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

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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
Abcellera Biologics Inc COM 00288U106   4,975 659,750 SH   DFND   659,750 0 0
Acadia Pharmaceuticals Inc COM 004225108   1,400 74,400 SH   DFND   74,400 0 0
Advanced Micro Devices Inc COM 007903107   32,312 329,677 SH   DFND   329,677 0 0
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102   5,202 50,915 SH   DFND   50,915 0 0
Alphabet Inc CAP STK CL A 02079K305   91,046 877,720 SH   DFND   877,720 0 0
Amazon Com Inc COM 023135106   83,456 807,975 SH   DFND   807,975 0 0
Arch Resources Inc CL A 03940R107   9,947 75,665 SH   DFND   75,665 0 0
Arista Networks Inc COM 040413106   5,372 32,000 SH   DFND   32,000 0 0
Barrick Gold Corp COM 067901108   21,855 1,176,875 SH   DFND   1,176,875 0 0
Biontech Se SPONSORED ADS 09075V102   4,833 38,800 SH   DFND   38,800 0 0
Ccc Intelligent Solutions Hl COM 12510Q100   2,528 281,879 SH   DFND   281,879 0 0
Chevron Corp New COM 166764100   36,466 223,500 SH   DFND   223,500 0 0
Compass Inc CL A 20464U100   1,289 399,100 SH   DFND   399,100 0 0
Coupang Inc CL A 22266T109   302,378 20,283,765 SH   DFND   20,283,765 0 0
Freeport-Mcmoran Inc CL B 35671D857   34,267 837,627 SH   DFND   837,627 0 0
Hubspot Inc COM 443573100   8,704 20,300 SH   DFND   20,300 0 0
Ihs Holding Limited ORD SHS G4701H109   5,404 771,096 SH   DFND   771,096 0 0
Illumina Inc COM 452327109   25,414 109,285 SH   DFND   109,285 0 0
Iqvia Hldgs Inc COM 46266C105   94,373 474,500 SH   DFND   474,500 0 0
Ishares Tr CHINA LG-CAP ETF 464287184   5,416 183,410 SH   DFND   183,410 0 0
Iveric Bio Inc COM 46583P102   9,732 400,000 SH   DFND   400,000 0 0
Joby Aviation Inc COMMON STOCK G65163100   38 11,246 SH   DFND   11,246 0 0
Kbr Inc COM 48242W106   99,070 1,799,644 SH   DFND   1,799,644 0 0
Lamb Weston Hldgs Inc COM 513272104   206,825 1,978,810 SH   DFND   1,978,810 0 0
Lilly Eli & Co COM 532457108   208,185 606,210 SH   DFND   606,210 0 0
Marvell Technology Inc COM 573874104   24,738 571,320 SH   DFND   571,320 0 0
Meta Platforms Inc CL A 30303M102   50,784 239,615 SH   DFND   239,615 0 0
Microsoft Corp COM 594918104   210,182 729,040 SH   DFND   729,040 0 0
Moderna Inc COM 60770K107   3,402 22,154 SH   DFND   22,154 0 0
Natera Inc COM 632307104   49,581 893,030 SH   DFND   893,030 0 0
News Corp New CL A 65249B109   47,598 2,756,125 SH   DFND   2,756,125 0 0
News Corp New CL B 65249B208   10,685 613,050 SH   DFND   613,050 0 0
Nvidia Corporation COM 67066G104   219,848 791,475 SH   DFND   791,475 0 0
Opendoor Technologies Inc COM 683712103   2,707 1,538,085 SH   DFND   1,538,085 0 0
Option Care Health Inc COM NEW 68404L201   25,537 803,815 SH   DFND   803,815 0 0
Palantir Technologies Inc CL A 69608A108   5,921 700,707 SH   DFND   700,707 0 0
Palo Alto Networks Inc COM 697435105   15,027 75,235 SH   DFND   75,235 0 0
Phillips 66 COM 718546104   10,194 100,555 SH   DFND   100,555 0 0
Recursion Pharmaceuticals In CL A 75629V104   9,259 1,385,950 SH   DFND   1,385,950 0 0
Sensei Biotherapeutics Inc COM 81728A108   150 100,000 SH   DFND   100,000 0 0
Skechers U S A Inc CL A 830566105   25,663 540,050 SH   DFND   540,050 0 0
Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100   53,820 578,590 SH   DFND   578,590 0 0
Teck Resources Ltd CL B 878742204   118,079 3,235,347 SH   DFND   3,235,347 0 0
T-Mobile Us Inc COM 872590104   72,160 498,204 SH   DFND   498,204 0 0
Toast Inc CL A 888787108   5,817 327,700 SH   DFND   327,700 0 0
Vertiv Holdings Co COM CL A 92537N108   29,192 2,039,946 SH   DFND   2,039,946 0 0
Warby Parker Inc CL A COM 93403J106   6,846 646,500 SH   DFND   646,500 0 0
Willscot Mobil Mini Hldng Co COM CL A 971378104   10,103 215,500 SH   DFND   215,500 0 0