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
ADVANCED MICRO DEVICES INC COM 007903107   14,012,432 85,400 SH   DFND 1 0 85,400 0
ALPHABET INC CAP STK CL A 02079K305   13,947,985 84,100 SH   DFND 1 0 84,100 0
AMAZON COM INC COM 023135106   57,259,209 307,300 SH   DFND 1 0 307,300 0
AMERICAN TOWER CORP NEW COM 03027X100   10,073,336 43,315 SH   DFND 1 0 43,315 0
ANALOG DEVICES INC COM 032654105   26,157,670 113,645 SH   DFND 1 0 113,645 0
ANNEXON INC COM 03589W102   946,924 159,953 SH   DFND 1 0 159,953 0
APOLLO GLOBAL MGMT INC COM 03769M106   11,829,102 94,701 SH   DFND 1 0 94,701 0
ARAMARK COM 03852U106   18,105,113 467,470 SH   DFND 1 0 467,470 0
AT&T INC COM 00206R102   14,409,428 654,974 SH   DFND 1 0 654,974 0
AUTOMATIC DATA PROCESSING IN COM 053015103   6,669,193 24,100 SH   DFND 1 0 24,100 0
AXSOME THERAPEUTICS INC COM 05464T104   3,106,813 34,570 SH   DFND 1 0 34,570 0
BAKER HUGHES COMPANY CL A 05722G100   1,033,890 28,600 SH   DFND 1 0 28,600 0
BANK AMERICA CORP COM 060505104   6,900,352 173,900 SH   DFND 1 0 173,900 0
BELLRING BRANDS INC COMMON STOCK 07831C103   10,540,324 173,589 SH   DFND 1 0 173,589 0
BIONTECH SE SPONSORED ADS 09075V102   3,234,241 27,231 SH   DFND 1 0 27,231 0
BLACKROCK INC COM 09247X101   5,792,011 6,100 SH   DFND 1 0 6,100 0
BRISTOL-MYERS SQUIBB CO COM 110122108   2,889,736 55,851 SH   DFND 1 0 55,851 0
CANADIAN NAT RES LTD COM 136385101   43,264,554 1,302,651 SH   DFND 1 0 1,302,651 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   12,137,356 141,891 SH   DFND 1 0 141,891 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   12,250,224 37,800 SH   DFND 1 0 37,800 0
CHORD ENERGY CORPORATION COM NEW 674215207   18,010,158 138,295 SH   DFND 1 0 138,295 0
CISCO SYS INC COM 17275R102   11,357,148 213,400 SH   DFND 1 0 213,400 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   678,644 8,793 SH   DFND 1 0 8,793 0
CONOCOPHILLIPS COM 20825C104   33,218,893 315,529 SH   DFND 1 0 315,529 0
COREBRIDGE FINL INC COM 21871X109   6,383,853 218,925 SH   DFND 1 0 218,925 0
CRH PLC ORD G25508105   48,198,647 519,718 SH   DFND 1 0 519,718 0
DARLING INGREDIENTS INC COM 237266101   2,905,912 78,200 SH   DFND 1 0 78,200 0
DEVON ENERGY CORP NEW COM 25179M103   3,211,830 82,102 SH   DFND 1 0 82,102 0
DIAMONDBACK ENERGY INC COM 25278X109   10,770,518 62,474 SH   DFND 1 0 62,474 0
DISCOVER FINL SVCS COM 254709108   38,748,238 276,201 SH   DFND 1 0 276,201 0
EQUINIX INC COM 29444U700   6,124,647 6,900 SH   DFND 1 0 6,900 0
EQUITABLE HLDGS INC COM 29452E101   2,830,678 67,349 SH   DFND 1 0 67,349 0
FACTSET RESH SYS INC COM 303075105   7,541,540 16,400 SH   DFND 1 0 16,400 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   6,135,813 30,900 SH   DFND 1 0 30,900 0
FIDELITY NATL INFORMATION SV COM 31620M106   6,532,500 78,000 SH   DFND 1 0 78,000 0
FIRST HORIZON CORPORATION COM 320517105   6,962,565 448,330 SH   DFND 1 0 448,330 0
FIRST SOLAR INC COM 336433107   3,925,936 15,739 SH   DFND 1 0 15,739 0
FORTIS INC COM 349553107   17,972,767 395,474 SH   DFND 1 0 395,474 0
FRONTLINE PLC COM M46528101   3,218,971 140,874 SH   DFND 1 0 140,874 0
GE VERNOVA INC COM 36828A101   560,956 2,200 SH   DFND 1 0 2,200 0
GILEAD SCIENCES INC COM 375558103   8,836,462 105,397 SH   DFND 1 0 105,397 0
HESS CORP COM 42809H107   3,041,920 22,400 SH   DFND 1 0 22,400 0
IMPERIAL OIL LTD COM NEW 453038408   25,133,916 356,972 SH   DFND 1 0 356,972 0
INCYTE CORP COM 45337C102   5,975,242 90,397 SH   DFND 1 0 90,397 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   7,693,371 47,892 SH   DFND 1 0 47,892 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   15,310,546 145,912 SH   DFND 1 0 145,912 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   1,418,416 19,385 SH   DFND 1 0 19,385 0
INVESCO QQQ TR UNIT SER 1 46090E103   19,083,537 39,100 SH   DFND 1 0 39,100 0
ISHARES INC MSCI THAILND ETF 464286624   1,494,508 21,572 SH   DFND 1 0 21,572 0
ISHARES TR EXPANDED TECH 464287515   10,608,219 118,700 SH   DFND 1 0 118,700 0
ISHARES TR IBOXX HI YD ETF 464288513   44,165,000 550,000 SH Put DFND 1 0 550,000 0
ISHARES TR MSCI INDIA ETF 46429B598   5,893,971 100,700 SH   DFND 1 0 100,700 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   3,197,918 84,001 SH   DFND 1 0 84,001 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   2,358,658 87,944 SH   DFND 1 0 87,944 0
KEYCORP COM 493267108   4,607,808 275,093 SH   DFND 1 0 275,093 0
KKR & CO INC COM 48251W104   26,044,050 199,449 SH   DFND 1 0 199,449 0
KLA CORP COM NEW 482480100   13,861,939 17,900 SH   DFND 1 0 17,900 0
LAM RESEARCH CORP COM 512807108   8,405,624 10,300 SH   DFND 1 0 10,300 0
LAZARD INC COM 52110M109   5,113,721 101,503 SH   DFND 1 0 101,503 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   3,917,878 80,400 SH   DFND 1 0 80,400 0
LI AUTO INC SPONSORED ADS 50202M102   1,389,974 54,190 SH   DFND 1 0 54,190 0
LPL FINL HLDGS INC COM 50212V100   8,671,516 37,276 SH   DFND 1 0 37,276 0
M & T BK CORP COM 55261F104   13,804,300 77,500 SH   DFND 1 0 77,500 0
MARATHON PETE CORP COM 56585A102   781,968 4,800 SH   DFND 1 0 4,800 0
MASTEC INC COM 576323109   4,401,194 35,753 SH   DFND 1 0 35,753 0
MASTERCARD INCORPORATED CL A 57636Q104   5,925,600 12,000 SH   DFND 1 0 12,000 0
META PLATFORMS INC CL A 30303M102   2,419,131 4,226 SH   DFND 1 0 4,226 0
MICROSOFT CORP COM 594918104   19,373,827 45,024 SH   DFND 1 0 45,024 0
MOODYS CORP COM 615369105   6,169,670 13,000 SH   DFND 1 0 13,000 0
MSCI INC COM 55354G100   4,954,905 8,500 SH   DFND 1 0 8,500 0
NASDAQ INC COM 631103108   3,029,915 41,500 SH   DFND 1 0 41,500 0
NETFLIX INC COM 64110L106   21,987,370 31,000 SH   DFND 1 0 31,000 0
NEWMONT CORP COM 651639106   1,496,600 28,000 SH   DFND 1 0 28,000 0
NVIDIA CORPORATION COM 67066G104   33,336,009 274,506 SH   DFND 1 0 274,506 0
ON SEMICONDUCTOR CORP COM 682189105   12,285,612 169,200 SH   DFND 1 0 169,200 0
ORACLE CORP COM 68389X105   12,422,671 72,903 SH   DFND 1 0 72,903 0
PEMBINA PIPELINE CORP COM 706327103   19,566,945 474,573 SH   DFND 1 0 474,573 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   2,964,137 205,700 SH   DFND 1 0 205,700 0
PNC FINL SVCS GROUP INC COM 693475105   18,825,494 101,842 SH   DFND 1 0 101,842 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   2,039,251 45,317 SH   DFND 1 0 45,317 0
QORVO INC COM 74736K101   7,251,660 70,200 SH   DFND 1 0 70,200 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   5,769,509 247,300 SH   DFND 1 0 247,300 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   13,260,658 60,865 SH   DFND 1 0 60,865 0
ROBINHOOD MKTS INC COM CL A 770700102   2,018,406 86,183 SH   DFND 1 0 86,183 0
S&P GLOBAL INC COM 78409V104   7,232,680 14,000 SH   DFND 1 0 14,000 0
SALESFORCE INC COM 79466L302   17,626,924 64,400 SH   DFND 1 0 64,400 0
SAREPTA THERAPEUTICS INC COM 803607100   872,162 6,983 SH   DFND 1 0 6,983 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   10,807,430 44,900 SH   DFND 1 0 44,900 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,957,940 22,300 SH   DFND 1 0 22,300 0
SEMPRA COM 816851109   12,242,094 146,384 SH   DFND 1 0 146,384 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,460,934 260,416 SH   DFND 1 0 260,416 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,832,021 79,966 SH   DFND 1 0 79,966 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,573,632 13,200 SH   DFND 1 0 13,200 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   339,608,544 591,900 SH Put DFND 1 0 591,900 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   5,883,213 15,964 SH   DFND 1 0 15,964 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   1,967,707 44,833 SH   DFND 1 0 44,833 0
SUNRUN INC COM 86771W105   7,243,577 401,084 SH   DFND 1 0 401,084 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   19,413,006 111,781 SH   DFND 1 0 111,781 0
TARGA RES CORP COM 87612G101   13,182,215 89,063 SH   DFND 1 0 89,063 0
TC ENERGY CORP COM 87807B107   6,109,725 128,500 SH   DFND 1 0 128,500 0
TECK RESOURCES LTD CL B 878742204   1,499,288 28,700 SH   DFND 1 0 28,700 0
TESLA INC COM 88160R101   1,748,212 6,682 SH   DFND 1 0 6,682 0
TEXAS INSTRS INC COM 882508104   7,390,455 35,777 SH   DFND 1 0 35,777 0
T-MOBILE US INC COM 872590104   10,565,632 51,200 SH   DFND 1 0 51,200 0
TPG INC COM CL A 872657101   15,825,259 274,935 SH   DFND 1 0 274,935 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   8,935,294 2,102,422 SH   DFND 1 0 2,102,422 0
TRANSUNION COM 89400J107   6,407,640 61,200 SH   DFND 1 0 61,200 0
TRAVELERS COMPANIES INC COM 89417E109   2,481,672 10,600 SH   DFND 1 0 10,600 0
TRUIST FINL CORP COM 89832Q109   9,806,733 229,290 SH   DFND 1 0 229,290 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   9,958,600 202,000 SH   DFND 1 0 202,000 0
US BANCORP DEL COM NEW 902973304   15,438,448 337,600 SH   DFND 1 0 337,600 0
VISA INC COM CL A 92826C839   6,956,235 25,300 SH   DFND 1 0 25,300 0
VOYA FINANCIAL INC COM 929089100   3,359,720 42,410 SH   DFND 1 0 42,410 0
VULCAN MATLS CO COM 929160109   18,253,091 72,887 SH   DFND 1 0 72,887 0
WELLS FARGO CO NEW COM 949746101   22,089,002 391,025 SH   DFND 1 0 391,025 0
WESTERN ALLIANCE BANCORP COM 957638109   7,351,650 85,000 SH   DFND 1 0 85,000 0
WILLIAMS COS INC COM 969457100   14,512,135 317,900 SH   DFND 1 0 317,900 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   2,355,356 7,997 SH   DFND 1 0 7,997 0