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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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
ADVANCE AUTO PARTS INC COM 00751Y106   7,232,650 85,000 SH   DFND 1,2 85,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   9,045,000 125,000 SH   DFND 1,2 125,000 0 0
AMERICAN COASTAL INS CORP COM 910710102   2,692,725 251,892 SH   DFND 1,2 251,892 0 0
BAIDU INC SPON ADR REP A 056752108   4,211,200 40,000 SH   DFND 1,2 40,000 0 0
BLOCK INC CL A 852234103   7,612,200 90,000 SH   DFND 1,2 90,000 0 0
BP PLC SPONSORED ADR 055622104   6,594,000 175,000 SH   DFND 1,2 175,000 0 0
CITIGROUP INC COM NEW 172967424   7,905,000 125,000 SH   DFND 1,2 125,000 0 0
FIRST SOLAR INC COM 336433107   5,064,000 30,000 SH   DFND 1,2 30,000 0 0
HCA HEALTHCARE INC COM 40412C101   8,338,250 25,000 SH   DFND 1,2 25,000 0 0
JD.COM INC SPON ADR CL A 47215P106   9,860,400 360,000 SH   DFND 1,2 360,000 0 0
SAFE BULKERS INC COM Y7388L103   1,984,000 400,000 SH   DFND 1,2 400,000 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104   7,624,612 440,729 SH   DFND 1,2 440,729 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   5,967,500 250,000 SH   DFND 1,2 250,000 0 0
THE CIGNA GROUP COM 125523100   7,263,800 20,000 SH   DFND 1,2 20,000 0 0
THE REALREAL INC COM 88339P101   5,523,626 1,412,692 SH   DFND 1,2 1,412,692 0 0
VITAL ENERGY INC COM 516806205   6,567,500 125,000 SH   DFND 1,2 125,000 0 0