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 |
| APOLLO GLOBAL MGMT LLC | CL A SHS | 037612306 | 78,415 | 1,273,178 | SH | DFND | 1 | 0 | 1,273,178 | 0 | |
| BANK AMER CORP | COM | 060505104 | 50,774 | 1,196,078 | SH | DFND | 1 | 0 | 1,196,078 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 53,898 | 1,656,856 | SH | DFND | 1 | 0 | 1,656,856 | 0 | |
| HOWARD HUGHES CORP | COM | 44267D107 | 50,116 | 570,735 | SH | DFND | 1 | 0 | 570,735 | 0 | |
| JPMORGAN CHASE & CO | COM | 46625H100 | 42,065 | 256,978 | SH | DFND | 1 | 0 | 256,978 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 941 | 25,700 | SH | DFND | 1 | 0 | 25,700 | 0 | |
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 1,203 | 117,474 | SH | DFND | 1 | 0 | 117,474 | 0 | |
| NUTRIEN LIMITED | COM | 67077M108 | 22,343 | 344,644 | SH | DFND | 1 | 0 | 344,644 | 0 | |
| ORACLE CORP | COM | 68389X105 | 38,137 | 437,705 | SH | DFND | 1 | 0 | 437,705 | 0 | |
| TECK RESOURCES CLASS B | COM | 878742204 | 74,116 | 2,975,368 | SH | DFND | 1 | 0 | 2,975,368 | 0 | |
| TRUIST FINANCIAL CORP | COM | 89832Q109 | 20,179 | 344,066 | SH | DFND | 1 | 0 | 344,066 | 0 | |
| TURQUOISE HILL RES LTD | COM | 900435108 | 2,561 | 173,533 | SH | DFND | 1 | 0 | 173,533 | 0 | |
| WELLS FARGO & CO NEW | COM | 949746101 | 50,956 | 1,097,961 | SH | DFND | 1 | 0 | 1,097,961 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 46,929 | 553,738 | SH | DFND | 1 | 0 | 553,738 | 0 | |