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
Estimated average burden
hours per response: 23.8
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
23ANDME HOLDING CO Class A Common Stock 90138Q108 305 123,000 SH   DFND 1,2 0 123,000 0
ABBOTT LABORATORIES Common Stock 002824100 6,825 62,820 SH   DFND 1,2 0 62,820 0
ABBVIE INC Common Stock 00287Y109 10,323 67,400 SH   DFND 1,2 0 67,400 0
ACCENTURE PLC Class A Common Stock G1151C101 3,276 11,800 SH   DFND 1,2 0 11,800 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 342 4,395 SH   DFND 1,2 0 4,395 0
ADOBE SYSTEMS INCORPORATED Common Stock 00724F101 2,636 7,200 SH   DFND 1,2 0 7,200 0
AIR PRODUCT & CHEMICALS INC Common Stock 009158106 5,148 21,408 SH   DFND 1,2 0 21,408 0
AIRBNB INC Class A Common Stock 009066101 3,911 43,900 SH   DFND 1,2 0 43,900 0
ALASKA AIR GROUP INC Common Stock 011659109 3,845 96,000 SH   DFND 1,2 0 96,000 0
ALCOA CORP Common Stock 013872106 5,880 129,000 SH   DFND 1,2 0 129,000 0
ALLEGHENY TECHNOLOGIES INC Common Stock 01741R102 606 26,700 SH   DFND 1,2 0 26,700 0
ALPHABET INC Class A Common Stock 02079K305 15,037 6,900 SH   DFND 1,2 0 6,900 0
AMAZON COM INC Common Stock 023135106 12,155 114,440 SH   DFND 1,2 0 114,440 0
AMBARELLA INC Common Stock G037AX101 353 5,400 SH   DFND 1,2 0 5,400 0
AMERICAN TOWER CORP Common Stock 03027X100 1,534 6,000 SH   DFND 1,2 0 6,000 0
APPLE COMPUTER INC Common Stock 037833100 22,860 167,200 SH   DFND 1,2 0 167,200 0
APTIV PLC Common Stock G6095L109 2,565 28,800 SH   DFND 1,2 0 28,800 0
ARCONIC CORP Common Stock 03966V107 757 27,000 SH   DFND 1,2 0 27,000 0
ARCOSA INC Common Stock 039653100 2,647 57,000 SH   DFND 1,2 0 57,000 0
AUTODESK INC Common Stock 052769106 91 529 SH   DFND 1,2 0 529 0
BAKER HUGHES CO Common Stock 05722G100 5,939 205,725 SH   DFND 1,2 0 205,725 0
BALLARD POWER SYSTEMS INC Common Stock 058586108 189 30,000 SH   DFND 1,2 0 30,000 0
BARRICK GOLD CORP Common Stock 067901108 7,646 432,200 SH   DFND 1,2 0 432,200 0
BOEING CO Common Stock 097023105 11,320 82,800 SH   DFND 1,2 0 82,800 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108 7,869 102,200 SH   DFND 1,2 0 102,200 0
BRUNSWICK CORP Common Stock 117043109 118 1,812 SH   DFND 1,2 0 1,812 0
CADENCE DESIGN SYS INC Common Stock 127387108 6,736 44,900 SH   DFND 1,2 0 44,900 0
CAESARS ENTERTAINMENT INC Common Stock 12769G100 105 2,754 SH   DFND 1,2 0 2,754 0
CBRE GROUP INC Class A Common Stock 12504L109 7,398 100,500 SH   DFND 1,2 0 100,500 0
CF INDUSTRIES HOLDING INC Common Stock 125269100 9,319 108,700 SH   DFND 1,2 0 108,700 0
CHEGG INC Common Stock 163092109 2,710 144,300 SH   DFND 1,2 0 144,300 0
CHENIERE ENERGY INC Common Stock 16411R208 11,549 86,818 SH   DFND 1,2 0 86,818 0
CLOUDFLARE INC Class A Common Stock 18915M107 5,911 135,100 SH   DFND 1,2 0 135,100 0
COGNIZANT TECH SOLUTIONS Class A Common Stock 192446102 3,820 56,600 SH   DFND 1,2 0 56,600 0
CROCS INC Common Stock 227046109 163 3,352 SH   DFND 1,2 0 3,352 0
DEERE & CO Common Stock 244199105 4,133 13,800 SH   DFND 1,2 0 13,800 0
DOLLAR TREE INC Common Stock 256746108 7,172 46,020 SH   DFND 1,2 0 46,020 0
DUCK CREEK TECHNOLOGIES INC Common Stock 264120106 134 9,000 SH   DFND 1,2 0 9,000 0
ENPHASE ENERGY INC Common Stock 29355A107 879 4,500 SH   DFND 1,2 0 4,500 0
EOG RESOURCES INC Common Stock 26875P101 21,414 193,900 SH   DFND 1,2 0 193,900 0
EQUINIX INC Common Stock 29444U700 4,862 7,400 SH   DFND 1,2 0 7,400 0
ESTEE LAUDER COMPANIES Class A Common Stock 518439104 20,577 80,800 SH   DFND 1,2 0 80,800 0
F45 TRAINING HOLDINGS INC Common Stock 30322L101 29 7,500 SH   DFND 1,2 0 7,500 0
FAIR ISAAC CORP Common Stock 303250104 1,203 3,000 SH   DFND 1,2 0 3,000 0
FEDEX CORP Common Stock 31428X106 92 407 SH   DFND 1,2 0 407 0
FINANCIAL SELECT SECTOR SPDR Common Stock 81369Y605 267 8,487 SH   DFND 1,2 0 8,487 0
FISERV INC Common Stock 337738108 3,265 36,700 SH   DFND 1,2 0 36,700 0
FIVERR INTERNATIONAL LTD Common Stock M4R82T106 58 1,687 SH   DFND 1,2 0 1,687 0
FREEPORT-MCMORAN INC. Common Stock 35671D857 10,361 354,100 SH   DFND 1,2 0 354,100 0
GENERAC HOLDINGS INC Common Stock 368736104 157 745 SH   DFND 1,2 0 745 0
GLOBAL X FDS Global X Uranium 37954Y871 928 50,000 SH   DFND 1,2 0 50,000 0
HEXCEL CORP Common Stock 428291108 863 16,500 SH   DFND 1,2 0 16,500 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 3,094 17,800 SH   DFND 1,2 0 17,800 0
INGERSOLL-RAND INC Common Stock 45687V106 5,062 120,300 SH   DFND 1,2 0 120,300 0
INTUIT INC Common Stock 461202103 4,047 10,500 SH   DFND 1,2 0 10,500 0
INVITAE CORP Common Stock 46266C105 93 38,000 SH   DFND 1,2 0 38,000 0
IQVIA HOLDINGS INC Common Stock 464287200 2,192 10,100 SH   DFND 1,2 0 10,100 0
ISHARES CORE S&P 500 ETF 464287200 258 681 SH   DFND 1,2 0 681 0
JPMORGAN CHASE & CO Common Stock 46625H100 7,973 70,800 SH   DFND 1,2 0 70,800 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 634 4,600 SH   DFND 1,2 0 4,600 0
KNOWBE4 INC Class A Common Stock 49926T104 112 7,148 SH   DFND 1,2 0 7,148 0
KRANESHARES TRUST CSI CHINA INTERNET EFT 500767306 156 4,766 SH   DFND 1,2 0 4,766 0
LEMONADE INC Common Stock 52567D107 296 16,200 SH   DFND 1,2 0 16,200 0
LINDE PLC EUR Common Stock G5494J103 15,184 53,200 SH   DFND 1,2 0 53,200 0
LIVENT CORP Common Stock 53814L108 272 12,000 SH   DFND 1,2 0 12,000 0
MARVELL TECHNOLOGY GROUP LTD Common Stock 573874104 4,969 114,148 SH   DFND 1,2 0 114,148 0
MAXCYTE INC Common Stock 57777K106 46 9,729 SH   DFND 1,2 0 9,729 0
MC DONALD'S Common Stock 580135101 6,814 27,600 SH   DFND 1,2 0 27,600 0
MERCK & CO INC Common Stock 58933Y105 6,801 74,600 SH   DFND 1,2 0 74,600 0
MICROSOFT CORP Common Stock 594918104 23,901 93,061 SH   DFND 1,2 0 93,061 0
MOLSON COORS BREWING CO Class A Common Stock 60871R209 5,113 93,800 SH   DFND 1,2 0 93,800 0
MOODYS CORP Common Stock 615369105 11,341 41,700 SH   DFND 1,2 0 41,700 0
MP MATERIALS CORP Common Stock 553368101 10,381 323,600 SH   DFND 1,2 0 323,600 0
NABORS INDUSTRIES LTD Common Stock G6359F137 214 1,600 SH   DFND 1,2 0 1,600 0
NCINO INC Common Stock 63947U107 1,830 59,200 SH   DFND 1,2 0 59,200 0
NETFLIX INC Common Stock 64110L106 6,558 37,500 SH   DFND 1,2 0 37,500 0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP, INC. ADR 647581107 1,580 77,600 SH   DFND 1,2 0 77,600 0
NEXTERA ENERGY INC Common Stock 65339F101 10,372 133,900 SH   DFND 1,2 0 133,900 0
NICE LTD ADR 653656108 152 792 SH   DFND 1,2 0 792 0
NRG ENERGY INC Common Stock 629377508 5,516 144,500 SH   DFND 1,2 0 144,500 0
NUTRIEN LTD Common Stock 67077M108 1,051 13,191 SH   DFND 1,2 0 13,191 0
NVENT ELECTRIC PLC-W/I Common Stock G6700G107 602 19,200 SH   DFND 1,2 0 19,200 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105 589 10,000 SH   DFND 1,2 0 10,000 0
OCCIDENTAL PETROLEUM CORP Warrant 674599162 46 1,249 SH   DFND 1,2 0 1,249 0
OKTA INC Common Stock 679295105 128 1,411 SH   DFND 1,2 0 1,411 0
ONEOK INC Common Stock 682680103 633 11,400 SH   DFND 1,2 0 11,400 0
ORGANON & CO-W/I Common Stock 68622V106 5,031 149,080 SH   DFND 1,2 0 149,080 0
PALO ALTO NETWORKS INC Common Stock 697435105 5,828 11,800 SH   DFND 1,2 0 11,800 0
PAN AMERICAN SILVER CORP Common Stock 697900108 5,462 277,700 SH   DFND 1,2 0 277,700 0
PAYPAL HLDGS INC Common Stock 70450Y103 125 1,790 SH   DFND 1,2 0 1,790 0
PAYSAFE LTD Common Stock G6964L107 275 141,000 SH   DFND 1,2 0 141,000 0
PLUG POWER INC Common Stock 72919P202 497 30,000 SH   DFND 1,2 0 30,000 0
PUBMATIC INC-CLASS A Common Stock 74467Q103 206 12,980 SH   DFND 1,2 0 12,980 0
RAYMOND JAMES FINANCIAL INC Common Stock 754730109 3,889 43,500 SH   DFND 1,2 0 43,500 0
RAYTHEON TECHNOLOGIES Common Stock 75513E101 9,438 98,200 SH   DFND 1,2 0 98,200 0
ROCKWELL AUTOMATION INC Common Stock 773903109 1,594 8,000 SH   DFND 1,2 0 8,000 0
ROYAL CARIBBEAN CRUISES LTD Common Stock V7780T103 2,042 58,500 SH   DFND 1,2 0 58,500 0
S&P GLOBAL INC Common Stock 78409V104 4,348 12,900 SH   DFND 1,2 0 12,900 0
SABRE CORP Common Stock 78573M104 2,892 496,088 SH   DFND 1,2 0 496,088 0
SALESFORCE.COM INC Common Stock 79466L302 148 898 SH   DFND 1,2 0 898 0
SEA LTD ADR 81141R100 4,054 60,634 SH   DFND 1,2 0 60,634 0
SEMPRA ENERGY Common Stock 816851109 455 3,030 SH   DFND 1,2 0 3,030 0
SERVICENOW INC Common Stock 81762P102 3,757 7,900 SH   DFND 1,2 0 7,900 0
SHERWIN WILLIAMS CO. Common Stock 824348106 5,889 26,300 SH   DFND 1,2 0 26,300 0
SHOALS TECHNOLOGIES GROUP Class A Common Stock 82489W107 1,266 76,800 SH   DFND 1,2 0 76,800 0
SKYWORKS SOLUTIONS INC Common Stock 83088M102 556 6,000 SH   DFND 1,2 0 6,000 0
SMARTSHEET INC Class A Common Stock 83200N103 50 1,591 SH   DFND 1,2 0 1,591 0
SNOWFLAKE INC. Class A Common Stock 833445109 459 3,300 SH   DFND 1,2 0 3,300 0
Sociedad quimica y Minera Chil ADR 833635105 1,336 16,000 SH   DFND 1,2 0 16,000 0
SPLUNK INC Common Stock 848637104 4,396 49,700 SH   DFND 1,2 0 49,700 0
STELLANTIS NV Common Stock N82405106 3,199 259,500 SH   DFND 1,2 0 259,500 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 874039100 167 2,041 SH   DFND 1,2 0 2,041 0
TARGET CORP Common Stock 87612E106 4,251 30,100 SH   DFND 1,2 0 30,100 0
TASKUS INC Class A Common Stock 87652V109 191 11,334 SH   DFND 1,2 0 11,334 0
TESLA INC Common Stock 88160R101 5,993 8,900 SH   DFND 1,2 0 8,900 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 8,602 15,834 SH   DFND 1,2 0 15,834 0
T-MOBILE US INC Common Stock 872590104 2,731 20,300 SH   DFND 1,2 0 20,300 0
TRONOX HOLDINGS PLC Class A Common Stock G9087Q102 840 50,000 SH   DFND 1,2 0 50,000 0
TWIST BIOSCIENCE CORP Common Stock 90184D100 1,049 30,000 SH   DFND 1,2 0 30,000 0
TWITTER INC Common Stock 90184L102 12,643 338,149 SH   DFND 1,2 0 338,149 0
UNITY SOFTWARE INC Common Stock 91332U101 14,654 398,000 SH   DFND 1,2 0 398,000 0
UNUM GROUP Common Stock 91529Y106 7,267 213,600 SH   DFND 1,2 0 213,600 0
UPSTART HOLDINGS INC Common Stock 91680M107 66 2,100 SH   DFND 1,2 0 2,100 0
VANECK VECTORS ETF TRUST GOLD MINERS ETF 92189F106 3,286 120,000 SH   DFND 1,2 0 120,000 0
VANECK VECTORS ETF TRUST OIL SVCS RTF 92189H607 523 2,250 SH   DFND 1,2 0 2,250 0
VANECK VECTORS ETF TRUST RARE EARTH/ST 92189H805 2,170 24,999 SH   DFND 1,2 0 24,999 0
VERISK ANALYTICS INC Common Stock 92345Y106 5,504 31,800 SH   DFND 1,2 0 31,800 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100 5,861 20,800 SH   DFND 1,2 0 20,800 0
VERTIV HOLDINGS CO Common Stock 92537N108 6,675 812,076 SH   DFND 1,2 0 812,076 0
VISA INC Class A Common Stock 92826C839 3,351 17,020 SH   DFND 1,2 0 17,020 0
WAL-MART STORES INC Common Stock 931142103 7,295 60,000 SH   DFND 1,2 0 60,000 0
WALT DISNEY CO. Common Stock 254687106 6,098 64,600 SH   DFND 1,2 0 64,600 0
WELLS FARGO & CO Common Stock 949746101 11,359 290,000 SH   DFND 1,2 0 290,000 0
ZSCALER INC Common Stock 98980G102 4,545 30,400 SH   DFND 1,2 0 30,400 0