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
ACADIA HEALTHCARE COMPANY I N COM 00404A109   5,359,281 229,127 SH   DFND 1 229,127 0 0
AEHR TEST SYS COM 00760J108   812,015 21,899 SH   DFND 1 21,899 0 0
AERCAP HOLDINGS NV SHS N00985106   4,238,313 30,896 SH   DFND 1 30,896 0 0
ALPHABET INC CAP STK CL C 02079K107   60,668,308 211,491 SH   DFND 1 211,491 0 0
AMAZON COM INC COM 023135106   40,075,522 192,421 SH   DFND 1 192,421 0 0
AMPHENOL CORP CL A 032095101   4,877,742 38,605 SH   DFND 1 38,605 0 0
ANTERO RESOURCES CORP COM 03674X106   21,353,813 503,153 SH   DFND 1 503,153 0 0
APA CORPORATION COM 03743Q108   3,206,002 75,542 SH   DFND 1 75,542 0 0
APPLE INC COM 037833100   38,818,703 152,956 SH   DFND 1 152,956 0 0
ARCOS DORADOS HLDGS INC SHS CLASS -A - G0457F107   1,315,133 159,410 SH   DFND 1 159,410 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210   2,081,628 1,576 SH   DFND 1 1,576 0 0
BANK AMERICA CORP COM 060505104   1,170,000 24,000 SH   DFND 1 24,000 0 0
BOEING CO COM 097023105   35,674,137 179,240 SH   DFND 1 179,240 0 0
BOSTON SCIENTIFIC CORP COM 101137107   900,463 14,350 SH   DFND 1 14,350 0 0
BROADCOM INC COM 11135F101   12,590,867 40,680 SH   DFND 1 40,680 0 0
BROOKDALE SR LIVING INC COM 112463104   4,244,357 310,260 SH   DFND 1 310,260 0 0
BWX TECHNOLOGIES INC COM 05605H100   22,847,872 111,731 SH   DFND 1 111,731 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   917,048 83,596 SH   DFND 1 83,596 0 0
CARNIVAL CORP COMMON STOCK 143658300   4,122,684 159,300 SH Call DFND 1 159,300 0 0
CARNIVAL CORP COMMON STOCK 143658300   37,803,382 1,460,718 SH   DFND 1 1,460,718 0 0
CHENIERE ENERGY INC COM NEW 16411R208   23,820,233 83,945 SH   DFND 1 83,945 0 0
CITIGROUP INC COM NEW 172967424   3,157,334 27,840 SH   DFND 1 27,840 0 0
CONOCOPHILLIPS COM 20825C104   2,944,920 22,310 SH   DFND 1 22,310 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,317,496 8,299 SH   DFND 1 8,299 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   1,174,265 24,685 SH   DFND 1 24,685 0 0
D R HORTON INC COM 23331A109   35,504,440 258,741 SH   DFND 1 258,741 0 0
DELL TECHNOLOGIES INC CL C 24703L202   14,676,012 89,417 SH   DFND 1 89,417 0 0
DOW HLDGS INC COM 260557103   14,751,597 354,180 SH   DFND 1 354,180 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   7,924,751 60,522 SH   DFND 1 60,522 0 0
EATON CORP PLC SHS G29183103   35,858,206 100,255 SH   DFND 1 100,255 0 0
EVEREST GROUP LTD COM G3223R108   8,990,009 27,505 SH   DFND 1 27,505 0 0
EXPAND ENERGY CORPORATION COM 165167735   37,485,040 341,456 SH   DFND 1 341,456 0 0
EXXON MOBIL CORP COM 30231G102   1,240,215 7,310 SH   DFND 1 7,310 0 0
FIDELIS INSURANCE HOLDINGS L COM G3398L118   11,415,817 597,374 SH   DFND 1 597,374 0 0
GE AEROSPACE COM NEW 369604301   20,015,717 70,535 SH   DFND 1 70,535 0 0
GENERAL DYNAMICS CORP COM 369550108   17,998,457 52,440 SH   DFND 1 52,440 0 0
GILEAD SCIENCES INC COM 375558103   878,031 6,300 SH   DFND 1 6,300 0 0
HALLIBURTON CO COM 406216101   22,085,067 566,429 SH   DFND 1 566,429 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   6,581,768 17,325 SH   DFND 1 17,325 0 0
IMMUNITYBIO INC COM 45256X103   721,294 94,041 SH   DFND 1 94,041 0 0
JOHNSON & JOHNSON COM 478160104   759,475 3,107 SH   DFND 1 3,107 0 0
JPMORGAN CHASE & CO COM 46625H100   15,108,058 51,360 SH   DFND 1 51,360 0 0
KLA CORP COM NEW 482480100   2,059,902 1,399 SH   DFND 1 1,399 0 0
KRYSTAL BIOTECH INC COM 501147102   2,196,237 8,502 SH   DFND 1 8,502 0 0
LAM RESEARCH CORP COM NEW 512807306   2,032,334 9,512 SH   DFND 1 9,512 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   3,318,671 39,034 SH   DFND 1 39,034 0 0
LOCKHEED MARTIN CORP COM 539830109   20,676,182 34,210 SH   DFND 1 34,210 0 0
LUMENTUM HLDGS INC COM 55024U109   1,813,121 2,580 SH   DFND 1 2,580 0 0
MERCADOLIBRE INC COM 58733R102   6,300,549 3,644 SH   DFND 1 3,644 0 0
META PLATFORMS INC CL A 30303M102   10,685,672 18,677 SH   DFND 1 18,677 0 0
METHANEX CORP COM 59151K108   1,786,200 30,000 SH   DFND 1 30,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   15,856,564 428,440 SH   DFND 1 428,440 0 0
MICRON TECHNOLOGY INC COM 595112103   2,800,694 8,290 SH   DFND 1 8,290 0 0
MICROSOFT CORP COM 594918104   18,128,706 48,974 SH   DFND 1 48,974 0 0
MONOLITHIC PWR SYS INC COM 609839105   1,593,011 1,457 SH   DFND 1 1,457 0 0
MORGAN STANLEY COM NEW 617446448   1,633,851 9,928 SH   DFND 1 9,928 0 0
MOSAIC CO COM 61945C103   1,846,455 72,410 SH   DFND 1 72,410 0 0
NEXTDECADE CORP COM 65342K105   2,702,134 352,759 SH   DFND 1 352,759 0 0
NORTHROP GRUMMAN CORP COM 666807102   8,070,899 11,830 SH   DFND 1 11,830 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104   1,062,721 56,830 SH   DFND 1 56,830 0 0
NRG ENERGY INC COM NEW 629377508   2,009,717 13,752 SH   DFND 1 13,752 0 0
NVENT ELEC PLC SHS G6700G107   1,126,380 9,523 SH   DFND 1 9,523 0 0
NVIDIA CORPORATION COM 67066G104   40,398,016 231,640 SH   DFND 1 231,640 0 0
ONTO INNOVATION INC COM 683344105   1,810,973 8,831 SH   DFND 1 8,831 0 0
PALO ALTO NETWORKS INC COM 697435105   8,908,822 55,569 SH   DFND 1 55,569 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   935,458 9,155 SH   DFND 1 9,155 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107   3,752,082 42,930 SH   DFND 1 42,930 0 0
PHILIP MORRIS INTL INC COM 718172109   8,298,249 50,189 SH   DFND 1 50,189 0 0
PULTE GROUP INC COM 745867101   37,441,026 318,349 SH   DFND 1 318,349 0 0
QUANTA SVCS INC COM 74762E102   1,087,060 1,980 SH   DFND 1 1,980 0 0
REDDIT INC CL A 75734B100   2,215,666 16,455 SH   DFND 1 16,455 0 0
ROCKET COS INC COM CL A 77311W101   21,899,828 1,536,830 SH   DFND 1 1,536,830 0 0
ROLLINS INC COM 775711104   1,310,147 24,530 SH   DFND 1 24,530 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   34,111,588 123,961 SH   DFND 1 123,961 0 0
RTX CORPORATION COM 75513E101   28,564,439 148,079 SH   DFND 1 148,079 0 0
SABLE OFFSHORE CORP COM SHS 78574H104   1,972,984 119,430 SH   DFND 1 119,430 0 0
SCHWAB CHARLES CORP COM 808513105   25,465,385 270,966 SH   DFND 1 270,966 0 0
SELECT MED HLDGS CORP COM 81619Q105   2,818,333 173,010 SH   DFND 1 173,010 0 0
SERVICE CORP INTL COM 817565104   2,612,184 31,659 SH   DFND 1 31,659 0 0
SIMON PPTY GROUP INC NEW COM 828806109   895,344 4,800 SH   DFND 1 4,800 0 0
SITIME CORP COM 82982T106   1,952,954 5,655 SH   DFND 1 5,655 0 0
SLB LIMITED COM STK 806857108   18,256,554 355,255 SH   DFND 1 355,255 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   1,835,219 32,476 SH   DFND 1 32,476 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,180,271 2,434 SH   DFND 1 2,434 0 0
SSR MINING IN COM 784730103   10,630,158 361,570 SH   DFND 1 361,570 0 0
STERLING INFRASTRUCTURE INC COM 859241101   1,964,670 4,824 SH   DFND 1 4,824 0 0
TAMBORAN RES CORP COM 87507T101   2,343,581 46,881 SH   DFND 1 46,881 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   15,261,377 25,225 SH   DFND 1 25,225 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   23,940,711 3,610,967 SH   DFND 1 3,610,967 0 0
UNITED PARCEL SVCS INC CL B 911312106   23,467,073 238,535 SH   DFND 1 238,535 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,071,027 15,045 SH   DFND 1 15,045 0 0
UNITY SOFTWARE INC COM 91332U101   699,557 31,885 SH   DFND 1 31,885 0 0
VALE S A SPONSORED ADS 91912E105   2,276,673 143,097 SH   DFND 1 143,097 0 0
VENTURE GLOBAL INC COM CL A 92333F101   7,960,723 505,122 SH   DFND 1 505,122 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   2,415,141 32,868 SH   DFND 1 32,868 0 0
VS TRUST 2X LONG VIX FUTU 92891H606   622,654 71,900 SH   DFND 1 71,900 0 0