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
Adobe Inc COM 00724F101   20,380 36,685 SH   DFND   36,685 0 0
Aes Corp COM 00130H105   5,530 314,750 SH   DFND   314,750 0 0
Apple Inc COM 037833100   5,139 24,400 SH   DFND   24,400 0 0
Arcellx Inc COMMON STOCK 03940C100   4,090 74,100 SH   DFND   74,100 0 0
Arista Networks Inc COM 040413106   18,321 52,275 SH   DFND   52,275 0 0
Banco Macro Sa SPON ADR B 05961W105   15,659 273,130 SH   DFND   273,130 0 0
Barclays Plc ADR 06738E204   22,228 2,075,455 SH   DFND   2,075,455 0 0
Bicycle Therapeutics Plc SPONSORED ADS 088786108   3,850 190,200 SH   DFND   190,200 0 0
Booz Allen Hamilton Hldg Cor CL A 099502106   12,903 83,841 SH   DFND   83,841 0 0
Builders Firstsource Inc COM 12008R107   4,067 29,385 SH   DFND   29,385 0 0
Camden Ppty Tr SH BEN INT 133131102   63,056 577,915 SH   DFND   577,915 0 0
Cinemark Hldgs Inc COM 17243V102   8,665 400,792 SH   DFND   400,792 0 0
Coherent Corp COM 19247G107   260,098 3,589,540 SH   DFND   3,589,540 0 0
Coupang Inc CL A 22266T109   229,845 10,971,140 SH   DFND   10,971,140 0 0
Crinetics Pharmaceuticals In COM 22663K107   13,840 309,000 SH   DFND   309,000 0 0
Daktronics Inc COM 234264109   34,786 2,493,605 SH   DFND   2,493,605 0 0
Discover Finl Svcs COM 254709108   21,879 167,255 SH   DFND   167,255 0 0
Eqt Corp COM 26884L109   4,475 121,000 SH   DFND   121,000 0 0
Flex Ltd ORD Y2573F102   42,736 1,449,155 SH   DFND   1,449,155 0 0
Flutter Entmt Plc SHS G3643J108   61,175 335,076 SH   DFND   335,076 0 0
Freeport-Mcmoran Inc CL B 35671D857   56,042 1,153,135 SH   DFND   1,153,135 0 0
Ge Vernova Inc COM 36828A101   50,950 297,068 SH   DFND   297,068 0 0
Global X Fds GB MSCI AR ETF 37950E259   16,020 282,000 SH   DFND   282,000 0 0
Grupo Financiero Galicia S.A SPONSORED ADR 399909100   14,539 475,763 SH   DFND   475,763 0 0
Ihs Holding Limited ORD SHS G4701H109   2,465 770,310 SH   DFND   770,310 0 0
Insmed Inc COM PAR $.01 457669307   1,340 20,000 SH   DFND   20,000 0 0
Invivyd Inc COM 00534A102   629 571,425 SH   DFND   571,425 0 0
Iqvia Hldgs Inc COM 46266C105   12,763 60,360 SH   DFND   60,360 0 0
Joby Aviation Inc COMMON STOCK G65163100   115 22,492 SH   DFND   22,492 0 0
Kinder Morgan Inc Del COM 49456B101   134,185 6,753,165 SH   DFND   6,753,165 0 0
Liberty Global Ltd COM CL A G61188101   4,798 275,275 SH   DFND   275,275 0 0
Liberty Global Ltd COM CL C G61188127   4,674 261,875 SH   DFND   261,875 0 0
Live Nation Entertainment In COM 538034109   9,665 103,100 SH   DFND   103,100 0 0
Madison Square Garden Entmt COM CL A 558256103   23,763 694,225 SH   DFND   694,225 0 0
Mercadolibre Inc COM 58733R102   59,973 36,493 SH   DFND   36,493 0 0
Microsoft Corp COM 594918104   178,999 400,490 SH   DFND   400,490 0 0
Mid-Amer Apt Cmntys Inc COM 59522J103   91,868 644,190 SH   DFND   644,190 0 0
Natera Inc COM 632307104   213,860 1,974,880 SH   DFND   1,974,880 0 0
News Corp New CL A 65249B109   18,852 683,800 SH   DFND   683,800 0 0
News Corp New CL B 65249B208   18,052 635,850 SH   DFND   635,850 0 0
Nurix Therapeutics Inc COM 67080M103   922 44,200 SH   DFND   44,200 0 0
Nvidia Corporation COM 67066G104   26,445 214,060 SH   DFND   214,060 0 0
Option Care Health Inc COM NEW 68404L201   51,849 1,871,818 SH   DFND   1,871,818 0 0
Palantir Technologies Inc CL A 69608A108   19,503 769,965 SH   DFND   769,965 0 0
Palo Alto Networks Inc COM 697435105   30,161 88,968 SH   DFND   88,968 0 0
Philip Morris Intl Inc COM 718172109   90,118 889,355 SH   DFND   889,355 0 0
Philip Morris Intl Inc COM 718172109   97,581 963,000 SH Call DFND   963,000 0 0
Sea Ltd SPONSORD ADS 81141R100   4,778 66,900 SH   DFND   66,900 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103   181,268 1,755,278 SH   DFND   1,755,278 0 0
Silence Therapeutics Plc ADS 82686Q101   7,361 387,400 SH   DFND   387,400 0 0
Sphere Entertainment Co CL A 55826T102   4,292 122,411 SH   DFND   122,411 0 0
Springworks Therapeutics Inc COM 85205L107   38,475 1,021,367 SH   DFND   1,021,367 0 0
Structure Therapeutics Inc SPONSORED ADS 86366E106   1,480 37,700 SH   DFND   37,700 0 0
Teck Resources Ltd CL B 878742204   69,618 1,453,410 SH   DFND   1,453,410 0 0
Telecom Argentina Sa SPON ADR REP B 879273209   1,034 143,051 SH   DFND   143,051 0 0
Tempur Sealy Intl Inc COM 88023U101   4,881 103,100 SH   DFND   103,100 0 0
Terawulf Inc COM 88080T104   9,301 2,090,000 SH   DFND   2,090,000 0 0
Trisalus Life Sciences Inc COM 89680M101   2,357 426,921 SH   DFND   426,921 0 0
Veracyte Inc COM 92337F107   5,633 259,944 SH   DFND   259,944 0 0
Vistra Corp COM 92840M102   225,717 2,625,231 SH   DFND   2,625,231 0 0
Wabtec COM 929740108   23,814 150,675 SH   DFND   150,675 0 0
Woodward Inc COM 980745103   166,399 954,230 SH   DFND   954,230 0 0
Ypf Sociedad Anonima SPON ADR CL D 984245100   12,845 638,435 SH   DFND   638,435 0 0
Zoominfo Technologies Inc COMMON STOCK 98980F104   75,112 5,881,906 SH   DFND   5,881,906 0 0