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
ACADIA PHARMACEUTICALS INC COM 004225108   822,250 50,600 SH   DFND 1 0 50,600 0
ANNEXON INC COM 03589W102   1,149,500 234,592 SH   DFND 1 0 234,592 0
AON PLC SHS CL A G0403H108   4,902,786 16,700 SH   DFND 1 0 16,700 0
APOLLO GLOBAL MGMT INC COM 03769M106   5,644,572 47,807 SH   DFND 1 0 47,807 0
APPLE INC COM 037833100   14,448,532 68,600 SH   DFND 1 0 68,600 0
ARCADIUM LITHIUM PLC COM SHS G0508H110   1,512,672 450,200 SH   DFND 1 0 450,200 0
ASHLAND INC COM 044186104   4,438,195 46,970 SH   DFND 1 0 46,970 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,420,469 5,300 SH   DFND 1 0 5,300 0
ASTRAZENECA PLC SPONSORED ADR 046353108   857,466 10,995 SH   DFND 1 0 10,995 0
AT&T INC COM 00206R102   3,330,873 174,300 SH   DFND 1 0 174,300 0
AXSOME THERAPEUTICS INC COM 05464T104   2,474,610 30,741 SH   DFND 1 0 30,741 0
BAKER HUGHES COMPANY CL A 05722G100   9,528,819 270,936 SH   DFND 1 0 270,936 0
BANK AMERICA CORP COM 060505104   16,428,271 413,082 SH   DFND 1 0 413,082 0
BANK NEW YORK MELLON CORP COM 064058100   4,569,607 76,300 SH   DFND 1 0 76,300 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   9,488,704 653,492 SH   DFND 1 0 653,492 0
BBB FOODS INC CL A COM G0896C103   3,579,000 150,000 SH   DFND 1 0 150,000 0
BECTON DICKINSON & CO COM 075887109   9,992,738 42,757 SH   DFND 1 0 42,757 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   1,654,069 267,649 SH   DFND 1 0 267,649 0
BIO-TECHNE CORP COM 09073M104   4,726,106 65,961 SH   DFND 1 0 65,961 0
BLUE OWL CAPITAL INC COM CL A 09581B103   21,242,614 1,196,767 SH   DFND 1 0 1,196,767 0
BLUEPRINT MEDICINES CORP COM 09627Y109   1,462,457 13,569 SH   DFND 1 0 13,569 0
BRISTOL-MYERS SQUIBB CO COM 110122108   3,285,146 79,103 SH   DFND 1 0 79,103 0
BRUKER CORP COM 116794108   21,312,349 333,997 SH   DFND 1 0 333,997 0
CANADIAN NAT RES LTD COM 136385101   18,137,799 509,444 SH   DFND 1 0 509,444 0
CARLYLE GROUP INC COM 14316J108   7,965,760 198,400 SH   DFND 1 0 198,400 0
CENOVUS ENERGY INC COM 15135U109   10,541,913 536,583 SH   DFND 1 0 536,583 0
CHART INDS INC COM 16115Q308   659,634 4,570 SH   DFND 1 0 4,570 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,135,194 10,487 SH   DFND 1 0 10,487 0
CHEVRON CORP NEW COM 166764100   987,792 6,315 SH   DFND 1 0 6,315 0
CHORD ENERGY CORPORATION COM NEW 674215207   6,261,842 37,344 SH   DFND 1 0 37,344 0
CHUBB LIMITED COM H1467J104   4,872,028 19,100 SH   DFND 1 0 19,100 0
CITIGROUP INC COM NEW 172967424   6,016,008 94,800 SH   DFND 1 0 94,800 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   26,340,829 361,477 SH   DFND 1 0 361,477 0
COMERICA INC COM 200340107   4,767,136 93,400 SH   DFND 1 0 93,400 0
CONOCOPHILLIPS COM 20825C104   27,300,676 238,684 SH   DFND 1 0 238,684 0
COOPER COS INC COM 216648501   14,618,560 167,452 SH   DFND 1 0 167,452 0
COREBRIDGE FINL INC COM 21871X109   6,235,932 214,146 SH   DFND 1 0 214,146 0
CRH PLC ORD G25508105   36,279,448 483,855 SH   DFND 1 0 483,855 0
DISCOVER FINL SVCS COM 254709108   30,282,646 231,501 SH   DFND 1 0 231,501 0
DUKE ENERGY CORP NEW COM NEW 26441C204   1,503,450 15,000 SH   DFND 1 0 15,000 0
EDWARDS LIFESCIENCES CORP COM 28176E108   4,507,656 48,800 SH   DFND 1 0 48,800 0
ENPHASE ENERGY INC COM 29355A107   7,256,296 72,774 SH   DFND 1 0 72,774 0
EQUITABLE HLDGS INC COM 29452E101   5,185,134 126,900 SH   DFND 1 0 126,900 0
EXXON MOBIL CORP COM 30231G102   17,146,318 148,943 SH   DFND 1 0 148,943 0
FIRST HORIZON CORPORATION COM 320517105   15,551,097 986,119 SH   DFND 1 0 986,119 0
FIRST SOLAR INC COM 336433107   9,746,636 43,230 SH   DFND 1 0 43,230 0
FLUENCE ENERGY INC COM CL A 34379V103   2,913,120 168,000 SH   DFND 1 0 168,000 0
FLUTTER ENTMT PLC SHS G3643J108   4,559,000 25,000 SH   DFND 1 0 25,000 0
FORTIS INC COM 349553107   2,991,225 77,000 SH   DFND 1 0 77,000 0
GENERAL MTRS CO COM 37045V100   1,556,410 33,500 SH   DFND 1 0 33,500 0
GILEAD SCIENCES INC COM 375558103   6,565,608 95,695 SH   DFND 1 0 95,695 0
GLAUKOS CORP COM 377322102   15,265,730 128,988 SH   DFND 1 0 128,988 0
ICON PLC SHS G4705A100   16,394,481 52,300 SH   DFND 1 0 52,300 0
IMPERIAL OIL LTD COM NEW 453038408   10,521,482 154,382 SH   DFND 1 0 154,382 0
INARI MED INC COM 45332Y109   15,858,973 329,366 SH   DFND 1 0 329,366 0
INTEGER HLDGS CORP COM 45826H109   6,241,081 53,900 SH   DFND 1 0 53,900 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   15,911,460 546,035 SH   DFND 1 0 546,035 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   7,856,391 57,392 SH   DFND 1 0 57,392 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   59,735,897 627,412 SH   DFND 1 0 627,412 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   2,212,227 32,300 SH   DFND 1 0 32,300 0
INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142   733,483 11,300 SH   DFND 1 0 11,300 0
INVESCO QQQ TR UNIT SER 1 46090E103   57,458,225 119,927 SH   DFND 1 0 119,927 0
ISHARES TR MSCI CHINA ETF 46429B671   3,414,041 80,959 SH   DFND 1 0 80,959 0
ISHARES TR MSCI INDIA ETF 46429B598   16,734,000 300,000 SH Put DFND 1 0 300,000 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   5,471,133 162,300 SH   DFND 1 0 162,300 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   3,023,048 145,900 SH   DFND 1 0 145,900 0
KEYCORP COM 493267108   21,263,588 1,496,382 SH   DFND 1 0 1,496,382 0
KKR & CO INC COM 48251W104   11,802,561 112,149 SH   DFND 1 0 112,149 0
KLA CORP COM NEW 482480100   6,760,982 8,200 SH   DFND 1 0 8,200 0
LANTHEUS HLDGS INC COM 516544103   6,198,388 77,200 SH   DFND 1 0 77,200 0
LAZARD INC COM 52110M109   1,779,188 46,600 SH   DFND 1 0 46,600 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   985,221 22,245 SH   DFND 1 0 22,245 0
LINDE PLC SHS G54950103   9,960,987 22,700 SH   DFND 1 0 22,700 0
LIVANOVA PLC SHS G5509L101   6,419,422 117,100 SH   DFND 1 0 117,100 0
LPL FINL HLDGS INC COM 50212V100   5,474,280 19,600 SH   DFND 1 0 19,600 0
M & T BK CORP COM 55261F104   9,232,960 61,000 SH   DFND 1 0 61,000 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   17,674,209 2,468,465 SH   DFND 1 0 2,468,465 0
MASTERCARD INCORPORATED CL A 57636Q104   9,440,824 21,400 SH   DFND 1 0 21,400 0
MCKESSON CORP COM 58155Q103   13,543,888 23,190 SH   DFND 1 0 23,190 0
MERIT MED SYS INC COM 589889104   12,677,625 147,500 SH   DFND 1 0 147,500 0
MICROSOFT CORP COM 594918104   45,159,828 101,040 SH   DFND 1 0 101,040 0
MOODYS CORP COM 615369105   5,387,904 12,800 SH   DFND 1 0 12,800 0
NETFLIX INC COM 64110L106   3,003,216 4,450 SH   DFND 1 0 4,450 0
NEXTRACKER INC CLASS A COM 65290E101   4,984,422 106,323 SH   DFND 1 0 106,323 0
NOBLE CORP PLC ORD SHS A G65431127   3,705,950 83,000 SH   DFND 1 0 83,000 0
NOVO-NORDISK A S ADR 670100205   3,525,453 24,698 SH   DFND 1 0 24,698 0
NVIDIA CORPORATION COM 67066G104   19,819,522 160,430 SH   DFND 1 0 160,430 0
NXP SEMICONDUCTORS N V COM N6596X109   12,324,322 45,800 SH   DFND 1 0 45,800 0
OCCIDENTAL PETE CORP COM 674599105   21,607,062 342,806 SH   DFND 1 0 342,806 0
ONEOK INC NEW COM 682680103   15,008,217 184,037 SH   DFND 1 0 184,037 0
PATTERSON-UTI ENERGY INC COM 703481101   463,092 44,700 SH   DFND 1 0 44,700 0
PEMBINA PIPELINE CORP COM 706327103   11,852,777 319,600 SH   DFND 1 0 319,600 0
PFIZER INC COM 717081103   3,697,787 132,158 SH   DFND 1 0 132,158 0
PNC FINL SVCS GROUP INC COM 693475105   8,445,052 54,316 SH   DFND 1 0 54,316 0
PROCEPT BIOROBOTICS CORP COM 74276L105   15,836,422 259,231 SH   DFND 1 0 259,231 0
PROGRESSIVE CORP COM 743315103   6,480,552 31,200 SH   DFND 1 0 31,200 0
PRUDENTIAL FINL INC COM 744320102   6,621,235 56,500 SH   DFND 1 0 56,500 0
QIAGEN NV SHS NEW N72482149   19,869,398 483,558 SH   DFND 1 0 483,558 0
REGENERON PHARMACEUTICALS COM 75886F107   983,123 935 SH   DFND 1 0 935 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   10,861,657 52,914 SH   DFND 1 0 52,914 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   2,944,348 219,400 SH   DFND 1 0 219,400 0
ROBINHOOD MKTS INC COM CL A 770700102   3,658,581 161,100 SH   DFND 1 0 161,100 0
SAIA INC COM 78709Y105   1,612,586 3,400 SH   DFND 1 0 3,400 0
SANOFI SPONSORED ADR 80105N105   1,308,126 26,961 SH   DFND 1 0 26,961 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   12,324,897 31,511 SH   DFND 1 0 31,511 0
SPDR SER TR S&P REGL BKG 78464A698   4,910,000 100,000 SH Put DFND 1 0 100,000 0
STATE STR CORP COM 857477103   6,694,114 90,461 SH   DFND 1 0 90,461 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   685,458 17,455 SH   DFND 1 0 17,455 0
SUNRUN INC COM 86771W105   3,176,488 267,832 SH   DFND 1 0 267,832 0
TECHNIPFMC PLC COM G87110105   3,049,090 116,600 SH   DFND 1 0 116,600 0
TECK RESOURCES LTD CL B 878742204   1,513,623 31,600 SH   DFND 1 0 31,600 0
TG THERAPEUTICS INC COM 88322Q108   2,860,077 160,769 SH   DFND 1 0 160,769 0
TPG INC COM CL A 872657101   9,756,708 235,385 SH   DFND 1 0 235,385 0
TRANSMEDICS GROUP INC COM 89377M109   4,834,902 32,100 SH   DFND 1 0 32,100 0
TRAVELERS COMPANIES INC COM 89417E109   6,344,208 31,200 SH   DFND 1 0 31,200 0
TRUIST FINL CORP COM 89832Q109   9,343,037 240,490 SH   DFND 1 0 240,490 0
US BANCORP DEL COM NEW 902973304   16,646,210 419,300 SH   DFND 1 0 419,300 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   9,776,250 37,500 SH Put DFND 1 0 37,500 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   6,016,464 102,600 SH   DFND 1 0 102,600 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   14,985,592 224,436 SH   DFND 1 0 224,436 0
VEREN INC COM NEW 92340V107   14,973,386 1,899,358 SH   DFND 1 0 1,899,358 0
VERIZON COMMUNICATIONS INC COM 92343V104   2,053,752 49,800 SH   DFND 1 0 49,800 0
VISTRA CORP COM 92840M102   3,043,692 35,400 SH   DFND 1 0 35,400 0
WELLS FARGO CO NEW COM 949746101   11,242,527 189,300 SH   DFND 1 0 189,300 0
WHIRLPOOL CORP COM 963320106   4,527,460 44,300 SH   DFND 1 0 44,300 0
WILLIAMS COS INC COM 969457100   9,051,735 212,982 SH   DFND 1 0 212,982 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   7,863,414 29,997 SH   DFND 1 0 29,997 0
XPENG INC ADS 98422D105   5,923,373 808,100 SH   DFND 1 0 808,100 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   7,401,963 68,202 SH   DFND 1 0 68,202 0