The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 13,404 | 294,400 | SH | DFND | 1,2,3 | 294,400 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 137 | 3,000 | SH | DFND | 2,3 | 3,000 | 0 | 0 | |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 2,555 | 18,898 | SH | DFND | 1,2,3 | 18,898 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 20,459 | 17,384 | SH | DFND | 1,2,3 | 17,384 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 310 | 263 | SH | DFND | 2,3 | 263 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 2,137 | 1,200 | SH | DFND | 1,2,3 | 1,200 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 712 | 400 | SH | DFND | 2,3 | 400 | 0 | 0 | |
AVON PRODS INC | COM | 054303102 | 12,824 | 4,361,967 | SH | DFND | 1,2,3 | 4,361,967 | 0 | 0 | |
BANCO MACRO SA | SPON ADR B | 05961W105 | 93,033 | 2,033,074 | SH | DFND | 1,2,3 | 2,033,074 | 0 | 0 | |
BANCO MACRO SA | SPON ADR B | 05961W105 | 540 | 11,800 | SH | DFND | 2,3 | 11,800 | 0 | 0 | |
BANK AMER CORP | COM | 060505104 | 621 | 22,500 | SH | DFND | 2,3 | 22,500 | 0 | 0 | |
BARRICK GOLD CORPORATION | COM | 067901108 | 104,592 | 7,627,704 | SH | DFND | 1,2,3 | 7,627,704 | 0 | 0 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 452 | 2,250 | SH | DFND | 2,3 | 2,250 | 0 | 0 | |
BMC STK HLDGS INC | COM | 05591B109 | 16,965 | 960,107 | SH | DFND | 1,2,3 | 960,107 | 0 | 0 | |
BOOKING HLDGS INC | COM | 09857L108 | 2,373 | 1,360 | SH | DFND | 1,2,3 | 1,360 | 0 | 0 | |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 2,028 | 42,500 | SH | DFND | 1,2,3 | 42,500 | 0 | 0 | |
CADIZ INC | COM NEW | 127537207 | 8,205 | 847,585 | SH | DFND | 1,2,3 | 847,585 | 0 | 0 | |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 0 | 1 | SH | DFND | 2,3 | 1 | 0 | 0 | |
COLONY CAP INC NEW | CL A COM | 19626G108 | 41,583 | 7,816,348 | SH | DFND | 1,2,3 | 7,816,348 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 37,223 | 931,042 | SH | DFND | 1,2,3 | 931,042 | 0 | 0 | |
CSX CORP | COM | 126408103 | 120 | 1,600 | SH | DFND | 2,3 | 1,600 | 0 | 0 | |
D R HORTON INC | COM | 23331A109 | 515 | 12,450 | SH | DFND | 2,3 | 12,450 | 0 | 0 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 21,581 | 417,830 | SH | DFND | 1,2,3 | 417,830 | 0 | 0 | |
DHT HOLDINGS INC | SHS NEW | Y2065G121 | 332 | 74,378 | SH | DFND | 1,2,3 | 74,378 | 0 | 0 | |
DISCOVER FINL SVCS | COM | 254709108 | 2,064 | 29,000 | SH | DFND | 1,2,3 | 29,000 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 1,017 | 9,161 | SH | DFND | 1,2,3 | 9,161 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 602 | 5,425 | SH | DFND | 2,3 | 5,425 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 2,064 | 19,650 | SH | DFND | 1,2,3 | 19,650 | 0 | 0 | |
EAGLE MATERIALS INC | COM | 26969P108 | 166 | 1,975 | SH | DFND | 2,3 | 1,975 | 0 | 0 | |
ENSCO PLC | SHS CLASS A | G3157S106 | 1,665 | 423,663 | SH | DFND | 1,2,3 | 423,663 | 0 | 0 | |
ERICSSON | ADR B SEK 10 | 294821608 | 3,729 | 406,179 | SH | DFND | 1,2,3 | 406,179 | 0 | 0 | |
FOX CORP | CL B COM | 35137L204 | 8,228 | 229,317 | SH | DFND | 1,2,3 | 229,317 | 0 | 0 | |
FRONTLINE LTD | SHS NEW | G3682E192 | 21,222 | 3,285,161 | SH | DFND | 1,2,3 | 3,285,161 | 0 | 0 | |
GOLDCORP INC NEW | COM | 380956409 | 143 | 12,500 | SH | DFND | 2,3 | 12,500 | 0 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 10,711 | 55,787 | SH | DFND | 1,2,3 | 55,787 | 0 | 0 | |
GRUPO FINANCIERO GALICIA S A | SPONSORED ADR | 399909100 | 18,892 | 740,291 | SH | DFND | 1,2,3 | 740,291 | 0 | 0 | |
GRUPO SUPERVIELLE S A | SPONSORED ADR | 40054A108 | 4,121 | 677,820 | SH | DFND | 1,2,3 | 677,820 | 0 | 0 | |
JD COM INC | SPON ADR CL A | 47215P106 | 4,221 | 140,000 | SH | DFND | 1,2,3 | 140,000 | 0 | 0 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 1,968 | 19,440 | SH | DFND | 1,2,3 | 19,440 | 0 | 0 | |
KINROSS GOLD CORP | COM | 496902404 | 24,662 | 7,169,205 | SH | DFND | 1,2,3 | 7,169,205 | 0 | 0 | |
LAS VEGAS SANDS CORP | COM | 517834107 | 4,572 | 75,000 | SH | DFND | 1,2,3 | 75,000 | 0 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 32,671 | 959,776 | SH | DFND | 1,2,3 | 959,776 | 0 | 0 | |
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 24,645 | 703,145 | SH | DFND | 1,2,3 | 703,145 | 0 | 0 | |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 3,018 | 15,000 | SH | DFND | 1,2,3 | 15,000 | 0 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 6,499 | 12,800 | SH | DFND | 1,2,3 | 12,800 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 2,312 | 19,600 | SH | DFND | 1,2,3 | 19,600 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 395 | 3,350 | SH | DFND | 2,3 | 3,350 | 0 | 0 | |
MONDELEZ INTL INC | CL A | 609207105 | 3,494 | 70,000 | SH | DFND | 1,2,3 | 70,000 | 0 | 0 | |
NOVOCURE LTD | ORD SHS | G6674U108 | 2,409 | 50,000 | SH | DFND | 1,2,3 | 50,000 | 0 | 0 | |
OCH ZIFF CAP MGMT GROUP | CL A SHARES | 67551U204 | 9,849 | 600,165 | SH | DFND | 1,2,3 | 600,165 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 2,596 | 25,000 | SH | DFND | 1,2,3 | 25,000 | 0 | 0 | |
PLUG POWER INC | COM NEW | 72919P202 | 36,250 | 15,104,339 | SH | DFND | 1,2,3 | 15,104,339 | 0 | 0 | |
QORVO INC | COM | 74736K101 | 4,182 | 58,300 | SH | DFND | 1,2,3 | 58,300 | 0 | 0 | |
QUALCOMM INC | COM | 747525103 | 11,153 | 195,561 | SH | DFND | 1,2,3 | 195,561 | 0 | 0 | |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,094 | 5,100 | SH | DFND | 1,2,3 | 5,100 | 0 | 0 | |
ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 130,296 | 12,075,627 | SH | DFND | 1,2,3 | 12,075,627 | 0 | 0 | |
ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 234 | 21,703 | SH | DFND | 2,3 | 21,703 | 0 | 0 | |
SEADRILL LTD | COM | G7998G106 | 39,046 | 4,698,070 | SH | DFND | 1,2,3 | 4,698,070 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 2,231 | 16,075 | SH | DFND | 1,2,3 | 16,075 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 242 | 1,740 | SH | DFND | 2,3 | 1,740 | 0 | 0 | |
SPRINT CORPORATION | COM | 85207U105 | 26,154 | 4,629,100 | SH | DFND | 1,2,3 | 4,629,100 | 0 | 0 | |
STARS GROUP INC | COM | 85570W100 | 107,551 | 6,142,236 | SH | DFND | 1,2,3 | 6,142,236 | 0 | 0 | |
SVB FINL GROUP | COM | 78486Q101 | 37 | 165 | SH | DFND | 2,3 | 165 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 47,919 | 693,478 | SH | DFND | 1,2,3 | 693,478 | 0 | 0 | |
THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 924 | 21,600 | SH | DFND | 1,2,3 | 21,600 | 0 | 0 | |
TRANSOCEAN LTD | REG SHS | H8817H100 | 261 | 30,000 | SH | DFND | 2,3 | 30,000 | 0 | 0 | |
VIASAT INC | COM | 92552V100 | 236,831 | 3,055,881 | SH | DFND | 1,2,3 | 3,055,881 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 5,638 | 36,100 | SH | DFND | 1,2,3 | 36,100 | 0 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 2,960 | 25,000 | SH | DFND | 1,2,3 | 25,000 | 0 | 0 |