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 |
| ALCOA CORP | COM | 013872106 | 146,837 | 3,221,530 | SH | DFND | 1 | 3,221,530 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 86,067 | 946,000 | SH | DFND | 1 | 946,000 | 0 | 0 | |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 5,089 | 92,600 | SH | SOLE | 92,600 | 0 | 0 | ||
| ICICI BANK LIMITED | ADR | 45104G104 | 7,628 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 197,307 | 463,000 | SH | DFND | 1 | 463,000 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 197,209 | 1,223,000 | SH | DFND | 1 | 1,223,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 89,222 | 1,614,000 | SH | DFND | 1 | 1,614,000 | 0 | 0 | |
| MODERNA INC | COM | 60770K107 | 907,727 | 6,354,406 | SH | DFND | 1,2 | 6,354,406 | 0 | 0 | |
| SCHWAB CHARLES CORP | COM | 808513105 | 95,086 | 1,505,000 | SH | DFND | 1 | 1,505,000 | 0 | 0 | |
| SKECHERS U S A INC | CL A | 830566105 | 80,810 | 2,271,227 | SH | DFND | 1 | 2,271,227 | 0 | 0 | |
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 51,061 | 624,445 | SH | DFND | 1 | 624,445 | 0 | 0 | |
| WELLS FARGO CO NEW | COM | 949746101 | 631,483 | 16,121,610 | SH | DFND | 1 | 16,121,610 | 0 | 0 | |