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
Abcellera Biologics Inc COM 00288U106 22,405 659,750 SH   DFND   659,750 0 0
Alcoa Corp COM 013872106 35,804 1,102,000 SH   DFND   1,102,000 0 0
Alphabet Inc CAP STK CL A 02079K305 64,262 31,157 SH   DFND   31,157 0 0
Amazon Com Inc COM 023135106 234,061 75,648 SH   DFND   75,648 0 0
Array Technologies Inc COM SHS 04271T100 15,454 518,250 SH   DFND   518,250 0 0
Barrick Gold Corp COM 067901108 71,416 3,606,850 SH   DFND   3,606,850 0 0
Booking Holdings Inc COM 09857L108 69,672 29,904 SH   DFND   29,904 0 0
Builders Firstsource Inc COM 12008R107 61,003 1,315,579 SH   DFND   1,315,579 0 0
Canadian Pac Ry Ltd COM 13645T100 5,318 13,922 SH   DFND   13,922 0 0
Carvana Co CL A 146869102 56,119 213,867 SH   DFND   213,867 0 0
Caterpillar Inc COM 149123101 36,264 156,400 SH   DFND   156,400 0 0
Citigroup Inc COM NEW 172967424 154,587 2,124,909 SH   DFND   2,124,909 0 0
Cloudflare Inc CL A COM 18915M107 6,797 96,738 SH   DFND   96,738 0 0
Coupang Inc CL A 22266T109 35,250 714,285 SH   DFND   714,285 0 0
Cummins Inc COM 231021106 84,139 324,725 SH   DFND   324,725 0 0
Dbx Etf Tr XTRACK HRVST CSI 233051879 35,372 915,910 SH   DFND   915,910 0 0
Dish Network Corporation CL A 25470M109 4,069 112,400 SH Call DFND   112,400 0 0
Dragoneer Growth Opportun Co COM CL A G28302100 2,861 281,879 SH   DFND   281,879 0 0
Expedia Group Inc COM NEW 30212P303 76,265 443,094 SH   DFND   443,094 0 0
Facebook Inc CL A 30303M102 54,610 185,414 SH   DFND   185,414 0 0
Fidelity Natl Information Sv COM 31620M106 28,776 204,650 SH   DFND   204,650 0 0
First Horizon Corporation COM 320517105 33,045 1,954,150 SH   DFND   1,954,150 0 0
First Solar Inc COM 336433107 20,906 239,475 SH   DFND   239,475 0 0
Fisker Inc CL A COM STK 33813J106 12,242 710,900 SH   DFND   710,900 0 0
Flex Ltd ORD Y2573F102 51,291 2,801,260 SH   DFND   2,801,260 0 0
Freeport-Mcmoran Inc CL B 35671D857 201,676 6,124,379 SH   DFND   6,124,379 0 0
General Electric Co COM 369604103 57,454 4,375,778 SH   DFND   4,375,778 0 0
Intuit COM 461202103 67,233 175,515 SH   DFND   175,515 0 0
Jd.Com Inc SPON ADR CL A 47215P106 17,314 205,313 SH   DFND   205,313 0 0
Jpmorgan Chase & Co COM 46625H100 39,339 258,420 SH   DFND   258,420 0 0
Kbr Inc COM 48242W106 19,811 516,057 SH   DFND   516,057 0 0
Liberty Media Corp Del COM SER C FRMLA 531229854 21,030 485,800 SH   DFND   485,800 0 0
Linde Plc SHS G5494J103 44,594 159,185 SH   DFND   159,185 0 0
Mastercard Incorporated CL A 57636Q104 28,083 78,874 SH   DFND   78,874 0 0
Mercadolibre Inc COM 58733R102 63,686 43,261 SH   DFND   43,261 0 0
Micron Technology Inc COM 595112103 16,206 183,726 SH   DFND   183,726 0 0
Microsoft Corp COM 594918104 501,896 2,128,753 SH   DFND   2,128,753 0 0
Nektar Therapeutics COM 640268108 20,000 1,000,000 SH   DFND   1,000,000 0 0
Nuance Communications Inc COM 67020Y100 32,636 747,851 SH   DFND   747,851 0 0
On Semiconductor Corp COM 682189105 76,614 1,841,239 SH   DFND   1,841,239 0 0
Option Care Health Inc COM NEW 68404L201 11,648 656,568 SH   DFND   656,568 0 0
Palantir Technologies Inc CL A 69608A108 139,367 5,983,992 SH   DFND   5,983,992 0 0
Palo Alto Networks Inc COM 697435105 134,326 417,084 SH   DFND   417,084 0 0
Paypal Hldgs Inc COM 70450Y103 16,316 67,188 SH   DFND   67,188 0 0
Penn Natl Gaming Inc COM 707569109 94,388 900,304 SH   DFND   900,304 0 0
Reata Pharmaceuticals Inc CL A 75615P103 74,765 749,897 SH   DFND   749,897 0 0
Sea Ltd SPONSORD ADS 81141R100 130,161 583,082 SH   DFND   583,082 0 0
Sensei Biotherapeutics Inc COM 81728A108 1,453 100,000 SH   DFND   100,000 0 0
Snowflake Inc CL A 833445109 19,430 84,745 SH   DFND   84,745 0 0
Starbucks Corp COM 855244109 246,828 2,258,880 SH   DFND   2,258,880 0 0
Steel Dynamics Inc COM 858119100 4,959 97,700 SH   DFND   97,700 0 0
Sunrun Inc COM 86771W105 40,010 661,535 SH   DFND   661,535 0 0
Synchrony Financial COM 87165B103 22,245 547,100 SH   DFND   547,100 0 0
Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100 46,304 391,475 SH   DFND   391,475 0 0
Teck Resources Ltd CL B 878742204 87,289 4,551,060 SH   DFND   4,551,060 0 0
T-Mobile Us Inc COM 872590104 198,978 1,588,140 SH   DFND   1,588,140 0 0
Uber Technologies Inc COM 90353T100 47,515 871,675 SH   DFND   871,675 0 0
Up Fintech Hldg Ltd SPONSORED ADS 91531W106 4,886 274,635 SH   DFND   274,635 0 0
Us Foods Hldg Corp COM 912008109 33,943 890,415 SH   DFND   890,415 0 0
Vale S A SPONSORED ADS 91912E105 22,361 1,286,612 SH   DFND   1,286,612 0 0
Visa Inc COM CL A 92826C839 30,495 144,030 SH   DFND   144,030 0 0