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
Adobe Inc COM 00724F101   17,861 34,495 SH   DFND   34,495 0 0
Ameris Bancorp COM 03076K108   9,608 154,000 SH   DFND   154,000 0 0
Arcellx Inc COMMON STOCK 03940C100   6,188 74,100 SH   DFND   74,100 0 0
Arm Holdings Plc SPONSORED ADS 042068205   3,090 21,610 SH   DFND   21,610 0 0
Ars Pharmaceuticals Inc COM 82835W108   7,785 536,900 SH   DFND   536,900 0 0
Ascendis Pharma A/S SPONSORED ADR 04351P101   39,573 265,040 SH   DFND   265,040 0 0
Autodesk Inc COM 052769106   10,027 36,400 SH   DFND   36,400 0 0
Banco Macro Sa SPON ADR B 05961W105   26,932 424,130 SH   DFND   424,130 0 0
Barclays Plc ADR 06738E204   24,394 2,007,755 SH   DFND   2,007,755 0 0
Bicycle Therapeutics Plc SPONSORED ADS 088786108   4,304 190,200 SH   DFND   190,200 0 0
Broadcom Inc COM 11135F101   41,397 239,980 SH   DFND   239,980 0 0
Camden Ppty Tr SH BEN INT 133131102   35,937 290,915 SH   DFND   290,915 0 0
Chubb Limited COM H1467J104   10,036 34,800 SH   DFND   34,800 0 0
Citigroup Inc COM NEW 172967424   20,495 327,400 SH   DFND   327,400 0 0
Citizens Finl Group Inc COM 174610105   9,799 238,600 SH   DFND   238,600 0 0
Coherent Corp COM 19247G107   264,821 2,978,530 SH   DFND   2,978,530 0 0
Core & Main Inc CL A 21874C102   21,099 475,195 SH   DFND   475,195 0 0
Coupang Inc CL A 22266T109   287,139 11,696,092 SH   DFND   11,696,092 0 0
Crh Plc ORD G25508105   15,070 162,500 SH   DFND   162,500 0 0
Crinetics Pharmaceuticals In COM 22663K107   15,790 309,000 SH   DFND   309,000 0 0
Daktronics Inc COM 234264109   33,157 2,568,355 SH   DFND   2,568,355 0 0
Discover Finl Svcs COM 254709108   39,964 284,865 SH   DFND   284,865 0 0
First Ctzns Bancshares Inc N CL A 31946M103   9,542 5,183 SH   DFND   5,183 0 0
First Horizon Corporation COM 320517105   9,624 619,700 SH   DFND   619,700 0 0
Flex Ltd ORD Y2573F102   11,664 348,900 SH   DFND   348,900 0 0
Flutter Entmt Plc SHS G3643J108   61,820 260,953 SH   DFND   260,953 0 0
Freeport-Mcmoran Inc CL B 35671D857   68,737 1,376,935 SH   DFND   1,376,935 0 0
Ge Vernova Inc COM 36828A101   7,458 29,250 SH   DFND   29,250 0 0
Global X Fds GB MSCI AR ETF 37950E259   18,697 282,000 SH   DFND   282,000 0 0
Grupo Financiero Galicia S.A SPONSORED ADR 399909100   14,953 355,263 SH   DFND   355,263 0 0
Huntington Bancshares Inc COM 446150104   9,867 671,200 SH   DFND   671,200 0 0
Ihs Holding Limited ORD SHS G4701H109   2,303 770,310 SH   DFND   770,310 0 0
Insmed Inc COM PAR $.01 457669307   1,460 20,000 SH   DFND   20,000 0 0
Invivyd Inc COM 00534A102   583 571,425 SH   DFND   571,425 0 0
Joby Aviation Inc COMMON STOCK G65163100   113 22,492 SH   DFND   22,492 0 0
Keycorp COM 493267108   9,780 583,900 SH   DFND   583,900 0 0
Kinder Morgan Inc Del COM 49456B101   57,699 2,612,000 SH   DFND   2,612,000 0 0
M & T Bk Corp COM 55261F104   10,010 56,200 SH   DFND   56,200 0 0
Mercadolibre Inc COM 58733R102   98,720 48,110 SH   DFND   48,110 0 0
Microsoft Corp COM 594918104   18,544 43,095 SH   DFND   43,095 0 0
Mid-Amer Apt Cmntys Inc COM 59522J103   37,933 238,720 SH   DFND   238,720 0 0
Natera Inc COM 632307104   452,812 3,566,850 SH   DFND   3,566,850 0 0
Newamsterdam Pharma Company ORDINARY SHARES N62509109   4,773 287,535 SH   DFND   287,535 0 0
Nurix Therapeutics Inc COM 67080M103   993 44,200 SH   DFND   44,200 0 0
Nvent Electric Plc SHS G6700G107   31,692 451,065 SH   DFND   451,065 0 0
Palantir Technologies Inc CL A 69608A108   1,552 41,710 SH   DFND   41,710 0 0
Palo Alto Networks Inc COM 697435105   14,941 43,712 SH   DFND   43,712 0 0
Philip Morris Intl Inc COM 718172109   137,745 1,134,635 SH   DFND   1,134,635 0 0
Philip Morris Intl Inc COM 718172109   57,325 472,200 SH Call DFND   472,200 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103   179,670 1,640,369 SH   DFND   1,640,369 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103   28,806 263,000 SH Call DFND   263,000 0 0
Silence Therapeutics Plc ADS 82686Q101   7,043 387,400 SH   DFND   387,400 0 0
Spdr Ser Tr S&P REGL BKG 78464A698   116,218 2,053,323 SH   DFND   2,053,323 0 0
Springworks Therapeutics Inc COM 85205L107   22,590 705,066 SH   DFND   705,066 0 0
Starbucks Corp COM 855244109   5,099 52,305 SH   DFND   52,305 0 0
Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100   9,961 57,355 SH   DFND   57,355 0 0
Tc Energy Corp COM 87807B107   5,485 115,400 SH   DFND   115,400 0 0
Teck Resources Ltd CL B 878742204   53,133 1,017,085 SH   DFND   1,017,085 0 0
Terawulf Inc COM 88080T104   13,780 2,944,451 SH   DFND   2,944,451 0 0
Teva Pharmaceutical Inds Ltd SPONSORED ADS 881624209   25,732 1,427,950 SH   DFND   1,427,950 0 0
Tpg Inc COM CL A 872657101   12,519 217,500 SH Put DFND   217,500 0 0
Trisalus Life Sciences Inc COM 89680M101   1,968 426,921 SH   DFND   426,921 0 0
Truist Finl Corp COM 89832Q109   9,987 233,500 SH   DFND   233,500 0 0
Ultragenyx Pharmaceutical In COM 90400D108   4,746 85,445 SH   DFND   85,445 0 0
United States Stl Corp NEW COM 912909108   23,427 663,090 SH   DFND   663,090 0 0
Us Bancorp Del COM NEW 902973304   9,942 217,400 SH   DFND   217,400 0 0
Vaxcyte Inc COM 92243G108   4,910 42,965 SH   DFND   42,965 0 0
Verona Pharma Plc SPONSORED ADS 925050106   19,738 686,045 SH   DFND   686,045 0 0
Vistra Corp COM 92840M102   46,391 391,355 SH   DFND   391,355 0 0
Wabtec COM 929740108   32,655 179,650 SH   DFND   179,650 0 0
Western Digital Corp. COM 958102105   4,876 71,405 SH   DFND   71,405 0 0
Woodward Inc COM 980745103   181,409 1,057,715 SH   DFND   1,057,715 0 0
Xpo Inc COM 983793100   4,999 46,500 SH   DFND   46,500 0 0
Ypf Sociedad Anonima SPON ADR CL D 984245100   9,122 430,100 SH   DFND   430,100 0 0
Zoominfo Technologies Inc COMMON STOCK 98980F104   22,092 2,140,726 SH   DFND   2,140,726 0 0