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
APOLLO GLOBAL MGMT LLC COM 03769M106   76,367 819,474 SH   DFND 1 0 819,474 0
ARCH RESOURCES INC CL A 03940R107   17,313 104,330 SH   DFND 1 0 104,330 0
BANK AMER CORP COM 060505104   68,104 2,022,680 SH   DFND 1 0 2,022,680 0
DISNEY WALT CO COM 254687106   6,126 67,850 SH   DFND 1 0 67,850 0
FREEPORT-MCMORAN INC CL B 35671D857   50,053 1,175,788 SH   DFND 1 0 1,175,788 0
JPMORGAN CHASE & CO COM 46625H100   26,576 156,236 SH   DFND 1 0 156,236 0
NEWMONT CORP COM 651639106   24,763 598,286 SH   DFND 1 0 598,286 0
SCHWAB CHARLES CORP COM 808513105   27,807 404,178 SH   DFND 1 0 404,178 0
TECK RESOURCES LTD CL B 878742204   93,359 2,208,624 SH   DFND 1 0 2,208,624 0
TRUIST FINL CORP COM 89832Q109   24,581 665,781 SH   DFND 1 0 665,781 0
WELLS FARGO CO NEW COM 949746101   48,122 977,695 SH   DFND 1 0 977,695 0
WYNN RESORTS LTD COM 983134107   58,615 643,338 SH   DFND 1 0 643,338 0
TECK RESOURCES LTD CL B 878742204   55,721 1,318,219 SH   DFND   1,318,219 0 0
AMAZON COM INC COM 023135106   42,614 280,467 SH   DFND   280,467 0 0
CME GROUP INC COM 12572Q105   31,949 151,707 SH   DFND   151,707 0 0
KENVUE INC COM 49177J102   31,808 1,477,414 SH   DFND   1,477,414 0 0
FREEPORT-MCMORAN INC CL B 35671D857   27,984 657,368 SH   DFND   657,368 0 0
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 36266G107   26,677 345,022 SH   DFND   345,022 0 0
META PLATFORMS INC CL A 30303M102   25,998 73,450 SH   DFND   73,450 0 0
DISNEY WALT CO COM 254687106   25,947 287,384 SH   DFND   287,384 0 0
VALE S A SPONSORED ADS 91912E105   17,890 1,128,013 SH   DFND   1,128,013 0 0
RCH RESOURCES INC CL A 03940R107   14,810 89,254 SH   DFND   89,254 0 0
SCHLUMBERGER LTD COM STK 806857108   14,689 282,270 SH   DFND   282,270 0 0
NEXGEN ENERGY LTD COM 65340P106   14,594 2,084,900 SH   DFND   2,084,900 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   14,387 76,568 SH   DFND   76,568 0 0
IAC INC COM NEW 44891N208   13,049 249,125 SH   DFND   249,125 0 0
OPTHEA LTD SPONSORED ADS 68386J208   8,543 2,895,987 SH   DFND   2,895,987 0 0
CAMECO CORP COM 13321L108   8,035 186,430 SH   DFND   186,430 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   7,514 1,051,001 SH   DFND   1,051,001 0 0
METALS ACQUISITION LIMITED ORD SHS G60409110   4,877 394,614 SH   DFND   394,614 0 0
CONSTELLATION BRANDS INC CL A 21036P108   4,472 18,500 SH   DFND   18,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,378 8,316 SH   DFND   8,316 0 0
SIGMA LITHIUM CORPORATION COM 826599102   3,569 113,195 SH   DFND   113,195 0 0
ELI LILLY & CO COM 532457108   3,053 5,238 SH   DFND   5,238 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,595 7,693 SH   DFND   7,693 0 0
NEWMONT CORP COM 651639106   2,413 58,314 SH   DFND   58,314 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   2,116 3,987 SH   DFND   3,987 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,022 36,874 SH   DFND   36,874 0 0
CELSIUS HLDGS INC COM NEW 15118V207   1,799 33,000 SH   DFND   33,000 0 0
ANGI INC COM CL A NEW 00183L102   1,144 459,582 SH   DFND   459,582 0 0
BARRICK GOLD CORP COM 067901108   990 54,778 SH   DFND   54,778 0 0
MAWSON INFRASTRUCTURE GROUP COM 57778N307   864 270,258 SH   DFND   270,258 0 0
MICROSTRATEGY INC CL A NEW 594972408   757 1,200 SH   DFND   1,200 0 0
NVIDIA CORPORATION COM 67066G104   619 1,250 SH   DFND   1,250 0 0
NUCOR CORP COM 670346105   569 3,271 SH   DFND   3,271 0 0