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
ALTRIA GROUP INC COM 02209S103   11,776,143 259,959 SH   DFND 1 0 259,959 0
AMAZON COM INC COM 023135106   11,836,688 90,800 SH   DFND 1 0 90,800 0
AMERICAN INTL GROUP INC COM NEW 026874784   5,737,141 99,707 SH   DFND 1 0 99,707 0
ARAMARK COM 03852U106   6,403,429 148,744 SH   DFND 1 0 148,744 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   3,613,125 37,500 SH   DFND 1 0 37,500 0
BAKER HUGHES COMPANY CL A 05722G100   6,774,023 214,300 SH   DFND 1 0 214,300 0
BANK AMERICA CORP COM 060505104   21,067,067 734,300 SH   DFND 1 0 734,300 0
BANK NEW YORK MELLON CORP COM 064058100   12,713,176 285,561 SH   DFND 1 0 285,561 0
BAXTER INTL INC COM 071813109   4,459,185 97,875 SH   DFND 1 0 97,875 0
BIO RAD LABS INC CL A 090572207   2,211,407 5,833 SH   DFND 1 0 5,833 0
BLACKROCK INC COM 09247X101   20,275,974 29,337 SH   DFND 1 0 29,337 0
BOSTON SCIENTIFIC CORP COM 101137107   2,537,524 46,913 SH   DFND 1 0 46,913 0
BP PLC SPONSORED ADR 055622104   642,278 18,200 SH   DFND 1 0 18,200 0
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108   3,511,210 119,000 SH   DFND 1 0 119,000 0
BROWN FORMAN CORP CL B 115637209   26,118,994 391,120 SH   DFND 1 0 391,120 0
CANADIAN NAT RES LTD COM 136385101   23,344,681 414,926 SH   DFND 1 0 414,926 0
CAPITAL ONE FINL CORP COM 14040H105   10,937,000 100,000 SH Put DFND 1 0 100,000 0
CENOVUS ENERGY INC COM 15135U109   21,361,590 1,256,821 SH   DFND 1 0 1,256,821 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   2,689,740 306,000 SH   DFND 1 0 306,000 0
CHEVRON CORP NEW COM 166764100   20,109,330 127,800 SH   DFND 1 0 127,800 0
CHUBB LIMITED COM H1467J104   11,693,013 60,724 SH   DFND 1 0 60,724 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   31,832,157 494,058 SH   DFND 1 0 494,058 0
DARLING INGREDIENTS INC COM 237266101   2,736,591 42,900 SH   DFND 1 0 42,900 0
DAVITA INC COM 23918K108   3,953,896 39,354 SH   DFND 1 0 39,354 0
DEVON ENERGY CORP NEW COM 25179M103   15,067,578 311,700 SH   DFND 1 0 311,700 0
DEXCOM INC COM 252131107   2,511,085 19,540 SH   DFND 1 0 19,540 0
DRAFTKINGS INC NEW COM CL A 26142V105   4,756,030 179,000 SH   DFND 1 0 179,000 0
ENBRIDGE INC COM 29250N105   12,790,460 343,867 SH   DFND 1 0 343,867 0
EVEREST RE GROUP LTD COM G3223R108   2,222,090 6,500 SH   DFND 1 0 6,500 0
EXACT SCIENCES CORP COM 30063P105   1,867,483 19,888 SH   DFND 1 0 19,888 0
FARFETCH LTD ORD SH CL A 30744W107   2,172,081 359,616 SH   DFND 1 0 359,616 0
FIFTH THIRD BANCORP COM 316773100   11,154,452 425,580 SH   DFND 1 0 425,580 0
FIRST SOLAR INC COM 336433107   2,509,188 13,200 SH   DFND 1 0 13,200 0
FISERV INC COM 337738108   2,523,000 20,000 SH   DFND 1 0 20,000 0
FLUENCE ENERGY INC COM CL A 34379V103   1,289,376 48,400 SH   DFND 1 0 48,400 0
FORTIS INC COM 349553107   16,292,946 377,800 SH   DFND 1 0 377,800 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855   2,561,788 39,400 SH   DFND 1 0 39,400 0
HESS CORP COM 42809H107   10,984,760 80,800 SH   DFND 1 0 80,800 0
HUNTINGTON BANCSHARES INC COM 446150104   4,980,360 462,000 SH   DFND 1 0 462,000 0
IMPERIAL OIL LTD COM NEW 453038408   5,191,790 101,400 SH   DFND 1 0 101,400 0
INSPIRE MED SYS INC COM 457730109   2,121,847 6,536 SH   DFND 1 0 6,536 0
INSULET CORP COM 45784P101   2,477,417 8,592 SH   DFND 1 0 8,592 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   575,820 14,000 SH   DFND 1 0 14,000 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   6,836,661 82,300 SH   DFND 1 0 82,300 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   8,345,304 73,800 SH   DFND 1 0 73,800 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   3,923,469 49,296 SH   DFND 1 0 49,296 0
INVESCO QQQ TR UNIT SER 1 46090E103   12,744,990 34,500 SH   DFND 1 0 34,500 0
ISHARES INC MSCI BRAZIL ETF 464286400   3,476,496 107,200 SH   DFND 1 0 107,200 0
ISHARES INC MSCI FRANCE ETF 464286707   5,097,519 132,300 SH   DFND 1 0 132,300 0
ISHARES TR RUSSELL 2000 ETF 464287655   7,528,254 40,200 SH   DFND 1 0 40,200 0
ISHARES TR RUSSELL 2000 ETF 464287655   65,544,500 350,000 SH Put DFND 1 0 350,000 0
KINDER MORGAN INC DEL COM 49456B101   13,763,946 799,300 SH   DFND 1 0 799,300 0
KOSMOS ENERGY LTD COM 500688106   5,467,672 912,800 SH   DFND 1 0 912,800 0
LAM RESEARCH CORP COM 512807108   3,060,656 4,761 SH   DFND 1 0 4,761 0
LINDE PLC SHS G54950103   23,043,527 60,469 SH   DFND 1 0 60,469 0
LPL FINL HLDGS INC COM 50212V100   8,626,753 39,676 SH   DFND 1 0 39,676 0
M & T BK CORP COM 55261F104   3,786,561 30,596 SH   DFND 1 0 30,596 0
MARSH & MCLENNAN COS INC COM 571748102   3,441,864 18,300 SH   DFND 1 0 18,300 0
MASTERCARD INCORPORATED CL A 57636Q104   7,944,660 20,200 SH   DFND 1 0 20,200 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   2,554,112 90,700 SH   DFND 1 0 90,700 0
MCKESSON CORP COM 58155Q103   6,345,554 14,850 SH   DFND 1 0 14,850 0
MEDTRONIC PLC SHS G5960L103   6,345,843 72,030 SH   DFND 1 0 72,030 0
METLIFE INC COM 59156R108   7,343,247 129,900 SH   DFND 1 0 129,900 0
NATIONAL VISION HLDGS INC COM 63845R107   1,101,916 45,365 SH   DFND 1 0 45,365 0
NEVRO CORP COM 64157F103   1,875,996 73,800 SH   DFND 1 0 73,800 0
NOMAD FOODS LTD USD ORD SHS G6564A105   596,696 34,058 SH   DFND 1 0 34,058 0
NVIDIA CORPORATION COM 67066G104   9,652,893 22,819 SH   DFND 1 0 22,819 0
OPTION CARE HEALTH INC COM NEW 68404L201   5,578,533 171,700 SH   DFND 1 0 171,700 0
PENUMBRA INC COM 70975L107   2,962,357 8,610 SH   DFND 1 0 8,610 0
PHILIP MORRIS INTL INC COM 718172109   4,134,597 42,354 SH   DFND 1 0 42,354 0
PIONEER NAT RES CO COM 723787107   6,422,580 31,000 SH   DFND 1 0 31,000 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   7,514,694 421,700 SH   DFND 1 0 421,700 0
RENAISSANCERE HLDGS LTD COM G7496G103   4,700,304 25,200 SH   DFND 1 0 25,200 0
RESMED INC COM 761152107   3,789,446 17,343 SH   DFND 1 0 17,343 0
ROLLINS INC COM 775711104   8,287,605 193,500 SH   DFND 1 0 193,500 0
S&P GLOBAL INC COM 78409V104   10,503,318 26,200 SH   DFND 1 0 26,200 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   7,151,077 88,100 SH   DFND 1 0 88,100 0
SILK RD MED INC COM 82710M100   1,867,525 57,480 SH   DFND 1 0 57,480 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   5,999,815 22,300 SH   DFND 1 0 22,300 0
STATE STR CORP COM 857477103   12,789,303 174,765 SH   DFND 1 0 174,765 0
STEM INC COM 85859N102   444,804 77,763 SH   DFND 1 0 77,763 0
SUNNOVA ENERGY INTL INC. COM 86745K104   2,367,483 129,300 SH   DFND 1 0 129,300 0
SYNCHRONY FINANCIAL COM 87165B103   2,014,848 59,400 SH   DFND 1 0 59,400 0
TARGA RES CORP COM 87612G101   12,884,111 169,305 SH   DFND 1 0 169,305 0
TRAVELERS COMPANIES INC COM 89417E109   6,251,760 36,000 SH   DFND 1 0 36,000 0
UNION PAC CORP COM 907818108   12,788,750 62,500 SH   DFND 1 0 62,500 0
UNUM GROUP COM 91529Y106   7,927,740 166,200 SH   DFND 1 0 166,200 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   5,232,160 84,800 SH   DFND 1 0 84,800 0
VERMILION ENERGY INC COM 923725105   15,550,364 1,246,100 SH   DFND 1 0 1,246,100 0
VOYA FINANCIAL INC COM 929089100   4,777,177 66,618 SH   DFND 1 0 66,618 0
WARBY PARKER INC CL A COM 93403J106   960,263 82,144 SH   DFND 1 0 82,144 0
WELLS FARGO CO NEW COM 949746101   11,048,401 258,866 SH   DFND 1 0 258,866 0
WEST FRASER TIMBER CO LTD COM 952845105   2,527,583 29,400 SH   DFND 1 0 29,400 0
WISDOMTREE INC COM 97717P104   2,980,670 434,500 SH   DFND 1 0 434,500 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   2,554,320 73,400 SH   DFND 1 0 73,400 0