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 |
| COSAN LTD | SHS A | G25343107 | 7,214 | 540,000 | SH | DFND | 1,2 | 540,000 | 0 | 0 | |
| DANA INCORPORATED | COM | 235825205 | 4,990 | 250,235 | SH | DFND | 1,2 | 250,235 | 0 | 0 | |
| DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 3,659 | 182,963 | SH | DFND | 1,2 | 182,963 | 0 | 0 | |
| EVOGENE LTD | SHS | M4119S104 | 589 | 365,738 | SH | DFND | 1,2 | 365,738 | 0 | 0 | |
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 743 | 25,000 | SH | DFND | 1,2 | 25,000 | 0 | 0 | |
| GRIDSUM HLDG INC | SPONSORED ADR | 398132100 | 6,562 | 2,360,375 | SH | DFND | 1,2 | 2,360,375 | 0 | 0 | |
| HUTCHISON CHINA MEDITECH LTD | SPONSORED ADR | 44842L103 | 1,320 | 60,000 | SH | DFND | 1,2 | 60,000 | 0 | 0 | |
| ISHARES GOLD TRUST | ISHARES | 464285105 | 45,757 | 3,389,418 | SH | DFND | 1,2 | 3,389,418 | 0 | 0 | |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | 792 | 18,114 | SH | DFND | 1,2 | 18,114 | 0 | 0 | |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 626 | 14,646 | SH | DFND | 1,2 | 14,646 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 1,964 | 14,100 | SH | DFND | 1,2 | 14,100 | 0 | 0 | |
| LINX S A | SPONSORED ADS | 53619W101 | 456 | 50,000 | SH | DFND | 1,2 | 50,000 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 113,220 | 850,000 | SH | Call | DFND | 1,2 | 850,000 | 0 | 0 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 87,900 | 300,000 | SH | Put | DFND | 1,2 | 300,000 | 0 | 0 |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 2,997 | 200,173 | SH | DFND | 1,2 | 200,173 | 0 | 0 | |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 9,777 | 764,995 | SH | DFND | 1,2 | 764,995 | 0 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 1,495 | 58,476 | SH | DFND | 1,2 | 58,476 | 0 | 0 | |
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 1,407 | 40,257 | SH | DFND | 1,2 | 40,257 | 0 | 0 | |
| VISTEON CORP | COM NEW | 92839U206 | 1,524 | 26,014 | SH | DFND | 1,2 | 26,014 | 0 | 0 | |