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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   9,627,221 63,786 SH   DFND 1,2,3 63,786 0 0
BROADCOM INC COM 11135F101   4,771,476 3,600 SH   DFND 1,2,3 3,600 0 0
CAMECO CORP COM 13321L108   5,111,760 118,000 SH   DFND 1,2,3 118,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   8,754,664 99,293 SH   DFND 1,2,3 99,293 0 0
CARVANA CO CL A 146869102   327,369,280 3,723,914 SH   DFND 1,2,3 3,723,914 0 0
CBRE GROUP INC CL A 12504L109   5,857,154 60,234 SH   DFND 1,2,3 60,234 0 0
COPART INC COM 217204106   6,316,002 109,047 SH   DFND 1,2,3 109,047 0 0
DESKTOP METAL INC COM CL A 25058X105   728,796 828,177 SH   DFND 1,2,3 828,177 0 0
ENPHASE ENERGY INC COM 29355A107   4,829,280 39,918 SH   DFND 1,2,3 39,918 0 0
FATHOM DIGITAL MFG CORP CL A 31189Y202   230,500 50,000 SH   DFND 1,2,3 50,000 0 0
GATOS SILVER INC COM 368036109   28,940,860 3,449,447 SH   DFND 1,2,3 3,449,447 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   11,613,109 10,011,301 SH   DFND 1,2,3 10,011,301 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   189,315,624 23,172,047 SH   DFND 1,2,3 23,172,047 0 0
HYATT HOTELS CORP COM CL A 448579102   3,565,751 22,339 SH   DFND 1,2,3 22,339 0 0
INDIVIOR PLC ORD G4766E116   10,137,911 474,000 SH   DFND 1,2,3 474,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   4,357,695 39,009 SH   DFND 1,2,3 39,009 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   22,491,515 56,357 SH   DFND 1,2,3 56,357 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   9,990,225 22,500 SH   DFND 1,2,3 22,500 0 0
JOBY AVIATION INC COMMON STOCK G65163100   12,536,933 2,338,980 SH   DFND 1,2,3 2,338,980 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   5,013,750 191,000 SH   DFND 1,2,3 191,000 0 0
LINDE PLC SHS G54950103   5,509,157 11,865 SH   DFND 1,2,3 11,865 0 0
MARRIOTT INTL INC NEW CL A 571903202   6,610,017 26,198 SH   DFND 1,2,3 26,198 0 0
MERCADOLIBRE INC COM 58733R102   22,700,567 15,014 SH   DFND 1,2,3 15,014 0 0
MICROSOFT CORP COM 594918104   38,086,099 90,526 SH   DFND 1,2,3 90,526 0 0
MODERNA INC COM 60770K107   32,297,803 303,095 SH   DFND 1,2,3 303,095 0 0
MOODYS CORP COM 615369105   4,689,241 11,931 SH   DFND 1,2,3 11,931 0 0
NOVAGOLD RES INC COM NEW 66987E206   52,913,199 17,637,733 SH   DFND 1,2,3 17,637,733 0 0
NVIDIA CORPORATION COM 67066G104   52,285,403 57,866 SH   DFND 1,2,3 57,866 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   48,349,065 4,107,822 SH   DFND 1,2,3 4,107,822 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   20,542,500 250,000 SH   DFND 1,2,3 250,000 0 0
RANGE RES CORP COM 75281A109   218,904,012 6,357,944 SH   DFND 1,2,3 6,357,944 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   21,685,518 2,175,077 SH   DFND 1,2,3 2,175,077 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   5,421,390 39,000 SH   DFND 1,2,3 39,000 0 0
SCHLUMBERGER LTD COM STK 806857108   154,555,321 2,819,838 SH   DFND 1,2,3 2,819,838 0 0
SERVICENOW INC COM 81762P102   27,525,690 36,104 SH   DFND 1,2,3 36,104 0 0
SHARKNINJA INC COM SHS G8068L108   10,464,720 168,000 SH   DFND 1,2,3 168,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   105,433,312 22,384,992 SH   DFND 1,2,3 22,384,992 0 0
SKILLSOFT CORP CL A 83066P309   519,912 57,768 SH   DFND 1,2,3 57,768 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   18,366,750 135,000 SH   DFND 1,2,3 135,000 0 0
TESLA INC COM 88160R101   7,112,639 40,461 SH   DFND 1,2,3 40,461 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   372,850,189 26,424,535 SH   DFND 1,2,3 26,424,535 0 0
VALARIS LTD CL A G9460G101   226,061,472 3,003,740 SH   DFND 1,2,3 3,003,740 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   7,082,880 224,000 SH   DFND 1,2,3 224,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   116,693,132 3,012,213 SH   DFND 1,2,3 3,012,213 0 0
VEON LTD SPONSORED ADS 91822M502   128,063,938 5,333,775 SH   DFND 1,2,3 5,333,775 0 0
VERISIGN INC COM 92343E102   3,575,296 18,866 SH   DFND 1,2,3 18,866 0 0
VISA INC COM CL A 92826C839   8,119,833 29,095 SH   DFND 1,2,3 29,095 0 0