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 |
| ALBEMARLE CORP | COM | 012653101 | 42,008 | 750,000 | SH | DFND | 1 | 0 | 750,000 | 0 | |
| ALCOA INC | COM | 013817101 | 26,001 | 2,634,397 | SH | DFND | 1 | 0 | 2,634,397 | 0 | |
| ASHLAND INC NEW | COM | 044209104 | 35,945 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| CAMECO CORP | COM | 13321L108 | 25,919 | 2,100,000 | SH | DFND | 1 | 0 | 2,100,000 | 0 | |
| CONSTELLIUM NV | CL A | N22035104 | 6,314 | 820,000 | SH | DFND | 1 | 0 | 820,000 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 14,409 | 311,000 | SH | DFND | 1 | 0 | 311,000 | 0 | |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 11,099 | 1,371,961 | SH | DFND | 1 | 0 | 1,371,961 | 0 | |
| EURONAV NV ANTWERPEN | SHS | B38564108 | 5,964 | 435,031 | SH | DFND | 1 | 0 | 435,031 | 0 | |
| NUCOR CORP | COM | 670346105 | 40,300 | 1,000,000 | SH | DFND | 1 | 0 | 1,000,000 | 0 | |
| SOUTHERN COPPER CORP | COM | 84265V105 | 18,284 | 700,000 | SH | DFND | 1 | 0 | 700,000 | 0 | |
| STEEL DYNAMICS INC | COM | 858119100 | 44,675 | 2,500,000 | SH | DFND | 1 | 0 | 2,500,000 | 0 | |