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
10X GENOMICS INC CL A COM 88025U109   10,932,000 300,000 SH   DFND 1,2,3,4 300,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109   53,585,000 700,000 SH   DFND 1,2,3,4 700,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   84,132,500 250,000 SH   DFND 1,2,3,4 250,000 0 0
AES CORP COM 00130H105   77,652,000 2,700,000 SH   DFND 1,2,3,4 2,700,000 0 0
AZEK CO INC CL A 05478C105   34,722,857 1,708,802 SH   DFND 1,2,3,4 1,708,802 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   23,265,000 1,500,000 SH   DFND 1,2,3,4 1,500,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   51,904,000 800,000 SH   DFND 1,2,3,4 800,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   108,775,000 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
CBRE GROUP INC CL A 12504L109   38,480,000 500,000 SH   DFND 1,2,3,4 500,000 0 0
CNH INDL N V SHS N20944109   240,900,000 15,000,000 SH   DFND 1,2,3,4 15,000,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   22,876,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   323,287,500 3,750,000 SH   DFND 1,2,3,4 3,750,000 0 0
CROWN HLDGS INC COM 228368106   53,436,500 650,000 SH   DFND 1,2,3,4 650,000 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108   16,198,000 1,300,000 SH   DFND 1,2,3,4 1,300,000 0 0
DENBURY INC COM 24790A101   17,404,000 200,000 SH   DFND 1,2,3,4 200,000 0 0
ENDAVA PLC ADS 29260V105   19,125,000 250,000 SH   DFND 1,2,3,4 250,000 0 0
EPAM SYS INC COM 29414B104   26,219,200 80,000 SH   DFND 1,2,3,4 80,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   157,680,000 1,800,000 SH   DFND 1,2,3,4 1,800,000 0 0
FENNEC PHARMACEUTICALS INC COM 31447P100   39,141,254 4,077,214 SH   DFND 1,2,3,4 4,077,214 0 0
FERGUSON PLC NEW SHS G3421J106   330,122,000 2,600,000 SH   DFND 1,2,3,4 2,600,000 0 0
FREYR BATTERY SHS L4135L100   21,700,000 2,500,000 SH   DFND 1,2,3,4 2,500,000 0 0
GLOBANT S A COM L44385109   33,632,000 200,000 SH   DFND 1,2,3,4 200,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   14,728,000 200,000 SH   DFND 1,2,3,4 200,000 0 0
HALEON PLC SPON ADS 405552100   49,600,000 6,200,000 SH   DFND 1,2,3,4 6,200,000 0 0
INFOSYS LTD SPONSORED ADR 456788108   25,214,000 1,400,000 SH   DFND 1,2,3,4 1,400,000 0 0
ISHARES TR ISHARES SEMICDTR 464287523   27,838,400 80,000 SH   DFND 1,2,3,4 80,000 0 0
JONES LANG LASALLE INC COM 48020Q107   47,811,000 300,000 SH   DFND 1,2,3,4 300,000 0 0
LAM RESEARCH CORP COM 512807108   21,015,000 50,000 SH   DFND 1,2,3,4 50,000 0 0
LENNAR CORP CL A 526057104   63,350,000 700,000 SH   DFND 1,2,3,4 700,000 0 0
LESLIES INC COM 527064109   20,146,500 1,650,000 SH   DFND 1,2,3,4 1,650,000 0 0
LPL FINL HLDGS INC COM 50212V100   129,702,000 600,000 SH   DFND 1,2,3,4 600,000 0 0
META PLATFORMS INC CL A 30303M102   120,340,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
MRC GLOBAL INC COM 55345K103   5,211,000 450,000 SH   DFND 1,2,3,4 450,000 0 0
NEWMARK GROUP INC CL A 65158N102   7,970,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
NOW INC COM 67011P100   13,008,750 1,024,311 SH   DFND 1,2,3,4 1,024,311 0 0
OKTA INC CL A 679295105   30,694,041 449,203 SH   DFND 1,2,3,4 449,203 0 0
PERFICIENT INC COM 71375U101   27,932,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
PULTE GROUP INC COM 745867101   18,212,000 400,000 SH   DFND 1,2,3,4 400,000 0 0
RAYMOND JAMES FINL INC COM 754730109   138,905,000 1,300,000 SH   DFND 1,2,3,4 1,300,000 0 0
SCHWAB CHARLES CORP COM 808513105   158,194,000 1,900,000 SH   DFND 1,2,3,4 1,900,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   104,120,000 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
STIFEL FINL CORP COM 860630102   35,022,000 600,000 SH   DFND 1,2,3,4 600,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   305,598,000 9,300,000 SH   DFND 1,2,3,4 9,300,000 0 0
TANGO THERAPEUTICS INC COM 87583X109   32,625,000 4,500,000 SH   DFND 1,2,3,4 4,500,000 0 0
TECK RESOURCES LTD CL B 878742204   60,512,000 1,600,000 SH   DFND 1,2,3,4 1,600,000 0 0
THOUGHTWORKS HOLDING INC COM 88546E105   20,380,000 2,000,000 SH   DFND 1,2,3,4 2,000,000 0 0
TOLL BROTHERS INC COM 889478103   49,920,000 1,000,000 SH   DFND 1,2,3,4 1,000,000 0 0
VAIL RESORTS INC COM 91879Q109   256,226,250 1,075,000 SH   DFND 1,2,3,4 1,075,000 0 0
VALARIS LIMITED CL A G9460G101   54,096,000 800,000 SH   DFND 1,2,3,4 800,000 0 0
VISA INC COM CL A 92826C839   41,552,000 200,000 SH   DFND 1,2,3,4 200,000 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   207,893,000 850,000 SH   DFND 1,2,3,4 850,000 0 0