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 |
| Gannett Co Inc | Com | 364730101 | 135,711 | 5,548,291 | SH | DFND | 1 | 5,548,291 | 0 | 0 | |
| New York Times Co/The | Com | 650111107 | 133,426 | 12,063,831 | SH | DFND | 1 | 12,063,831 | 0 | 0 | |
| Apple Inc | Com | 037833100 | 133,342 | 336,273 | SH | DFND | 1 | 336,273 | 0 | 0 | |
| NVIDIA Corp | Com | 67066G104 | 92,601 | 6,595,522 | SH | DFND | 1 | 6,595,522 | 0 | 0 | |
| Western Digital Corp | Com | 958102105 | 62,949 | 1,013,831 | SH | DFND | 1 | 1,013,831 | 0 | 0 | |
| Google Inc | Com | 38259P508 | 51,253 | 58,218 | SH | DFND | 1 | 58,218 | 0 | 0 | |
| Safeway Inc | Com | 786514208 | 33,603 | 1,420,237 | SH | DFND | 1 | 1,420,237 | 0 | 0 | |
| Baidu Inc | ADR | 056752108 | 32,689 | 345,538 | SH | DFND | 1 | 345,538 | 0 | 0 | |
| Cisco Systems Inc | Com | 17275R102 | 32,595 | 1,339,410 | SH | DFND | 1 | 1,339,410 | 0 | 0 | |
| Orbitz Worldwide Inc | Com | 68557K109 | 30,834 | 3,839,816 | SH | DFND | 1 | 3,839,816 | 0 | 0 | |
| Entercom Communications Corp | Com | 293639100 | 27,675 | 2,931,659 | SH | DFND | 1 | 2,931,659 | 0 | 0 | |
| EMC Corp/MA | Com | 268648102 | 25,735 | 1,089,543 | SH | DFND | 1 | 1,089,543 | 0 | 0 | |
| Legg Mason Inc | Com | 524901105 | 20,558 | 662,954 | SH | DFND | 1 | 662,954 | 0 | 0 | |
| McClatchy Co/The | Com | 579489105 | 14,805 | 6,493,431 | SH | DFND | 1 | 6,493,431 | 0 | 0 | |
| Aeropostale Inc | Com | 007865108 | 11,532 | 835,634 | SH | DFND | 1 | 835,634 | 0 | 0 | |
| National Oilwell Varco Inc | Com | 637071101 | 11,323 | 164,335 | SH | DFND | 1 | 164,335 | 0 | 0 | |
| AllianceBernstein Holding LP | Com | 01881G106 | 10,945 | 525,701 | SH | DFND | 1 | 525,701 | 0 | 0 | |
| Seagate Technology PLC | Com | G7945M107 | 10,282 | 229,345 | SH | DFND | 1 | 229,345 | 0 | 0 | |
| Applied Materials Inc | Com | 038222105 | 8,014 | 537,100 | SH | DFND | 1 | 537,100 | 0 | 0 | |
| L-3 Communications Holdings In | Com | 502424104 | 6,557 | 76,471 | SH | DFND | 1 | 76,471 | 0 | 0 | |
| American International Group | Com | 026874784 | 6,458 | 144,477 | SH | DFND | 1 | 144,477 | 0 | 0 | |
| WellPoint Inc | Com | 94973V107 | 5,553 | 67,852 | SH | DFND | 1 | 67,852 | 0 | 0 | |
| AngloGold Ashanti Ltd | ADR | 035128206 | 4,369 | 305,549 | SH | DFND | 1 | 305,549 | 0 | 0 | |
| Kinross Gold Corp | Com | 496902404 | 3,641 | 713,895 | SH | DFND | 1 | 713,895 | 0 | 0 | |
| Pozen Inc | Com | 73941U102 | 3,450 | 688,707 | SH | DFND | 1 | 688,707 | 0 | 0 | |