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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALCOA CORP | COM | 013872106 | 180,732,317 | 4,246,530 | SH | DFND | 1 | 4,246,530 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 76,645,920 | 624,000 | SH | DFND | 1 | 624,000 | 0 | 0 | ||
| ICICI BANK LIMITED | ADR | 45104G104 | 10,800,790 | 500,500 | SH | SOLE | 500,500 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 92,081,844 | 173,700 | SH | DFND | 1 | 173,700 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 938,747,614 | 6,112,434 | SH | DFND | 2,1 | 6,112,434 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 141,741,380 | 1,111,000 | SH | DFND | 1 | 1,111,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 190,401,300 | 3,635,000 | SH | DFND | 1 | 3,635,000 | 0 | 0 | ||
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 67,030,689 | 739,445 | SH | DFND | 1 | 739,445 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 108,275,280 | 1,164,000 | SH | DFND | 1 | 1,164,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 102,699,720 | 259,500 | SH | DFND | 1 | 259,500 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 416,286,482 | 11,136,610 | SH | DFND | 1 | 11,136,610 | 0 | 0 | ||