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
BLOCK INC CL A 852234103   8,499,000 100,000 SH   SOLE 2 100,000 0 0
COSTAR GROUP INC COM 22160N109   8,590,800 120,000 SH   SOLE 2 120,000 0 0
DYNATRACE INC COM NEW 268150109   14,402,750 265,000 SH   SOLE 2 265,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   4,569,600 120,000 SH   SOLE 2 120,000 0 0
ILLUMINA INC COM 452327109   12,026,700 90,000 SH   SOLE 2 90,000 0 0
INNOVID CORP *W EXP 11/30/202 457679116   3,297 30,000 SH   SOLE 2 30,000 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   4,244,000 80,000 SH   SOLE 2 80,000 0 0
ITRON INC COM 465741106   6,514,800 60,000 SH   SOLE 2 60,000 0 0
MARQETA INC CLASS A COM 57142B104   1,516,000 400,000 SH   SOLE 2 400,000 0 0
MONDAY COM LTD SHS M7S64H106   10,359,360 44,000 SH   SOLE 2 44,000 0 0
NEWS CORP NEW CL A 65249B109   5,508,000 200,000 SH   SOLE 2 200,000 0 0
OKTA INC CL A 679295105   14,184,000 180,000 SH   SOLE 2 180,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   3,400,000 250,000 SH   SOLE 2 250,000 0 0
WIX COM LTD SHS M98068105   8,582,000 40,000 SH   SOLE 2 40,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   51,123,000 100,000 SH Put SOLE 2 100,000 0 0
AERCAP HOLDINGS NV SHS N00985106   78,952,500 825,000 SH   DFND 1 0 0 825,000
CIENA CORP COM NEW 171779309   74,121,650 873,973 SH   DFND 1 0 0 873,973
COSTAR GROUP INC COM 22160N109   1,930,782 26,970 SH   DFND 1 0 0 26,970
DANAOS CORPORATION SHS Y1968P121   14,012,250 175,000 SH   DFND 1 0 0 175,000
DELEK US HLDGS INC NEW COM 24665A103   35,057,500 1,895,000 SH   DFND 1 0 0 1,895,000
ILLUMINA INC COM 452327109   64,743,735 484,500 SH   DFND 1 0 0 484,500
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   1,688,830 13,000 SH   DFND 1 0 0 13,000
MARQETA INC CLASS A COM 57142B104   1,133,210 299,000 SH   DFND 1 0 0 299,000
MARVELL TECHNOLOGY INC COM 573874104   938,825 8,500 SH   DFND 1 0 0 8,500
MONDAY COM LTD SHS M7S64H106   1,177,200 5,000 SH   DFND 1 0 0 5,000
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409   14,415,570 333,000 SH   DFND 1 0 0 333,000
OKTA INC CL A 679295105   1,906,960 24,200 SH   DFND 1 0 0 24,200
PALO ALTO NETWORKS INC COM 697435105   1,583,052 8,700 SH   DFND 1 0 0 8,700
PERRIGO CO PLC SHS G97822103   46,278,000 1,800,000 SH   DFND 1 0 0 1,800,000
QORVO INC COM 74736K101   1,520,978 21,750 SH   DFND 1 0 0 21,750
SOLAREDGE TECHNOLOGIES INC COM 83417M104   5,262,112 386,920 SH   DFND 1 0 0 386,920
TENABLE HLDGS INC COM 88025T102   2,093,598 53,164 SH   DFND 1 0 0 53,164
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   692,056,000 31,400,000 SH   DFND 1 0 0 31,400,000
TTM TECHNOLOGIES INC COM 87305R109   3,072,713 124,150 SH   DFND 1 0 0 124,150
AERCAP HOLDINGS NV SHS N00985106   32,648,821 341,158 SH   SOLE   341,158 0 0
AGNICO EAGLE MINES LTD COM 008474108   633,501 8,100 SH   SOLE   8,100 0 0
BARRICK GOLD CORP COM 067901108   416,640 26,880 SH   SOLE   26,880 0 0
CIENA CORP COM NEW 171779309   34,123,558 402,353 SH   SOLE   402,353 0 0
COSTCO WHSL CORP NEW COM 22160K105   448,972 490 SH   SOLE   490 0 0
CUMMINS INC COM 231021106   1,202,670 3,450 SH   SOLE   3,450 0 0
CVR PARTNERS LP COM 126633205   6,578,136 86,600 SH   SOLE   86,600 0 0
DANAOS CORPORATION SHS Y1968P121   31,311,374 391,050 SH   SOLE   391,050 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   3,197,576 120,800 SH   SOLE   120,800 0 0
DELEK US HLDGS INC NEW COM 24665A103   28,860,000 1,560,000 SH   SOLE   1,560,000 0 0
EOG RES INC COM 26875P101   674,190 5,500 SH   SOLE   5,500 0 0
EXXON MOBIL CORP COM 30231G102   661,556 6,150 SH   SOLE   6,150 0 0
FREEPORT-MCMORAN INC CL B 35671D857   819,482 21,520 SH   SOLE   21,520 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131   544,218 39,040 SH   SOLE   39,040 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848   848,259 26,700 SH   SOLE   26,700 0 0
GOLAR LNG LTD SHS G9456A100   798,367 18,865 SH   SOLE   18,865 0 0
ILLUMINA INC COM 452327109   30,200,380 226,000 SH   SOLE   226,000 0 0
IMAX CORP COM 45245E109   24,320,000 950,000 SH   SOLE   950,000 0 0
INNOVID CORP *W EXP 11/30/202 457679116   10,440 94,998 SH   SOLE   94,998 0 0
ISHARES SILVER TR ISHARES 46428Q109   29,294,758 1,112,600 SH   SOLE   1,112,600 0 0
KINDER MORGAN INC DEL COM 49456B101   537,040 19,600 SH   SOLE   19,600 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   703,387 3,345 SH   SOLE   3,345 0 0
MARATHON PETE CORP COM 56585A102   668,205 4,790 SH   SOLE   4,790 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409   20,462,231 472,678 SH   SOLE   472,678 0 0
NEWMONT CORP COM 651639106   223,320 6,000 SH   SOLE   6,000 0 0
NEWS CORP NEW CL A 65249B109   39,593,652 1,437,678 SH   SOLE   1,437,678 0 0
NORFOLK SOUTHN CORP COM 655844108   586,750 2,500 SH   SOLE   2,500 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   392,143 27,270 SH   SOLE   27,270 0 0
PERRIGO CO PLC SHS G97822103   26,224,200 1,020,000 SH   SOLE   1,020,000 0 0
PHINIA INC COMMON STOCK 71880K101   30,780,630 639,000 SH   SOLE   639,000 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105   413,336 24,200 SH   SOLE   24,200 0 0
RIO TINTO PLC SPONSORED ADR 767204100   205,835 3,500 SH   SOLE   3,500 0 0
RTX CORPORATION COM 75513E101   911,874 7,880 SH   SOLE   7,880 0 0
SHERWIN WILLIAMS CO COM 824348106   428,312 1,260 SH   SOLE   1,260 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   3,342,554 245,776 SH   SOLE   245,776 0 0
SOUTHERN COPPER CORP COM 84265V105   461,118 5,060 SH   SOLE   5,060 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,669,486 6,895 SH   SOLE   6,895 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204   482,078 32,246 SH   SOLE   32,246 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   115,710,000 5,250,000 SH   SOLE   5,250,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   15,000,000 4,000,000 SH   SOLE   4,000,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   34,194,844 1,008,400 SH   SOLE   1,008,400 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   632,700 14,800 SH   SOLE   14,800 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   882,968 15,700 SH   SOLE   15,700 0 0