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
ACTIVISION BLIZZARD INC COM 00507V109 3,096 48,000 SH   DFND 1,2,3 48,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 155 2,400 SH   DFND 2,3 2,400 0 0
ADIENT PLC ORD SHS G0084W101 35,276 420,000 SH   DFND 1,2,3 420,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,093 321,050 SH   DFND 1,2,3 321,050 0 0
AGCO CORP COM 001084102 35,009 474,565 SH   DFND 1,2,3 474,565 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,845 20,277 SH   DFND 1,2,3 20,277 0 0
ALPHABET INC CAP STK CL A 02079K305 5,648 5,800 SH   DFND 1,2,3 5,800 0 0
ALPHABET INC CAP STK CL A 02079K305 419 430 SH   DFND 2,3 430 0 0
AMAZON COM INC COM 023135106 1,442 1,500 SH   DFND 1,2,3 1,500 0 0
AMAZON COM INC COM 023135106 192 200 SH   DFND 2,3 200 0 0
AMBARELLA INC SHS G037AX101 833 17,000 SH   DFND 1,2,3 17,000 0 0
APPLE INC COM 037833100 4,315 28,000 SH   DFND 1,2,3 28,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 7,675 65,404 SH   DFND 1,2,3 65,404 0 0
BANK AMER CORP COM 060505104 38,132 1,504,800 SH   DFND 1,2,3 1,504,800 0 0
BANK AMER CORP COM 060505104 646 25,500 SH   DFND 2,3 25,500 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 2,490 122,114 SH   DFND 1,2,3 122,114 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 412 2,250 SH   DFND 2,3 2,250 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,503 75,000 SH   DFND 1,2,3 75,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 359 10,750 SH   DFND 2,3 10,750 0 0
BMC STK HLDGS INC COM 05591B109 29,890 1,400,000 SH   DFND 1,2,3 1,400,000 0 0
BROADCOM LTD SHS Y09827109 8,974 37,000 SH   DFND 1,2,3 37,000 0 0
BROADCOM LTD SHS Y09827109 421 1,735 SH   DFND 2,3 1,735 0 0
CADIZ INC COM 127537207 16,205 1,276,013 SH   DFND 1,2,3 1,276,013 0 0
CDK GLOBAL INC COM 12508E101 18,927 300,000 SH   DFND 1,2,3 300,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,544 7,000 SH   DFND 1,2,3 7,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 379 1,044 SH   DFND 2,3 1,044 0 0
COHERENT INC COM 192479103 1,176 5,000 SH   DFND 1,2,3 5,000 0 0
COMCAST CORP NEW CL A 20030N101 2,694 70,000 SH   DFND 1,2,3 70,000 0 0
COMCAST CORP NEW CL A 20030N101 31 800 SH   DFND 2,3 800 0 0
CSX CORP COM 126408103 87 1,600 SH   DFND 2,3 1,600 0 0
D R HORTON INC COM 23331A109 557 13,950 SH   DFND 2,3 13,950 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 917 63,236 SH   DFND 1,2,3 63,236 0 0
DISNEY WALT CO COM DISNEY 254687106 596 6,050 SH   DFND 2,3 6,050 0 0
EAGLE MATERIALS INC COM 26969P108 371 3,475 SH   DFND 2,3 3,475 0 0
ELECTRONIC ARTS INC COM 285512109 2,952 25,000 SH   DFND 1,2,3 25,000 0 0
ELECTRONIC ARTS INC COM 285512109 457 3,875 SH   DFND 2,3 3,875 0 0
EOG RES INC COM 26875P101 7,683 79,422 SH   DFND 1,2,3 79,422 0 0
EXXON MOBIL CORP COM 30231G102 57 700 SH   DFND 2,3 700 0 0
FACEBOOK INC CL A 30303M102 8,552 50,047 SH   DFND 1,2,3 50,047 0 0
FRANCO NEVADA CORP COM 351858105 15,872 204,851 SH   DFND 1,2,3 204,851 0 0
FRONTLINE LTD SHS NEW G3682E192 4,119 681,895 SH   DFND 1,2,3 681,895 0 0
GOLDCORP INC NEW COM 380956409 162 12,500 SH   DFND 2,3 12,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 31,748 133,850 SH   DFND 1,2,3 133,850 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 8,999 174,600 SH   DFND 1,2,3 174,600 0 0
JPMORGAN CHASE & CO COM 46625H100 4,298 45,000 SH   DFND 1,2,3 45,000 0 0
KINROSS GOLD CORP COM NO PAR 496902404 106,745 25,175,732 SH   DFND 1,2,3 25,175,732 0 0
LAM RESEARCH CORP COM 512807108 9,511 51,398 SH   DFND 1,2,3 51,398 0 0
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 531229870 34,720 951,500 SH   DFND 1,2,3 951,500 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 51,355 1,348,250 SH   DFND 1,2,3 1,348,250 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,093 15,000 SH   DFND 1,2,3 15,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 71 500 SH   DFND 2,3 500 0 0
MGIC INVT CORP WIS COM 552848103 1,692 135,000 SH   DFND 1,2,3 135,000 0 0
MICROSOFT CORP COM 594918104 1,490 20,000 SH   DFND 1,2,3 20,000 0 0
MONSANTO CO NEW COM 61166W101 40,112 334,765 SH   DFND 1,2,3 334,765 0 0
MORGAN STANLEY COM NEW 617446448 58 1,200 SH   DFND 2,3 1,200 0 0
NUTRI SYS INC NEW COM 67069D108 24,374 436,025 SH   DFND 1,2,3 436,025 0 0
NVIDIA CORP COM 67066G104 3,575 20,000 SH   DFND 1,2,3 20,000 0 0
NVIDIA CORP COM 67066G104 422 2,360 SH   DFND 2,3 2,360 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 23,221 7,211,519 SH   DFND 1,2,3 7,211,519 0 0
ORACLE CORP COM 68389X105 5,947 123,000 SH   DFND 1,2,3 123,000 0 0
PRICELINE GRP INC COM NEW 741503403 5,492 3,000 SH   DFND 1,2,3 3,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,892 6,467 SH   DFND 1,2,3 6,467 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 67,245 5,233,083 SH   DFND 1,2,3 5,233,083 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,964 25,000 SH   DFND 1,2,3 25,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 96 2,200 SH   DFND 2,3 2,200 0 0
SILICON LABORATORIES INC COM 826919102 1,199 15,000 SH   DFND 1,2,3 15,000 0 0
SPRINT CORP COM SER 1 85207U105 70,277 9,033,000 SH   DFND 1,2,3 9,033,000 0 0
STARS GROUP INC COM 85570W100 160,878 7,847,705 SH   DFND 1,2,3 7,847,705 0 0
T MOBILE US INC COM 872590104 55 900 SH   DFND 2,3 900 0 0
TECHNIPFMC PLC COM G87110105 2,063 73,892 SH   DFND 1,2,3 73,892 0 0
TRANSOCEAN LTD REG SHS H8817H100 30,873 2,869,196 SH   DFND 1,2,3 2,869,196 0 0
TRIPADVISOR INC COM 896945201 2,351 58,000 SH   DFND 1,2,3 58,000 0 0
UNITED STATES STL CORP NEW COM 912909108 3,772 147,000 SH   DFND 1,2,3 147,000 0 0
UNITED STATES STL CORP NEW COM 912909108 367 14,300 SH   DFND 2,3 14,300 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,865 12,264 SH   DFND 1,2,3 12,264 0 0
VIASAT INC COM 92552V100 130,838 2,034,177 SH   DFND 1,2,3 2,034,177 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 955 50,000 SH   DFND 1,2,3 50,000 0 0