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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 103,521 | 755,240 | SH | DFND | 1 | 755,240 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 44,635 | 43,100 | SH | DFND | 1 | 43,100 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 34,222 | 32,750 | SH | DFND | 1 | 32,750 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 182,039 | 121,200 | SH | DFND | 1 | 121,200 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 1,298 | 103,400 | SH | DFND | 1 | 103,400 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 61,361 | 389,000 | SH | DFND | 1 | 389,000 | 0 | 0 | |
| BARRICK GOLD CORP | COM | 067901108 | 68,892 | 5,088,045 | SH | DFND | 1 | 5,088,045 | 0 | 0 | |
| CALIFORNIA RES CORP | COM NEW | 13057Q206 | 4,421 | 259,467 | SH | DFND | 1 | 259,467 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 31,870 | 290,654 | SH | DFND | 1 | 290,654 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 31,539 | 8,859,379 | SH | DFND | 1 | 8,859,379 | 0 | 0 | |
| FRANCO NEVADA CORP | COM | 351858105 | 30,135 | 429,457 | SH | DFND | 1 | 429,457 | 0 | 0 | |
| GOLDCORP INC NEW | COM | 380956409 | 12,642 | 1,290,000 | SH | DFND | 1 | 1,290,000 | 0 | 0 | |
| HESS CORP | COM | 42809H107 | 7,128 | 176,000 | SH | DFND | 1 | 176,000 | 0 | 0 | |
| IQIYI INC | SPONSORED ADS | 46267X108 | 6,311 | 424,400 | SH | DFND | 1 | 424,400 | 0 | 0 | |
| ISHARES GOLD TRUST | ISHARES | 464285105 | 31,340 | 2,550,000 | SH | DFND | 1 | 2,550,000 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 8,878 | 227,300 | SH | DFND | 1 | 227,300 | 0 | 0 | |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 31,168 | 797,549 | SH | DFND | 1 | 797,549 | 0 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 7,136 | 55,300 | SH | DFND | 1 | 55,300 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 6,094 | 60,000 | SH | DFND | 1 | 60,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 18,469 | 69,000 | SH | DFND | 1 | 69,000 | 0 | 0 | |
| NEWMONT MINING CORP | COM | 651639106 | 49,694 | 1,434,169 | SH | DFND | 1 | 1,434,169 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 22,439 | 266,850 | SH | DFND | 1 | 266,850 | 0 | 0 | |
| RANDGOLD RES LTD | ADR | 752344309 | 23,084 | 278,487 | SH | DFND | 1 | 278,487 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 42,187 | 308,000 | SH | DFND | 1 | 308,000 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 1,447 | 10,451 | SH | DFND | 1 | 10,451 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 415,595 | 3,427,584 | SH | DFND | 1 | 3,427,584 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 4,393 | 13,201 | SH | DFND | 1 | 13,201 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 2,151 | 309,978 | SH | DFND | 1 | 309,978 | 0 | 0 | |
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 9,976 | 208,800 | SH | DFND | 1 | 208,800 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 17,914 | 623,300 | SH | DFND | 1 | 623,300 | 0 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 318,684 | 15,110,680 | SH | DFND | 1 | 15,110,680 | 0 | 0 | |
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 42,284 | 1,399,201 | SH | DFND | 1 | 1,399,201 | 0 | 0 | |