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
ALPHABET INC CAP STK CL A 02079K305   4,962,066 29,919 SH   DFND 1,2 29,919 0 0
AMAZON COM INC COM 023135106   7,902,255 42,410 SH   DFND 1,2 42,410 0 0
BROADCOM INC COM 11135F101   8,625,000 50,000 SH   DFND 1,2 50,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   11,272,119 131,776 SH   DFND 1,2 131,776 0 0
CARVANA CO CL A 146869102   684,240,983 3,929,935 SH   DFND 1,2 3,929,935 0 0
CBRE GROUP INC CL A 12504L109   7,844,356 63,017 SH   DFND 1,2 63,017 0 0
CHENIERE ENERGY INC COM NEW 16411R208   4,124,810 22,936 SH   DFND 1,2 22,936 0 0
DESKTOP METAL INC COM CL A 25058X303   386,755 82,817 SH   DFND 1,2 82,817 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   5,209,119 78,938 SH   DFND 1,2 78,938 0 0
ENPHASE ENERGY INC COM 29355A107   4,511,532 39,918 SH   DFND 1,2 39,918 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   9,718,844 156,604 SH   DFND 1,2 156,604 0 0
FIRST SOLAR INC COM 336433107   3,417,328 13,700 SH   DFND 1,2 13,700 0 0
GARRETT MOTION INC COM 366505105   6,544,000 800,000 SH   DFND 1,2 800,000 0 0
GATOS SILVER INC COM 368036109   54,693,667 3,626,901 SH   DFND 1,2 3,626,901 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209   2,039,798 250,282 SH   DFND 1,2 250,282 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   212,473,816 20,892,214 SH   DFND 1,2 20,892,214 0 0
HYATT HOTELS CORP COM CL A 448579102   4,850,005 31,866 SH   DFND 1,2 31,866 0 0
INSULET CORP COM 45784P101   3,709,337 15,937 SH   DFND 1,2 15,937 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   37,511,903 76,357 SH   DFND 1,2 76,357 0 0
JOBY AVIATION INC COMMON STOCK G65163100   11,765,069 2,338,980 SH   DFND 1,2 2,338,980 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   3,402,000 100,000 SH   DFND 1,2 100,000 0 0
LANTHEUS HLDGS INC COM 516544103   6,066,322 55,274 SH   DFND 1,2 55,274 0 0
MERCADOLIBRE INC COM 58733R102   30,808,127 15,014 SH   DFND 1,2 15,014 0 0
MICROSOFT CORP COM 594918104   45,220,227 105,090 SH   DFND 1,2 105,090 0 0
MODERNA INC COM 60770K107   24,933,939 373,095 SH   DFND 1,2 373,095 0 0
NOVAGOLD RES INC COM NEW 66987E206   82,817,614 20,199,418 SH   DFND 1,2 20,199,418 0 0
NVIDIA CORPORATION COM 67066G104   70,272,470 578,660 SH   DFND 1,2 578,660 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   458,356,226 43,159,720 SH   DFND 1,2 43,159,720 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   20,059,000 325,000 SH   DFND 1,2 325,000 0 0
RANGE RES CORP COM 75281A109   206,054,965 6,698,796 SH   DFND 1,2 6,698,796 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   24,218,757 3,675,077 SH   DFND 1,2 3,675,077 0 0
SCHLUMBERGER LTD COM STK 806857108   157,723,946 3,759,808 SH   DFND 1,2 3,759,808 0 0
SERVICENOW INC COM 81762P102   32,291,057 36,104 SH   DFND 1,2 36,104 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   113,073,576 27,511,819 SH   DFND 1,2 27,511,819 0 0
SKILLSOFT CORP CL A 83066P309   895,404 57,768 SH   DFND 1,2 57,768 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   32,128,950 185,000 SH   DFND 1,2 185,000 0 0
TEMPUS AI INC CL A 88023B103   52,856,419 933,859 SH   DFND 1,2 933,859 0 0
TESLA INC COM 88160R101   23,274,866 88,961 SH   DFND 1,2 88,961 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   477,593,539 26,503,526 SH   DFND 1,2 26,503,526 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,524,493 100,113 SH   DFND 1,2 100,113 0 0
VALARIS LTD CL A G9460G101   197,900,625 3,549,787 SH   DFND 1,2 3,549,787 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   9,317,880 234,000 SH   DFND 1,2 234,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   117,567,573 2,408,678 SH   DFND 1,2 2,408,678 0 0
VEON LTD SPONSORED ADS 91822M502   169,765,624 5,580,724 SH   DFND 1,2 5,580,724 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   9,252,570 93,000 SH   DFND 1,2 93,000 0 0
VISA INC COM CL A 92826C839   8,905,631 32,390 SH   DFND 1,2 32,390 0 0