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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   4,053,750 75,000 SH   DFND 1 75,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109   5,435,833 64,482 SH   DFND 1 64,482 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   3,031,688 43,125 SH   DFND 1 43,125 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   1,532,935 276,703 SH   DFND 1 276,703 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105   319,343 5,820 SH   DFND 1 5,820 0 0
AGREE RLTY CORP COM 008492100   17,655,300 270,000 SH   DFND 1 270,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   4,036,700 185,000 SH   DFND 1 185,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   178,234 21,550 SH   DFND 1 21,550 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   272,854,560 3,273,600 SH Call DFND 1 3,273,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   48,343,000 580,000 SH Put DFND 1 580,000 0 0
ALLETE INC COM NEW 018522300   6,589,682 113,674 SH   DFND 1 113,674 0 0
ALLIANT ENERGY CORP COM 018802108   31,129,404 593,167 SH   DFND 1 593,167 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   226,856 4,018 SH   DFND 1 4,018 0 0
ALLY FINL INC COM 02005N100   2,227,164 82,457 SH   DFND 1 82,457 0 0
ALTICE USA INC CL A 02156K103   41,788 13,837 SH   DFND 1 13,837 0 0
AMCOR PLC ORD G0250X107   1,976,818 198,078 SH   DFND 1 198,078 0 0
AMEDISYS INC COM 023436108   1,002,182 10,960 SH   DFND 1 10,960 0 0
AMEREN CORP COM 023608102   25,104,051 307,384 SH   DFND 1 307,384 0 0
AMERICAN ELEC PWR CO INC COM 025537101   9,107,240 108,162 SH   DFND 1 108,162 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   6,203,750 175,000 SH   DFND 1 175,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   12,542,729 87,865 SH   DFND 1 87,865 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   4,845,000 150,000 SH   DFND 1 150,000 0 0
ANALOG DEVICES INC COM 032654105   4,096,659 21,029 SH   DFND 1 21,029 0 0
APPLIED MATLS INC COM 038222105   5,656,284 39,133 SH   DFND 1 39,133 0 0
ARAMARK COM 03852U106   2,627,298 61,029 SH   DFND 1 61,029 0 0
ARCONIC CORPORATION COM 03966V107   1,031,543 34,873 SH   DFND 1 34,873 0 0
ARISTA NETWORKS INC COM 040413106   1,620,600 10,000 SH   DFND 1 10,000 0 0
AVALONBAY CMNTYS INC COM 053484101   5,678,100 30,000 SH   DFND 1 30,000 0 0
AVISTA CORP COM 05379B107   3,774,004 96,104 SH   DFND 1 96,104 0 0
AZENTA INC COM 114340102   4,527,960 97,000 SH Call DFND 1 97,000 0 0
BALL CORP COM 058498106   10,739,745 184,500 SH   DFND 1 184,500 0 0
BANK AMERICA CORP COM 060505104   9,539,396 332,499 SH   DFND 1 332,499 0 0
BANK NEW YORK MELLON CORP COM 064058100   774,425 17,395 SH   DFND 1 17,395 0 0
BEACON ROOFING SUPPLY INC COM 073685109   308,354 3,716 SH   DFND 1 3,716 0 0
BEST BUY INC COM 086516101   2,048,750 25,000 SH   DFND 1 25,000 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   962,800 29,000 SH   DFND 1 29,000 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   19,250,000 875,000 SH   DFND 1 875,000 0 0
BROADCOM INC COM 11135F101   1,301,145 1,500 SH Put DFND 1 1,500 0 0
BROWN FORMAN CORP CL B 115637209   20,442,093 306,111 SH   DFND 1 306,111 0 0
BRUKER CORP COM 116794108   1,013,000 13,704 SH   DFND 1 13,704 0 0
BURLINGTON STORES INC COM 122017106   11,717,686 74,450 SH   DFND 1 74,450 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   942,333 18,488 SH   DFND 1 18,488 0 0
CAMECO CORP COM 13321L108   2,193,100 70,000 SH   DFND 1 70,000 0 0
CAMPBELL SOUP CO COM 134429109   15,152,865 331,500 SH   DFND 1 331,500 0 0
CAPITAL ONE FINL CORP COM 14040H105   224,099 2,049 SH   DFND 1 2,049 0 0
CARETRUST REIT INC COM 14174T107   6,454,500 325,000 SH   DFND 1 325,000 0 0
CARLISLE COS INC COM 142339100   1,795,710 7,000 SH   DFND 1 7,000 0 0
CBRE GROUP INC CL A 12504L109   2,017,750 25,000 SH   DFND 1 25,000 0 0
CELANESE CORP DEL COM 150870103   3,184,500 27,500 SH Put DFND 1 27,500 0 0
CENTURY CMNTYS INC COM 156504300   919,440 12,000 SH   DFND 1 12,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,180,689 8,658 SH   DFND 1 8,658 0 0
CHOICE HOTELS INTL INC COM 169905106   1,525,997 12,985 SH   DFND 1 12,985 0 0
CHUBB LIMITED COM H1467J104   6,974,523 36,220 SH   DFND 1 36,220 0 0
CHURCHILL DOWNS INC COM 171484108   3,048,519 21,905 SH   DFND 1 21,905 0 0
CITIZENS FINL GROUP INC COM 174610105   1,559,714 59,805 SH   DFND 1 59,805 0 0
CLOROX CO DEL COM 189054109   5,844,720 36,750 SH   DFND 1 36,750 0 0
CMS ENERGY CORP COM 125896100   14,438,106 245,755 SH   DFND 1 245,755 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   20,566,056 319,200 SH   DFND 1 319,200 0 0
COMERICA INC COM 200340107   998,425 23,570 SH   DFND 1 23,570 0 0
COMMERCIAL METALS CO COM 201723103   221,172 4,200 SH   DFND 1 4,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108   9,377,553 38,100 SH   DFND 1 38,100 0 0
CORE & MAIN INC CL A 21874C102   360,849 11,514 SH   DFND 1 11,514 0 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108   4,750,000 200,000 SH   DFND 1 200,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   11,978,955 22,250 SH   DFND 1 22,250 0 0
COUPANG INC CL A 22266T109   3,480,000 200,000 SH   DFND 1 200,000 0 0
CREDIT ACCEP CORP MICH COM 225310101   218,410 430 SH   DFND 1 430 0 0
CUBESMART COM 229663109   2,233,000 50,000 SH   DFND 1 50,000 0 0
D R HORTON INC COM 23331A109   1,884,370 15,485 SH   DFND 1 15,485 0 0
DELL TECHNOLOGIES INC CL C 24703L202   4,475,925 82,719 SH   DFND 1 82,719 0 0
DIGITAL RLTY TR INC COM 253868103   4,554,800 40,000 SH   DFND 1 40,000 0 0
DISCOVER FINL SVCS COM 254709108   1,949,525 16,684 SH   DFND 1 16,684 0 0
DOLLAR GEN CORP NEW COM 256677105   25,095,521 147,812 SH   DFND 1 147,812 0 0
DOVER CORP COM 260003108   1,771,800 12,000 SH   DFND 1 12,000 0 0
EAST WEST BANCORP INC COM 27579R104   2,270,551 43,011 SH   DFND 1 43,011 0 0
EASTGROUP PPTYS INC COM 277276101   7,812,000 45,000 SH   DFND 1 45,000 0 0
EDISON INTL COM 281020107   7,816,042 112,542 SH   DFND 1 112,542 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   216,391 21,510 SH   DFND 1 21,510 0 0
EMERSON ELEC CO COM 291011104   3,660,795 40,500 SH   DFND 1 40,500 0 0
EMPIRE ST RLTY TR INC CL A 292104106   1,794,971 239,649 SH   DFND 1 239,649 0 0
EQUINIX INC COM 29444U700   8,348,177 10,649 SH   DFND 1 10,649 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   4,013,400 60,000 SH   DFND 1 60,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   19,791,000 300,000 SH   DFND 1 300,000 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   10,475,300 445,000 SH   DFND 1 445,000 0 0
EURONAV NV SHS B38564108   745,323 48,970 SH   DFND 1 48,970 0 0
EXELON CORP COM 30161N101   16,756,077 411,293 SH   DFND 1 411,293 0 0
EXTRA SPACE STORAGE INC COM 30225T102   18,963,192 127,398 SH   DFND 1 127,398 0 0
F45 TRAINING HLDGS INC COM 30322L101   45,934 91,868 SH   DFND 1 91,868 0 0
FERGUSON PLC NEW SHS G3421J106   3,736,113 23,750 SH   DFND 1 23,750 0 0
FIDELIS INSURANCE HOLDINGS L COM G3398L118   1,365,000 100,000 SH   DFND 1 100,000 0 0
FIFTH THIRD BANCORP COM 316773100   1,046,932 39,944 SH   DFND 1 39,944 0 0
FIGS INC CL A 30260D103   107,278 12,972 SH   DFND 1 12,972 0 0
FIRSTENERGY CORP COM 337932107   15,418,836 396,575 SH   DFND 1 396,575 0 0
FIVE BELOW INC COM 33829M101   988,989 5,032 SH   DFND 1 5,032 0 0
FLEX LTD ORD Y2573F102   1,572,909 56,907 SH   DFND 1 56,907 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   7,249,601 65,406 SH   DFND 1 65,406 0 0
FORTIVE CORP COM 34959J108   3,611,391 48,300 SH   DFND 1 48,300 0 0
FOX CORP CL A COM 35137L105   5,881,082 172,973 SH   DFND 1 172,973 0 0
FULLER H B CO COM 359694106   1,552,268 21,707 SH   DFND 1 21,707 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   1,627,500 75,000 SH   DFND 1 75,000 0 0
GMS INC COM 36251C103   1,591,600 23,000 SH   DFND 1 23,000 0 0
GODADDY INC CL A 380237107   294,209 3,916 SH   DFND 1 3,916 0 0
GRANITE REAL ESTATE INVT TR UNIT 99/99/9999 387437114   2,368,065 40,000 SH   DFND 1 40,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,045,986 85,143 SH   DFND 1 85,143 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   8,542,500 425,000 SH   DFND 1 425,000 0 0
HERSHEY CO COM 427866108   19,926,060 79,800 SH   DFND 1 79,800 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,680,000 100,000 SH   DFND 1 100,000 0 0
HIGHWOODS PPTYS INC COM 431284108   10,161,750 425,000 SH   DFND 1 425,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   873,300 6,000 SH   DFND 1 6,000 0 0
HOME DEPOT INC COM 437076102   1,708,520 5,500 SH   DFND 1 5,500 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   843,370 8,200 SH Call DFND 1 8,200 0 0
HOST HOTELS & RESORTS INC COM 44107P104   10,518,750 625,000 SH   DFND 1 625,000 0 0
HOULIHAN LOKEY INC CL A 441593100   261,406 2,659 SH   DFND 1 2,659 0 0
HUDSON PAC PPTYS INC COM 444097109   1,266,000 300,000 SH   DFND 1 300,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   2,468,113 228,953 SH   DFND 1 228,953 0 0
HYATT HOTELS CORP COM CL A 448579102   2,005,150 17,500 SH   DFND 1 17,500 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,500,960 6,000 SH   DFND 1 6,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106   9,110,000 500,000 SH   DFND 1 500,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   2,971,519 22,207 SH   DFND 1 22,207 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   1,594,500 50,000 SH   DFND 1 50,000 0 0
INTERNATIONAL PAPER CO COM 460146103   858,870 27,000 SH   DFND 1 27,000 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   447,982 11,715 SH   DFND 1 11,715 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   27,706,500 75,000 SH Put DFND 1 75,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   24,345,100 130,000 SH Put DFND 1 130,000 0 0
ISHARES TR U.S. REAL ES ETF 464287739   6,490,500 75,000 SH Put DFND 1 75,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   3,080,592 16,450 SH   DFND 1 16,450 0 0
ISHARES TR US HOME CONS ETF 464288752   3,289,440 38,500 SH   DFND 1 38,500 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423   2,107,830 51,000 SH   DFND 1 51,000 0 0
JABIL INC COM 466313103   4,350,658 40,310 SH   DFND 1 40,310 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,328,730 19,500 SH   DFND 1 19,500 0 0
JUNIPER NETWORKS INC COM 48203R104   2,309,898 73,728 SH   DFND 1 73,728 0 0
KE HLDGS INC SPONSORED ADS 482497104   2,970,000 200,000 SH   DFND 1 200,000 0 0
KEURIG DR PEPPER INC COM 49271V100   7,490,510 239,543 SH   DFND 1 239,543 0 0
KEYCORP COM 493267108   244,500 26,461 SH   DFND 1 26,461 0 0
KEYCORP COM 493267108   92,400 10,000 SH Call DFND 1 10,000 0 0
KILROY RLTY CORP COM 49427F108   7,071,150 235,000 SH   DFND 1 235,000 0 0
KINROSS GOLD CORP COM 496902404   87,643 18,360 SH   DFND 1 18,360 0 0
KITE RLTY GROUP TR COM NEW 49803T300   7,819,000 350,000 SH   DFND 1 350,000 0 0
LAM RESEARCH CORP COM 512807108   6,166,313 9,592 SH   DFND 1 9,592 0 0
LANDCADIA HOLDINGS IV INC *W EXP 03/29/202 51477A112   5,070,000 500,000 SH   DFND 1 500,000 0 0
LAS VEGAS SANDS CORP COM 517834107   8,700,000 150,000 SH Call DFND 1 150,000 0 0
LAS VEGAS SANDS CORP COM 517834107   4,350,000 75,000 SH   DFND 1 75,000 0 0
LAUDER ESTEE COS INC CL A 518439104   4,988,052 25,400 SH   DFND 1 25,400 0 0
LENNAR CORP CL A 526057104   2,443,545 19,500 SH   DFND 1 19,500 0 0
LESLIES INC COM 527064109   1,072,272 114,193 SH   DFND 1 114,193 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   2,512,018 33,369 SH   DFND 1 33,369 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   3,040,067 33,367 SH   DFND 1 33,367 0 0
LIVENT CORP COM 53814L108   1,045,083 38,100 SH   DFND 1 38,100 0 0
LPL FINL HLDGS INC COM 50212V100   311,795 1,434 SH   DFND 1 1,434 0 0
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102   116,830 81,699 SH   DFND 1 81,699 0 0
LULULEMON ATHLETICA INC COM 550021109   3,785,000 10,000 SH   DFND 1 10,000 0 0
LXP INDUSTRIAL TRUST COM 529043101   10,725,000 1,100,000 SH   DFND 1 1,100,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,083,319 11,797 SH   DFND 1 11,797 0 0
MACYS INC COM 55616P104   3,210,000 200,000 SH   DFND 1 200,000 0 0
MADISON SQUARE GARDEN ENTMT COM CL A 558256103   3,698,200 110,000 SH   DFND 1 110,000 0 0
MANHATTAN ASSOCIATES INC COM 562750109   1,594,043 7,975 SH   DFND 1 7,975 0 0
MANPOWERGROUP INC WIS COM 56418H100   3,756,732 47,314 SH   DFND 1 47,314 0 0
MARCUS CORP DEL COM 566330106   926,875 62,500 SH   DFND 1 62,500 0 0
MARRIOTT INTL INC NEW CL A 571903202   918,450 5,000 SH   DFND 1 5,000 0 0
MASCO CORP COM 574599106   2,610,790 45,500 SH   DFND 1 45,500 0 0
MATCH GROUP INC NEW COM 57667L107   6,022,215 143,900 SH Call DFND 1 143,900 0 0
MATCH GROUP INC NEW COM 57667L107   9,311,625 222,500 SH   DFND 1 222,500 0 0
MCCORMICK & CO INC COM NON VTG 579780206   10,467,600 120,000 SH   DFND 1 120,000 0 0
MCDONALDS CORP COM 580135101   12,449,068 41,718 SH   DFND 1 41,718 0 0
MERITAGE HOMES CORP COM 59001A102   1,607,651 11,300 SH   DFND 1 11,300 0 0
META PLATFORMS INC CL A 30303M102   5,739,600 20,000 SH   DFND 1 20,000 0 0
MICROSOFT CORP COM 594918104   12,725,639 37,369 SH   DFND 1 37,369 0 0
MOHAWK INDS INC COM 608190104   1,967,674 19,074 SH   DFND 1 19,074 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   13,826,400 210,000 SH   DFND 1 210,000 0 0
MONDELEZ INTL INC CL A 609207105   20,423,200 280,000 SH   DFND 1 280,000 0 0
MORGAN STANLEY COM NEW 617446448   1,775,808 20,794 SH   DFND 1 20,794 0 0
NETFLIX INC COM 64110L106   3,868,824 8,783 SH   DFND 1 8,783 0 0
NETSTREIT CORP COM 64119V303   10,632,650 595,000 SH   DFND 1 595,000 0 0
NEW JERSEY RES CORP COM 646025106   9,941,311 210,621 SH   DFND 1 210,621 0 0
NEWELL BRANDS INC COM 651229106   195,228 22,440 SH   DFND 1 22,440 0 0
NEWMONT CORP COM 651639106   5,397,343 126,520 SH   DFND 1 126,520 0 0
NIKE INC CL B 654106103   1,103,700 10,000 SH   DFND 1 10,000 0 0
NOBLE CORP PLC ORD SHS A G65431127   220,265 5,332 SH   DFND 1 5,332 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,834,285 35,500 SH   DFND 1 35,500 0 0
NVR INC COM 62944T105   1,587,655 250 SH   DFND 1 250 0 0
OGE ENERGY CORP COM 670837103   6,441,105 179,368 SH   DFND 1 179,368 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   2,896,500 50,000 SH   DFND 1 50,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,418,700 15,000 SH   DFND 1 15,000 0 0
ONEOK INC NEW COM 682680103   4,203,873 68,112 SH   DFND 1 68,112 0 0
OPEN LENDING CORP COM 68373J104   113,067 10,758 SH   DFND 1 10,758 0 0
ORACLE CORP COM 68389X105   7,854,938 65,958 SH   DFND 1 65,958 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   5,827,330 6,100 SH   DFND 1 6,100 0 0
OTIS WORLDWIDE CORP COM 68902V107   2,581,290 29,000 SH   DFND 1 29,000 0 0
OWENS CORNING NEW COM 690742101   848,250 6,500 SH   DFND 1 6,500 0 0
P10 INC COM CL A 69376K106   124,616 11,028 SH   DFND 1 11,028 0 0
PARKER-HANNIFIN CORP COM 701094104   1,852,690 4,750 SH   DFND 1 4,750 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   273,773 1,643 SH   DFND 1 1,643 0 0
PENUMBRA INC COM 70975L107   512,993 1,491 SH   DFND 1 1,491 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   293,421 26,772 SH   DFND 1 26,772 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105   3,533,558 397,029 SH   DFND 1 397,029 0 0
PG&E CORP COM 69331C108   4,810,476 278,384 SH   DFND 1 278,384 0 0
PHILIP MORRIS INTL INC COM 718172109   54,490,215 558,187 SH   DFND 1 558,187 0 0
PLAYTIKA HLDG CORP COM 72815L107   122,067 10,523 SH   DFND 1 10,523 0 0
POST HLDGS INC COM 737446104   16,831,763 194,250 SH   DFND 1 194,250 0 0
PPG INDS INC COM 693506107   2,558,175 17,250 SH   DFND 1 17,250 0 0
PROCTER AND GAMBLE CO COM 742718109   45,986,021 303,058 SH   DFND 1 303,058 0 0
PROGRESSIVE CORP COM 743315103   2,146,909 16,219 SH   DFND 1 16,219 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   10,528,310 168,157 SH   DFND 1 168,157 0 0
PURE STORAGE INC CL A 74624M102   515,112 13,990 SH   DFND 1 13,990 0 0
REGENCY CTRS CORP COM 758849103   16,986,750 275,000 SH   DFND 1 275,000 0 0
REXFORD INDL RLTY INC COM 76169C100   6,771,994 129,682 SH   DFND 1 129,682 0 0
RH COM 74967X103   5,372,317 16,300 SH Put DFND 1 16,300 0 0
RH COM 74967X103   6,163,333 18,700 SH Call DFND 1 18,700 0 0
RIO TINTO PLC SPONSORED ADR 767204100   321,179 5,031 SH   DFND 1 5,031 0 0
RITHM CAPITAL CORP COM NEW 64828T201   109,750 11,738 SH   DFND 1 11,738 0 0
RPM INTL INC COM 749685103   1,929,195 21,500 SH   DFND 1 21,500 0 0
RPT REALTY SH BEN INT 74971D101   1,567,500 150,000 SH   DFND 1 150,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   4,480,509 48,219 SH   DFND 1 48,219 0 0
SABRA HEALTH CARE REIT INC COM 78573L106   2,648,250 225,000 SH   DFND 1 225,000 0 0
SALESFORCE INC COM 79466L302   3,702,965 17,528 SH   DFND 1 17,528 0 0
SAREPTA THERAPEUTICS INC COM 803607100   502,743 4,390 SH   DFND 1 4,390 0 0
SAVERS VALUE VLG INC COM 80517M109   2,607,000 110,000 SH   DFND 1 110,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   315,889 1,363 SH   DFND 1 1,363 0 0
SCHWAB CHARLES CORP COM 808513105   991,957 17,501 SH   DFND 1 17,501 0 0
SCORPIO TANKERS INC SHS Y7542C130   601,994 12,746 SH   DFND 1 12,746 0 0
SEAGEN INC COM 81181C104   1,847,616 9,600 SH Put DFND 1 9,600 0 0
SEAGEN INC COM 81181C104   1,394,758 7,247 SH   DFND 1 7,247 0 0
SEALED AIR CORP NEW COM 81211K100   1,560,000 39,000 SH   DFND 1 39,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,029,250 25,000 SH   DFND 1 25,000 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301   128,588 15,875 SH   DFND 1 15,875 0 0
SEMPRA COM 816851109   18,004,824 123,668 SH   DFND 1 123,668 0 0
SHERWIN WILLIAMS CO COM 824348106   3,599,389 13,556 SH   DFND 1 13,556 0 0
SIMPLY GOOD FOODS CO COM 82900L102   6,272,002 171,413 SH   DFND 1 171,413 0 0
SMITH A O CORP COM 831865209   1,979,616 27,200 SH   DFND 1 27,200 0 0
SOLO BRANDS INC COM CL A 83425V104   566,000 100,000 SH   DFND 1 100,000 0 0
SONOCO PRODS CO COM 835495102   1,298,440 22,000 SH   DFND 1 22,000 0 0
SOUTHERN CO COM 842587107   3,909,623 55,653 SH   DFND 1 55,653 0 0
SOUTHWEST AIRLS CO COM 844741108   3,366,407 92,969 SH   DFND 1 92,969 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   63,167,400 142,500 SH Put DFND 1 142,500 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   7,650,000 120,000 SH   DFND 1 120,000 0 0
SPDR SER TR S&P BK ETF 78464A797   3,395,196 94,311 SH   DFND 1 94,311 0 0
SPDR SER TR S&P REGL BKG 78464A698   3,356,185 82,199 SH   DFND 1 82,199 0 0
STANLEY BLACK & DECKER INC COM 854502101   298,092 3,181 SH   DFND 1 3,181 0 0
STANTEC INC COM 85472N109   4,284,160 65,580 SH   DFND 1 65,580 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   5,535,843 110,739 SH   DFND 1 110,739 0 0
SUMMIT MATLS INC CL A 86614U100   847,462 22,390 SH   DFND 1 22,390 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101   4,554,000 450,000 SH   DFND 1 450,000 0 0
SWEETGREEN INC COM CL A 87043Q108   737,150 57,500 SH   DFND 1 57,500 0 0
SYNEOS HEALTH INC CL A 87166B102   980,471 23,267 SH   DFND 1 23,267 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,593,842 17,626 SH   DFND 1 17,626 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106   7,724,500 350,000 SH   DFND 1 350,000 0 0
TAPESTRY INC COM 876030107   4,280,000 100,000 SH   DFND 1 100,000 0 0
T-MOBILE US INC COM 872590104   5,912,695 42,568 SH   DFND 1 42,568 0 0
TOLL BROTHERS INC COM 889478103   2,253,495 28,500 SH   DFND 1 28,500 0 0
TOPBUILD CORP COM 89055F103   2,061,655 7,750 SH   DFND 1 7,750 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   1,522,812 7,962 SH   DFND 1 7,962 0 0
TREEHOUSE FOODS INC COM 89469A104   6,155,781 122,187 SH   DFND 1 122,187 0 0
TREX CO INC COM 89531P105   1,180,080 18,000 SH   DFND 1 18,000 0 0
TRICON RESIDENTIAL INC COM NPV 89612W102   3,612,100 410,000 SH   DFND 1 410,000 0 0
TRINET GROUP INC COM 896288107   253,570 2,670 SH   DFND 1 2,670 0 0
TRITON INTL LTD CL A G9078F107   636,939 7,650 SH   DFND 1 7,650 0 0
ULTA BEAUTY INC COM 90384S303   22,870,917 48,600 SH   DFND 1 48,600 0 0
URBAN EDGE PPTYS COM 91704F104   6,172,000 400,000 SH   DFND 1 400,000 0 0
V F CORP COM 918204108   3,054,400 160,000 SH   DFND 1 160,000 0 0
VAIL RESORTS INC COM 91879Q109   233,382 927 SH   DFND 1 927 0 0
VALE S A SPONSORED ADS 91912E105   6,220,170 463,500 SH Call DFND 1 463,500 0 0
VALE S A SPONSORED ADS 91912E105   68,416,502 5,098,100 SH Put DFND 1 5,098,100 0 0
VALE S A SPONSORED ADS 91912E105   16,790,165 1,251,130 SH   DFND 1 1,251,130 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,354,950 45,000 SH   DFND 1 45,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   1,426,400 40,000 SH   DFND 1 40,000 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   10,929,646 112,700 SH   SOLE   112,700 0 0
VENTAS INC COM 92276F100   5,908,750 125,000 SH   DFND 1 125,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,238,500 50,000 SH   DFND 1 50,000 0 0
VICI PPTYS INC COM 925652109   6,286,000 200,000 SH   DFND 1 200,000 0 0
VISA INC COM CL A 92826C839   7,935,632 33,416 SH   DFND 1 33,416 0 0
VMWARE INC CL A COM 928563402   1,754,168 12,208 SH   DFND 1 12,208 0 0
VMWARE INC CL A COM 928563402   3,290,501 22,900 SH Put DFND 1 22,900 0 0
VORNADO RLTY TR SH BEN INT 929042109   4,535,000 250,000 SH   DFND 1 250,000 0 0
VULCAN MATLS CO COM 929160109   2,705,280 12,000 SH   DFND 1 12,000 0 0
WELLS FARGO CO NEW COM 949746101   1,300,075 30,461 SH   DFND 1 30,461 0 0
WENDYS CO COM 95058W100   2,175,000 100,000 SH   DFND 1 100,000 0 0
WESTROCK CO COM 96145D105   1,875,015 64,500 SH   DFND 1 64,500 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   4,457,050 65,000 SH   DFND 1 65,000 0 0
XCEL ENERGY INC COM 98389B100   25,006,017 402,220 SH   DFND 1 402,220 0 0