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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 19,886 | 140,000 | SH | DFND | 1 | 0 | 140,000 | 0 | |
| ASHLAND INC NEW | COM | 044209104 | 30,999 | 270,100 | SH | DFND | 1 | 0 | 270,100 | 0 | |
| AU OPTRONICS CORP | SPONSORED ADR | 002255107 | 1,082 | 310,000 | SH | DFND | 1 | 0 | 310,000 | 0 | |
| BHP BILLITON LTD | SPONSORED ADR | 088606108 | 11,424 | 400,000 | SH | DFND | 1 | 0 | 400,000 | 0 | |
| BP PLC | SPONSORED ADR | 055622104 | 17,755 | 500,000 | SH | DFND | 1 | 0 | 500,000 | 0 | |
| F M C CORP | COM NEW | 302491303 | 19,413 | 419,204 | SH | DFND | 1 | 0 | 419,204 | 0 | |
| HUNTSMAN CORP | COM | 447011107 | 12,951 | 962,915 | SH | DFND | 1 | 0 | 962,915 | 0 | |
| INTEROIL CORP | COM | 460951106 | 13,041 | 289,800 | SH | DFND | 1 | 0 | 289,800 | 0 | |
| OLIN CORP | COM PAR $1 | 680665205 | 8,694 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| SOUTHERN COPPER CORP | COM | 84265V105 | 18,212 | 675,000 | SH | DFND | 1 | 0 | 675,000 | 0 | |
| SUNCOR ENERGY INC NEW | COM | 867224107 | 23,500 | 850,000 | SH | DFND | 1 | 0 | 850,000 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 16,626 | 600,000 | SH | DFND | 1 | 0 | 600,000 | 0 | |
| WESTLAKE CHEM CORP | COM | 960413102 | 11,242 | 261,937 | SH | DFND | 1 | 0 | 261,937 | 0 | |