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 |
| ADECOAGRO S A | COM | L00849106 | 5,947 | 774,366 | SH | DFND | 1,2 | 774,366 | 0 | 0 | |
| ADIENT PLC | ORD SHS | G0084W101 | 1,690 | 35,300 | SH | DFND | 1,2 | 35,300 | 0 | 0 | |
| DANA INC | COM | 235825205 | 3,512 | 153,900 | SH | DFND | 1,2 | 153,900 | 0 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 2,638 | 45,000 | SH | DFND | 1,2 | 45,000 | 0 | 0 | |
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 3,930 | 62,000 | SH | DFND | 1,2 | 62,000 | 0 | 0 | |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 2,740 | 128,500 | SH | DFND | 1,2 | 128,500 | 0 | 0 | |
| HEADHUNTER GROUP PLC | SPONSORED ADS | 42207L106 | 485 | 9,500 | SH | DFND | 1,2 | 9,500 | 0 | 0 | |
| IHS HOLDING LIMITED | ORD SHS | G4701H109 | 6,448 | 457,327 | SH | DFND | 1,2 | 457,327 | 0 | 0 | |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | 54,158 | 1,555,805 | SH | DFND | 1,2 | 1,555,805 | 0 | 0 | |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | 269 | 9,597 | SH | DFND | 1,2 | 9,597 | 0 | 0 | |
| KT CORP | SPONSORED ADR | 48268K101 | 4,614 | 367,044 | SH | DFND | 1,2 | 367,044 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 4,491 | 24,546 | SH | DFND | 1,2 | 24,546 | 0 | 0 | |
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 | 1,140 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |
| MERITOR INC | COM | 59001K100 | 2,887 | 116,500 | SH | DFND | 1,2 | 116,500 | 0 | 0 | |
| MILLICOM INTL CELLULAR S A | COM STK | L6388F110 | 643 | 22,593 | SH | DFND | 1,2 | 22,593 | 0 | 0 | |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 413 | 44,000 | SH | DFND | 1,2 | 44,000 | 0 | 0 | |
| OZON HLDGS PLC | SPONSORED ADS | 69269L104 | 1,777 | 60,000 | SH | DFND | 1,2 | 60,000 | 0 | 0 | |
| REMITLY GLOBAL INC | COM | 75960P104 | 2,000 | 97,000 | SH | DFND | 1,2 | 97,000 | 0 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 256,440 | 1,500,000 | SH | Call | DFND | 1,2 | 1,500,000 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 1,890 | 59,014 | SH | DFND | 1,2 | 59,014 | 0 | 0 | |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 1,703 | 40,627 | SH | DFND | 1,2 | 40,627 | 0 | 0 | |
| VEON LTD | SPONSORED ADR | 91822M106 | 1,179 | 689,445 | SH | DFND | 1,2 | 689,445 | 0 | 0 | |
| VTEX | SHS CL A | G9470A102 | 482 | 45,000 | SH | DFND | 1,2 | 45,000 | 0 | 0 | |