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 | 9,909 | 65,910 | SH | DFND | 1 | 0 | 65,910 | 0 | |
| ALBEMARLE CORP | COM | 012653101 | 8,549 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| ANADARKO PETE CORP | COM | 032511107 | 21,041 | 332,081 | SH | DFND | 1 | 0 | 332,081 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 8,860 | 500,006 | SH | DFND | 1 | 0 | 500,006 | 0 | |
| BHP BILLITON LTD | SPONSORED ADR | 088606108 | 12,128 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| BP PLC | SPONSORED ADR | 055622104 | 287 | 8,176 | SH | DFND | 1 | 0 | 8,176 | 0 | |
| CELANESE CORP DEL | COM SER A | 150870103 | 16,640 | 250,000 | SH | DFND | 1 | 0 | 250,000 | 0 | |
| CHEMOURS CO | COM | 163851108 | 20,560 | 1,285,000 | SH | DFND | 1 | 0 | 1,285,000 | 0 | |
| CHINA BIOLOGIC PRODS INC | COM | 16938C106 | 996 | 8,000 | SH | DFND | 1 | 0 | 8,000 | 0 | |
| CONTINENTAL RESOURCES INC | COM | 212015101 | 10,938 | 210,500 | SH | DFND | 1 | 0 | 210,500 | 0 | |
| ENCANA CORP | COM | 292505104 | 11,245 | 1,074,015 | SH | DFND | 1 | 0 | 1,074,015 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 10,860 | 1,000,000 | SH | DFND | 1 | 0 | 1,000,000 | 0 | |
| HUNTSMAN CORP | COM | 447011107 | 15,457 | 950,000 | SH | DFND | 1 | 0 | 950,000 | 0 | |
| METHANEX CORP | COM | 59151K108 | 12,488 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| PIONEER NAT RES CO | COM | 723787107 | 7,426 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| STEEL DYNAMICS INC | COM | 858119100 | 19,992 | 800,000 | SH | DFND | 1 | 0 | 800,000 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 1,071 | 35,000 | SH | DFND | 1 | 0 | 35,000 | 0 | |
| TRINSEO S A | SHS | L9340P101 | 11,312 | 200,000 | SH | DFND | 1 | 0 | 200,000 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 9,996 | 530,000 | SH | DFND | 1 | 0 | 530,000 | 0 | |
| WESTLAKE CHEM CORP | COM | 960413102 | 10,620 | 198,500 | SH | DFND | 1 | 0 | 198,500 | 0 | |