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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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
Abcellera Biologics Inc COM 00288U106   3,767 659,750 SH   DFND   659,750 0 0
Adobe Inc COM 00724F101   10,220 17,130 SH   DFND   17,130 0 0
Arista Networks Inc COM 040413106   55,153 234,185 SH   DFND   234,185 0 0
Barrick Gold Corp COM 067901108   31,808 1,758,300 SH   DFND   1,758,300 0 0
Booz Allen Hamilton Hldg Cor CL A 099502106   30,161 235,800 SH   DFND   235,800 0 0
Cameco Corp COM 13321L108   57,436 1,332,625 SH   DFND   1,332,625 0 0
Canadian Pacific Kansas City COM 13646K108   3,756 47,505 SH   DFND   47,505 0 0
Chevron Corp New COM 166764100   57,366 384,595 SH   DFND   384,595 0 0
Constellation Energy Corp COM 21037T109   4,518 38,656 SH   DFND   38,656 0 0
Coupang Inc CL A 22266T109   370,993 22,914,940 SH   DFND   22,914,940 0 0
Draftkings Inc New COM CL A 26142V105   14,941 423,850 SH   DFND   423,850 0 0
Eli Lilly & Co COM 532457108   234,654 402,550 SH   DFND   402,550 0 0
Flex Ltd ORD Y2573F102   34,554 1,134,400 SH   DFND   1,134,400 0 0
Freeport-Mcmoran Inc CL B 35671D857   20,073 471,535 SH   DFND   471,535 0 0
General Electric Co COM NEW 369604301   93,948 736,095 SH   DFND   736,095 0 0
Ihs Holding Limited ORD SHS G4701H109   3,543 770,310 SH   DFND   770,310 0 0
Joby Aviation Inc COMMON STOCK G65163100   150 22,492 SH   DFND   22,492 0 0
Kbr Inc COM 48242W106   64,194 1,158,535 SH   DFND   1,158,535 0 0
Lamb Weston Hldgs Inc COM 513272104   58,283 539,209 SH   DFND   539,209 0 0
Louisiana Pac Corp COM 546347105   9,571 135,132 SH   DFND   135,132 0 0
Marvell Technology Inc COM 573874104   21,928 363,585 SH   DFND   363,585 0 0
Microsoft Corp COM 594918104   408,425 1,086,120 SH   DFND   1,086,120 0 0
Natera Inc COM 632307104   55,939 893,030 SH   DFND   893,030 0 0
Newmont Corp COM 651639106   19,629 474,250 SH   DFND   474,250 0 0
News Corp New CL A 65249B109   99,308 4,045,120 SH   DFND   4,045,120 0 0
News Corp New CL B 65249B208   25,092 975,600 SH   DFND   975,600 0 0
Nutanix Inc CL A 67059N108   10,330 216,600 SH   DFND   216,600 0 0
Nvidia Corporation COM 67066G104   305,795 617,494 SH   DFND   617,494 0 0
Nvidia Corporation COM 67066G104   242,410 489,500 SH Call DFND   489,500 0 0
Option Care Health Inc COM NEW 68404L201   49,060 1,456,215 SH   DFND   1,456,215 0 0
Palo Alto Networks Inc COM 697435105   19,083 64,715 SH   DFND   64,715 0 0
Pure Storage Inc CL A 74624M102   18,944 531,247 SH   DFND   531,247 0 0
Recursion Pharmaceuticals In CL A 75629V104   8,941 906,767 SH   DFND   906,767 0 0
Schwab Charles Corp COM 808513105   4,933 71,700 SH   DFND   71,700 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103   180,652 2,116,108 SH   DFND   2,116,108 0 0
Sensei Biotherapeutics Inc COM 81728A108   69 100,000 SH   DFND   100,000 0 0
Spdr Ser Tr S&P REGL BKG 78464A698   8,072 153,965 SH   DFND   153,965 0 0
Sphere Entertainment Co CL A 55826T102   10,010 294,751 SH   DFND   294,751 0 0
Take-Two Interactive Softwar COM 874054109   10,277 63,850 SH   DFND   63,850 0 0
Teck Resources Ltd CL B 878742204   233,548 5,524,602 SH   DFND   5,524,602 0 0
Tempur Sealy Intl Inc COM 88023U101   38,182 749,100 SH   DFND   749,100 0 0
Tko Group Holdings Inc CL A 87256C101   26,655 326,735 SH   DFND   326,735 0 0
Ubs Group Ag SHS H42097107   74,887 2,414,735 SH   DFND   2,414,735 0 0
Universal Display Corp COM 91347P105   5,432 28,400 SH   DFND   28,400 0 0
Veeva Sys Inc CL A COM 922475108   18,424 95,700 SH   DFND   95,700 0 0
Vertiv Holdings Co COM CL A 92537N108   111,117 2,313,500 SH   DFND   2,313,500 0 0
Vistra Corp COM 92840M102   91,873 2,385,061 SH   DFND   2,385,061 0 0
Warby Parker Inc CL A COM 93403J106   9,504 674,039 SH   DFND   674,039 0 0
Western Digital Corp. COM 958102105   12,045 230,000 SH   DFND   230,000 0 0
Woodward Inc COM 980745103   55,083 404,635 SH   DFND   404,635 0 0
Zoominfo Technologies Inc COMMON STOCK 98980F104   17,087 924,100 SH   DFND   924,100 0 0