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
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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
Applovin Corp COM CL A 03831W108   31,317 89,458 SH   DFND   89,458 0 0
Banco Macro Sa SPON ADR B 05961W105   15,509 220,900 SH   DFND   220,900 0 0
Bank America Corp COM 060505104   16,179 341,900 SH   DFND   341,900 0 0
Barclays Plc ADR 06738E204   28,814 1,549,950 SH   DFND   1,549,950 0 0
Bbb Foods Inc CL A COM G0896C103   10,009 360,550 SH   DFND   360,550 0 0
Broadcom Inc COM 11135F101   23,744 86,140 SH   DFND   86,140 0 0
Builders Firstsource Inc COM 12008R107   9,926 85,065 SH   DFND   85,065 0 0
Bwx Technologies Inc COM 05605H100   11,017 76,475 SH   DFND   76,475 0 0
Caesars Entertainment Inc Ne COM 12769G100   39,629 1,395,875 SH   DFND   1,395,875 0 0
Carpenter Technology Corp COM 144285103   34,999 126,635 SH   DFND   126,635 0 0
Ccc Intelligent Solutions Hl COM 12510Q100   9,485 1,007,944 SH   DFND   1,007,944 0 0
Chemours Co COM 163851108   4,830 421,800 SH   DFND   421,800 0 0
Chime Finl Inc COM SHS CL A 16935C109   16,110 466,825 SH   DFND   466,825 0 0
Citigroup Inc COM NEW 172967424   56,715 666,300 SH   DFND   666,300 0 0
Coherent Corp COM 19247G107   103,291 1,157,840 SH   DFND   1,157,840 0 0
Corning Inc COM 219350105   32,771 623,145 SH   DFND   623,145 0 0
Coupang Inc CL A 22266T109   122,999 4,105,424 SH   DFND   4,105,424 0 0
D R Horton Inc COM 23331A109   9,978 77,400 SH   DFND   77,400 0 0
Daktronics Inc COM 234264109   46,513 3,076,224 SH   DFND   3,076,224 0 0
Danaher Corporation COM 235851102   4,879 24,700 SH   DFND   24,700 0 0
Delta Air Lines Inc Del COM NEW 247361702   39,025 793,510 SH   DFND   793,510 0 0
Docusign Inc COM 256163106   100,512 1,290,440 SH   DFND   1,290,440 0 0
Elbit Sys Ltd ORD M3760D101   8,220 18,287 SH   DFND   18,287 0 0
Eli Lilly & Co COM 532457108   78,479 100,675 SH   DFND   100,675 0 0
Enliven Therapeutics Inc COM 29337E102   9,288 463,000 SH   DFND   463,000 0 0
Entegris Inc COM 29362U104   132,741 1,645,885 SH   DFND   1,645,885 0 0
Eqt Corp COM 26884L109   73,057 1,252,700 SH   DFND   1,252,700 0 0
Flutter Entmt Plc SHS G3643J108   115,771 405,320 SH   DFND   405,320 0 0
Freeport-Mcmoran Inc CL B 35671D857   9,745 224,800 SH   DFND   224,800 0 0
Global X Fds GB MSCI AR ETF 37950E259   22,682 267,700 SH   DFND   267,700 0 0
Goldman Sachs Group Inc COM 38141G104   29,726 42,000 SH   DFND   42,000 0 0
Grupo Financiero Galicia S.A SPONSORED ADR 399909100   11,664 231,481 SH   DFND   231,481 0 0
Hasbro Inc COM 418056107   20,751 281,100 SH   DFND   281,100 0 0
Illumina Inc COM 452327109   28,682 300,615 SH   DFND   300,615 0 0
Insmed Inc COM PAR $.01 457669307   226,786 2,253,435 SH   DFND   2,253,435 0 0
Insmed Inc COM PAR $.01 457669307   10,064 100,000 SH Call DFND   100,000 0 0
Ishares Inc MSCI BRAZIL ETF 464286400   21,314 738,800 SH   DFND   738,800 0 0
Ishares Tr RUSSELL 2000 ETF 464287655   72,290 335,000 SH Call DFND   335,000 0 0
Joby Aviation Inc COMMON STOCK G65163100   332 31,489 SH   DFND   31,489 0 0
Kinder Morgan Inc Del COM 49456B101   31,507 1,071,665 SH   DFND   1,071,665 0 0
Lennar Corp CL A 526057104   9,944 89,900 SH   DFND   89,900 0 0
Mercadolibre Inc COM 58733R102   140,417 53,725 SH   DFND   53,725 0 0
Microsoft Corp COM 594918104   99,945 200,930 SH   DFND   200,930 0 0
Natera Inc COM 632307104   521,212 3,085,190 SH   DFND   3,085,190 0 0
Natera Inc COM 632307104   19,344 114,500 SH Call DFND   114,500 0 0
Newamsterdam Pharma Company ORDINARY SHARES N62509109   15,071 832,175 SH   DFND   832,175 0 0
Nu Hldgs Ltd ORD SHS CL A G6683N103   46,859 3,415,365 SH   DFND   3,415,365 0 0
Option Care Health Inc COM NEW 68404L201   20,685 636,850 SH   DFND   636,850 0 0
Philip Morris Intl Inc COM 718172109   148,614 815,975 SH   DFND   815,975 0 0
Purecycle Technologies Inc COM 74623V103   31,552 2,303,084 SH   DFND   2,303,084 0 0
Restaurant Brands Intl Inc COM 76131D103   49,784 751,010 SH   DFND   751,010 0 0
Roku Inc COM CL A 77543R102   96,723 1,100,500 SH   DFND   1,100,500 0 0
Sea Ltd SPONSORD ADS 81141R100   49,538 309,730 SH   DFND   309,730 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103   28,504 197,490 SH   DFND   197,490 0 0
Select Sector Spdr Tr FINANCIAL 81369Y605   51,600 985,300 SH   DFND   985,300 0 0
Spdr S&P 500 Etf Tr TR UNIT 78462F103   55,607 90,000 SH Call DFND   90,000 0 0
Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100   173,284 765,085 SH   DFND   765,085 0 0
Teva Pharmaceutical Inds Ltd SPONSORED ADS 881624209   267,639 15,968,935 SH   DFND   15,968,935 0 0
Thermo Fisher Scientific Inc COM 883556102   4,947 12,200 SH   DFND   12,200 0 0
Twilio Inc CL A 90138F102   24,931 200,475 SH   DFND   200,475 0 0
United Airls Hldgs Inc COM 910047109   30,030 377,120 SH   DFND   377,120 0 0
Unity Software Inc COM 91332U101   42,932 1,774,050 SH   DFND   1,774,050 0 0
Verona Pharma Plc SPONSORED ADS 925050106   94,777 1,002,080 SH   DFND   1,002,080 0 0
Viking Therapeutics Inc COM 92686J106   14,556 549,295 SH   DFND   549,295 0 0
Wabtec COM 929740108   35,696 170,510 SH   DFND   170,510 0 0
Warner Bros Discovery Inc COM SER A 934423104   74,916 6,537,160 SH   DFND   6,537,160 0 0
Woodward Inc COM 980745103   208,059 848,910 SH   DFND   848,910 0 0
Xpo Inc COM 983793100   20,598 163,100 SH   DFND   163,100 0 0
Ypf Sociedad Anonima SPON ADR CL D 984245100   22,141 703,995 SH   DFND   703,995 0 0