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 |
| ALCOA CORP | COM | 013872106 | 184,677,769 | 4,061,530 | SH | DFND | 1 | 4,061,530 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 93,290,040 | 958,000 | SH | DFND | 1 | 958,000 | 0 | 0 | ||
| ICICI BANK LIMITED | ADR | 45104G104 | 10,955,945 | 500,500 | SH | SOLE | 500,500 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 123,568,200 | 294,000 | SH | DFND | 1 | 294,000 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 50,652,840 | 282,000 | SH | Call | DFND | 1 | 282,000 | 0 | 0 | |
| MODERNA INC | COM | 60770K107 | 1,052,368,074 | 5,858,858 | SH | DFND | 1, 2 | 5,858,858 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 236,458,400 | 2,840,000 | SH | DFND | 1 | 2,840,000 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 114,574,973 | 2,731,227 | SH | DFND | 1 | 2,731,227 | 0 | 0 | ||
| SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 56,404,865 | 739,445 | SH | DFND | 1 | 739,445 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 125,996,390 | 354,500 | SH | DFND | 1 | 354,500 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 602,694,027 | 14,596,610 | SH | DFND | 1 | 14,596,610 | 0 | 0 | ||