ACADIA HEALTHCARE COMPANY I N COM 00404A109 5359281 229127 SH DFND 1 229127 0 0 AEHR TEST SYS COM 00760J108 812015 21899 SH DFND 1 21899 0 0 AERCAP HOLDINGS NV SHS N00985106 4238313 30896 SH DFND 1 30896 0 0 ALPHABET INC CAP STK CL C 02079K107 60668308 211491 SH DFND 1 211491 0 0 AMAZON COM INC COM 023135106 40075522 192421 SH DFND 1 192421 0 0 AMPHENOL CORP CL A 032095101 4877742 38605 SH DFND 1 38605 0 0 ANTERO RESOURCES CORP COM 03674X106 21353813 503153 SH DFND 1 503153 0 0 APA CORPORATION COM 03743Q108 3206002 75542 SH DFND 1 75542 0 0 APPLE INC COM 037833100 38818703 152956 SH DFND 1 152956 0 0 ARCOS DORADOS HLDGS INC SHS CLASS -A - G0457F107 1315133 159410 SH DFND 1 159410 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 2081628 1576 SH DFND 1 1576 0 0 BANK AMERICA CORP COM 060505104 1170000 24000 SH DFND 1 24000 0 0 BOEING CO COM 097023105 35674137 179240 SH DFND 1 179240 0 0 BOSTON SCIENTIFIC CORP COM 101137107 900463 14350 SH DFND 1 14350 0 0 BROADCOM INC COM 11135F101 12590867 40680 SH DFND 1 40680 0 0 BROOKDALE SR LIVING INC COM 112463104 4244357 310260 SH DFND 1 310260 0 0 BWX TECHNOLOGIES INC COM 05605H100 22847872 111731 SH DFND 1 111731 0 0 CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 917048 83596 SH DFND 1 83596 0 0 CARNIVAL CORP COMMON STOCK 143658300 4122684 159300 SH Call DFND 1 159300 0 0 CARNIVAL CORP COMMON STOCK 143658300 37803382 1460718 SH DFND 1 1460718 0 0 CHENIERE ENERGY INC COM NEW 16411R208 23820233 83945 SH DFND 1 83945 0 0 CITIGROUP INC COM NEW 172967424 3157334 27840 SH DFND 1 27840 0 0 CONOCOPHILLIPS COM 20825C104 2944920 22310 SH DFND 1 22310 0 0 CONSTELLATION ENERGY CORP COM 21037T109 2317496 8299 SH DFND 1 8299 0 0 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 1174265 24685 SH DFND 1 24685 0 0 D R HORTON INC COM 23331A109 35504440 258741 SH DFND 1 258741 0 0 DELL TECHNOLOGIES INC CL C 24703L202 14676012 89417 SH DFND 1 89417 0 0 DOW HLDGS INC COM 260557103 14751597 354180 SH DFND 1 354180 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 7924751 60522 SH DFND 1 60522 0 0 EATON CORP PLC SHS G29183103 35858206 100255 SH DFND 1 100255 0 0 EVEREST GROUP LTD COM G3223R108 8990009 27505 SH DFND 1 27505 0 0 EXPAND ENERGY CORPORATION COM 165167735 37485040 341456 SH DFND 1 341456 0 0 EXXON MOBIL CORP COM 30231G102 1240215 7310 SH DFND 1 7310 0 0 FIDELIS INSURANCE HOLDINGS L COM G3398L118 11415817 597374 SH DFND 1 597374 0 0 GE AEROSPACE COM NEW 369604301 20015717 70535 SH DFND 1 70535 0 0 GENERAL DYNAMICS CORP COM 369550108 17998457 52440 SH DFND 1 52440 0 0 GILEAD SCIENCES INC COM 375558103 878031 6300 SH DFND 1 6300 0 0 HALLIBURTON CO COM 406216101 22085067 566429 SH DFND 1 566429 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 6581768 17325 SH DFND 1 17325 0 0 IMMUNITYBIO INC COM 45256X103 721294 94041 SH DFND 1 94041 0 0 JOHNSON & JOHNSON COM 478160104 759475 3107 SH DFND 1 3107 0 0 JPMORGAN CHASE & CO COM 46625H100 15108058 51360 SH DFND 1 51360 0 0 KLA CORP COM NEW 482480100 2059902 1399 SH DFND 1 1399 0 0 KRYSTAL BIOTECH INC COM 501147102 2196237 8502 SH DFND 1 8502 0 0 LAM RESEARCH CORP COM NEW 512807306 2032334 9512 SH DFND 1 9512 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 3318671 39034 SH DFND 1 39034 0 0 LOCKHEED MARTIN CORP COM 539830109 20676182 34210 SH DFND 1 34210 0 0 LUMENTUM HLDGS INC COM 55024U109 1813121 2580 SH DFND 1 2580 0 0 MERCADOLIBRE INC COM 58733R102 6300549 3644 SH DFND 1 3644 0 0 META PLATFORMS INC CL A 30303M102 10685672 18677 SH DFND 1 18677 0 0 METHANEX CORP COM 59151K108 1786200 30000 SH DFND 1 30000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 15856564 428440 SH DFND 1 428440 0 0 MICRON TECHNOLOGY INC COM 595112103 2800694 8290 SH DFND 1 8290 0 0 MICROSOFT CORP COM 594918104 18128706 48974 SH DFND 1 48974 0 0 MONOLITHIC PWR SYS INC COM 609839105 1593011 1457 SH DFND 1 1457 0 0 MORGAN STANLEY COM NEW 617446448 1633851 9928 SH DFND 1 9928 0 0 MOSAIC CO COM 61945C103 1846455 72410 SH DFND 1 72410 0 0 NEXTDECADE CORP COM 65342K105 2702134 352759 SH DFND 1 352759 0 0 NORTHROP GRUMMAN CORP COM 666807102 8070899 11830 SH DFND 1 11830 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1062721 56830 SH DFND 1 56830 0 0 NRG ENERGY INC COM NEW 629377508 2009717 13752 SH DFND 1 13752 0 0 NVENT ELEC PLC SHS G6700G107 1126380 9523 SH DFND 1 9523 0 0 NVIDIA CORPORATION COM 67066G104 40398016 231640 SH DFND 1 231640 0 0 ONTO INNOVATION INC COM 683344105 1810973 8831 SH DFND 1 8831 0 0 PALO ALTO NETWORKS INC COM 697435105 8908822 55569 SH DFND 1 55569 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 935458 9155 SH DFND 1 9155 0 0 PENNYMAC FINL SVCS INC NEW COM 70932M107 3752082 42930 SH DFND 1 42930 0 0 PHILIP MORRIS INTL INC COM 718172109 8298249 50189 SH DFND 1 50189 0 0 PULTE GROUP INC COM 745867101 37441026 318349 SH DFND 1 318349 0 0 QUANTA SVCS INC COM 74762E102 1087060 1980 SH DFND 1 1980 0 0 REDDIT INC CL A 75734B100 2215666 16455 SH DFND 1 16455 0 0 ROCKET COS INC COM CL A 77311W101 21899828 1536830 SH DFND 1 1536830 0 0 ROLLINS INC COM 775711104 1310147 24530 SH DFND 1 24530 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 34111588 123961 SH DFND 1 123961 0 0 RTX CORPORATION COM 75513E101 28564439 148079 SH DFND 1 148079 0 0 SABLE OFFSHORE CORP COM SHS 78574H104 1972984 119430 SH DFND 1 119430 0 0 SCHWAB CHARLES CORP COM 808513105 25465385 270966 SH DFND 1 270966 0 0 SELECT MED HLDGS CORP COM 81619Q105 2818333 173010 SH DFND 1 173010 0 0 SERVICE CORP INTL COM 817565104 2612184 31659 SH DFND 1 31659 0 0 SIMON PPTY GROUP INC NEW COM 828806109 895344 4800 SH DFND 1 4800 0 0 SITIME CORP COM 82982T106 1952954 5655 SH DFND 1 5655 0 0 SLB LIMITED COM STK 806857108 18256554 355255 SH DFND 1 355255 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 1835219 32476 SH DFND 1 32476 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 1180271 2434 SH DFND 1 2434 0 0 SSR MINING IN COM 784730103 10630158 361570 SH DFND 1 361570 0 0 STERLING INFRASTRUCTURE INC COM 859241101 1964670 4824 SH DFND 1 4824 0 0 TAMBORAN RES CORP COM 87507T101 2343581 46881 SH DFND 1 46881 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 15261377 25225 SH DFND 1 25225 0 0 TRANSOCEAN LTD REGISTERED SHS H8817H100 23940711 3610967 SH DFND 1 3610967 0 0 UNITED PARCEL SVCS INC CL B 911312106 23467073 238535 SH DFND 1 238535 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4071027 15045 SH DFND 1 15045 0 0 UNITY SOFTWARE INC COM 91332U101 699557 31885 SH DFND 1 31885 0 0 VALE S A SPONSORED ADS 91912E105 2276673 143097 SH DFND 1 143097 0 0 VENTURE GLOBAL INC COM CL A 92333F101 7960723 505122 SH DFND 1 505122 0 0 VIKING HOLDINGS LTD ORD SHS G93A5A101 2415141 32868 SH DFND 1 32868 0 0 VS TRUST 2X LONG VIX FUTU 92891H606 622654 71900 SH DFND 1 71900 0 0