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
10X Genomics Inc CL A COM 88025U109 3,324 116,715 SH   DFND   116,715 0 0
Abcellera Biologics Inc COM 00288U106 6,525 659,750 SH   DFND   659,750 0 0
Acadia Pharmaceuticals Inc COM 004225108 1,217 74,400 SH   DFND   74,400 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 17,796 88,910 SH   DFND   88,910 0 0
Alpha Metallurgical Resour I COM 020764106 18,709 136,720 SH   DFND   136,720 0 0
Amazon Com Inc COM 023135106 102,406 906,250 SH   DFND   906,250 0 0
Antero Resources Corp COM 03674X106 8,598 281,640 SH   DFND   281,640 0 0
Arch Resources Inc CL A 03940R107 17,545 147,935 SH   DFND   147,935 0 0
Avantor Inc COM 05352A100 3,718 189,695 SH   DFND   189,695 0 0
Builders Firstsource Inc COM 12008R107 9,994 169,620 SH   DFND   169,620 0 0
Caribou Biosciences Inc COM 142038108 2,864 271,430 SH   DFND   271,430 0 0
Carrier Global Corporation COM 14448C104 8,164 229,590 SH   DFND   229,590 0 0
Cazoo Group Ltd COM G2007L105 64 140,100 SH   DFND   140,100 0 0
Ccc Intelligent Solutions Hl COM 12510Q100 2,565 281,879 SH   DFND   281,879 0 0
Cenovus Energy Inc COM 15135U109 12,875 837,845 SH   DFND   837,845 0 0
Chevron Corp New COM 166764100 99,175 690,295 SH   DFND   690,295 0 0
Cloudflare Inc CL A COM 18915M107 13,789 249,305 SH   DFND   249,305 0 0
Compass Inc CL A 20464U100 926 399,100 SH   DFND   399,100 0 0
Constellation Energy Corp COM 21037T109 7,389 88,825 SH   DFND   88,825 0 0
Coterra Energy Inc COM 127097103 29,095 1,113,900 SH   DFND   1,113,900 0 0
Coupang Inc CL A 22266T109 323,970 19,434,307 SH   DFND   19,434,307 0 0
Crowdstrike Hldgs Inc CL A 22788C105 25,302 153,524 SH   DFND   153,524 0 0
Datadog Inc CL A COM 23804L103 70,063 789,175 SH   DFND   789,175 0 0
Dish Network Corporation CL A 25470M109 1,554 112,400 SH   DFND   112,400 0 0
Edison Intl COM 281020107 16,272 287,600 SH   DFND   287,600 0 0
Enovix Corporation COM 293594107 8,515 464,400 SH   DFND   464,400 0 0
Eqt Corp COM 26884L109 9,783 240,080 SH   DFND   240,080 0 0
Freeport-Mcmoran Inc CL B 35671D857 31,970 1,169,777 SH   DFND   1,169,777 0 0
Gamestop Corp New CL A 36467W109 13,972 556,000 SH Put DFND   556,000 0 0
Ihs Holding Limited ORD SHS G4701H109 3,442 771,096 SH   DFND   771,096 0 0
Joby Aviation Inc COMMON STOCK G65163100 49 11,246 SH   DFND   11,246 0 0
Kbr Inc COM 48242W106 78,495 1,816,183 SH   DFND   1,816,183 0 0
Lamb Weston Hldgs Inc COM 513272104 73,263 946,800 SH   DFND   946,800 0 0
Las Vegas Sands Corp COM 517834107 8,630 230,000 SH Call DFND   230,000 0 0
Liberty Media Corp Del COM SER C FRMLA 531229854 4,996 85,400 SH   DFND   85,400 0 0
Lilly Eli & Co COM 532457108 156,791 484,895 SH   DFND   484,895 0 0
Meta Platforms Inc CL A 30303M102 21,758 160,360 SH   DFND   160,360 0 0
Microsoft Corp COM 594918104 45,074 193,535 SH   DFND   193,535 0 0
Moderna Inc COM 60770K107 2,620 22,154 SH   DFND   22,154 0 0
Natera Inc COM 632307104 18,183 414,955 SH   DFND   414,955 0 0
New Fortress Energy Inc COM CL A 644393100 16,930 387,325 SH   DFND   387,325 0 0
Nextera Energy Inc COM 65339F101 7,323 93,400 SH   DFND   93,400 0 0
Opendoor Technologies Inc COM 683712103 4,783 1,538,085 SH   DFND   1,538,085 0 0
Option Care Health Inc COM NEW 68404L201 9,822 312,100 SH   DFND   312,100 0 0
Oscar Health Inc CL A 687793109 4,962 994,289 SH   DFND   994,289 0 0
Ovintiv Inc COM 69047Q102 8,930 194,120 SH   DFND   194,120 0 0
Palantir Technologies Inc CL A 69608A108 19,685 2,421,282 SH   DFND   2,421,282 0 0
Palo Alto Networks Inc COM 697435105 25,363 154,848 SH   DFND   154,848 0 0
Peabody Energy Corp COM 704551100 536 21,587 SH   DFND   21,587 0 0
Pioneer Nat Res Co COM 723787107 19,819 91,530 SH   DFND   91,530 0 0
Ppg Inds Inc COM 693506107 23,571 212,945 SH   DFND   212,945 0 0
Reata Pharmaceuticals Inc CL A 75615P103 1,483 58,997 SH   DFND   58,997 0 0
Recursion Pharmaceuticals In CL A 75629V104 14,747 1,385,950 SH   DFND   1,385,950 0 0
Sea Ltd SPONSORD ADS 81141R100 30,252 539,740 SH   DFND   539,740 0 0
Sensei Biotherapeutics Inc COM 81728A108 155 100,000 SH   DFND   100,000 0 0
Shopify Inc CL A 82509L107 13,207 490,250 SH   DFND   490,250 0 0
Smartsheet Inc COM CL A 83200N103 5,206 151,500 SH   DFND   151,500 0 0
Solaredge Technologies Inc COM 83417M104 3,102 13,400 SH   DFND   13,400 0 0
Sunrun Inc COM 86771W105 3,835 139,000 SH   DFND   139,000 0 0
Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100 6,026 87,900 SH   DFND   87,900 0 0
Teck Resources Ltd CL B 878742204 41,698 1,371,195 SH   DFND   1,371,195 0 0
T-Mobile Us Inc COM 872590104 96,471 719,017 SH   DFND   719,017 0 0
Vertiv Holdings Co COM CL A 92537N108 47,881 4,926,070 SH   DFND   4,926,070 0 0
Willscot Mobil Mini Hldng Co COM CL A 971378104 39,428 977,631 SH   DFND   977,631 0 0
Workday Inc CL A 98138H101 36,674 240,925 SH   DFND   240,925 0 0