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
Aes Corp COM 00130H105   5,643 314,750 SH   DFND   314,750 0 0
Apple Inc COM 037833100   19,669 114,700 SH   DFND   114,700 0 0
Arcellx Inc COMMON STOCK 03940C100   5,154 74,100 SH   DFND   74,100 0 0
Arista Networks Inc COM 040413106   124,185 428,252 SH   DFND   428,252 0 0
Banco Macro Sa SPON ADR B 05961W105   10,057 208,730 SH   DFND   208,730 0 0
Bank Ozk Little Rock Ark COM 06417N103   10,647 234,200 SH   DFND   234,200 0 0
Barclays Plc ADR 06738E204   9,935 1,051,355 SH   DFND   1,051,355 0 0
Bicycle Therapeutics Plc SPONSORED ADS 088786108   4,736 190,200 SH   DFND   190,200 0 0
Booz Allen Hamilton Hldg Cor CL A 099502106   12,445 83,841 SH   DFND   83,841 0 0
Cabaletta Bio Inc COM 12674W109   7,114 417,000 SH   DFND   417,000 0 0
Cameco Corp COM 13321L108   36,766 848,710 SH   DFND   848,710 0 0
Capital One Finl Corp COM 14040H105   16,154 108,495 SH   DFND   108,495 0 0
Cinemark Hldgs Inc COM 17243V102   19,383 1,078,635 SH   DFND   1,078,635 0 0
Citigroup Inc COM NEW 172967424   25,318 400,345 SH   DFND   400,345 0 0
Coherent Corp COM 19247G107   153,070 2,525,070 SH   DFND   2,525,070 0 0
Constellation Energy Corp COM 21037T109   7,224 39,081 SH   DFND   39,081 0 0
Coupang Inc CL A 22266T109   399,561 22,459,850 SH   DFND   22,459,850 0 0
Crinetics Pharmaceuticals In COM 22663K107   14,464 309,000 SH   DFND   309,000 0 0
Daktronics Inc COM 234264109   20,652 2,073,444 SH   DFND   2,073,444 0 0
Discover Finl Svcs COM 254709108   84,580 645,205 SH   DFND   645,205 0 0
Eaton Corp Plc SHS G29183103   341 1,090 SH   DFND   1,090 0 0
Eli Lilly & Co COM 532457108   47,972 61,664 SH   DFND   61,664 0 0
Flex Ltd ORD Y2573F102   110,525 3,863,155 SH   DFND   3,863,155 0 0
Freeport-Mcmoran Inc CL B 35671D857   64,835 1,378,875 SH   DFND   1,378,875 0 0
Fusion Pharmaceuticals Inc COM 36118A100   8,523 399,748 SH   DFND   399,748 0 0
General Electric Co COM NEW 369604301   149,744 853,095 SH   DFND   853,095 0 0
Global X Fds GB MSCI AR ETF 37950E259   10,430 193,900 SH   DFND   193,900 0 0
Grupo Financiero Galicia S.A SPONSORED ADR 399909100   8,182 321,863 SH   DFND   321,863 0 0
Ihs Holding Limited ORD SHS G4701H109   2,719 770,310 SH   DFND   770,310 0 0
Iqvia Hldgs Inc COM 46266C105   15,264 60,360 SH   DFND   60,360 0 0
Ishares Tr RUSSELL 2000 ETF 464287655   664,106 3,157,900 SH Call DFND   3,157,900 0 0
Joby Aviation Inc COMMON STOCK G65163100   121 22,492 SH   DFND   22,492 0 0
Kbr Inc COM 48242W106   62,478 981,425 SH   DFND   981,425 0 0
Keycorp COM 493267108   26,203 1,657,395 SH   DFND   1,657,395 0 0
Kinder Morgan Inc Del COM 49456B101   71,168 3,880,500 SH   DFND   3,880,500 0 0
Legend Biotech Corp SPONSORED ADS 52490G102   6,422 114,500 SH   DFND   114,500 0 0
Liberty Global Ltd COM CL A G61188101   4,658 275,275 SH   DFND   275,275 0 0
Liberty Global Ltd COM CL C G61188127   4,619 261,875 SH   DFND   261,875 0 0
Madison Square Garden Entmt COM CL A 558256103   25,087 639,800 SH   DFND   639,800 0 0
Marvell Technology Inc COM 573874104   58,325 822,875 SH   DFND   822,875 0 0
Meta Platforms Inc CL A 30303M102   31,043 63,930 SH   DFND   63,930 0 0
Microsoft Corp COM 594918104   467,954 1,112,270 SH   DFND   1,112,270 0 0
Moonlake Immunotherapeutics CLASS A ORD 61559X104   4,395 87,500 SH   DFND   87,500 0 0
Natera Inc COM 632307104   176,461 1,929,380 SH   DFND   1,929,380 0 0
News Corp New CL A 65249B109   86,709 3,312,025 SH   DFND   3,312,025 0 0
News Corp New CL B 65249B208   28,521 1,053,975 SH   DFND   1,053,975 0 0
Nexgen Energy Ltd COM 65340P106   5,532 712,000 SH   DFND   712,000 0 0
Nrg Energy Inc COM NEW 629377508   6,558 96,885 SH   DFND   96,885 0 0
Nurix Therapeutics Inc COM 67080M103   650 44,200 SH   DFND   44,200 0 0
Nvidia Corporation COM 67066G104   158,975 175,943 SH   DFND   175,943 0 0
Option Care Health Inc COM NEW 68404L201   23,015 686,205 SH   DFND   686,205 0 0
Palantir Technologies Inc CL A 69608A108   17,717 769,965 SH   DFND   769,965 0 0
Palo Alto Networks Inc COM 697435105   39,414 138,718 SH   DFND   138,718 0 0
Reddit Inc CL A 75734B100   8,631 175,000 SH   DFND   175,000 0 0
Sana Biotechnology Inc COM 799566104   9,840 984,000 SH   DFND   984,000 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103   133,897 1,438,983 SH   DFND   1,438,983 0 0
Silence Therapeutics Plc ADS 82686Q101   8,368 387,400 SH   DFND   387,400 0 0
Spdr Ser Tr S&P REGL BKG 78464A698   15,446 307,200 SH   DFND   307,200 0 0
Sphere Entertainment Co CL A 55826T102   16,531 336,825 SH   DFND   336,825 0 0
Stellantis N.V SHS N82405106   16,666 588,050 SH   DFND   588,050 0 0
Take-Two Interactive Softwar COM 874054109   8,214 55,320 SH   DFND   55,320 0 0
Teck Resources Ltd CL B 878742204   208,396 4,552,227 SH   DFND   4,552,227 0 0
Telecom Argentina Sa SPON ADR REP B 879273209   1,137 143,051 SH   DFND   143,051 0 0
Tg Therapeutics Inc COM 88322Q108   4,259 280,000 SH   DFND   280,000 0 0
Tower Semiconductor Ltd SHS NEW M87915274   4,897 146,400 SH   DFND   146,400 0 0
Trisalus Life Sciences Inc COM 89680M101   3,081 315,955 SH   DFND   315,955 0 0
Veracyte Inc COM 92337F107   5,760 259,944 SH   DFND   259,944 0 0
Vertiv Holdings Co COM CL A 92537N108   81,548 998,510 SH   DFND   998,510 0 0
Vistra Corp COM 92840M102   182,847 2,625,231 SH   DFND   2,625,231 0 0
Wabtec COM 929740108   56,354 386,835 SH   DFND   386,835 0 0
Western Digital Corp. COM 958102105   5,016 73,505 SH   DFND   73,505 0 0
Woodward Inc COM 980745103   147,066 954,230 SH   DFND   954,230 0 0
Zoominfo Technologies Inc COMMON STOCK 98980F104   94,287 5,881,906 SH   DFND   5,881,906 0 0