The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 4,844,644 | 26,597 | SH | DFND | 1,2,3 | 26,597 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 4,889,225 | 25,300 | SH | DFND | 1,2,3 | 25,300 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 8,027,650 | 5,000 | SH | DFND | 1,2,3 | 5,000 | 0 | 0 | ||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 10,361,498 | 131,608 | SH | DFND | 1,2,3 | 131,608 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 486,142,874 | 3,776,747 | SH | DFND | 1,2,3 | 3,776,747 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 8,382,132 | 94,065 | SH | DFND | 1,2,3 | 94,065 | 0 | 0 | ||
| DESKTOP METAL INC | COM CL A | 25058X303 | 342,034 | 82,817 | SH | DFND | 1,2,3 | 82,817 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 3,980,224 | 39,918 | SH | DFND | 1,2,3 | 39,918 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 5,343,402 | 23,700 | SH | DFND | 1,2,3 | 23,700 | 0 | 0 | ||
| GARRETT MOTION INC | COM | 366505105 | 6,872,000 | 800,000 | SH | DFND | 1,2,3 | 800,000 | 0 | 0 | ||
| GATOS SILVER INC | COM | 368036109 | 36,578,304 | 3,503,669 | SH | DFND | 1,2,3 | 3,503,669 | 0 | 0 | ||
| GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 37611X100 | 3,346,778 | 10,011,301 | SH | DFND | 1,2,3 | 10,011,301 | 0 | 0 | ||
| HARMONY GOLD MINING CO LTD | SPONSORED ADR | 413216300 | 201,571,373 | 21,981,611 | SH | DFND | 1,2,3 | 21,981,611 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 4,834,398 | 31,822 | SH | DFND | 1,2,3 | 31,822 | 0 | 0 | ||
| INDIVIOR PLC | ORD | G4766E116 | 7,432,257 | 474,000 | SH | DFND | 1,2,3 | 474,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 3,242,724 | 16,069 | SH | DFND | 1,2,3 | 16,069 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 25,070,411 | 56,357 | SH | DFND | 1,2,3 | 56,357 | 0 | 0 | ||
| JOBY AVIATION INC | COMMON STOCK | G65163100 | 11,928,798 | 2,338,980 | SH | DFND | 1,2,3 | 2,338,980 | 0 | 0 | ||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 2,702,000 | 100,000 | SH | DFND | 1,2,3 | 100,000 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 6,941,942 | 28,713 | SH | DFND | 1,2,3 | 28,713 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 2,097,000 | 30,000 | SH | DFND | 1,2,3 | 30,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 24,674,008 | 15,014 | SH | DFND | 1,2,3 | 15,014 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 45,839,192 | 102,560 | SH | DFND | 1,2,3 | 102,560 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 41,336,281 | 348,095 | SH | DFND | 1,2,3 | 348,095 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 7,346,491 | 17,453 | SH | DFND | 1,2,3 | 17,453 | 0 | 0 | ||
| NOVAGOLD RES INC | COM NEW | 66987E206 | 67,221,783 | 19,428,261 | SH | DFND | 1,2,3 | 19,428,261 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 71,487,656 | 578,660 | SH | DFND | 1,2,3 | 578,660 | 0 | 0 | ||
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 311,045,503 | 29,937,007 | SH | DFND | 1,2,3 | 29,937,007 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 16,577,500 | 250,000 | SH | DFND | 1,2,3 | 250,000 | 0 | 0 | ||
| RANGE RES CORP | COM | 75281A109 | 216,326,373 | 6,451,726 | SH | DFND | 1,2,3 | 6,451,726 | 0 | 0 | ||
| RECURSION PHARMACEUTICALS IN | CL A | 75629V104 | 27,563,078 | 3,675,077 | SH | DFND | 1,2,3 | 3,675,077 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 3,342,300 | 13,000 | SH | DFND | 1,2,3 | 13,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 135,219,767 | 2,866,040 | SH | DFND | 1,2,3 | 2,866,040 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 28,401,934 | 36,104 | SH | DFND | 1,2,3 | 36,104 | 0 | 0 | ||
| SHARKNINJA INC | COM SHS | G8068L108 | 8,416,800 | 112,000 | SH | DFND | 1,2,3 | 112,000 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 99,186,051 | 22,801,391 | SH | DFND | 1,2,3 | 22,801,391 | 0 | 0 | ||
| SKILLSOFT CORP | CL A | 83066P309 | 798,931 | 57,768 | SH | DFND | 1,2,3 | 57,768 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 32,154,850 | 185,000 | SH | DFND | 1,2,3 | 185,000 | 0 | 0 | ||
| TEMPUS AI INC | CL A | 88023B103 | 32,685,065 | 933,859 | SH | DFND | 1,2,3 | 933,859 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 14,932,223 | 75,461 | SH | DFND | 1,2,3 | 75,461 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 430,017,250 | 26,462,600 | SH | DFND | 1,2,3 | 26,462,600 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 2,955,785 | 5,345 | SH | DFND | 1,2,3 | 5,345 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 5,712,357 | 78,596 | SH | DFND | 1,2,3 | 78,596 | 0 | 0 | ||
| VALARIS LTD | CL A | G9460G101 | 226,525,445 | 3,040,610 | SH | DFND | 1,2,3 | 3,040,610 | 0 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 7,939,620 | 234,000 | SH | DFND | 1,2,3 | 234,000 | 0 | 0 | ||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 123,848,469 | 2,940,372 | SH | DFND | 1,2,3 | 2,940,372 | 0 | 0 | ||
| VEON LTD | SPONSORED ADS | 91822M502 | 139,753,877 | 5,387,582 | SH | DFND | 1,2,3 | 5,387,582 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 1,231,976 | 6,929 | SH | DFND | 1,2,3 | 6,929 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 8,490,380 | 32,348 | SH | DFND | 1,2,3 | 32,348 | 0 | 0 | ||
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 512,506 | 13,616 | SH | DFND | 1,2,3 | 13,616 | 0 | 0 | ||