The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
Abcellera Biologics Inc COM 00288U106   6,683,268 659,750 SH   DFND   659,750 0 0
Acadia Pharmaceuticals Inc COM 004225108   1,184,448 74,400 SH   DFND   74,400 0 0
Advanced Micro Devices Inc COM 007903107   19,964,381 308,235 SH   DFND   308,235 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107   21,129,462 88,910 SH   DFND   88,910 0 0
Alpha Metallurgical Resour I COM 020764106   5,763,374 39,370 SH   DFND   39,370 0 0
Arch Resources Inc CL A 03940R107   18,439,901 129,140 SH   DFND   129,140 0 0
At&T Inc COM 00206R102   25,328,110 1,375,780 SH   DFND   1,375,780 0 0
Avantor Inc COM 05352A100   4,000,668 189,695 SH   DFND   189,695 0 0
Cameco Corp COM 13321L108   16,961,785 748,204 SH   DFND   748,204 0 0
Caterpillar Inc COM 149123101   15,283,928 63,800 SH   DFND   63,800 0 0
Cazoo Group Ltd COM G2007L105   21,968 140,100 SH   DFND   140,100 0 0
Ccc Intelligent Solutions Hl COM 12510Q100   2,452,347 281,879 SH   DFND   281,879 0 0
Cenovus Energy Inc COM 15135U109   52,426,229 2,701,140 SH   DFND   2,701,140 0 0
Chevron Corp New COM 166764100   176,556,236 983,655 SH   DFND   983,655 0 0
Compass Inc CL A 20464U100   929,903 399,100 SH   DFND   399,100 0 0
Constellation Energy Corp COM 21037T109   7,657,603 88,825 SH   DFND   88,825 0 0
Coupang Inc CL A 22266T109   298,374,183 20,283,765 SH   DFND   20,283,765 0 0
D R Horton Inc COM 23331A109   10,108,476 113,400 SH   DFND   113,400 0 0
Datadog Inc CL A COM 23804L103   24,420,596 332,253 SH   DFND   332,253 0 0
Deere & Co COM 244199105   31,258,748 72,905 SH   DFND   72,905 0 0
Dish Network Corporation CL A 25470M109   1,578,096 112,400 SH   DFND   112,400 0 0
Enovix Corporation COM 293594107   5,777,136 464,400 SH   DFND   464,400 0 0
Entegris Inc COM 29362U104   3,640,245 55,500 SH   DFND   55,500 0 0
Freeport-Mcmoran Inc CL B 35671D857   31,829,826 837,627 SH   DFND   837,627 0 0
Ihs Holding Limited ORD SHS G4701H109   3,793,792 771,096 SH   DFND   771,096 0 0
Joby Aviation Inc COMMON STOCK G65163100   37,674 11,246 SH   DFND   11,246 0 0
Kb Home COM 48666K109   1,864,340 58,535 SH   DFND   58,535 0 0
Kbr Inc COM 48242W106   89,098,310 1,687,468 SH   DFND   1,687,468 0 0
Lamb Weston Hldgs Inc COM 513272104   148,147,710 1,657,875 SH   DFND   1,657,875 0 0
Las Vegas Sands Corp COM 517834107   11,056,100 230,000 SH Call DFND   230,000 0 0
Lennar Corp CL A 526057104   39,991,226 441,892 SH   DFND   441,892 0 0
Lgi Homes Inc COM 50187T106   4,630,000 50,000 SH   DFND   50,000 0 0
Lilly Eli & Co COM 532457108   269,889,314 737,725 SH   DFND   737,725 0 0
Meta Platforms Inc CL A 30303M102   108,507,570 901,675 SH   DFND   901,675 0 0
Moderna Inc COM 60770K107   3,979,301 22,154 SH   DFND   22,154 0 0
Natera Inc COM 632307104   25,850,600 643,530 SH   DFND   643,530 0 0
Nextera Energy Inc COM 65339F101   7,808,240 93,400 SH   DFND   93,400 0 0
Nvidia Corporation COM 67066G104   85,187,198 582,915 SH   DFND   582,915 0 0
Occidental Pete Corp COM 674599105   26,492,334 420,580 SH   DFND   420,580 0 0
Opendoor Technologies Inc COM 683712103   1,784,179 1,538,085 SH   DFND   1,538,085 0 0
Option Care Health Inc COM NEW 68404L201   45,920,951 1,526,120 SH   DFND   1,526,120 0 0
Oscar Health Inc CL A 687793109   2,445,951 994,289 SH   DFND   994,289 0 0
Ovintiv Inc COM 69047Q102   20,992,926 413,980 SH   DFND   413,980 0 0
Palantir Technologies Inc CL A 69608A108   8,157,939 1,270,707 SH   DFND   1,270,707 0 0
Palo Alto Networks Inc COM 697435105   15,247,536 109,270 SH   DFND   109,270 0 0
Parker-Hannifin Corp COM 701094104   19,438,800 66,800 SH   DFND   66,800 0 0
Phillips 66 COM 718546104   11,849,508 113,850 SH   DFND   113,850 0 0
Pioneer Nat Res Co COM 723787107   16,331,027 71,505 SH   DFND   71,505 0 0
Reata Pharmaceuticals Inc CL A 75615P103   2,241,296 58,997 SH   DFND   58,997 0 0
Recursion Pharmaceuticals In CL A 75629V104   10,685,675 1,385,950 SH   DFND   1,385,950 0 0
Samsara Inc COM CL A 79589L106   10,077,163 810,713 SH   DFND   810,713 0 0
Sensei Biotherapeutics Inc COM 81728A108   149,000 100,000 SH   DFND   100,000 0 0
Sunrun Inc COM 86771W105   3,338,780 139,000 SH   DFND   139,000 0 0
Teck Resources Ltd CL B 878742204   67,346,263 1,780,705 SH   DFND   1,780,705 0 0
T-Mobile Us Inc COM 872590104   63,610,680 454,362 SH   DFND   454,362 0 0
Vale S A SPONSORED ADS 91912E105   17,733,650 1,045,000 SH   DFND   1,045,000 0 0
Vertiv Holdings Co COM CL A 92537N108   80,814,199 5,916,120 SH   DFND   5,916,120 0 0
Willscot Mobil Mini Hldng Co COM CL A 971378104   13,996,647 309,866 SH   DFND   309,866 0 0