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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 11,629 | 455,700 | SH | DFND | 1 | 455,700 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 13,109 | 71,850 | SH | DFND | 1 | 71,850 | 0 | 0 | |
| ANGLOGOLD ASHANTI LTD | SPONSORED ADR | 035128206 | 1,355 | 103,400 | SH | DFND | 1 | 103,400 | 0 | 0 | |
| BARRICK GOLD CORPORATION | COM | 067901108 | 98,919 | 7,215,120 | SH | DFND | 1 | 7,215,120 | 0 | 0 | |
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 1,892 | 39,400 | SH | DFND | 1 | 39,400 | 0 | 0 | |
| CREE INC | COM | 225447101 | 23 | 400 | SH | DFND | 1 | 400 | 0 | 0 | |
| ENSCO PLC | SHS CLASS A | G3157S106 | 31,416 | 7,993,801 | SH | DFND | 1 | 7,993,801 | 0 | 0 | |
| GOLDCORP INC NEW | COM | 380956409 | 14,758 | 1,290,000 | SH | DFND | 1 | 1,290,000 | 0 | 0 | |
| IQIYI INC | SPONSORED ADS | 46267X108 | 11,818 | 494,044 | SH | DFND | 1 | 494,044 | 0 | 0 | |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 11,473 | 259,163 | SH | DFND | 1 | 259,163 | 0 | 0 | |
| ISHARES GOLD TRUST | ISHARES | 464285105 | 31,569 | 2,550,000 | SH | DFND | 1 | 2,550,000 | 0 | 0 | |
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 1,002 | 50,400 | SH | DFND | 1 | 50,400 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 372 | 9,000 | SH | DFND | 1 | 9,000 | 0 | 0 | |
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 39,974 | 443,707 | SH | DFND | 1 | 443,707 | 0 | 0 | |
| NEWMONT MNG CORP | COM | 651639106 | 51,300 | 1,434,169 | SH | DFND | 1 | 1,434,169 | 0 | 0 | |
| NIO INC | SPON ADS | 62914V106 | 30 | 1,250 | SH | Put | DFND | 1 | 1,250 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 | 2,103 | 20,248 | SH | DFND | 1 | 20,248 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 13,956 | 157,890 | SH | DFND | 1 | 157,890 | 0 | 0 | |
| PINDUODUO INC | SPONSORED ADS | 722304102 | 2,150 | 86,700 | SH | DFND | 1 | 86,700 | 0 | 0 | |
| QORVO INC | COM | 74736K101 | 932 | 13,000 | SH | DFND | 1 | 13,000 | 0 | 0 | |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | 141,335 | 1,158,391 | SH | DFND | 1 | 1,158,391 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 3,330 | 11,900 | SH | DFND | 1 | 11,900 | 0 | 0 | |
| TRANSOCEAN LTD | REG SHS | H8817H100 | 9,248 | 1,061,737 | SH | DFND | 1 | 1,061,737 | 0 | 0 | |
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 63,657 | 2,006,201 | SH | DFND | 1 | 2,006,201 | 0 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 161,403 | 7,199,080 | SH | DFND | 1 | 7,199,080 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 450 | 56,000 | SH | DFND | 1 | 56,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 4,686 | 30,000 | SH | DFND | 1 | 30,000 | 0 | 0 | |