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
ABBOTT LABS Common Stock 002824100 11,272 95,420 SH   DFND 1,2 0 95,420 0
ABBVIE INC Common Stock 00287Y109 11,035 102,300 SH   DFND 1,2 0 102,300 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 5,007 64,700 SH   DFND 1,2 0 64,700 0
ADOBE SYSTEMS INCORPORATED Common Stock 00724F101 6,448 11,200 SH   DFND 1,2 0 11,200 0
ADVANCED ENERGY INDUSTRIES Common Stock 007973100 236 2,688 SH   DFND 1,2 0 2,688 0
AIR PRODUCT & CHEMICALS INC Common Stock 009158106 261 1,020 SH   DFND 1,2 0 1,020 0
ALASKA AIR GROUP INC Common Stock 011659109 8,497 145,000 SH   DFND 1,2 0 145,000 0
ALIBABA GROUP HOLDINGS LTD Equity Option 01609W102 7,403 50,000 SH Call DFND 1,2 0 50,000 0
ALCOA CORP Common Stock 013872106 1,468 30,000 SH   DFND 1,2 0 30,000 0
ALPHABET INC Common Stock 02079K305 28,339 10,600 SH   DFND 1,2 0 10,600 0
AMAZON COM INC Common Stock 023135106 26,537 8,078 SH   DFND 1,2 0 8,078 0
APTIV PLC Common Stock G6095L109 6,525 43,800 SH   DFND 1,2 0 43,800 0
APPLE INC Common Stock 037833100 36,025 254,597 SH   DFND 1,2 0 254,597 0
ARCOSA INC Common Stock 039653100 3,246 64,700 SH   DFND 1,2 0 64,700 0
BALLARD POWER SYSTEMS INC Common Stock 058586108 422 30,000 SH   DFND 1,2 0 30,000 0
BARRICK GOLD CORP Common Stock 067901108 4,973 275,500 SH   DFND 1,2 0 275,500 0
BOEING CO Common Stock 097023105 7,522 34,200 SH   DFND 1,2 0 34,200 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108 9,165 154,900 SH   DFND 1,2 0 154,900 0
BROOKS AUTOMATION INC Common Stock 114340102 337 3,290 SH   DFND 1,2 0 3,290 0
BRUNSWICK CORP Common Stock 117043109 173 1,812 SH   DFND 1,2 0 1,812 0
CBRE GROUP INC Common Stock 12504L109 14,828 152,300 SH   DFND 1,2 0 152,300 0
CADENCE DESIGN SYS INC Common Stock 127387108 7,072 46,700 SH   DFND 1,2 0 46,700 0
CAESARS ENTERTAINMENT INC Common Stock 12769G100 309 2,754 SH   DFND 1,2 0 2,754 0
CERENCE INC Common Stock 156727109 2,134 22,200 SH   DFND 1,2 0 22,200 0
CHENIERE ENERGY INC Common Stock 16411R208 3,262 33,400 SH   DFND 1,2 0 33,400 0
CITRIX SYSTEMS INC Common Stock 177376100 8,106 75,500 SH   DFND 1,2 0 75,500 0
CLARIVATE PLC Common Stock G21810109 5,118 233,700 SH   DFND 1,2 0 233,700 0
COGNIZANT TECH SOLUTIONS-A Common Stock 192446102 6,271 84,500 SH   DFND 1,2 0 84,500 0
COGNYTE SOFTWARE LTD Common Stock M25133105 66 3,219 SH   DFND 1,2 0 3,219 0
DEERE & CO Common Stock 244199105 7,070 21,100 SH   DFND 1,2 0 21,100 0
DOLLAR TREE INC Common Stock 256746108 6,702 70,020 SH   DFND 1,2 0 70,020 0
EOG RESOURCES INC Common Stock 26875P101 17,571 218,900 SH   DFND 1,2 0 218,900 0
EQUINIX INC Common Stock 29444U700 9,007 11,400 SH   DFND 1,2 0 11,400 0
FACEBOOK INC Common Stock 30303M102 14,526 42,800 SH   DFND 1,2 0 42,800 0
FEDEX CORP Common Stock 31428X106 89 407 SH   DFND 1,2 0 407 0
FISERV INC Common Stock 337738108 6,054 55,800 SH   DFND 1,2 0 55,800 0
FREEPORT-MCMORAN INC. Common Stock 35671D857 8,481 260,710 SH   DFND 1,2 0 260,710 0
FERRARI NV Common Stock N3167Y103 5,264 25,100 SH   DFND 1,2 0 25,100 0
FIVERR INTERNATIONAL LTD Common Stock M4R82T106 5,770 31,587 SH   DFND 1,2 0 31,587 0
GENERAC HOLDINGS INC Common Stock 368736104 119 292 SH   DFND 1,2 0 292 0
GENERAL MTRS CO Common Stock 37045V100 8,502 161,300 SH   DFND 1,2 0 161,300 0
GLOBAL X FDS Global X Uranium 37954Y871 1,427 60,000 SH   DFND 1,2 0 60,000 0
GOLDMAN SACHS GROUP INC Common Stock 38141G104 110 291 SH   DFND 1,2 0 291 0
HONEYWELL INTL INC Common Stock 438516106 5,753 27,100 SH   DFND 1,2 0 27,100 0
IPG PHOTONICS CORP Common Stock 44980X109 5,988 37,800 SH   DFND 1,2 0 37,800 0
INGERSOLL RAND INC Common Stock 45687V106 9,185 182,200 SH   DFND 1,2 0 182,200 0
INTUIT Common Stock 461202103 8,686 16,100 SH   DFND 1,2 0 16,100 0
INVITAE CORP Common Stock 46185L103 1,080 38,000 SH   DFND 1,2 0 38,000 0
IQVIA HOLDINGS INC Common Stock 46266C105 3,665 15,300 SH   DFND 1,2 0 15,300 0
ISHARES CORE S&P 500 ETF 464287200 17,415 40,422 SH   DFND 1,2 0 40,422 0
ISHARES TR Russell 1000 US 464287598 17,396 111,150 SH   DFND 1,2 0 111,150 0
JPMORGAN CHASE & CO Common Stock 46625H100 17,580 107,400 SH   DFND 1,2 0 107,400 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 58 354 SH   DFND 1,2 0 354 0
KNOWBE4 INC Common Stock 49926T104 101 4,607 SH   DFND 1,2 0 4,607 0
LAUDER ESTEE COS INC Common Stock 518439104 20,845 69,500 SH   DFND 1,2 0 69,500 0
LULULEMON ATHLETICA INC Common Stock 550021109 189 467 SH   DFND 1,2 0 467 0
MARVELL TECHNOLOGY GROUP LTD Common Stock 573874104 10,832 179,607 SH   DFND 1,2 0 179,607 0
MCDONALDS CORP Common Stock 580135101 10,127 42,000 SH   DFND 1,2 0 42,000 0
MERCK & CO INC Common Stock 58933Y105 8,502 113,200 SH   DFND 1,2 0 113,200 0
MICROSOFT CORP Common Stock 594918104 35,776 126,900 SH   DFND 1,2 0 126,900 0
MOODYS CORP Common Stock 615369105 13,423 37,800 SH   DFND 1,2 0 37,800 0
MP MATERIALS CORP Common Stock 553368101 7,007 217,400 SH   DFND 1,2 0 217,400 0
NABORS INDUSTRIES LTD Common Stock G6359F137 154 1,600 SH   DFND 1,2 0 1,600 0
NCINO INC Common Stock 63947U107 6,357 89,500 SH   DFND 1,2 0 89,500 0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP, INC. ADR 647581107 1,453 708,900 SH   DFND 1,2 0 708,900 0
NRG ENERGY INC Common Stock 629377508 13,388 327,900 SH   DFND 1,2 0 327,900 0
NEXTERA ENERGY INC Common Stock 65339F101 11,935 152,000 SH   DFND 1,2 0 152,000 0
NVIDIA CORPORATION Common Stock 67066G104 11,535 55,680 SH   DFND 1,2 0 55,680 0
OCCIDENTAL PETE CORP Common Stock 674599105 592 20,000 SH   DFND 1,2 0 20,000 0
OCCIDENTAL PETE CORP Warrant 674599162 15 1,249 SH   DFND 1,2 0 1,249 0
OKTA INC Common Stock 679295105 224 942 SH   DFND 1,2 0 942 0
ORGANON & CO-W/I Common Stock 68622V106 370 11,280 SH   DFND 1,2 0 11,280 0
PAYPAL HLDGS INC Common Stock 70450Y103 7,026 27,000 SH   DFND 1,2 0 27,000 0
PINTEREST INC Common Stock 72352L106 5,829 114,400 SH   DFND 1,2 0 114,400 0
RAYTHEON TECHNOLOGIES Common Stock 75513E101 9,559 111,200 SH   DFND 1,2 0 111,200 0
ROCKWELL AUTOMATION INC Common Stock 773903109 1,176 4,000 SH   DFND 1,2 0 4,000 0
ROYAL CARIBBEAN GROUP Common Stock V7780T103 7,881 88,600 SH   DFND 1,2 0 88,600 0
S&P GLOBAL INC Common Stock 78409V104 8,370 19,700 SH   DFND 1,2 0 19,700 0
SABRE CORP Common Stock 78573M104 8,863 748,600 SH   DFND 1,2 0 748,600 0
SALESFORCE.COM INC Common Stock 79466L302 126 463 SH   DFND 1,2 0 463 0
SCULPTOR CAPITAL MANAGEMENT Common Stock 811246107 58 2,073 SH   DFND 1,2 0 2,073 0
SEA LTD ADR 81141R100 3,844 15,234 SH   DFND 1,2 0 15,234 0
SERVICENOW INC Common Stock 81762P102 7,529 12,100 SH   DFND 1,2 0 12,100 0
SHERWIN WILLIAMS CO. Common Stock 824348106 11,217 40,100 SH   DFND 1,2 0 40,100 0
SKYWORKS SOLUTIONS INC Common Stock 83088M102 989 6,000 SH   DFND 1,2 0 6,000 0
SNOWFLAKE INC. Common Stock 833445109 998 3,300 SH   DFND 1,2 0 3,300 0
Sociedad quimica y Minera Chil ADR 833635105 860 16,000 SH   DFND 1,2 0 16,000 0
SPLUNK INC Common Stock 848637104 3,528 24,379 SH   DFND 1,2 0 24,379 0
STARBUCKS CORP Common Stock 855244109 12,656 114,735 SH   DFND 1,2 0 114,735 0
STMICROELECTRONICS N.V. Common Stock 861012102 1,911 43,800 SH   DFND 1,2 0 43,800 0
T-MOBILE US INC Common Stock 872590104 4,478 35,050 SH   DFND 1,2 0 35,050 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 874039100 228 2,041 SH   DFND 1,2 0 2,041 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 13,083 22,900 SH   DFND 1,2 0 22,900 0
UNITY SOFTWARE INC Common Stock 91332U101 9,254 73,300 SH   DFND 1,2 0 73,300 0
UNUM GROUP Common Stock 91529Y106 8,077 322,300 SH   DFND 1,2 0 322,300 0
VANECK VECTORS ETF TRUST GOLD MINERS ETF 92189F106 3,536 120,000 SH   DFND 1,2 0 120,000 0
VANECK VECTORS ETF TRUST OIL SVCS RTF 92189H607 493 2,250 SH   DFND 1,2 0 2,250 0
VANECK VECTORS ETF TRUST RARE EARTH/ST 92189H805 2,580 24,999 SH   DFND 1,2 0 24,999 0
VERINT SYSTEMS INC Common Stock 92343X100 88 1,972 SH   DFND 1,2 0 1,972 0
VERISK ANALYTICS INC Common Stock 92345Y106 9,693 48,400 SH   DFND 1,2 0 48,400 0
VERTEX PHARMACEUTICALS INC Equity Option 92532F100 5,804 32,000 SH Call DFND 1,2 0 32,000 0
VERTIV HOLDINGS CO Common Stock 92537N108 7,278 302,128 SH   DFND 1,2 0 302,128 0
VIACOMCBS INC Common Stock 92556H206 3,196 80,900 SH   DFND 1,2 0 80,900 0
VISA INC Common Stock 92826C839 5,796 26,020 SH   DFND 1,2 0 26,020 0
VMWARE INC-CLASS Common Stock 928563402 6,037 40,600 SH   DFND 1,2 0 40,600 0
WALMART INC Common Stock 931142103 11,401 81,800 SH   DFND 1,2 0 81,800 0
WELLS FARGO & CO Common Stock 949746101 20,374 439,000 SH   DFND 1,2 0 439,000 0
XPO LOGISTICS INC Common Stock 983793100 339 4,263 SH   DFND 1,2 0 4,263 0
XOMETRY INC Common Stock 98423F109 160 2,780 SH   DFND 1,2 0 2,780 0