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
SONY GROUP CORP SPONSORED ADR 835699307   323,606 3,351 SH   DFND   323,606 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   442,164 2,546 SH   DFND   442,164 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   1,086,501 22,985 SH   DFND   1,086,501 0 0
ISHARES TR MSCI EAFE ETF 464287465   673,556 8,054 SH   DFND   673,556 0 0
ISHARES TR CORE S&P500 ETF 464287200   69,499,311 120,487 SH   DFND   69,499,311 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,749,449 7,920 SH   DFND   1,749,449 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   3,130,969 6,415 SH   DFND   3,130,969 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   44,916,549 540,187 SH   DFND   44,916,549 0 0
ISHARES SILVER TR ISHARES 46428Q109   641,924 22,595 SH   DFND   641,924 0 0
ISHARES TR 20 YR TR BD ETF 464287432   11,355,173 115,751 SH   DFND   11,355,173 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   1,452,930 50,784 SH   DFND   1,452,930 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,115,717 24,097 SH   DFND   2,115,717 0 0
ABBVIE INC COM 00287Y109   6,320,742 32,007 SH   DFND   6,320,742 0 0
AIRBNB INC COM CL A 009066101   4,173,951 32,915 SH   DFND   4,173,951 0 0
ABBOTT LABS COM 002824100   6,029,191 52,883 SH   DFND   6,029,191 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   6,127,233 102,565 SH   DFND   6,127,233 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   6,344,035 22,925 SH   DFND   6,344,035 0 0
AMERICAN ELEC PWR CO INC COM 025537101   25,650,000 250,000 SH   DFND   25,650,000 0 0
AERCAP HOLDINGS NV SHS N00985106   7,029,076 74,209 SH   DFND   7,029,076 0 0
AFLAC INC COM 001055102   6,725,664 60,158 SH   DFND   6,725,664 0 0
ALBEMARLE CORP COM 012653101   5,877,703 62,060 SH   DFND   5,877,703 0 0
AMCOR PLC ORD G0250X107   6,339,418 559,525 SH   DFND   6,339,418 0 0
AMAZON COM INC COM 023135106   1,821,562 9,776 SH   DFND   1,821,562 0 0
ANI PHARMACEUTICALS INC COM 00182C103   11,670,272 195,613 SH   DFND   11,670,272 0 0
SMITH A O CORP COM 831865209   6,273,368 69,836 SH   DFND   6,273,368 0 0
AIR PRODS & CHEMS INC COM 009158106   282,472,786 948,723 SH   DFND   282,472,786 0 0
ATMOS ENERGY CORP COM 049560105   6,213,792 44,797 SH   DFND   6,213,792 0 0
BALL CORP COM 058498106   59,085,775 870,060 SH   DFND   59,085,775 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   3,546,750 75,000 SH   DFND   3,546,750 0 0
BRIDGEBIO PHARMA INC COM 10806X102   2,219,603 87,180 SH   DFND   2,219,603 0 0
BECTON DICKINSON & CO COM 075887109   5,729,259 23,763 SH   DFND   5,729,259 0 0
BLOOM ENERGY CORP COM CL A 093712107   4,335,461 410,555 SH   DFND   4,335,461 0 0
FRANKLIN RESOURCES INC COM 354613101   5,188,685 257,503 SH   DFND   5,188,685 0 0
BROWN FORMAN CORP CL B 115637209   6,342,126 128,905 SH   DFND   6,342,126 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   14,126,502 296,900 SH   DFND   14,126,502 0 0
BAUSCH HEALTH COS INC COM 071734107   57,120,000 7,000,000 SH   DFND   57,120,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   59,366 10,148 SH   DFND   59,366 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   133,468,504 2,579,600 SH   DFND   133,468,504 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   15,945,000 300,000 SH   DFND   15,945,000 0 0
BOX INC CL A 10316T104   1,145,550 35,000 SH   DFND   1,145,550 0 0
BROWN & BROWN INC COM 115236101   6,250,292 60,331 SH   DFND   6,250,292 0 0
BOSTON SCIENTIFIC CORP COM 101137107   738,948 8,818 SH   DFND   738,948 0 0
BENTLEY SYS INC COM CL B 08265T208   27,953,477 550,157 SH   DFND   27,953,477 0 0
CARDINAL HEALTH INC COM 14149Y108   6,445,416 58,319 SH   DFND   6,445,416 0 0
CATERPILLAR INC COM 149123101   6,564,558 16,784 SH   DFND   6,564,558 0 0
CHUBB LIMITED COM H1467J104   6,342,561 21,993 SH   DFND   6,342,561 0 0
CROWN CASTLE INC COM 22822V101   100,835,500 850,000 SH   DFND   100,835,500 0 0
CHURCH & DWIGHT CO INC COM 171340102   6,079,415 58,054 SH   DFND   6,079,415 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   6,900,443 62,521 SH   DFND   6,900,443 0 0
CINCINNATI FINL CORP COM 172062101   6,396,007 46,988 SH   DFND   6,396,007 0 0
COLGATE PALMOLIVE CO COM 194162103   6,060,947 58,385 SH   DFND   6,060,947 0 0
CLOROX CO DEL COM 189054109   7,146,862 43,870 SH   DFND   7,146,862 0 0
CNX RES CORP COM 12653C108   130,280,000 4,000,000 SH   DFND   130,280,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   15,792,454 88,637 SH   DFND   15,792,454 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,882,082 2,123 SH   DFND   1,882,082 0 0
CAMPBELL SOUP CO COM 134429109   627,154 12,820 SH   DFND   627,154 0 0
CINTAS CORP COM 172908105   6,206,047 30,144 SH   DFND   6,206,047 0 0
CATALENT INC COM 148806102   30,285,000 500,000 SH   DFND   30,285,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   61,744,000 800,000 SH   DFND   61,744,000 0 0
CVS HEALTH CORP COM 126650100   87,809,656 1,396,464 SH   DFND   87,809,656 0 0
CHEVRON CORP NEW COM 166764100   5,356,357 36,371 SH   DFND   5,356,357 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   13,997,280 48,000 SH   DFND   13,997,280 0 0
DOLLAR GEN CORP NEW COM 256677105   6,916,727 81,787 SH   DFND   6,916,727 0 0
DANAHER CORPORATION COM 235851102   12,660,197 45,537 SH   DFND   12,660,197 0 0
DOLLAR TREE INC COM 256746108   17,580,000 250,000 SH   DFND   17,580,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   17,750,043 1,542,141 SH   DFND   17,750,043 0 0
DOVER CORP COM 260003108   6,132,804 31,985 SH   DFND   6,132,804 0 0
DARDEN RESTAURANTS INC COM 237194105   25,801,236 157,200 SH   DFND   25,801,236 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   15,368,543 1,379,582 SH   DFND   15,368,543 0 0
EVENTBRITE INC COM CL A 29975E109   35,984 13,181 SH   DFND   35,984 0 0
EBAY INC. COM 278642103   879,506 13,508 SH   DFND   879,506 0 0
ECOLAB INC COM 278865100   6,116,430 23,955 SH   DFND   6,116,430 0 0
CONSOLIDATED EDISON INC COM 209115104   6,302,260 60,523 SH   DFND   6,302,260 0 0
LAUDER ESTEE COS INC CL A 518439104   8,405,462 84,316 SH   DFND   8,405,462 0 0
EMERSON ELEC CO COM 291011104   5,407,143 49,439 SH   DFND   5,407,143 0 0
ENPHASE ENERGY INC COM 29355A107   5,913,432 52,322 SH   DFND   5,913,432 0 0
ESSEX PPTY TR INC COM 297178105   6,061,428 20,518 SH   DFND   6,061,428 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   7,765,343 483,822 SH   DFND   7,765,343 0 0
ETSY INC COM 29786A106   20,546,100 370,000 SH   DFND   20,546,100 0 0
EXPEDITORS INTL WASH INC COM 302130109   5,975,152 45,473 SH   DFND   5,975,152 0 0
FASTENAL CO COM 311900104   5,984,353 83,791 SH   DFND   5,984,353 0 0
FREEPORT-MCMORAN INC CL B 35671D857   177,718,994 3,560,076 SH   DFND   177,718,994 0 0
FEDEX CORP COM 31428X106   207,143,192 756,881 SH   DFND   207,143,192 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   156,256,730 1,865,752 SH   DFND   156,256,730 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   22,642,882 196,946 SH   DFND   22,642,882 0 0
GENERAL DYNAMICS CORP COM 369550108   6,168,506 20,412 SH   DFND   6,168,506 0 0
GE AEROSPACE COM NEW 369604301   8,121,952 43,069 SH   DFND   8,121,952 0 0
CORNING INC COM 219350105   2,058,840 45,600 SH   DFND   2,058,840 0 0
BARRICK GOLD CORP COM 067901108   46,096,666 2,317,580 SH   DFND   46,096,666 0 0
GENUINE PARTS CO COM 372460105   5,803,704 41,550 SH   DFND   5,803,704 0 0
GRANITE CONSTR INC COM 387328107   47,263,406 596,158 SH   DFND   47,263,406 0 0
GRAINGER W W INC COM 384802104   6,385,565 6,147 SH   DFND   6,385,565 0 0
HAEMONETICS CORP MASS COM 405024100   28,010,662 348,478 SH   DFND   28,010,662 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   21,490,529 375,446 SH   DFND   21,490,529 0 0
HASBRO INC COM 418056107   315,966 4,369 SH   DFND   315,966 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100   22,808,558 661,693 SH   DFND   22,808,558 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   105,185,433 5,141,028 SH   DFND   105,185,433 0 0
HORMEL FOODS CORP COM 440452100   5,835,716 184,092 SH   DFND   5,835,716 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   7,052,231 31,899 SH   DFND   7,052,231 0 0
IMAX CORP COM 45245E109   7,951,501 387,689 SH   DFND   7,951,501 0 0
INTERNATIONAL PAPER CO COM 460146103   87,585,608 1,792,950 SH   DFND   87,585,608 0 0
ILLINOIS TOOL WKS INC COM 452308109   6,176,728 23,569 SH   DFND   6,176,728 0 0
JOHNSON & JOHNSON COM 478160104   5,848,583 36,089 SH   DFND   5,848,583 0 0
KRAFT HEINZ CO COM 500754106   11,638,333 331,482 SH   DFND   11,638,333 0 0
KKR & CO INC COM 48251W104   422,818 3,238 SH   DFND   422,818 0 0
KIMBERLY-CLARK CORP COM 494368103   5,711,119 40,140 SH   DFND   5,711,119 0 0
COCA COLA CO COM 191216100   6,158,546 85,702 SH   DFND   6,158,546 0 0
KENVUE INC COM 49177J102   41,874,621 1,810,403 SH   DFND   41,874,621 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   195,704,212 822,736 SH   DFND   195,704,212 0 0
LINDE PLC SHS G54950103   6,060,891 12,710 SH   DFND   6,060,891 0 0
LOWES COS INC COM 548661107   6,593,843 24,345 SH   DFND   6,593,843 0 0
LULULEMON ATHLETICA INC COM 550021109   4,926,631 18,156 SH   DFND   4,926,631 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   17,519,604 160,011 SH   DFND   17,519,604 0 0
MASTERCARD INCORPORATED CL A 57636Q104   23,623,392 47,840 SH   DFND   23,623,392 0 0
MCDONALDS CORP COM 580135101   6,778,393 22,260 SH   DFND   6,778,393 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   181,771,341 2,263,935 SH   DFND   181,771,341 0 0
MEDTRONIC PLC SHS G5960L103   6,349,546 70,527 SH   DFND   6,349,546 0 0
MCCORMICK & CO INC COM NON VTG 579780206   6,253,154 75,980 SH   DFND   6,253,154 0 0
MKS INSTRS INC COM 55306N104   30,317,806 278,887 SH   DFND   30,317,806 0 0
MPLX LP COM UNIT REP LTD 55336V100   1,844,156 41,479 SH   DFND   1,844,156 0 0
MERITAGE HOMES CORP COM 59001A102   32,166,870 156,858 SH   DFND   32,166,870 0 0
NORDSON CORP COM 655663102   6,276,594 23,899 SH   DFND   6,276,594 0 0
NEXTERA ENERGY INC COM 65339F101   206,245,085 2,439,904 SH   DFND   206,245,085 0 0
CLOUDFLARE INC CL A COM 18915M107   9,437,194 116,667 SH   DFND   9,437,194 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   2,754,521 282,805 SH   DFND   2,754,521 0 0
NETGEAR INC COM 64111Q104   529,083 26,375 SH   DFND   529,083 0 0
NUCOR CORP COM 670346105   5,477,788 36,436 SH   DFND   5,477,788 0 0
REALTY INCOME CORP COM 756109104   6,246,807 98,499 SH   DFND   6,246,807 0 0
ORMAT TECHNOLOGIES INC COM 686688102   11,634,174 151,211 SH   DFND   11,634,174 0 0
ORACLE CORP COM 68389X105   198,293,628 1,163,695 SH   DFND   198,293,628 0 0
PEPSICO INC COM 713448108   5,864,514 34,487 SH   DFND   5,864,514 0 0
PROCTER AND GAMBLE CO COM 742718109   5,944,570 34,322 SH   DFND   5,944,570 0 0
PENTAIR PLC SHS G7S00T104   6,581,560 67,303 SH   DFND   6,581,560 0 0
PPG INDS INC COM 693506107   5,965,071 45,033 SH   DFND   5,965,071 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   11,253,687 826,869 SH   DFND   11,253,687 0 0
PROGRESS SOFTWARE CORP COM 743312100   44,457,126 659,895 SH   DFND   44,457,126 0 0
PHILLIPS 66 COM 718546104   70,983,000 540,000 SH   DFND   70,983,000 0 0
PAYPAL HLDGS INC COM 70450Y103   637,505 8,170 SH   DFND   637,505 0 0
QUALCOMM INC COM 747525103   8,226,679 48,378 SH   DFND   8,226,679 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   5,964,193 531,568 SH   DFND   5,964,193 0 0
ROCKET LAB USA INC COM 773122106   8,929,708 917,750 SH   DFND   8,929,708 0 0
ROPER TECHNOLOGIES INC COM 776696106   6,066,309 10,902 SH   DFND   6,066,309 0 0
RAPID7 INC COM 753422104   2,978,746 74,674 SH   DFND   2,978,746 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   4,314,869 188,340 SH   DFND   4,314,869 0 0
SHERWIN WILLIAMS CO COM 824348106   6,762,047 17,717 SH   DFND   6,762,047 0 0
SMUCKER J M CO COM NEW 832696405   6,036,351 49,846 SH   DFND   6,036,351 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   1,321,308 15,240 SH   DFND   1,321,308 0 0
SNAP INC CL A 83304A106   639,346 59,752 SH   DFND   639,346 0 0
SOFI TECHNOLOGIES INC COM 83406F102   23,129,913 2,942,737 SH   DFND   23,129,913 0 0
S&P GLOBAL INC COM 78409V104   6,256,785 12,111 SH   DFND   6,256,785 0 0
SAREPTA THERAPEUTICS INC COM 803607100   49,839,228 399,065 SH   DFND   49,839,228 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   32,598,428 297,621 SH   DFND   32,598,428 0 0
STANLEY BLACK & DECKER INC COM 854502101   7,399,084 67,185 SH   DFND   7,399,084 0 0
SYSCO CORP COM 871829107   6,214,669 79,614 SH   DFND   6,214,669 0 0
TARGET CORP COM 87612E106   18,143,663 116,410 SH   DFND   18,143,663 0 0
TALEN ENERGY CORP COM 87422Q109   33,865,600 190,000 SH   DFND   33,865,600 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   3,013,994 71,068 SH   DFND   3,013,994 0 0
PRICE T ROWE GROUP INC COM 74144T108   5,371,229 49,309 SH   DFND   5,371,229 0 0
TRANSUNION COM 89400J107   229,188 2,189 SH   DFND   229,188 0 0
TESLA INC COM 88160R101   52,326,000 200,000 SH   DFND   52,326,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   204,510 2,721 SH   DFND   204,510 0 0
UNITI GROUP INC COM 91325V108   4,467,185 792,054 SH   DFND   4,467,185 0 0
UNITED PARCEL SERVICE INC CL B 911312106   4,260,489 31,249 SH   DFND   4,260,489 0 0
UPWORK INC COM 91688F104   318,129 30,443 SH   DFND   318,129 0 0
VISA INC COM CL A 92826C839   1,315,361 4,784 SH   DFND   1,315,361 0 0
VERTEX INC CL A 92538J106   9,873,925 256,399 SH   DFND   9,873,925 0 0
VERINT SYS INC COM 92343X100   2,113,991 83,458 SH   DFND   2,113,991 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   443,825 4,461 SH   DFND   443,825 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   19,956,990 1,055,367 SH   DFND   19,956,990 0 0
WALMART INC COM 931142103   6,475,100 80,187 SH   DFND   6,475,100 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   5,228,787 17,420 SH   DFND   5,228,787 0 0
EXXON MOBIL CORP COM 30231G102   5,771,796 49,239 SH   DFND   5,771,796 0 0
XEROX HOLDINGS CORP COM NEW 98421M106   2,911,403 280,482 SH   DFND   2,911,403 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   1,849,784 26,524 SH   DFND   1,849,784 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   1,147,571 2,263,935 SH Call DFND   1,147,571 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,038,319 2,263,935 SH Put DFND   2,038,319 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   697,628,355 911,591 SH Call DFND   697,628,355 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,338,099 911,591 SH Put DFND   5,338,099 0 0
CENCORA INC COM 03073E105   355,126 2,313,146 SH Put DFND   355,126 0 0
AMAZON COM INC COM 023135106   48,776 9,776 SH Call DFND   48,776 0 0
AMAZON COM INC COM 023135106   4,416 9,776 SH Put DFND   4,416 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100   2,442 661,693 SH Put DFND   2,442 0 0
DANAHER CORPORATION COM 235851102   529,900 45,537 SH Call DFND   529,900 0 0
NVIDIA CORPORATION COM 67066G104   42,854,174 8,000 SH Call DFND   42,854,174 0 0
NVIDIA CORPORATION COM 67066G104   10,777,173 8,000 SH Put DFND   10,777,173 0 0