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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALAMOS GOLD INC NEW COM CL A 011532108 6,956 966,113 SH   DFND 8 0 0 0
ANALOG DEVICES INC COM 032654105 53,522 319,571 SH   DFND 3 0 0 0
ANALOG DEVICES INC COM 032654105 21,364 127,562 SH   DFND 4 0 0 0
ANALOG DEVICES INC COM 032654105 25,077 149,734 SH   DFND 7 0 0 0
ANALOG DEVICES INC COM 032654105 66,416 396,565 SH   SOLE   0 0 0
APPLIED MATLS INC COM 038222105 58,385 453,543 SH   SOLE   0 0 0
APPLIED MATLS INC COM 038222105 46,908 364,392 SH   DFND 3 0 0 0
APPLIED MATLS INC COM 038222105 18,743 145,602 SH   DFND 4 0 0 0
APPLIED MATLS INC COM 038222105 22,020 171,053 SH   DFND 7 0 0 0
BALLARD PWR SYS INC NEW COM 058586108 5,312 378,067 SH   DFND 3 0 0 0
BALLARD PWR SYS INC NEW COM 058586108 2,119 150,845 SH   DFND 4 0 0 0
BALLARD PWR SYS INC NEW COM 058586108 2,490 177,214 SH   DFND 7 0 0 0
BALLARD PWR SYS INC NEW COM 058586108 6,563 467,092 SH   SOLE   0 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477 2,723 97,844 SH   DFND 8 0 0 0
BLUE BIRD CORP COM 095306106 2,666 127,786 SH   SOLE   0 0 0
BLUE BIRD CORP COM 095306106 7,375 353,568 SH   DFND 6 0 0 0
BOOKING HOLDINGS INC COM 09857L108 9,495 4,000 SH   SOLE   0 0 0
CABOT OIL & GAS CORP COM 127097103 6,092 279,984 SH   SOLE   0 0 0
CABOT OIL & GAS CORP COM 127097103 16,857 774,679 SH   DFND 6 0 0 0
CAMECO CORP COM 13321L108 3,987 183,483 SH   DFND 8 0 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 83,362 1,610,553 SH   SOLE   0 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 36,036 696,220 SH   DFND 6 0 0 0
CF INDS HLDGS INC COM 125269100 3,701 66,302 SH   SOLE   0 0 0
CF INDS HLDGS INC COM 125269100 10,241 183,462 SH   DFND 6 0 0 0
CIMAREX ENERGY CO COM 171798101 11,018 126,357 SH   DFND 6 0 0 0
CIMAREX ENERGY CO COM 171798101 3,982 45,669 SH   SOLE   0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 55,019 1,291,234 SH   DFND 3 0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 21,943 514,982 SH   DFND 4 0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 68,532 1,608,463 SH   SOLE   0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 25,864 606,998 SH   DFND 7 0 0 0
EATON CORP PLC SHS G29183103 13,670 91,554 SH   DFND 4 0 0 0
EATON CORP PLC SHS G29183103 16,059 107,557 SH   DFND 7 0 0 0
EATON CORP PLC SHS G29183103 28,127 188,381 SH   DFND 6 0 0 0
EATON CORP PLC SHS G29183103 91,074 609,962 SH   SOLE   0 0 0
EATON CORP PLC SHS G29183103 34,261 229,463 SH   DFND 3 0 0 0
ELDORADO GOLD CORP NEW COM 284902509 40,804 5,278,647 SH   DFND 8 0 0 0
FIRST SOLAR INC COM 336433107 14,563 152,560 SH   DFND 6 0 0 0
FIRST SOLAR INC COM 336433107 18,041 188,995 SH   SOLE   0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 23,638 726,653 SH   DFND 4 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 27,774 853,800 SH   DFND 7 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 59,142 1,818,086 SH   DFND 3 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 73,659 2,264,326 SH   SOLE   0 0 0
GENERAL ELECTRIC CO COM 369604103 111,272 1,080,000 SH Call SOLE   0 0 0
GENERAL ELECTRIC CO COM NEW 369604301 24,863 241,318 SH   SOLE   0 0 0
GENERAL ELECTRIC CO COM NEW 369604301 68,790 667,671 SH   DFND 6 0 0 0
ILLUMINA INC COM 452327109 22,516 55,511 SH   DFND 7 0 0 0
ILLUMINA INC COM 452327109 19,223 47,394 SH   DFND 4 0 0 0
ILLUMINA INC COM 452327109 48,251 118,959 SH   DFND 3 0 0 0
ILLUMINA INC COM 452327109 59,944 147,815 SH   SOLE   0 0 0
ISHARES TR CORE MSCI EURO 46434V738 92,668 1,653,009 SH   SOLE   0 0 0
NVENT ELECTRIC PLC SHS G6700G107 37,393 1,156,601 SH   SOLE   0 0 0
NVENT ELECTRIC PLC SHS G6700G107 32,117 993,416 SH   DFND 6 0 0 0
OTIS WORLDWIDE CORP COM 68902V107 20,565 249,942 SH   SOLE   0 0 0
PAN AMERN SILVER CORP COM 697900108 10,704 460,000 SH Call DFND 8 0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 24,450 222,150 SH   DFND 7 0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 38,203 347,111 SH   SOLE   0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 29,111 264,500 SH   DFND 3 0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 10,488 95,297 SH   DFND 4 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 57,277 513,005 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 51,173 458,331 SH   DFND 3 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20,424 182,932 SH   DFND 4 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 24,015 215,089 SH   DFND 7 0 0 0
TILRAY INC COM CL 2 88688T100 9,709 860,000 SH Call DFND 8 0 0 0
VULCAN MATLS CO COM 929160109 4,519 26,716 SH   SOLE   0 0 0
VULCAN MATLS CO COM 929160109 3,623 21,420 SH   DFND 3 0 0 0
VULCAN MATLS CO COM 929160109 1,447 8,556 SH   DFND 4 0 0 0
VULCAN MATLS CO COM 929160109 1,701 10,057 SH   DFND 7 0 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 11,447 267,821 SH   DFND 3 0 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 4,567 106,859 SH   DFND 4 0 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 5,365 125,537 SH   DFND 7 0 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 14,201 332,259 SH   SOLE   0 0 0
WESTROCK CO COM 96145D105 37,262 747,785 SH   DFND 3 0 0 0
WESTROCK CO COM 96145D105 14,884 298,704 SH   DFND 4 0 0 0
WESTROCK CO COM 96145D105 17,493 351,058 SH   DFND 7 0 0 0
WESTROCK CO COM 96145D105 46,291 929,021 SH   SOLE   0 0 0