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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102 160,441 545,755 SH   DFND   545,755 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 53,642 368,419 SH   DFND   368,419 0 0
Alphabet Inc CAP STK CL A 02079K305 60,355 41,181 SH   DFND   41,181 0 0
Amazon Com Inc COM 023135106 273,048 86,717 SH   DFND   86,717 0 0
Analog Devices Inc COM 032654105 14,886 127,511 SH   DFND   127,511 0 0
Arco Platform Ltd Com CL A G04553106 3,458 84,675 SH   DFND   84,675 0 0
Barrick Gold Corp COM 067901108 136,422 4,853,153 SH   DFND   4,853,153 0 0
Beigene Ltd SPONSORED ADR 07725L102 8,887 31,025 SH   DFND   31,025 0 0
Biomarin Pharmaceutical Inc COM 09061G101 14,661 192,700 SH   DFND   192,700 0 0
Booking Holdings Inc COM 09857L108 29,578 17,290 SH   DFND   17,290 0 0
Carnival Corp UNIT 99/99/9999 143658300 30,398 2,002,500 SH   DFND   2,002,500 0 0
Carnival Corp UNIT 99/99/9999 143658300 27,599 1,818,100 SH Call DFND   1,818,100 0 0
Carvana Co CL A 146869102 20,503 91,916 SH   DFND   91,916 0 0
Cloudflare Inc CL A COM 18915M107 10,533 256,535 SH   DFND   256,535 0 0
D R Horton Inc COM 23331A109 3,515 46,470 SH   DFND   46,470 0 0
Dish Network Corporation CL A 25470M109 11,399 392,679 SH   DFND   392,679 0 0
Disney Walt Co COM DISNEY 254687106 17,781 143,300 SH   DFND   143,300 0 0
Disney Walt Co COM DISNEY 254687106 3,710 29,900 SH Call DFND   29,900 0 0
Expedia Group Inc COM NEW 30212P303 29,000 316,278 SH   DFND   316,278 0 0
Facebook Inc CL A 30303M102 54,448 207,895 SH   DFND   207,895 0 0
Fastly Inc CL A 31188V100 16,904 180,442 SH   DFND   180,442 0 0
Fidelity Natl Information Sv COM 31620M106 46,791 317,851 SH   DFND   317,851 0 0
Flex Ltd ORD Y2573F102 7,923 711,240 SH   DFND   711,240 0 0
Freeport-Mcmoran Inc CL B 35671D857 98,820 6,318,400 SH   DFND   6,318,400 0 0
General Electric Co COM 369604103 27,261 4,375,778 SH   DFND   4,375,778 0 0
General Electric Co COM 369604103 2,621 420,700 SH Call DFND   420,700 0 0
Iqvia Hldgs Inc COM 46266C105 11,304 71,710 SH   DFND   71,710 0 0
Jd.Com Inc SPON ADR CL A 47215P106 118,118 1,521,943 SH   DFND   1,521,943 0 0
Jpmorgan Chase & Co COM 46625H100 9,450 98,165 SH   DFND   98,165 0 0
Las Vegas Sands Corp COM 517834107 3,635 77,901 SH   DFND   77,901 0 0
Lennar Corp CL A 526057104 15,100 184,872 SH   DFND   184,872 0 0
Live Nation Entertainment In COM 538034109 26,380 489,607 SH   DFND   489,607 0 0
Mercadolibre Inc COM 58733R102 76,987 71,121 SH   DFND   71,121 0 0
Microsoft Corp COM 594918104 556,455 2,645,630 SH   DFND   2,645,630 0 0
Netflix Inc COM 64110L106 139,194 278,372 SH   DFND   278,372 0 0
Nextera Energy Inc COM 65339F101 59,921 215,884 SH   DFND   215,884 0 0
Nuance Communications Inc COM 67020Y100 96,634 2,911,525 SH   DFND   2,911,525 0 0
Palo Alto Networks Inc COM 697435105 20,143 82,300 SH   DFND   82,300 0 0
Paypal Hldgs Inc COM 70450Y103 27,847 141,333 SH   DFND   141,333 0 0
Penn Natl Gaming Inc COM 707569109 137,585 1,892,501 SH   DFND   1,892,501 0 0
Qualcomm Inc COM 747525103 9,717 82,569 SH   DFND   82,569 0 0
Reata Pharmaceuticals Inc CL A 75615P103 52,987 543,901 SH   DFND   543,901 0 0
Regeneron Pharmaceuticals COM 75886F107 19,918 35,582 SH   DFND   35,582 0 0
Sea Ltd SPONSORD ADS 81141R100 151,126 981,083 SH   DFND   981,083 0 0
Select Sector Spdr Tr SBI INT-INDS 81369Y704 50,037 650,000 SH   DFND   650,000 0 0
Smartsheet Inc COM CL A 83200N103 52,902 1,070,448 SH   DFND   1,070,448 0 0
Sony Corp SPONSORED ADR 835699307 12,843 167,335 SH   DFND   167,335 0 0
Starbucks Corp COM 855244109 125,624 1,462,100 SH   DFND   1,462,100 0 0
Synchrony Financial COM 87165B103 23,125 883,630 SH   DFND   883,630 0 0
Tal Education Group SPONSORED ADS 874080104 23,747 312,300 SH   DFND   312,300 0 0
Teck Resources Ltd CL B 878742204 9,204 661,200 SH   DFND   661,200 0 0
T-Mobile Us Inc COM 872590104 228,048 1,994,124 SH   DFND   1,994,124 0 0
Uber Technologies Inc COM 90353T100 9,902 271,444 SH   DFND   271,444 0 0
Us Bancorp Del COM NEW 902973304 13,031 363,500 SH   DFND   363,500 0 0
Vaneck Vectors Etf Tr GOLD MINERS ETF 92189F106 70,834 1,808,825 SH   DFND   1,808,825 0 0
Vapotherm Inc COM 922107107 2,252 77,660 SH   DFND   77,660 0 0
Verizon Communications Inc COM 92343V104 33,757 567,443 SH   DFND   567,443 0 0
Wendys Co COM 95058W100 26,086 1,170,047 SH   DFND   1,170,047 0 0
Workday Inc CL A 98138H101 50,791 236,095 SH   DFND   236,095 0 0
Yum Brands Inc COM 988498101 13,798 151,124 SH   DFND   151,124 0 0
Zai Lab Ltd ADR 98887Q104 1,711 20,570 SH   DFND   20,570 0 0