COOPER TIRE & RUBR CO COM 216831107 7,543 201,683 SH   DFND 1,2 201,683 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 9,083 92,307 SH   DFND 1,2 92,307 0 0
EBAY INC COM 278642103 9,107 236,783 SH   DFND 1,2 236,783 0 0
EVOGENE LTD SHS M4119S104 1,621 365,202 SH   DFND 1,2 365,202 0 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 22,075 1,287,151 SH   DFND 1,2 1,287,151 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 437 36,477 SH   DFND 1,2 36,477 0 0
GENERAL MTRS CO COM 37045V100 624 15,458 SH   DFND 1,2 15,458 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 8,435 253,696 SH   DFND 1,2 253,696 0 0
GRIDSUM HLDG INC ADR REPSG CL B 398132100 6,386 620,008 SH   DFND 1,2 620,008 0 0
ISHARES GOLD TRUST ISHARES 464285105 43,815 3,559,303 SH   DFND 1,2 3,559,303 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 1,809 59,877 SH   DFND 1,2 59,877 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 11,455 1,097,201 SH   DFND 1,2 1,097,201 0 0
NIKE INC CL B 654106103 5,185 100,000 SH Put DFND 1,2 100,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 14,522 218,205 SH   DFND 1,2 218,205 0 0
TAILORED BRANDS INC COM 87403A107 6,761 468,228 SH   DFND 1,2 468,228 0 0
TENNECO INC COM 880349105 7,502 123,653 SH   DFND 1,2 123,653 0 0
TESLA INC COM 88160R101 82,410 241,600 SH Put DFND 1,2 241,600 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,354 58,993 SH   DFND 1,2 58,993 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1,365 40,626 SH   DFND 1,2 40,626 0 0
VEON LTD SPONSORED ADR 91822M106 105,507 25,240,854 SH   DFND 1,2 25,240,854 0 0
WAL-MART STORES INC COM 931142103 510 6,533 SH   DFND 1,2 6,533 0 0