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 |
|
||||||||||||||||
| 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 | 11,383 | 107,750 | SH | DFND | 1 | 0 | 107,750 | 0 | |
| ALCOA CORP | COM | 013872106 | 41,108 | 1,195,000 | SH | DFND | 1 | 0 | 1,195,000 | 0 | |
| CHEMOURS CO | COM | 163851108 | 15,422 | 400,581 | SH | DFND | 1 | 0 | 400,581 | 0 | |
| CONCHO RES INC | COM | 20605P101 | 14,759 | 115,000 | SH | DFND | 1 | 0 | 115,000 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 19,473 | 187,755 | SH | DFND | 1 | 0 | 187,755 | 0 | |
| DOW CHEM CO | COM | 260543103 | 15,885 | 250,000 | SH | DFND | 1 | 0 | 250,000 | 0 | |
| ENCANA CORP | COM | 292505104 | 21,564 | 1,841,490 | SH | DFND | 1 | 0 | 1,841,490 | 0 | |
| EOG RES INC | COM | 26875P101 | 15,706 | 161,000 | SH | DFND | 1 | 0 | 161,000 | 0 | |
| FINISAR CORP | COM NEW | 31787A507 | 1,422 | 52,000 | SH | DFND | 1 | 0 | 52,000 | 0 | |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 3,010 | 330,000 | SH | DFND | 1 | 0 | 330,000 | 0 | |
| HUNTSMAN CORP | COM | 447011107 | 11,165 | 454,957 | SH | DFND | 1 | 0 | 454,957 | 0 | |
| KBR INC | COM | 48242W106 | 496 | 33,000 | SH | DFND | 1 | 0 | 33,000 | 0 | |
| MOMO INC | ADR | 60879B107 | 396 | 11,619 | SH | DFND | 1 | 0 | 11,619 | 0 | |
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 543 | 9,000 | SH | DFND | 1 | 0 | 9,000 | 0 | |
| OLIN CORP | COM PAR $1 | 680665205 | 10,647 | 323,900 | SH | DFND | 1 | 0 | 323,900 | 0 | |
| PIONEER NAT RES CO | COM | 723787107 | 21,416 | 115,000 | SH | DFND | 1 | 0 | 115,000 | 0 | |
| SUNCOR ENERGY INC NEW | COM | 867224107 | 15,345 | 499,029 | SH | DFND | 1 | 0 | 499,029 | 0 | |
| T MOBILE US INC | COM | 872590104 | 1,699 | 26,300 | SH | DFND | 1 | 0 | 26,300 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 9,740 | 445,000 | SH | DFND | 1 | 0 | 445,000 | 0 | |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 2,264 | 26,300 | SH | DFND | 1 | 0 | 26,300 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 10,265 | 450,000 | SH | DFND | 1 | 0 | 450,000 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 480 | 36,000 | SH | DFND | 1 | 0 | 36,000 | 0 | |
| YY INC | ADS REPCOM CLA | 98426T106 | 277 | 6,000 | SH | DFND | 1 | 0 | 6,000 | 0 | |