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

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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
ARK FINTECH INNOVATION ETF FINTECH INNOVA 00214Q708   3,610,542 191,948 SH   DFND 1,2,3 191,948 0 0
CAMECO CORP COM 13321L108   121,202,325 4,631,346 SH   DFND 1,2,3 4,631,346 0 0
CARLYLE GROUP INC/THE COM CL A 14316J108   7,205,920 232,000 SH   DFND 1,2,3 232,000 0 0
CARVANA CO CL A 146869102   50,756,108 5,184,485 SH   DFND 1,2,3 5,184,485 0 0
DESKTOP METAL INC-A COM CL A 25058X105   2,824,807 1,228,177 SH   DFND 1,2,3 1,228,177 0 0
FATHOM DIGITAL MANUFACTURING COM CL A 31189Y103   543,100 1,000,000 SH   DFND 1,2,3 1,000,000 0 0
GATOS SILVER INC COM 368036109   22,524,889 3,449,447 SH   DFND 1,2,3 3,449,447 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   121,951,991 29,744,388 SH   DFND 1,2,3 29,744,388 0 0
KRANESHARES CSI CHINA INTERN CSI CHI INTERNET 500767306   4,522,550 145,000 SH   DFND 1,2,3 145,000 0 0
NEXGEN ENERGY LTD COM 65340P106   2,926,000 760,000 SH   DFND 1,2,3 760,000 0 0
NOVAGOLD RES INC COM NEW 66987E206   97,672,200 15,702,926 SH   DFND 1,2,3 15,702,926 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   15,419,908 686,000 SH   DFND 1,2,3 686,000 0 0
RANGE RES CORP COM 75281A109   184,314,925 6,963,163 SH   DFND 1,2,3 6,963,163 0 0
SCHLUMBERGER LTD COM STK 806857108   131,357,665 2,663,438 SH   DFND 1,2,3 2,663,438 0 0
SKILLSOFT CORP CL A 83066P200   2,310,722 1,155,361 SH   DFND 1,2,3 1,155,361 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   151,263,404 17,091,910 SH   DFND 1,2,3 17,091,910 0 0
VALARIS LIMITED CL A G9460G101   120,350,460 1,849,838 SH   DFND 1,2,3 1,849,838 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   123,880,414 3,136,213 SH   DFND 1,2,3 3,136,213 0 0
VEON LTD SPONSORED ADR 91822M502   95,428,225 5,385,340 SH   DFND 1,2,3 5,385,340 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   136,035,542 2,292,090 SH   DFND 1,2,3 2,292,090 0 0