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   5,769,869 52,420 SH   DFND   0 52,420 0
AbbVie Inc. Common Stock 00287Y109   8,724,811 56,300 SH   DFND   0 56,300 0
Adobe Inc. Common Stock 00724F101   18,912,220 31,700 SH   DFND   0 31,700 0
Alcoa Corporation Common Stock 013872106   1,700,000 50,000 SH   DFND   0 50,000 0
ATI Inc. Common Stock 01741R102   1,036,716 22,800 SH   DFND   0 22,800 0
Alphabet Inc. Class A Common Stock 02079K305   38,847,789 278,100 SH   DFND   0 278,100 0
Amazon.com, Inc. Common Stock 023135106   23,520,312 154,800 SH   DFND   0 154,800 0
Advanced Micro Devices, Inc. Common Stock 007903107   12,603,555 85,500 SH   DFND   0 85,500 0
Apple Inc. Common Stock 037833100   26,896,441 139,700 SH   DFND   0 139,700 0
Arcosa, Inc. Common Stock 039653100   7,859,064 95,100 SH   DFND   0 95,100 0
Avantor, Inc. Common Stock 05352A100   7,230,261 316,700 SH   DFND   0 316,700 0
Baker Hughes Company Class A Common Stock 05722G100   12,462,028 364,600 SH   DFND   0 364,600 0
Ballard Power Systems, Inc. Common Shares 058586108   111,000 30,000 SH   DFND   0 30,000 0
Barrick Gold Corporation Common Stock 067901108   17,849,403 986,700 SH   DFND   0 986,700 0
BioMarin Pharmaceutical Inc. Common Stock 09061G101   6,431,214 66,700 SH   DFND   0 66,700 0
Broadcom Inc. Common Stock 11135F101   15,627,500 14,000 SH   DFND   0 14,000 0
Bunge Limited Common Shares H11356104   6,551,655 64,900 SH   DFND   0 64,900 0
Cadence Design Systems, Inc. Common Stock 127387108   10,241,112 37,600 SH   DFND   0 37,600 0
Barrick Gold Corporation Call 067901908   25,326,000 1,400,000 SH   DFND   0 1,400,000 0
Chevron Corporation Call 166764900   19,390,800 130,000 SH   DFND   0 130,000 0
CCC Intelligent Solutions Holdings Inc. Common Stock 12510Q100   11,343,301 995,900 SH   DFND   0 995,900 0
CF Industries Holding, Inc. Common Stock 125269100   14,459,460 181,880 SH   DFND   0 181,880 0
Cheniere Energy, Inc. Common Stock 16411R208   21,150,969 123,900 SH   DFND   0 123,900 0
Coterra Energy Inc. Common Stock 127097103   6,331,512 248,100 SH   DFND   0 248,100 0
Deere & Company Common Stock 244199105   4,598,505 11,500 SH   DFND   0 11,500 0
Dexcom, Inc. Common Stock 252131107   12,409,000 100,000 SH   DFND   0 100,000 0
Dollar Tree Inc. Common Stock 256746108   5,457,561 38,420 SH   DFND   0 38,420 0
Enphase Energy, Inc. Common Stock 29355A107   515,346 3,900 SH   DFND   0 3,900 0
EOG Resources, Inc. Common Stock 26875P101   32,184,795 266,100 SH   DFND   0 266,100 0
Equinix, Inc. Common Stock 29444U700   4,993,418 6,200 SH   DFND   0 6,200 0
Fair Isaac Corporation Common Stock 303250104   5,820,050 5,000 SH   DFND   0 5,000 0
Ferrari N.V. Common Shares N3167Y103   1,692,150 5,000 SH   DFND   0 5,000 0
Fiserv, Inc. Common Stock 337738108   4,078,188 30,700 SH   DFND   0 30,700 0
Freeport-McMoRan, Inc. Common Stock 35671D857   2,128,500 50,000 SH   DFND   0 50,000 0
Global X Uranium Exchange Traded Products 37954Y871   1,384,500 50,000 SH   DFND   0 50,000 0
Golar LNG Limited Common Shares G9456A100   8,922,419 388,100 SH   DFND   0 388,100 0
Hexcel Corporation Common Stock 428291108   1,039,875 14,100 SH   DFND   0 14,100 0
Ingersoll Rand Inc. Common Stock 45687V106   15,050,364 194,600 SH   DFND   0 194,600 0
Intuit Inc. Common Stock 461202103   5,437,761 8,700 SH   DFND   0 8,700 0
JPMorgan Chase & Co Common Stock 46625H100   10,052,910 59,100 SH   DFND   0 59,100 0
Keysight Technologies Inc. Common Stock 49338L103   5,106,789 32,100 SH   DFND   0 32,100 0
Livent Corporation Common Stock 53814L108   538,200 30,000 SH   DFND   0 30,000 0
Marvell Technology, Inc. Common Stock 573874104   5,669,140 94,000 SH   DFND   0 94,000 0
McDonald's Corporation Common Stock 580135101   6,819,730 23,000 SH   DFND   0 23,000 0
McKesson Corporation Common Stock 58155Q103   5,463,164 11,800 SH   DFND   0 11,800 0
Merck & Company, Inc. Common Stock 58933Y105   6,802,848 62,400 SH   DFND   0 62,400 0
Meta Platforms, Inc. Class A Common Stock 30303M102   13,910,628 39,300 SH   DFND   0 39,300 0
Microsoft Corporation Common Stock 594918104   51,968,728 138,200 SH   DFND   0 138,200 0
MongoDB, Inc. Class A Common Stock 60937P106   6,827,795 16,700 SH   DFND   0 16,700 0
Moody's Corporation Common Stock 615369105   13,591,488 34,800 SH   DFND   0 34,800 0
Motorola Solutions, Inc. Common Stock 620076307   12,053,965 38,500 SH   DFND   0 38,500 0
MP Materials Corp. Class A Common Stock 553368101   5,369,425 270,500 SH   DFND   0 270,500 0
NextEra Energy, Inc. Common Stock 65339F101   6,796,806 111,900 SH   DFND   0 111,900 0
NIO Inc. ADS 62914V106   725,600 80,000 SH   DFND   0 80,000 0
nVent Electric plc Ordinary Shares G6700G107   969,076 16,400 SH   DFND   0 16,400 0
NVIDIA Corporation Common Stock 67066G104   38,131,940 77,000 SH   DFND   0 77,000 0
Occidental Petroleum Corporation Common Stock 674599105   1,492,750 25,000 SH   DFND   0 25,000 0
Occidental Petroleum Corporation Warrant 674599162   0 1,249 SH   DFND   0 1,249 0
ON Semiconductor Corporation Common Stock 682189105   23,808,723 285,032 SH   DFND   0 285,032 0
Pan American Silver Corp. Common Stock 697900108   3,788,560 232,000 SH   DFND   0 232,000 0
Pioneer Natural Resources Company Common Stock 723787107   4,475,112 19,900 SH   DFND   0 19,900 0
Plug Power, Inc Common Stock 72919P202   225,000 50,000 SH   DFND   0 50,000 0
Pure Storage, Inc. Class A Common Stock 74624M102   6,529,346 183,100 SH   DFND   0 183,100 0
Quanta Services, Inc. Common Stock 74762E102   8,847,800 41,000 SH   DFND   0 41,000 0
RTX Corporation Common Stock 75513E101   30,029,566 356,900 SH   DFND   0 356,900 0
S&P Global Inc. Common Stock 78409V104   4,757,616 10,800 SH   DFND   0 10,800 0
ServiceNow, Inc. Common Stock 81762P102   4,662,834 6,600 SH   DFND   0 6,600 0
Shoals Technologies Group, Inc. Class A Common Stock 82489W107   1,020,978 65,700 SH   DFND   0 65,700 0
Splunk Inc. Common Stock 848637104   6,322,525 41,500 SH   DFND   0 41,500 0
Stellantis N.V. Common Shares N82405106   3,031,600 130,000 SH   DFND   0 130,000 0
Thermo Fisher Scientific Inc. Common Stock 883556102   6,634,875 12,500 SH   DFND   0 12,500 0
T-Mobile US, Inc. Common Stock 872590104   9,315,173 58,100 SH   DFND   0 58,100 0
Tronox Holdings plc Ordinary Shares G9087Q102   849,600 60,000 SH   DFND   0 60,000 0
VanEck Gold Miners ETF Exchange Traded Products 92189F106   3,101,000 100,000 SH   DFND   0 100,000 0
Vaneck Rare Earth/Strategic Metals ETF Exchange Traded Products 92189H805   1,538,688 24,999 SH   DFND   0 24,999 0
Verisk Analytics, Inc. Common Stock 92345Y106   6,329,790 26,500 SH   DFND   0 26,500 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   20,100,366 49,400 SH   DFND   0 49,400 0
Vertiv Holdings Co Class A Common Stock 92537N108   7,924,950 165,000 SH   DFND   0 165,000 0
Visa Inc. Class A Common Stock 92826C839   3,702,177 14,220 SH   DFND   0 14,220 0
Walmart Inc. Common Stock 931142103   7,914,030 50,200 SH   DFND   0 50,200 0
Wells Fargo & Company Common Stock 949746101   11,926,006 242,300 SH   DFND   0 242,300 0