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 |
| ALCOA CORP | COM | 013872106 | 114,495 | 3,401,530 | SH | DFND | 1 | 3,401,530 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 78,489 | 958,000 | SH | DFND | 1 | 958,000 | 0 | 0 | |
| ICICI BANK LIMITED | ADR | 45104G104 | 9,017 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 107,604 | 294,000 | SH | DFND | 1 | 294,000 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 155,761 | 1,148,000 | SH | DFND | 1 | 1,148,000 | 0 | 0 | |
| MODERNA INC | COM | 60770K107 | 710,021 | 6,004,406 | SH | DFND | 1,2 | 6,004,406 | 0 | 0 | |
| SCHWAB CHARLES CORP | COM | 808513105 | 159,911 | 2,225,000 | SH | DFND | 1 | 2,225,000 | 0 | 0 | |
| SKECHERS U S A INC | CL A | 830566105 | 72,043 | 2,271,227 | SH | DFND | 1 | 2,271,227 | 0 | 0 | |
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 39,996 | 624,445 | SH | DFND | 1 | 624,445 | 0 | 0 | |
| WELLS FARGO CO NEW | COM | 949746101 | 603,164 | 14,996,610 | SH | DFND | 1 | 14,996,610 | 0 | 0 | |