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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALCOA CORP | COM | 013872106 | 299,170 | 3,323,000 | SH | DFND | 1 | 3,323,000 | 0 | 0 | |
| APPLIED MATLS INC | COM | 038222105 | 127,187 | 965,000 | SH | DFND | 1 | 965,000 | 0 | 0 | |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 4,741 | 77,300 | SH | SOLE | 77,300 | 0 | 0 | ||
| ICICI BANK LIMITED | ADR | 45104G104 | 7,235 | 382,000 | SH | SOLE | 382,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 248,913 | 463,000 | SH | DFND | 1 | 463,000 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 180,334 | 811,000 | SH | DFND | 1 | 811,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 123,222 | 1,582,000 | SH | DFND | 1 | 1,582,000 | 0 | 0 | |
| MODERNA INC | COM | 60770K107 | 1,091,601 | 6,336,940 | SH | DFND | 1,2 | 6,336,940 | 0 | 0 | |
| SKECHERS U S A INC | CL A | 830566105 | 94,654 | 2,322,227 | SH | DFND | 1 | 2,322,227 | 0 | 0 | |
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 69,098 | 672,745 | SH | DFND | 1 | 672,745 | 0 | 0 | |
| WELLS FARGO CO NEW | COM | 949746101 | 884,715 | 18,256,610 | SH | DFND | 1 | 18,256,610 | 0 | 0 | |