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   4,262 659,750 SH   DFND   659,750 0 0
Acadia Pharmaceuticals Inc COM 004225108   1,782 74,400 SH   DFND   74,400 0 0
Amazon Com Inc COM 023135106   28,468 218,380 SH   DFND   218,380 0 0
Arista Networks Inc COM 040413106   15,230 93,980 SH   DFND   93,980 0 0
Builders Firstsource Inc COM 12008R107   42,201 310,300 SH   DFND   310,300 0 0
Cadence Design System Inc COM 127387108   17,682 75,395 SH   DFND   75,395 0 0
Cameco Corp COM 13321L108   27,249 869,740 SH   DFND   869,740 0 0
Canadian Pacific Kansas City COM 13646K108   9,986 123,600 SH   DFND   123,600 0 0
Carlisle Cos Inc COM 142339100   5,336 20,800 SH   DFND   20,800 0 0
Ccc Intelligent Solutions Hl COM 12510Q100   3,160 281,879 SH   DFND   281,879 0 0
Charter Communications Inc N CL A 16119P108   10,837 29,500 SH   DFND   29,500 0 0
Chevron Corp New COM 166764100   35,168 223,500 SH   DFND   223,500 0 0
Compass Inc CL A 20464U100   1,397 399,100 SH   DFND   399,100 0 0
Coupang Inc CL A 22266T109   363,727 20,903,865 SH   DFND   20,903,865 0 0
Doordash Inc CL A 25809K105   15,811 206,900 SH   DFND   206,900 0 0
First Solar Inc COM 336433107   4,700 24,725 SH   DFND   24,725 0 0
Fuller H B Co COM 359694106   5,399 75,500 SH   DFND   75,500 0 0
General Electric Co COM NEW 369604301   80,860 736,095 SH   DFND   736,095 0 0
Grove Collaborative Hold Inc COM CL A 39957D201   348 196,571 SH   DFND   196,571 0 0
Ihs Holding Limited ORD SHS G4701H109   6,027 770,310 SH   DFND   770,310 0 0
Illumina Inc COM 452327109   10,290 54,885 SH   DFND   54,885 0 0
Iqvia Hldgs Inc COM 46266C105   44,675 198,760 SH   DFND   198,760 0 0
Jacobs Solutions Inc COM 46982L108   5,160 43,400 SH   DFND   43,400 0 0
Joby Aviation Inc COMMON STOCK G65163100   115 11,246 SH   DFND   11,246 0 0
Kbr Inc COM 48242W106   32,898 505,658 SH   DFND   505,658 0 0
Lamb Weston Hldgs Inc COM 513272104   237,557 2,066,610 SH   DFND   2,066,610 0 0
Lilly Eli & Co COM 532457108   251,582 536,445 SH   DFND   536,445 0 0
Marvell Technology Inc COM 573874104   18,790 314,320 SH   DFND   314,320 0 0
Meta Platforms Inc CL A 30303M102   15,688 54,665 SH   DFND   54,665 0 0
Micron Technology Inc COM 595112103   14,023 222,200 SH   DFND   222,200 0 0
Microsoft Corp COM 594918104   282,294 828,960 SH   DFND   828,960 0 0
Natera Inc COM 632307104   43,455 893,030 SH   DFND   893,030 0 0
News Corp New CL A 65249B109   88,228 4,524,525 SH   DFND   4,524,525 0 0
News Corp New CL B 65249B208   14,409 730,700 SH   DFND   730,700 0 0
Nvidia Corporation COM 67066G104   401,901 950,075 SH   DFND   950,075 0 0
Opendoor Technologies Inc COM 683712103   6,183 1,538,085 SH   DFND   1,538,085 0 0
Option Care Health Inc COM NEW 68404L201   142,669 4,391,174 SH   DFND   4,391,174 0 0
Oracle Corp COM 68389X105   32,305 271,265 SH   DFND   271,265 0 0
Ptc Inc COM 69370C100   38,910 273,434 SH   DFND   273,434 0 0
Recursion Pharmaceuticals In CL A 75629V104   10,353 1,385,950 SH   DFND   1,385,950 0 0
Rpm Intl Inc COM 749685103   5,294 59,000 SH   DFND   59,000 0 0
Sensei Biotherapeutics Inc COM 81728A108   114 100,000 SH   DFND   100,000 0 0
Skechers U S A Inc CL A 830566105   19,543 371,125 SH   DFND   371,125 0 0
Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100   49,066 486,190 SH   DFND   486,190 0 0
Teck Resources Ltd CL B 878742204   143,846 3,416,742 SH   DFND   3,416,742 0 0
Tempur Sealy Intl Inc COM 88023U101   21,039 525,050 SH   DFND   525,050 0 0
T-Mobile Us Inc COM 872590104   163,841 1,179,562 SH   DFND   1,179,562 0 0
Ubs Group Ag SHS H42097107   15,370 759,500 SH   DFND   759,500 0 0
Vertiv Holdings Co COM CL A 92537N108   30,560 1,233,755 SH   DFND   1,233,755 0 0
Vornado Rlty Tr SH BEN INT 929042109   10,782 594,400 SH   DFND   594,400 0 0
Warby Parker Inc CL A COM 93403J106   12,440 1,064,139 SH   DFND   1,064,139 0 0
Wesco Intl Inc COM 95082P105   20,932 116,900 SH   DFND   116,900 0 0
World Wrestling Entmt Inc CL A 98156Q108   10,670 98,365 SH   DFND   98,365 0 0