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 7,026 659,750 SH   DFND   659,750 0 0
Acadia Pharmaceuticals Inc COM 004225108 1,048 74,400 SH   DFND   74,400 0 0
Antero Resources Corp COM 03674X106 31,218 1,018,535 SH   DFND   1,018,535 0 0
Booking Holdings Inc COM 09857L108 13,551 7,748 SH   DFND   7,748 0 0
Caribou Biosciences Inc COM 142038108 1,474 271,430 SH   DFND   271,430 0 0
Cazoo Group Ltd COM G2007L105 101 140,100 SH   DFND   140,100 0 0
Ccc Intelligent Solutions Hl COM 12510Q100 2,593 281,879 SH   DFND   281,879 0 0
Cenovus Energy Inc COM 15135U109 20,328 1,069,345 SH   DFND   1,069,345 0 0
Chevron Corp New COM 166764100 120,230 830,435 SH   DFND   830,435 0 0
Compass Inc CL A 20464U100 1,441 399,100 SH   DFND   399,100 0 0
Coterra Energy Inc COM 127097103 35,781 1,387,416 SH   DFND   1,387,416 0 0
Coupang Inc CL A 22266T109 247,787 19,434,307 SH   DFND   19,434,307 0 0
Crowdstrike Hldgs Inc CL A 22788C105 38,701 229,600 SH   DFND   229,600 0 0
Datadog Inc CL A COM 23804L103 28,385 298,040 SH   DFND   298,040 0 0
Dish Network Corporation CL A 25470M109 2,015 112,400 SH   DFND   112,400 0 0
Edison Intl COM 281020107 18,188 287,600 SH   DFND   287,600 0 0
Eqt Corp COM 26884L109 8,911 259,055 SH   DFND   259,055 0 0
Freeport-Mcmoran Inc CL B 35671D857 94,563 3,231,827 SH   DFND   3,231,827 0 0
Global E Online Ltd SHS M5216V106 407 20,180 SH   DFND   20,180 0 0
Ihs Holding Limited ORD SHS G4701H109 6,440 771,096 SH   DFND   771,096 0 0
Kbr Inc COM 48242W106 63,101 1,304,003 SH   DFND   1,304,003 0 0
Las Vegas Sands Corp COM 517834107 7,726 230,000 SH Call DFND   230,000 0 0
Lilly Eli & Co COM 532457108 96,345 297,150 SH   DFND   297,150 0 0
Microsoft Corp COM 594918104 190,256 740,785 SH   DFND   740,785 0 0
Moderna Inc COM 60770K107 29,667 207,680 SH   DFND   207,680 0 0
Opendoor Technologies Inc COM 683712103 1,097 233,000 SH   DFND   233,000 0 0
Oscar Health Inc CL A 687793109 4,226 994,289 SH   DFND   994,289 0 0
Palantir Technologies Inc CL A 69608A108 38,597 4,255,412 SH   DFND   4,255,412 0 0
Palo Alto Networks Inc COM 697435105 25,389 51,400 SH   DFND   51,400 0 0
Phillips 66 COM 718546104 9,788 119,380 SH   DFND   119,380 0 0
Pioneer Nat Res Co COM 723787107 10,809 48,455 SH   DFND   48,455 0 0
Procept Biorobotics Corp COM 74276L105 1,284 39,266 SH   DFND   39,266 0 0
Reata Pharmaceuticals Inc CL A 75615P103 1,793 58,997 SH   DFND   58,997 0 0
Recursion Pharmaceuticals In CL A 75629V104 2,228 273,650 SH   DFND   273,650 0 0
Samsara Inc COM CL A 79589L106 4,478 400,900 SH   DFND   400,900 0 0
Sensei Biotherapeutics Inc COM 81728A108 227 100,000 SH   DFND   100,000 0 0
Smartsheet Inc COM CL A 83200N103 4,708 149,800 SH   DFND   149,800 0 0
Solaredge Technologies Inc COM 83417M104 3,667 13,400 SH   DFND   13,400 0 0
Teck Resources Ltd CL B 878742204 32,440 1,061,170 SH   DFND   1,061,170 0 0
T-Mobile Us Inc COM 872590104 91,066 676,867 SH   DFND   676,867 0 0
Westlake Corporation COM 960413102 14,264 145,520 SH   DFND   145,520 0 0
Willscot Mobil Mini Hldng Co COM CL A 971378104 57,307 1,767,631 SH   DFND   1,767,631 0 0
Workday Inc CL A 98138H101 11,515 82,500 SH   DFND   82,500 0 0