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
Abbott Laboratories Common Stock 002824100   6,685,106 61,320 SH   DFND   0 61,320 0
AbbVie Inc. Common Stock 00287Y109   8,865,234 65,800 SH   DFND   0 65,800 0
Activision Blizzard, Inc. Common Stock 00507V109   16,860,000 200,000 SH   DFND   0 200,000 0
Adobe Inc. Common Stock 00724F101   18,092,630 37,000 SH   DFND   0 37,000 0
Air Product & Chemicals, Inc. Common Stock 009158106   5,870,788 19,600 SH   DFND   0 19,600 0
Alcoa Corporation Common Stock 013872106   1,696,500 50,000 SH   DFND   0 50,000 0
ATI Inc. Common Stock 01741R102   1,180,941 26,700 SH   DFND   0 26,700 0
Alphabet Inc. Class A Common Stock 02079K305   38,890,530 324,900 SH   DFND   0 324,900 0
Amazon.com, Inc. Common Stock 023135106   23,582,124 180,900 SH   DFND   0 180,900 0
Ambarella, Inc. Ordinary Shares G037AX101   451,818 5,400 SH   DFND   0 5,400 0
Advanced Micro Devices, Inc. Common Stock 007903107   11,391,000 100,000 SH   DFND   0 100,000 0
American Tower Corporation Common Stock 03027X100   1,163,640 6,000 SH   DFND   0 6,000 0
Apple Inc. Common Stock 037833100   31,675,301 163,300 SH   DFND   0 163,300 0
Arcosa, Inc. Common Stock 039653100   8,425,624 111,200 SH   DFND   0 111,200 0
Avantor, Inc. Common Stock 05352A100   7,599,800 370,000 SH   DFND   0 370,000 0
Baker Hughes Company Class A Common Stock 05722G100   13,465,860 426,000 SH   DFND   0 426,000 0
Ballard Power Systems, Inc. Common Shares 058586108   130,800 30,000 SH   DFND   0 30,000 0
Barrick Gold Corporation Common Stock 067901108   19,318,823 1,141,100 SH   DFND   0 1,141,100 0
BioMarin Pharmaceutical Inc. Common Stock 09061G101   6,761,040 78,000 SH   DFND   0 78,000 0
Bristol-Myers Squibb Company Common Stock 110122108   6,375,815 99,700 SH   DFND   0 99,700 0
Broadcom Inc. Common Stock 11135F101   14,225,852 16,400 SH   DFND   0 16,400 0
Bunge Limited Common Stock G16962105   5,274,165 55,900 SH   DFND   0 55,900 0
Cadence Design Systems, Inc. Common Stock 127387108   10,295,428 43,900 SH   DFND   0 43,900 0
Caterpillar, Inc. Common Stock 149123101   9,842,000 40,000 SH   DFND   0 40,000 0
CCC Intelligent Solutions Holdings Inc. Common Stock 12510Q100   3,082,750 275,000 SH   DFND   0 275,000 0
CF Industries Holding, Inc. Common Stock 125269100   24,595,506 354,300 SH   DFND   0 354,300 0
Chegg, Inc. Common Stock 163092109   1,272,504 143,300 SH   DFND   0 143,300 0
Cheniere Energy, Inc. Common Stock 16411R208   22,061,728 144,800 SH   DFND   0 144,800 0
Cognizant Technology Solutions Corporation Class A Common Stock 192446102   3,616,512 55,400 SH   DFND   0 55,400 0
Coterra Energy Inc. Common Stock 127097903   7,337,000 290,000 SH Call DFND   0 290,000 0
Deere & Company Common Stock 244199105   5,429,546 13,400 SH   DFND   0 13,400 0
Dexcom, Inc. Common Stock 252131107   16,834,810 131,000 SH   DFND   0 131,000 0
Dollar Tree Inc. Common Stock 256746108   6,446,020 44,920 SH   DFND   0 44,920 0
Enphase Energy, Inc. Common Stock 29355A107   753,660 4,500 SH   DFND   0 4,500 0
EOG Resources, Inc. Common Stock 26875P101   35,579,396 310,900 SH   DFND   0 310,900 0
Equinix, Inc. Common Stock 29444U700   5,644,368 7,200 SH   DFND   0 7,200 0
Estee Lauder Companies, Inc. Class A Common Stock 518439104   30,026,502 152,900 SH   DFND   0 152,900 0
Fair Isaac Corporation Common Stock 303250104   2,427,630 3,000 SH   DFND   0 3,000 0
FIGS, Inc. Class A Common Stock 30260D953   4,135,000 500,000 SH Put DFND   0 500,000 0
Fiserv, Inc. Common Stock 337738108   4,516,170 35,800 SH   DFND   0 35,800 0
Freeport-McMoRan, Inc. Common Stock 35671D857   2,000,000 50,000 SH   DFND   0 50,000 0
Global X Uranium Exchange Traded Products 37954Y871   1,085,000 50,000 SH   DFND   0 50,000 0
Golar LNG Limited Common Shares G9456A100   9,145,078 453,400 SH   DFND   0 453,400 0
Hexcel Corporation Common Stock 428291108   1,254,330 16,500 SH   DFND   0 16,500 0
Honeywell International Inc. Common Stock 438516106   3,589,750 17,300 SH   DFND   0 17,300 0
Ingersoll Rand Inc. Common Stock 45687V106   14,862,864 227,400 SH   DFND   0 227,400 0
Intuit Inc. Common Stock 461202103   4,673,538 10,200 SH   DFND   0 10,200 0
JPMorgan Chase & Co Common Stock 46625H100   10,049,904 69,100 SH   DFND   0 69,100 0
Keysight Technologies Inc. Common Stock 49338L103   6,296,120 37,600 SH   DFND   0 37,600 0
Livent Corporation Common Stock 53814L108   548,600 20,000 SH   DFND   0 20,000 0
Marvell Technology, Inc. Common Stock 573874104   6,563,844 109,800 SH   DFND   0 109,800 0
McDonald's Corporation Common Stock 580135101   8,027,229 26,900 SH   DFND   0 26,900 0
McKesson Corporation Common Stock 58155Q103   5,896,878 13,800 SH   DFND   0 13,800 0
Merck & Company, Inc. Common Stock 58933Y105   8,400,392 72,800 SH   DFND   0 72,800 0
Microsoft Corporation Common Stock 594918104   32,896,164 96,600 SH   DFND   0 96,600 0
Molson Coors Beverage Company Class B Common Stock 60871R209   6,030,944 91,600 SH   DFND   0 91,600 0
Moody's Corporation Common Stock 615369105   14,152,204 40,700 SH   DFND   0 40,700 0
Motorola Solutions, Inc. Common Stock 620076307   13,168,272 44,900 SH   DFND   0 44,900 0
MP Materials Corp. Common Stock 553368101   7,232,368 316,100 SH   DFND   0 316,100 0
NextEra Energy, Inc. Common Stock 65339F101   9,697,940 130,700 SH   DFND   0 130,700 0
NIO Inc. ADS 62914V106   678,300 70,000 SH   DFND   0 70,000 0
NRG Energy, Inc. Common Stock 629377508   5,275,729 141,100 SH   DFND   0 141,100 0
nVent Electric plc Ordinary Shares G6700G107   992,064 19,200 SH   DFND   0 19,200 0
NVIDIA Corporation Put 67066G954   5,076,241 12,000 SH Put DFND   0 12,000 0
Occidental Petroleum Corporation Common Stock 674599105   1,470,000 25,000 SH   DFND   0 25,000 0
Occidental Petroleum Corporation Warrant 674599162   46,613 1,249 SH   DFND   0 1,249 0
Palo Alto Networks, Inc. Common Stock 697435105   8,815,095 34,500 SH   DFND   0 34,500 0
Pan American Silver Corp. Common Stock 697900108   3,952,638 271,100 SH   DFND   0 271,100 0
Parsons Corporation Common Stock 70202L102   6,113,780 127,000 SH   DFND   0 127,000 0
Pinterest, Inc. Class A Common Stock 72352L106   6,124,160 224,000 SH   DFND   0 224,000 0
Pioneer Natural Resources Company Common Stock 723787107   4,806,576 23,200 SH   DFND   0 23,200 0
Plug Power, Inc Common Stock 72919P202   519,500 50,000 SH   DFND   0 50,000 0
Pure Storage, Inc. Class A Common Stock 74624M102   7,444,673 202,191 SH   DFND   0 202,191 0
Quanta Services, Inc. Common Stock 74762E102   7,465,100 38,000 SH   DFND   0 38,000 0
RTX Corporation Common Stock 75513E101   9,394,364 95,900 SH   DFND   0 95,900 0
S&P Global Inc. Common Stock 78409V104   5,051,214 12,600 SH   DFND   0 12,600 0
Sea Limited ADS 81141R100   2,146,377 36,981 SH   DFND   0 36,981 0
ServiceNow, Inc. Common Stock 81762P102   4,327,169 7,700 SH   DFND   0 7,700 0
Shoals Technologies Group, Inc. Class A Common Stock 82489W107   1,963,008 76,800 SH   DFND   0 76,800 0
Snowflake Inc. Class A Common Stock 833445109   580,734 3,300 SH   DFND   0 3,300 0
Splunk Inc. Common Stock 848637104   5,145,365 48,500 SH   DFND   0 48,500 0
Tesla, Inc. Common Stock 88160R101   15,941,793 60,900 SH   DFND   0 60,900 0
Thermo Fisher Scientific Inc. Common Stock 883556102   7,617,550 14,600 SH   DFND   0 14,600 0
T-Mobile US, Inc. Common Stock 872590104   9,417,420 67,800 SH   DFND   0 67,800 0
Tronox Holdings plc Ordinary Shares G9087Q102   762,600 60,000 SH   DFND   0 60,000 0
Ulta Beauty, Inc Common Stock 90384S303   7,529,520 16,000 SH   DFND   0 16,000 0
Unity Software Inc. Common Stock 91332U901   14,328,600 330,000 SH Call DFND   0 330,000 0
VanEck Gold Miners ETF Exchange Traded Products 92189F106   3,011,000 100,000 SH   DFND   0 100,000 0
Vaneck Rare Earth/Strategic Metals ETF Exchange Traded Products 92189H805   2,078,917 24,999 SH   DFND   0 24,999 0
Verisk Analytics, Inc. Common Stock 92345Y106   7,006,930 31,000 SH   DFND   0 31,000 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   20,305,207 57,700 SH   DFND   0 57,700 0
Vertiv Holdings Co Class A Common Stock 92537N108   19,456,835 785,500 SH   DFND   0 785,500 0
Visa Inc. Class A Common Stock 92826C839   3,946,918 16,620 SH   DFND   0 16,620 0
Walmart Inc. Common Stock 931142103   9,210,748 58,600 SH   DFND   0 58,600 0
Wells Fargo & Company Common Stock 949746101   12,082,708 283,100 SH   DFND   0 283,100 0