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
ALCOA CORP COM 013872106   550,455 14,570 SH   DFND   14,570 0 0
APPLE INC COM 037833100   964,367 3,851 SH   DFND   3,851 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,456,733 31,412 SH   DFND   31,412 0 0
AMAZON COM INC COM 023135106   36,363,454 165,748 SH   DFND   165,748 0 0
APPLIED DIGITAL CORP COM NEW 038169207   989,632 129,533 SH   DFND   129,533 0 0
APPLOVIN CORP COM CL A 03831W108   511,328 1,579 SH   DFND   1,579 0 0
ANTERIS TECHNOLOGIES GLOBAL COM 03675P102   6,643,581 1,190,606 SH   DFND   1,190,606 0 0
B2GOLD CORP COM 11777Q209   37,391 15,324 SH   DFND   15,324 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   993,945 4,003 SH   DFND   4,003 0 0
CONOCOPHILLIPS COM 20825C104   1,929,352 19,455 SH   DFND   19,455 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   7,068,822 503,119 SH   DFND   503,119 0 0
CARVANA CO CL A 146869102   552,732 2,718 SH   DFND   2,718 0 0
DAVE INC CLASS A COM NEW 23834J201   5,005,114 57,583 SH   DFND   57,583 0 0
DISNEY WALT CO COM 254687106   1,808,101 16,238 SH   DFND   16,238 0 0
DOCUSIGN INC COM 256163106   607,275 6,752 SH   DFND   6,752 0 0
FREEPORT-MCMORAN INC CL B 35671D857   8,157,231 214,213 SH   DFND   214,213 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   22,462,678 287,320 SH   DFND   287,320 0 0
BARRICK GOLD CORP COM 067901108   1,196,120 77,169 SH   DFND   77,169 0 0
ALPHABET INC CAP STK CL C 02079K107   1,309,656 6,877 SH   DFND   6,877 0 0
HUDBAY MINERALS INC COM 443628102   5,940,362 733,378 SH   DFND   733,378 0 0
ROBINHOOD MKTS INC COM CL A 770700102   631,371 16,945 SH   DFND   16,945 0 0
IREN LIMITED ORDINARY SHARES Q4982L109   3,668,359 373,560 SH   DFND   373,560 0 0
LITHIUM AMERICAS ARGENTINA C COM SHS 53681K100   127,806 48,781 SH   DFND   48,781 0 0
META PLATFORMS INC CL A 30303M102   29,030,757 49,582 SH   DFND   49,582 0 0
MAC COPPER LIMITED ORD SHS G60409110   1,856,142 174,778 SH   DFND   174,778 0 0
NEWMONT CORP COM 651639106   3,826,439 102,806 SH   DFND   102,806 0 0
SERVICENOW INC COM 81762P102   360,441 340 SH   DFND   340 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,423,650 137,418 SH   DFND   137,418 0 0
NUCOR CORP COM 670346105   1,936,686 16,594 SH   DFND   16,594 0 0
NVIDIA CORPORATION COM 67066G104   1,536,143 11,439 SH   DFND   11,439 0 0
NEXGEN ENERGY LTD COM 65340P106   615,971 93,329 SH   DFND   93,329 0 0
OPTHEA LTD SPONSORED ADS 68386J208   7,197,046 1,832,475 SH   DFND   1,832,475 0 0
SEZZLE INC COM 78435P105   1,737,905 6,794 SH   DFND   6,794 0 0
SPROTT INC COM NEW 852066208   3,497,158 82,930 SH   DFND   82,930 0 0
BLOCK INC CL A 852234103   4,138,333 48,692 SH   DFND   48,692 0 0
TECK RESOURCES LTD CL B 878742204   17,465,390 430,925 SH   DFND   430,925 0 0
TRADEWEB MKTS INC CL A 892672106   10,517,327 80,334 SH   DFND   80,334 0 0
TWILIO INC CL A 90138F102   367,148 3,397 SH   DFND   3,397 0 0
UBER TECHNOLOGIES INC COM 90353T100   498,967 8,272 SH   DFND   8,272 0 0
VALE S A SPONSORED ADS 91912E105   4,190,773 472,466 SH   DFND   472,466 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   524,108 6,819 SH   DFND   6,819 0 0
GOLD ROYALTY CORP COMMON SHARES 38071H106   237,956 196,658 SH   DFND   196,658 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   77,989,378 472,205 SH   DFND 1 0 472,205 0
BANK AMERICA CORP COM 060505104   86,076,690 1,958,514 SH   DFND 1 0 1,958,514 0
FREEPORT-MCMORAN INC CL B 35671D857   48,371,044 1,270,248 SH   DFND 1 0 1,270,248 0
FOX CORP CL B COM 35137L204   30,455,659 665,843 SH   DFND 1 0 665,843 0
JPMORGAN CHASE & CO. COM 46625H100   17,880,688 74,593 SH   DFND 1 0 74,593 0
NEWMONT CORP COM 651639106   55,961,387 1,503,530 SH   DFND 1 0 1,503,530 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   36,631,238 1,435,956 SH   DFND 1 0 1,435,956 0
SANOFI SPONSORED ADR 80105N105   35,033,549 726,385 SH   DFND 1 0 726,385 0
TECK RESOURCES CLASS B CL B 878742204   89,113,230 2,198,698 SH   DFND 1 0 2,198,698 0
TRUIST FINL CORP COM 89832Q109   28,881,580 665,781 SH   DFND 1 0 665,781 0
WELLS FARGO CO NEW COM 949746101   50,400,993 717,554 SH   DFND 1 0 717,554 0
WYNN RESORTS LTD COM 983134107   77,432,423 898,705 SH   DFND 1 0 898,705 0
ALCOA CORP COM 013872106   7,259,049 192,140 SH   DFND 2 0 192,140 0
APPLE INC COM 037833100   437,985 1,749 SH   DFND 2 0 1,749 0
AGNICO EAGLE MINES LTD COM 008474108   5,186,105 66,310 SH   DFND 2 0 66,310 0
AMAZON COM INC COM 023135106   3,608,307 16,447 SH   DFND 2 0 16,447 0
APPLIED DIGITAL CORP COM NEW 038169207   423,768 55,467 SH   DFND 2 0 55,467 0
APPLOVIN CORP COM CL A 03831W108   298,247 921 SH   DFND 2 0 921 0
ANTERIS TECHNOLOGIES GLOBAL COM CL A 03675P102   576,163 103,255 SH   DFND 2 0 103,255 1
B2GOLD CORP COM 11777Q209   81,725 33,494 SH   DFND 2 0 33,494 0
COINBASE GLOBAL INC COM CL A 19260Q107   472,515 1,903 SH   DFND 2 0 1,903 0
CONOCOPHILLIPS COM 20825C104   2,852,923 28,768 SH   DFND 2 0 28,768 0
CORE SCIENTIFIC INC NEW COM 21874A106   3,046,644 216,843 SH   DFND 2 0 216,843 0
CARVANA CO CL A 146869102   260,708 1,282 SH   DFND 2 0 1,282 0
DAVE INC CLASS A COM NEW 23834J201   2,269,047 26,105 SH   DFND 2 0 26,105 0
DISNEY WALT CO COM 254687106   234,280 2,104 SH   DFND 2 0 2,104 0
DOCUSIGN INC COM 256163106   278,814 3,100 SH   DFND 2 0 3,100 0
ENCORE ENERGY CORP COM NEW 29259W700   790,861 231,924 SH   DFND 2 0 231,924 0
FREEPORT-MCMORAN INC CL B 35671D857   19,605,755 514,857 SH   DFND 2 0 514,857 0
FRANCO NEV CORP COM 351858105   2,351,800 20,000 SH   DFND 2 0 20,000 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,901,963 24,328 SH   DFND 2 0 24,328 0
BARRICK GOLD CORP COM 067901108   8,070,246 520,661 SH   DFND 2 0 520,661 0
ALPHABET INC CAP STK CL C 02079K107   594,744 3,123 SH   DFND 2 0 3,123 0
HUDBAY MINERALS INC COM 443628102   12,885,845 1,590,845 SH   DFND 2 0 1,590,845 0
ROBINHOOD MKTS INC COM CL A 770700102   300,129 8,055 SH   DFND 2 0 8,055 0
IREN LIMITED ORDINARY SHARES Q4982L109   13,001,621 1,323,994 SH   DFND 2 0 1,323,994 0
HUNT J B TRANS SVCS INC COM 445658107   236,023 1,383 SH   DFND 2 0 1,383 0
LITHIUM AMERICAS ARGENTINA C COM SHS 53681K100   163,936 62,571 SH   DFND 2 0 62,571 0
META PLATFORMS INC META PLATFORMS INC 30303M102   3,831,577 6,544 SH   DFND 2 0 6,544 0
MAC COPPER LIMITED ORD SHS G60409110   2,454,951 231,163 SH   DFND 2 0 231,163 0
NEWMONT CORP COM 651639106   12,856,421 345,417 SH   DFND 2 0 345,417 0
NU HLDGS LTD ORD SHS CL A G6683N103   646,443 62,398 SH   DFND 2 0 62,398 0
NUCOR CORP COM 670346105   5,584,690 47,851 SH   DFND 2 0 47,851 0
NVIDIA CORPORATION COM 67066G104   715,900 5,331 SH   DFND 2 0 5,331 0
NEXGEN ENERGY LTD COM 65340P106   238,366 36,116 SH   DFND 2 0 36,116 0
OPTHEA LTD SPONSORED ADS 68386J208   4,221,780 1,074,928 SH   DFND 2 0 1,074,928 0
RADIOPHARM THERANOSTICS LTD SPONSORED ADS 75041J101   408,181 90,909 SH   DFND 2 0 90,909 1
SEZZLE INC COM 78435P105   826,234 3,230 SH   DFND 2 0 3,230 0
SIGMA LITHIUM CORPORATION COM 826599102   179,935 16,037 SH   DFND 2 0 16,037 0
SPROTT INC COM NEW 852066208   253,610 6,014 SH   DFND 2 0 6,014 0
BLOCK INC CL A 852234103   13,284,617 156,308 SH   DFND 2 0 156,308 0
TECK RESOURCES LTD CL B 878742204   1,914,516 47,237 SH   DFND 2 0 47,237 0
TRADEWEB MKTS INC CL A 892672106   1,087,683 8,308 SH   DFND 2 0 8,308 0
VALE S A SPONSORED ADS 91912E105   16,571,599 1,868,275 SH   DFND 2 0 1,868,275 0
GENEDX HOLDINGS CORP COM CL A 81663L200   244,492 3,181 SH   DFND 2 0 3,181 0