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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abcellera Biologics Inc COM 00288U106   3,035 659,750 SH   DFND   659,750 0 0
Alibaba Group Hldg Ltd SPONSORED ADS 01609W102   26,673 307,500 SH   DFND   307,500 0 0
Alphabet Inc CAP STK CL A 02079K305   109,710 838,375 SH   DFND   838,375 0 0
Amazon Com Inc COM 023135106   17,376 136,690 SH   DFND   136,690 0 0
Broadcom Inc COM 11135F101   43,154 51,956 SH   DFND   51,956 0 0
Builders Firstsource Inc COM 12008R107   57,359 460,755 SH   DFND   460,755 0 0
Cameco Corp COM 13321L108   34,476 869,740 SH   DFND   869,740 0 0
Canadian Pacific Kansas City COM 13646K108   8,862 119,100 SH   DFND   119,100 0 0
Chevron Corp New COM 166764100   64,850 384,595 SH   DFND   384,595 0 0
Compass Inc CL A 20464U100   1,157 399,100 SH   DFND   399,100 0 0
Constellation Energy Corp COM 21037T109   4,217 38,656 SH   DFND   38,656 0 0
Coupang Inc CL A 22266T109   355,366 20,903,865 SH   DFND   20,903,865 0 0
Danaher Corporation COM 235851102   18,866 76,040 SH   DFND   76,040 0 0
Eli Lilly & Co COM 532457108   243,919 454,115 SH   DFND   454,115 0 0
General Electric Co COM NEW 369604301   81,375 736,095 SH   DFND   736,095 0 0
Ihs Holding Limited ORD SHS G4701H109   3,420 770,310 SH   DFND   770,310 0 0
Jacobs Solutions Inc COM 46982L108   10,158 74,415 SH   DFND   74,415 0 0
Joby Aviation Inc COMMON STOCK G65163100   145 22,492 SH   DFND   22,492 0 0
Kbr Inc COM 48242W106   29,803 505,658 SH   DFND   505,658 0 0
Lamb Weston Hldgs Inc COM 513272104   168,840 1,826,090 SH   DFND   1,826,090 0 0
Louisiana Pac Corp COM 546347105   3,008 54,432 SH   DFND   54,432 0 0
Microsoft Corp COM 594918104   321,200 1,017,260 SH   DFND   1,017,260 0 0
Natera Inc COM 632307104   39,517 893,030 SH   DFND   893,030 0 0
News Corp New CL A 65249B109   95,727 4,772,025 SH   DFND   4,772,025 0 0
News Corp New CL B 65249B208   20,361 975,600 SH   DFND   975,600 0 0
Nvidia Corporation COM 67066G104   380,467 874,656 SH   DFND   874,656 0 0
Opendoor Technologies Inc COM 683712103   4,061 1,538,085 SH   DFND   1,538,085 0 0
Option Care Health Inc COM NEW 68404L201   38,993 1,205,350 SH   DFND   1,205,350 0 0
Recursion Pharmaceuticals In CL A 75629V104   6,937 906,767 SH   DFND   906,767 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103   60,347 915,043 SH   DFND   915,043 0 0
Sensei Biotherapeutics Inc COM 81728A108   80 100,000 SH   DFND   100,000 0 0
Sphere Entertainment Co CL A 55826T102   10,043 270,270 SH   DFND   270,270 0 0
Teck Resources Ltd CL B 878742204   176,932 4,105,677 SH   DFND   4,105,677 0 0
Tko Group Holdings Inc CL A 87256C101   5,167 61,465 SH   DFND   61,465 0 0
T-Mobile Us Inc COM 872590104   105,972 756,675 SH   DFND   756,675 0 0
Transocean Ltd REG SHS H8817H100   15,141 1,844,175 SH   DFND   1,844,175 0 0
Ubs Group Ag SHS H42097107   54,056 2,183,445 SH   DFND   2,183,445 0 0
Veeva Sys Inc CL A COM 922475108   19,470 95,700 SH   DFND   95,700 0 0
Vertiv Holdings Co COM CL A 92537N108   70,169 1,886,250 SH   DFND   1,886,250 0 0
Vistra Corp COM 92840M102   65,980 1,988,561 SH   DFND   1,988,561 0 0
Western Digital Corp. COM 958102105   10,495 230,000 SH   DFND   230,000 0 0