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
Abbott Laboratories Common Stock 002824100   5,076,878 52,420 SH   DFND   0 52,420 0
AbbVie Inc. Common Stock 00287Y109   8,392,078 56,300 SH   DFND   0 56,300 0
Adobe Inc. Common Stock 00724F101   16,163,830 31,700 SH   DFND   0 31,700 0
Air Product & Chemicals, Inc. Common Stock 009158106   4,761,120 16,800 SH   DFND   0 16,800 0
Alcoa Corporation Common Stock 013872106   1,453,000 50,000 SH   DFND   0 50,000 0
ATI Inc. Common Stock 01741R102   938,220 22,800 SH   DFND   0 22,800 0
Alphabet Inc. Class A Common Stock 02079K305   36,392,166 278,100 SH   DFND   0 278,100 0
Amazon.com, Inc. Common Stock 023135106   19,678,176 154,800 SH   DFND   0 154,800 0
Ambarella, Inc. Ordinary Shares G037AX101   5,690,119 107,300 SH   DFND   0 107,300 0
Advanced Micro Devices, Inc. Common Stock 007903107   8,791,110 85,500 SH   DFND   0 85,500 0
American Tower Corporation Common Stock 03027X100   838,695 5,100 SH   DFND   0 5,100 0
Apple Inc. Common Stock 037833100   23,918,037 139,700 SH   DFND   0 139,700 0
Arcosa, Inc. Common Stock 039653100   6,837,690 95,100 SH   DFND   0 95,100 0
Avantor, Inc. Common Stock 05352A100   6,676,036 316,700 SH   DFND   0 316,700 0
Baker Hughes Company Class A Common Stock 05722G100   12,877,672 364,600 SH   DFND   0 364,600 0
Ballard Power Systems, Inc. Common Shares 058586108   110,100 30,000 SH   DFND   0 30,000 0
Barrick Gold Corporation Common Stock 067901108   14,356,485 986,700 SH   DFND   0 986,700 0
BioMarin Pharmaceutical Inc. Common Stock 09061G101   5,901,616 66,700 SH   DFND   0 66,700 0
Bristol-Myers Squibb Company Common Stock 110122108   4,950,812 85,300 SH   DFND   0 85,300 0
Broadcom Inc. Common Stock 11135F101   11,628,120 14,000 SH   DFND   0 14,000 0
Bunge Limited Common Stock G16962105   7,025,425 64,900 SH   DFND   0 64,900 0
Cadence Design Systems, Inc. Common Stock 127387108   8,809,680 37,600 SH   DFND   0 37,600 0
Caterpillar, Inc. Common Stock 149123101   9,336,600 34,200 SH   DFND   0 34,200 0
CCC Intelligent Solutions Holdings Inc. Common Stock 12510Q100   4,284,015 320,900 SH   DFND   0 320,900 0
CF Industries Holding, Inc. Common Stock 125269100   15,594,392 181,880 SH   DFND   0 181,880 0
Cheniere Energy, Inc. Common Stock 16411R208   20,562,444 123,900 SH   DFND   0 123,900 0
Cognizant Technology Solutions Corporation Class A Common Stock 192446102   3,210,876 47,400 SH   DFND   0 47,400 0
Coterra Energy Inc. Common Stock 127097103   6,711,105 248,100 SH Call DFND   0 248,100 0
Deere & Company Common Stock 244199105   4,339,870 11,500 SH   DFND   0 11,500 0
Dexcom, Inc. Common Stock 252131107   20,917,860 224,200 SH   DFND   0 224,200 0
Dollar Tree Inc. Common Stock 256746108   4,089,810 38,420 SH   DFND   0 38,420 0
Enphase Energy, Inc. Common Stock 29355A107   468,585 3,900 SH   DFND   0 3,900 0
EOG Resources, Inc. Common Stock 26875P101   33,730,836 266,100 SH   DFND   0 266,100 0
Equinix, Inc. Common Stock 29444U700   4,502,812 6,200 SH   DFND   0 6,200 0
Fair Isaac Corporation Common Stock 303250104   2,171,325 2,500 SH   DFND   0 2,500 0
Fiserv, Inc. Common Stock 337738108   3,467,872 30,700 SH   DFND   0 30,700 0
Freeport-McMoRan, Inc. Common Stock 35671D857   1,864,500 50,000 SH   DFND   0 50,000 0
Global X Uranium Exchange Traded Products 37954Y871   1,352,000 50,000 SH   DFND   0 50,000 0
Golar LNG Limited Common Shares G9456A100   9,415,306 388,100 SH   DFND   0 388,100 0
Hexcel Corporation Common Stock 428291108   918,474 14,100 SH   DFND   0 14,100 0
Honeywell International Inc. Common Stock 438516106   2,734,152 14,800 SH   DFND   0 14,800 0
Ingersoll Rand Inc. Common Stock 45687V106   12,399,912 194,600 SH   DFND   0 194,600 0
Intuit Inc. Common Stock 461202103   4,445,178 8,700 SH   DFND   0 8,700 0
JPMorgan Chase & Co Common Stock 46625H100   8,570,682 59,100 SH   DFND   0 59,100 0
Keysight Technologies Inc. Common Stock 49338L103   4,247,151 32,100 SH   DFND   0 32,100 0
Livent Corporation Common Stock 53814L108   552,300 30,000 SH   DFND   0 30,000 0
Marvell Technology, Inc. Common Stock 573874104   5,088,220 94,000 SH   DFND   0 94,000 0
McDonald's Corporation Common Stock 580135101   6,059,120 23,000 SH   DFND   0 23,000 0
McKesson Corporation Common Stock 58155Q103   5,131,230 11,800 SH   DFND   0 11,800 0
Merck & Company, Inc. Common Stock 58933Y105   6,424,080 62,400 SH   DFND   0 62,400 0
Meta Platforms, Inc. Class A Common Stock 30303M102   11,798,253 39,300 SH   DFND   0 39,300 0
Microsoft Corporation Common Stock 594918104   35,237,700 111,600 SH   DFND   0 111,600 0
Moody's Corporation Common Stock 615369105   11,002,716 34,800 SH   DFND   0 34,800 0
Motorola Solutions, Inc. Common Stock 620076307   10,481,240 38,500 SH   DFND   0 38,500 0
MP Materials Corp. Common Stock 553368101   5,166,550 270,500 SH   DFND   0 270,500 0
NextEra Energy, Inc. Common Stock 65339F101   6,410,751 111,900 SH   DFND   0 111,900 0
NIO Inc. ADS 62914V106   361,600 40,000 SH   DFND   0 40,000 0
NRG Energy, Inc. Common Stock 629377508   4,653,216 120,800 SH   DFND   0 120,800 0
nVent Electric plc Ordinary Shares G6700G107   869,036 16,400 SH   DFND   0 16,400 0
NVIDIA Corporation Put 67066G104   33,494,230 77,000 SH Put DFND   0 77,000 0
Occidental Petroleum Corporation Common Stock 674599105   1,622,000 25,000 SH   DFND   0 25,000 0
Occidental Petroleum Corporation Warrant 674599162   54,019 1,249 SH   DFND   0 1,249 0
Pan American Silver Corp. Common Stock 697900108   3,359,360 232,000 SH   DFND   0 232,000 0
Pinterest, Inc. Class A Common Stock 72352L106   5,181,651 191,700 SH   DFND   0 191,700 0
Pioneer Natural Resources Company Common Stock 723787107   4,568,045 19,900 SH   DFND   0 19,900 0
Plug Power, Inc Common Stock 72919P202   380,000 50,000 SH   DFND   0 50,000 0
Pure Storage, Inc. Class A Common Stock 74624M102   6,522,022 183,100 SH   DFND   0 183,100 0
Quanta Services, Inc. Common Stock 74762E102   7,669,870 41,000 SH   DFND   0 41,000 0
RTX Corporation Common Stock 75513E101   18,489,093 256,900 SH   DFND   0 256,900 0
S&P Global Inc. Common Stock 78409V104   3,946,428 10,800 SH   DFND   0 10,800 0
ServiceNow, Inc. Common Stock 81762P102   3,689,136 6,600 SH   DFND   0 6,600 0
Shoals Technologies Group, Inc. Class A Common Stock 82489W107   1,199,025 65,700 SH   DFND   0 65,700 0
Snowflake Inc. Class A Common Stock 833445109   427,756 2,800 SH   DFND   0 2,800 0
Splunk Inc. Common Stock 848637104   6,069,375 41,500 SH   DFND   0 41,500 0
Thermo Fisher Scientific Inc. Common Stock 883556102   6,327,125 12,500 SH   DFND   0 12,500 0
T-Mobile US, Inc. Common Stock 872590104   8,136,905 58,100 SH   DFND   0 58,100 0
Tronox Holdings plc Ordinary Shares G9087Q102   806,400 60,000 SH   DFND   0 60,000 0
Unity Software Inc. Common Stock 91332U101   8,867,675 282,500 SH Call DFND   0 282,500 0
VanEck Gold Miners ETF Exchange Traded Products 92189F106   2,691,000 100,000 SH   DFND   0 100,000 0
Vaneck Rare Earth/Strategic Metals ETF Exchange Traded Products 92189H805   1,658,184 24,999 SH   DFND   0 24,999 0
Verisk Analytics, Inc. Common Stock 92345Y106   6,260,360 26,500 SH   DFND   0 26,500 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   17,178,356 49,400 SH   DFND   0 49,400 0
Visa Inc. Class A Common Stock 92826C839   3,270,742 14,220 SH   DFND   0 14,220 0
Walmart Inc. Common Stock 931142103   8,028,486 50,200 SH   DFND   0 50,200 0
Wells Fargo & Company Common Stock 949746101   9,900,378 242,300 SH   DFND   0 242,300 0