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
Abbott Laboratories Common Stock 002824100   6,209,263 61,320 SH   DFND   0 61,320 0
AbbVie Inc. Common Stock 00287Y109   10,486,546 65,800 SH   DFND   0 65,800 0
Adobe Inc. Common Stock 00724F101   2,697,590 7,000 SH   DFND   0 7,000 0
Air Product & Chemicals, Inc. Common Stock 009158106   5,629,316 19,600 SH   DFND   0 19,600 0
Alaska Air Group, Inc. Common Stock 011659109   3,935,848 93,800 SH   DFND   0 93,800 0
Alcoa Corporation Common Stock 013872106   2,128,000 50,000 SH   DFND   0 50,000 0
Alibaba Group Holding Limited ADS 01609W102   16,287,492 159,400 SH   DFND   0 159,400 0
Alphabet Inc. Class A Common Stock 02079K305   33,701,877 324,900 SH   DFND   0 324,900 0
Amazon.com, Inc. Common Stock 023135106   9,698,931 93,900 SH   DFND   0 93,900 0
Ambarella, Inc. Ordinary Shares G037AX101   418,068 5,400 SH   DFND   0 5,400 0
American Tower Corporation Common Stock 03027X100   1,226,040 6,000 SH   DFND   0 6,000 0
Apple Inc. Common Stock 037833100   26,928,170 163,300 SH   DFND   0 163,300 0
Arconic Corporation Common Stock 03966V107   708,210 27,000 SH   DFND   0 27,000 0
Arcosa, Inc. Common Stock 039653100   3,508,916 55,600 SH   DFND   0 55,600 0
ATI Inc. Common Stock 01741R102   1,053,582 26,700 SH   DFND   0 26,700 0
Baidu, Inc. ADR 056752108   120,736 800 SH   DFND   0 800 0
Baker Hughes Company Class A Common Stock 05722G100   12,294,360 426,000 SH   DFND   0 426,000 0
Ballard Power Systems, Inc. Common Shares 058586108   167,100 30,000 SH   DFND   0 30,000 0
Barrick Gold Corporation Common Stock 067901108   20,818,827 1,121,100 SH   DFND   0 1,121,100 0
Bristol-Myers Squibb Company Common Stock 110122108   6,910,207 99,700 SH   DFND   0 99,700 0
Broadcom Inc. Common Stock 11135F101   10,521,256 16,400 SH   DFND   0 16,400 0
Bunge Limited Common Stock G16962105   5,339,568 55,900 SH   DFND   0 55,900 0
Cadence Design Systems, Inc. Common Stock 127387108   9,222,951 43,900 SH   DFND   0 43,900 0
Caterpillar, Inc. Common Stock 149123101   9,153,600 40,000 SH   DFND   0 40,000 0
CBRE Group Inc Class A Common Stock 12504L109   7,142,661 98,100 SH   DFND   0 98,100 0
CF Industries Holding, Inc. Common Stock 125269100   25,683,207 354,300 SH   DFND   0 354,300 0
Chegg, Inc. Common Stock 163092109   2,335,790 143,300 SH   DFND   0 143,300 0
Cheniere Energy, Inc. Common Stock 16411R208   22,820,480 144,800 SH   DFND   0 144,800 0
Cognizant Technology Solutions Corporation Class A Common Stock 192446102   3,375,522 55,400 SH   DFND   0 55,400 0
Coterra Energy Inc. ETD Equity Option 127097903   7,116,600 290,000 SH Call DFND   0 290,000 0
Deere & Company Common Stock 244199105   5,532,592 13,400 SH   DFND   0 13,400 0
Dexcom, Inc. Common Stock 252131107   15,219,580 131,000 SH   DFND   0 131,000 0
Dollar Tree Inc. Common Stock 256746108   6,448,266 44,920 SH   DFND   0 44,920 0
Enphase Energy, Inc. Common Stock 29355A107   946,260 4,500 SH   DFND   0 4,500 0
EOG Resources, Inc. Common Stock 26875P101   30,869,859 269,300 SH   DFND   0 269,300 0
Equinix, Inc. Common Stock 29444U700   5,191,488 7,200 SH   DFND   0 7,200 0
Estee Lauder Companies, Inc. Class A Common Stock 518439104   24,621,354 99,900 SH   DFND   0 99,900 0
Fair Isaac Corporation Common Stock 303250104   2,108,070 3,000 SH   DFND   0 3,000 0
Fiserv, Inc. Common Stock 337738108   4,046,474 35,800 SH   DFND   0 35,800 0
Freeport-McMoRan, Inc. Common Stock 35671D857   2,045,500 50,000 SH   DFND   0 50,000 0
Global X Uranium Exchange Traded Products 37954Y871   996,500 50,000 SH   DFND   0 50,000 0
Golar LNG Limited Common Shares G9456A100   9,793,440 453,400 SH   DFND   0 453,400 0
Hexcel Corporation Common Stock 428291108   1,126,125 16,500 SH   DFND   0 16,500 0
Honeywell International Inc. Common Stock 438516106   3,306,376 17,300 SH   DFND   0 17,300 0
Illumina, Inc. Common Stock 452327109   11,557,735 49,700 SH   DFND   0 49,700 0
Ingersoll Rand Inc. Common Stock 45687V106   6,830,332 117,400 SH   DFND   0 117,400 0
Intuit Inc. Common Stock 461202103   4,547,466 10,200 SH   DFND   0 10,200 0
iShares Trust Core S&P 500 EFT Exchange Traded Products 464287200   13,537,275 32,931 SH   DFND   0 32,931 0
JPMorgan Chase & Co Common Stock 46625H100   9,004,421 69,100 SH   DFND   0 69,100 0
Keysight Technologies Inc. Common Stock 49338L103   6,071,648 37,600 SH   DFND   0 37,600 0
Livent Corporation Common Stock 53814L108   651,600 30,000 SH   DFND   0 30,000 0
Marvell Technology, Inc. Common Stock 573874104   4,754,340 109,800 SH   DFND   0 109,800 0
McDonald's Corporation Common Stock 580135101   7,521,509 26,900 SH   DFND   0 26,900 0
McKesson Corporation Common Stock 58155Q103   4,913,490 13,800 SH   DFND   0 13,800 0
Merck & Company, Inc. Common Stock 58933Y105   7,745,192 72,800 SH   DFND   0 72,800 0
Microsoft Corporation Common Stock 594918104   27,849,780 96,600 SH   DFND   0 96,600 0
Molson Coors Beverage Company Class B Common Stock 60871R209   4,733,888 91,600 SH   DFND   0 91,600 0
Moody's Corporation Common Stock 615369105   12,455,014 40,700 SH   DFND   0 40,700 0
Motorola Solutions, Inc. Common Stock 620076307   12,847,237 44,900 SH   DFND   0 44,900 0
MP Materials Corp. Common Stock 553368101   8,910,859 316,100 SH   DFND   0 316,100 0
NextEra Energy, Inc. Common Stock 65339F101   10,074,356 130,700 SH   DFND   0 130,700 0
NIO Inc. ADS 62914V106   735,700 70,000 SH   DFND   0 70,000 0
NRG Energy, Inc. Common Stock 629377508   4,838,319 141,100 SH   DFND   0 141,100 0
nVent Electric plc Ordinary Shares G6700G107   824,448 19,200 SH   DFND   0 19,200 0
Occidental Petroleum Corporation Common Stock 674599105   936,450 15,000 SH   DFND   0 15,000 0
Occidental Petroleum Corporation Warrant 674599162   51,209 1,249 SH   DFND   0 1,249 0
ONEOK, Inc. Common Stock 682680103   724,356 11,400 SH   DFND   0 11,400 0
Organon & Co. Common Stock 68622V106   5,141,472 218,600 SH   DFND   0 218,600 0
Palo Alto Networks, Inc. Common Stock 697435105   6,891,030 34,500 SH   DFND   0 34,500 0
Pan American Silver Corp. Common Stock 697900108   4,934,020 271,100 SH   DFND   0 271,100 0
Parsons Corporation Common Stock 70202L102   5,681,980 127,000 SH   DFND   0 127,000 0
Peloton Interactive, Inc. ETD Equity Option 70614W950   3,231,900 285,000 SH Put DFND   0 285,000 0
Pinterest, Inc. Class A Common Stock 72352L106   6,108,480 224,000 SH   DFND   0 224,000 0
Plug Power, Inc Common Stock 72919P202   586,000 50,000 SH   DFND   0 50,000 0
Pure Storage, Inc. ETD Equity Option 74624M902   12,755,000 500,000 SH Call DFND   0 500,000 0
Raytheon Technologies Corporation Common Stock 75513E101   9,391,487 95,900 SH   DFND   0 95,900 0
S&P Global Inc. Common Stock 78409V104   4,344,102 12,600 SH   DFND   0 12,600 0
ServiceNow, Inc. Common Stock 81762P102   3,578,344 7,700 SH   DFND   0 7,700 0
Shoals Technologies Group, Inc. Class A Common Stock 82489W107   1,750,272 76,800 SH   DFND   0 76,800 0
Snowflake Inc. Class A Common Stock 833445109   509,157 3,300 SH   DFND   0 3,300 0
Splunk Inc. Common Stock 848637104   4,650,180 48,500 SH   DFND   0 48,500 0
Stellantis N.V. Common Shares N82405106   2,315,587 127,300 SH   DFND   0 127,300 0
Target Corporation Common Stock 87612E106   4,852,959 29,300 SH   DFND   0 29,300 0
Tesla, Inc. Common Stock 88160R101   6,203,054 29,900 SH   DFND   0 29,900 0
Thermo Fisher Scientific Inc. Common Stock 883556102   8,415,002 14,600 SH   DFND   0 14,600 0
T-Mobile US, Inc. Common Stock 872590104   2,867,832 19,800 SH   DFND   0 19,800 0
Tronox Holdings plc Ordinary Shares G9087Q102   862,800 60,000 SH   DFND   0 60,000 0
Unity Software Inc. ETD Equity Option 91332U901   10,705,200 330,000 SH Call DFND   0 330,000 0
VanEck Gold Miners ETF Exchange Traded Products 92189F106   3,235,000 100,000 SH   DFND   0 100,000 0
Vaneck Rare Earth/Strategic Metals ETF Exchange Traded Products 92189H805   2,039,418 24,999 SH   DFND   0 24,999 0
Ventyx Biosciences, Inc. Common Stock 92332V107   238,085 7,107 SH   DFND   0 7,107 0
Verisk Analytics, Inc. Common Stock 92345Y106   5,947,660 31,000 SH   DFND   0 31,000 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   18,179,539 57,700 SH   DFND   0 57,700 0
Vertiv Holdings Co Class A Common Stock 92537N108   11,240,505 785,500 SH   DFND   0 785,500 0
Visa Inc. Class A Common Stock 92826C839   3,747,145 16,620 SH   DFND   0 16,620 0
Walmart Inc. Common Stock 931142103   8,640,570 58,600 SH   DFND   0 58,600 0
Wells Fargo & Company Common Stock 949746101   10,582,278 283,100 SH   DFND   0 283,100 0