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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
ALCON AG ORD SHS H01301128   27,865,419 334,559 SH   DFND   334,559 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   4,599,563 63,565 SH   DFND   63,565 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   5,779,449 95,088 SH   DFND   95,088 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   681,254 24,701 SH   DFND   24,701 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,945,170 28,711 SH   DFND   28,711 0 0
B2GOLD CORP COM 11777Q209   918,720 352,000 SH Put DFND   0 0 0
BAIDU INC SPON ADR REP A 056752108   314,998 2,992 SH   DFND   2,992 0 0
BANCO SANTANDER S.A. ADR 05964H105   1,261,454 260,631 SH   DFND   260,631 0 0
BHP GROUP LTD SPONSORED ADS 088606108   2,567,667 44,508 SH   DFND   44,508 0 0
BORR DRILLING LTD SHS G1466R173   503,516 73,506 SH   DFND   73,506 0 0
BP PLC SPONSORED ADR 055622104   647,380 17,181 SH   DFND   17,181 0 0
CNH INDL N V SHS N20944109   9,149,462 705,977 SH   DFND   705,977 0 0
CRH PLC ORD G25508105   475,983 5,518 SH   DFND   5,518 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898   10,835,945 687,124 SH   DFND   687,124 0 0
DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204   130,742 10,868 SH   DFND   10,868 0 0
ENDAVA PLC ADS 29260V105   427,988 11,251 SH   DFND   11,251 0 0
EPAM SYS INC COM 29414B104   842,012 3,049 SH   DFND   3,049 0 0
FERRARI N V COM N3167Y103   45,867,863 105,216 SH   DFND   105,216 0 0
FLUTTER ENTMT PLC SHS G3643J108   518,214 2,624 SH   DFND   2,624 0 0
FRONTLINE PLC COM M46528101   667,803 28,563 SH   DFND   28,563 0 0
GLOBANT S A COM L44385109   914,203 4,528 SH   DFND   4,528 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406   4,431,267 112,583 SH   DFND   112,583 0 0
INDIVIOR PLC ORD G4766E116   262,545 12,257 SH   DFND   12,257 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   247,175 10,269 SH   DFND   10,269 0 0
JD.COM INC SPON ADR CL A 47215P106   2,159,674 78,849 SH   DFND   78,849 0 0
LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109   30,285 11,693 SH   DFND   11,693 0 0
LOGITECH INTL S A SHS H50430232   15,091,376 168,864 SH   DFND   168,864 0 0
MICROSTRATEGY INC CL A NEW 594972408   1,126,714 661 SH   DFND   661 0 0
MORPHOSYS AG SPONSORED ADS 617760202   1,288,684 71,041 SH   DFND   71,041 0 0
NETEASE INC SPONSORED ADS 64110W102   1,412,055 13,647 SH   DFND   13,647 0 0
NOKIA CORP SPONSORED ADR 654902204   5,794,966 1,636,996 SH   DFND   1,636,996 0 0
OKEANIS ECO TANKERS COR SHS Y64177101   209,930 7,000 SH   DFND   7,000 0 0
PROSHARES TR ULTRASHORT MATER 74347G614   222,080 32,000 SH Put DFND   0 0 0
QIAGEN NV SHS NEW N72482149   5,731,040 133,311 SH   DFND   133,311 0 0
SANOFI SPONSORED ADR 80105N105   218,700 4,500 SH   DFND   4,500 0 0
SAP SE SPON ADR 803054204   1,383,738 7,095 SH   DFND   7,095 0 0
SCHLUMBERGER LTD COM STK 806857108   488,302 8,909 SH   DFND   8,909 0 0
SEADRILL 2021 LTD COM G7997W102   225,948 4,492 SH   DFND   4,492 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,368,945 14,500 SH   DFND   14,500 0 0
SHELL PLC SPON ADS 780259305   2,163,582 32,273 SH   DFND   32,273 0 0
SPDR INDEX SHS FDS EURO STOXX 50 78463X202   730,445 13,900 SH   DFND   13,900 0 0
STELLANTIS N.V SHS N82405106   25,380,855 896,850 SH   DFND   896,850 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   324,819 7,512 SH   DFND   7,512 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   480,529 3,532 SH   DFND   3,532 0 0
TELEFONICA S A SPONSORED ADR 879382208   441,000 100,000 SH   DFND   100,000 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   591,869 8,599 SH   DFND   8,599 0 0
UBS GROUP AG SHS H42097107   58,757,468 1,912,678 SH   DFND   1,912,678 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   2,249,900 10,000 SH   DFND   10,000 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   195,800 22,000 SH Call DFND   0 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   1,860,545 93,167 SH   DFND   93,167 0 0