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
ABBVIE INC COM 00287Y109 2,026 12,500 SH   DFND 1,2,3 12,500 0 0
ACUSHNET HLDGS CORP COM 005098108 2,416 60,000 SH   DFND 1,2,3 60,000 0 0
AGCO CORP COM 001084102 4,287 29,360 SH   DFND 1,2,3 29,360 0 0
ALPHABET INC CAP STK CL A 02079K305 3,477 1,250 SH   DFND 1,2,3 1,250 0 0
BANCO MACRO SA SPON ADR B 05961W105 28,588 1,652,474 SH   DFND 1,2,3 1,652,474 0 0
BARRICK GOLD CORP COM 067901108 39,722 1,619,306 SH   DFND 1,2,3 1,619,306 0 0
BK OF AMERICA CORP COM 060505104 4,122 100,000 SH   DFND 1,2,3 100,000 0 0
CADIZ INC COM NEW 127537207 512 247,113 SH   DFND 1,2,3 247,113 0 0
CF INDS HLDGS INC COM 125269100 15,541 150,794 SH   DFND 1,2,3 150,794 0 0
CITRIX SYS INC COM 177376100 2,893 28,668 SH   DFND 1,2,3 28,668 0 0
CNH INDL N V SHS N20944109 43,630 2,750,969 SH   DFND 1,2,3 2,750,969 0 0
CONOCOPHILLIPS COM 20825C104 3,500 35,000 SH   DFND 1,2,3 35,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,271 10,000 SH   DFND 1,2,3 10,000 0 0
CVR PARTNERS LP COM 126633205 3,311 24,000 SH   DFND 1,2,3 24,000 0 0
DEERE & CO COM 244199105 20,773 50,000 SH   DFND 1,2,3 50,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 52,693 4,165,448 SH   DFND 1,2,3 4,165,448 0 0
ERICSSON ADR B SEK 10 294821608 1,263 138,221 SH   DFND 1,2,3 138,221 0 0
EXXON MOBIL CORP COM 30231G102 3,717 45,000 SH   DFND 1,2,3 45,000 0 0
FORD MTR CO DEL COM 345370860 2,537 150,000 SH   DFND 1,2,3 150,000 0 0
GLOBANT S A COM L44385109 3,261 12,445 SH   DFND 1,2,3 12,445 0 0
JPMORGAN CHASE & CO COM 46625H100 2,726 20,000 SH   DFND 1,2,3 20,000 0 0
LIBERTY MEDIA ACQUISITION CO COM SR A 53073L104 4,236 427,415 SH   DFND 1,2,3 427,415 0 0
MERCADOLIBRE INC COM 58733R102 4,393 3,693 SH   DFND 1,2,3 3,693 0 0
MICROSOFT CORP COM 594918104 4,625 15,000 SH   DFND 1,2,3 15,000 0 0
NOBLE CORP NEW SHS G6610J209 2,454 70,000 SH   DFND 1,2,3 70,000 0 0
PALO ALTO NETWORKS INC COM 697435105 1,868 3,000 SH   DFND 1,2,3 3,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 2,647 70,000 SH   DFND 1,2,3 70,000 0 0
PERSHING SQUARE TONTINE HLDG *W EXP 07/24/202 71531R117 564 600,505 SH   DFND 1,2,3 600,505 0 0
PFIZER INC COM 717081103 2,847 55,000 SH   DFND 1,2,3 55,000 0 0
PROPETRO HLDG CORP COM 74347M108 1,532 110,000 SH   DFND 1,2,3 110,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 6,447 74,000 SH   DFND 1,2,3 74,000 0 0
SCHLUMBERGER LTD COM STK 806857108 1,652 40,000 SH   DFND 1,2,3 40,000 0 0
SCULPTOR CAP MGMT COM CL A 811246107 5,601 402,093 SH   DFND 1,2,3 402,093 0 0
SEA LTD SPONSORD ADS 81141R100 1,036 8,650 SH   DFND 1,2,3 8,650 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 3,351 32,624 SH   DFND 1,2,3 32,624 0 0
STELLANTIS N.V SHS N82405106 26,805 1,647,490 SH   DFND 1,2,3 1,647,490 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,306 15,000 SH   DFND 1,2,3 15,000 0 0
TECHNIPFMC PLC COM G87110105 14,021 1,809,110 SH   DFND 1,2,3 1,809,110 0 0
TECK RESOURCES LTD CL B 878742204 1,616 40,000 SH   DFND 1,2,3 40,000 0 0