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
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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
CARVANA CO CL A 146869102   244,861,900 4,625,272 SH   DFND 1,2,3 4,625,272 0 0
GATOS SILVER INC COM 368036109   22,559,383 3,449,447 SH   DFND 1,2,3 3,449,447 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300   160,143,435 26,039,583 SH   DFND 1,2,3 26,039,583 0 0
NEXGEN ENERGY LTD COM 65340P106   27,399,141 3,914,163 SH   DFND 1,2,3 3,914,163 0 0
NOVAGOLD RES INC COM NEW 66987E206   58,728,943 15,702,926 SH   DFND 1,2,3 15,702,926 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   48,388,327 3,263,978 SH   DFND 1,2,3 3,263,978 0 0
RANGE RES CORP COM 75281A109   193,535,815 6,357,944 SH   DFND 1,2,3 6,357,944 0 0
SCHLUMBERGER LTD COM STK 806857108   147,449,329 2,819,838 SH   DFND 1,2,3 2,819,838 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   119,283,020 21,967,407 SH   DFND 1,2,3 21,967,407 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   359,737,929 34,457,656 SH   DFND 1,2,3 34,457,656 0 0
VALARIS LTD CL A G9460G101   205,966,452 3,003,740 SH   DFND 1,2,3 3,003,740 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   124,997,345 3,297,213 SH   DFND 1,2,3 3,297,213 0 0
VEON LTD SPONSORED ADS 91822M502   104,523,768 5,305,775 SH   DFND 1,2,3 5,305,775 0 0
ALPHABET INC CL A 02079K305   7,405,805 53,016 SH   DFND 1,2,3 53,016 0 0
DESKTOP METAL INC COM CL A 25058X105   621,961 828,177 SH   DFND 1,2,3 828,177 0 0
ENPHASE ENERGY INC COM 29355A107   5,274,765 39,918 SH   DFND 1,2,3 39,918 0 0
FATHOM DIGITAL MANUFACTURING CL A 31189Y202   222,915 50,000 SH   DFND 1,2,3 50,000 0 0
FLOOR & DECOR HOLDINGS INC CL A 339750101   8,097,806 72,587 SH   DFND 1,2,3 72,587 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   14,384,099 8,511,301 SH   DFND 1,2,3 8,511,301 0 0
INDIVIOR PLC ORD G4766E116   8,912,764 590,000 SH   DFND 1,2,3 590,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   17,325,798 51,357 SH   DFND 1,2,3 51,357 0 0
JOBY AVIATION INC COMMON STOCK G65163100   13,891,717 2,088,980 SH   DFND 1,2,3 2,088,980 0 0
MARRIOTT INTERNATIONAL CL A 571903202   7,220,605 32,019 SH   DFND 1,2,3 32,019 0 0
MERCADOLIBRE INC COM 58733R102   20,452,022 13,014 SH   DFND 1,2,3 13,014 0 0
MICROSOFT CORP COM 594918104   27,648,717 73,526 SH   DFND 1,2,3 73,526 0 0
MODERNA INC COM 60770K107   23,181,298 233,095 SH   DFND 1,2,3 233,095 0 0
NVIDIA CORP COM 67066G104   24,942,251 50,366 SH   DFND 1,2,3 50,366 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   14,882,300 215,000 SH   DFND 1,2,3 215,000 0 0
RECURSION PHARMACEUTICALS CL A 75629V104   18,488,259 1,875,077 SH   DFND 1,2,3 1,875,077 0 0
SERVICENOW INC COM 81762P102   21,268,175 30,104 SH   DFND 1,2,3 30,104 0 0
SHARKNINJA INC COM SHS G8068L108   8,596,560 168,000 SH   DFND 1,2,3 168,000 0 0
SKILLSOFT CORP CL A 83066P309   1,015,561 57,768 SH   DFND 1,2,3 57,768 0 0
TESLA INC COM 88160R101   10,053,749 40,461 SH   DFND 1,2,3 40,461 0 0
VISA INC COM CL A 92826C839   6,111,456 23,474 SH   DFND 1,2,3 23,474 0 0