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
BED BATH & BEYOND INC COM 075896100 798 70,457 SH   DFND 1,2 70,457 0 0
CANNAE HLDGS INC COM 13765N107 1,387 81,000 SH   DFND 1,2 81,000 0 0
CHINA UNICOM (HONG KONG) LTD SPONSORED ADR 16945R104 916 85,900 SH   DFND 1,2 85,900 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 4,271 70,204 SH   DFND 1,2 70,204 0 0
COSAN LTD SHS A G25343107 21,806 2,477,905 SH   DFND 1,2 2,477,905 0 0
DANA INCORPORATED COM 235825205 8,108 594,853 SH   DFND 1,2 594,853 0 0
EBAY INC COM 278642103 1,613 57,461 SH   DFND 1,2 57,461 0 0
EVOGENE LTD SHS M4119S104 992 501,107 SH   DFND 1,2 501,107 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 1,324 85,353 SH   DFND 1,2 85,353 0 0
GENERAL MTRS CO COM 37045V100 16,164 483,219 SH   DFND 1,2 483,219 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 4,365 213,865 SH   DFND 1,2 213,865 0 0
GRIDSUM HLDG INC SPONSORED ADR 398132100 5,273 2,364,675 SH   DFND 1,2 2,364,675 0 0
HAIN CELESTIAL GROUP INC COM 405217100 793 50,000 SH Call DFND 1,2 50,000 0 0
HANESBRANDS INC COM 410345102 1,253 100,000 SH Call DFND 1,2 100,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 42,452 3,454,180 SH   DFND 1,2 3,454,180 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 705 18,454 SH   DFND 1,2 18,454 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 391 10,000 SH   DFND 1,2 10,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 3,382 89,191 SH   DFND 1,2 89,191 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 3,753 200,398 SH   DFND 1,2 200,398 0 0
QUDIAN INC ADR 747798106 897 209,000 SH   DFND 1,2 209,000 0 0
TAILORED BRANDS INC COM 87403A107 7,473 547,875 SH   DFND 1,2 547,875 0 0
TEMPUR SEALY INTL INC COM 88023U101 12,449 300,706 SH   DFND 1,2 300,706 0 0
TRONOX LTD SHS CL A Q9235V101 10,529 1,353,284 SH   DFND 1,2 1,353,284 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,257 59,578 SH   DFND 1,2 59,578 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 1,240 41,016 SH   DFND 1,2 41,016 0 0
WALMART INC COM 931142103 7,292 78,279 SH   DFND 1,2 78,279 0 0