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
ABCAM PLC ADS 000380204   3,099,835 136,979 SH   DFND 2 136,979 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   4,727,000 100,000 SH   DFND 1 100,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   5,622,691 79,970 SH   DFND 2 79,970 0 0
ACADIA RLTY TR COM SH BEN INT 004239109   5,022,500 350,000 SH   DFND 1 350,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109   14,253,575 152,233 SH   DFND 2 152,233 0 0
ACTIVISION BLIZZARD INC COM 00507V109   4,850,034 51,800 SH Put DFND 2 51,800 0 0
ADOBE INC COM 00724F101   2,039,600 4,000 SH   DFND 1 4,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   8,206,833 146,734 SH   DFND 1 146,734 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   4,780,860 42,000 SH   DFND 1 42,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   2,977,389 374,986 SH   DFND 1 374,986 0 0
AIR PRODS & CHEMS INC COM 009158106   462,225 1,631 SH   DFND 2 1,631 0 0
ALCON AG ORD SHS H01301128   2,994,320 38,857 SH   DFND 2 38,857 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   7,507,500 75,000 SH   DFND 1 75,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   430,941,668 4,968,200 SH Call DFND 2 4,968,200 0 0
ALLEGION PLC ORD SHS G0176J109   2,396,600 23,000 SH   DFND 1 23,000 0 0
ALLETE INC COM NEW 018522300   8,137,642 154,122 SH   DFND 1 154,122 0 0
ALLIANT ENERGY CORP COM 018802108   17,863,370 368,697 SH   DFND 1 368,697 0 0
ALPHABET INC CAP STK CL C 02079K107   1,080,247 8,193 SH   DFND 2 8,193 0 0
AMAZON COM INC COM 023135106   3,537,368 27,827 SH   DFND 2 27,827 0 0
AMAZON COM INC COM 023135106   3,178,000 25,000 SH   DFND 1 25,000 0 0
AMEDISYS INC COM 023436108   1,260,620 13,497 SH   DFND 2 13,497 0 0
AMERICAN ELEC PWR CO INC COM 025537101   22,843,863 303,694 SH   DFND 1 303,694 0 0
AMERICAN EXPRESS CO COM 025816109   6,146,628 41,200 SH   DFND 2 41,200 0 0
AMERICAN EXPRESS CO COM 025816109   2,968,881 19,900 SH Put DFND 2 19,900 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   7,146,350 235,000 SH   DFND 1 235,000 0 0
ANALOG DEVICES INC COM 032654105   1,931,068 11,029 SH   DFND 1 11,029 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   3,726,719 24,104 SH   DFND 1 24,104 0 0
APPLIED MATLS INC COM 038222105   3,659,649 26,433 SH   DFND 1 26,433 0 0
APTIV PLC SHS G6095L109   2,168,980 22,000 SH   DFND 1 22,000 0 0
ARAMARK COM 03852U106   1,884,175 54,299 SH   DFND 2 54,299 0 0
ARCH CAP GROUP LTD ORD G0450A105   1,665,939 20,900 SH Put DFND 2 20,900 0 0
ARCH CAP GROUP LTD ORD G0450A105   5,013,759 62,900 SH   DFND 2 62,900 0 0
ARISTA NETWORKS INC COM 040413106   3,573,576 19,429 SH   DFND 1 19,429 0 0
ATKORE INC COM 047649108   4,111,080 27,556 SH   DFND 1 27,556 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   1,560,289 74,834 SH   DFND 1 74,834 0 0
AVANGRID INC COM 05351W103   338,538 11,221 SH   DFND 2 11,221 0 0
AVANTOR INC COM 05352A100   3,623,146 171,876 SH   DFND 2 171,876 0 0
AVIS BUDGET GROUP COM 053774105   2,875,040 16,000 SH   DFND 1 16,000 0 0
AVISTA CORP COM 05379B107   1,423,018 43,961 SH   DFND 1 43,961 0 0
AXALTA COATING SYS LTD COM G0750C108   2,743,800 102,000 SH   DFND 1 102,000 0 0
AZEK CO INC CL A 05478C105   2,419,587 81,358 SH   DFND 1 81,358 0 0
BALL CORP COM 058498106   2,762,790 55,500 SH   DFND 1 55,500 0 0
BANK AMERICA CORP COM 060505104   3,939,325 143,876 SH   DFND 2 143,876 0 0
BANK NEW YORK MELLON CORP COM 064058100   5,077,824 119,058 SH   DFND 2 119,058 0 0
BARRICK GOLD CORP COM 067901108   173,814 11,946 SH   DFND 2 11,946 0 0
BECTON DICKINSON & CO COM 075887109   9,140,845 35,357 SH   DFND 2 35,357 0 0
BRINKER INTL INC COM 109641100   2,726,596 86,312 SH   DFND 1 86,312 0 0
BRIXMOR PPTY GROUP INC COM 11120U105   23,897,000 1,150,000 SH   DFND 1 1,150,000 0 0
BROADCOM INC COM 11135F101   3,488,436 4,200 SH Put DFND 2 4,200 0 0
BROADCOM INC COM 11135F101   4,073,995 4,905 SH   DFND 1 4,905 0 0
BROWN FORMAN CORP CL B 115637209   13,474,307 233,564 SH   DFND 1 233,564 0 0
BURLINGTON STORES INC COM 122017106   4,397,250 32,500 SH   DFND 1 32,500 0 0
CAMPBELL SOUP CO COM 134429109   12,324,000 300,000 SH   DFND 1 300,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   1,389,167 26,405 SH   DFND 2 26,405 0 0
CARETRUST REIT INC COM 14174T107   8,610,000 420,000 SH   DFND 1 420,000 0 0
CARLISLE COS INC COM 142339100   1,166,670 4,500 SH   DFND 1 4,500 0 0
CARNIVAL CORP COMMON STOCK 143658300   2,401,000 175,000 SH   DFND 1 175,000 0 0
CF INDS HLDGS INC COM 125269100   736,249 8,587 SH   DFND 2 8,587 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   6,712,533 15,262 SH   DFND 2 15,262 0 0
CHUBB LIMITED COM H1467J104   5,595,046 26,876 SH   DFND 2 26,876 0 0
CITIGROUP INC COM NEW 172967424   1,630,105 39,633 SH   DFND 2 39,633 0 0
CITIZENS FINL GROUP INC COM 174610105   2,048,994 76,455 SH   DFND 2 76,455 0 0
CMS ENERGY CORP COM 125896100   10,028,974 188,834 SH   DFND 1 188,834 0 0
COCA COLA CO COM 191216100   27,990,000 500,000 SH   DFND 1 500,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   22,492,800 360,000 SH   DFND 1 360,000 0 0
COLGATE PALMOLIVE CO COM 194162103   9,386,520 132,000 SH   DFND 1 132,000 0 0
COMERICA INC COM 200340107   464,903 11,189 SH   DFND 2 11,189 0 0
COMMERCIAL METALS CO COM 201723103   998,626 20,211 SH   DFND 2 20,211 0 0
CONSOLIDATED EDISON INC COM 209115104   12,926,320 151,132 SH   DFND 1 151,132 0 0
CONSTELLATION BRANDS INC CL A 21036P108   12,566,500 50,000 SH   DFND 1 50,000 0 0
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108   6,910,700 290,000 SH   DFND 1 290,000 0 0
CORE & MAIN INC CL A 21874C102   1,404,533 48,684 SH   DFND 2 48,684 0 0
CORE & MAIN INC CL A 21874C102   2,352,083 81,528 SH   DFND 1 81,528 0 0
COSTCO WHSL CORP NEW COM 22160K105   14,688,960 26,000 SH   DFND 1 26,000 0 0
COUPANG INC CL A 22266T109   4,250,000 250,000 SH   DFND 1 250,000 0 0
CRANE COMPANY COMMON STOCK 224408104   2,962,903 33,351 SH   DFND 1 33,351 0 0
CRH PLC ORD G25508105   1,915,550 35,000 SH   DFND 1 35,000 0 0
D R HORTON INC COM 23331A109   3,849,575 35,820 SH   DFND 1 35,820 0 0
DARDEN RESTAURANTS INC COM 237194105   2,434,740 17,000 SH   DFND 1 17,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,470,547 35,857 SH   DFND 1 35,857 0 0
DENBURY INC COM 24790A101   1,561,887 15,936 SH   DFND 2 15,936 0 0
DOW INC COM 260557103   5,296,089 102,717 SH   DFND 2 102,717 0 0
DTE ENERGY CO COM 233331107   8,598,542 86,609 SH   DFND 1 86,609 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   8,176,318 92,639 SH   DFND 1 92,639 0 0
E L F BEAUTY INC COM 26856L103   4,173,540 38,000 SH   DFND 1 38,000 0 0
EAST WEST BANCORP INC COM 27579R104   2,244,972 42,591 SH   DFND 2 42,591 0 0
EASTGROUP PPTYS INC COM 277276101   21,648,900 130,000 SH   DFND 1 130,000 0 0
EASTMAN CHEM CO COM 277432100   1,789,187 23,321 SH   DFND 2 23,321 0 0
EATON CORP PLC SHS G29183103   3,519,120 16,500 SH   DFND 1 16,500 0 0
EDISON INTL COM 281020107   2,725,900 43,070 SH   DFND 1 43,070 0 0
ELI LILLY & CO COM 532457108   4,602,130 8,568 SH   DFND 2 8,568 0 0
EMERSON ELEC CO COM 291011104   3,411,335 35,325 SH   DFND 1 35,325 0 0
EMPIRE ST RLTY TR INC CL A 292104106   4,422,000 550,000 SH   DFND 1 550,000 0 0
ENETI INC COM Y2294C107   1,191,325 118,187 SH   DFND 2 118,187 0 0
EPR PPTYS COM SH BEN INT 26884U109   4,154,000 100,000 SH   DFND 1 100,000 0 0
EQUIFAX INC COM 294429105   3,179,822 17,359 SH   DFND 2 17,359 0 0
EQUINIX INC COM 29444U700   12,346,420 17,000 SH   DFND 1 17,000 0 0
EQUINIX INC COM 29444U700   11,205,466 15,429 SH   DFND 2 15,429 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   5,871,000 100,000 SH   DFND 1 100,000 0 0
ESAB CORPORATION COM 29605J106   2,735,982 38,963 SH   DFND 1 38,963 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   9,354,975 432,500 SH   DFND 1 432,500 0 0
ESSENTIAL UTILS INC COM 29670G102   13,160,852 383,363 SH   DFND 1 383,363 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842   2,554,500 150,000 SH   DFND 1 150,000 0 0
EURONAV NV SHS B38564108   1,858,512 113,117 SH   DFND 2 113,117 0 0
EURONAV NV SHS B38564108   1,314,400 80,000 SH   DFND 1 80,000 0 0
EVERGY INC COM 30034W106   13,744,821 271,101 SH   DFND 1 271,101 0 0
EXTRA SPACE STORAGE INC COM 30225T102   11,246,150 92,500 SH   DFND 1 92,500 0 0
EXXON MOBIL CORP COM 30231G102   367,085 3,122 SH   DFND 2 3,122 0 0
FASTENAL CO COM 311900104   1,388,676 25,415 SH   DFND 2 25,415 0 0
FERGUSON PLC NEW SHS G3421J106   8,223,500 50,000 SH   DFND 1 50,000 0 0
FERRARI N V COM N3167Y103   697,095 2,356 SH   DFND 2 2,356 0 0
FIFTH THIRD BANCORP COM 316773100   1,975,740 78,000 SH Put DFND 2 78,000 0 0
FIFTH THIRD BANCORP COM 316773100   2,558,355 101,001 SH   DFND 2 101,001 0 0
FLOWSERVE CORP COM 34354P105   1,590,800 40,000 SH   DFND 1 40,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   1,933,047 17,710 SH   DFND 1 17,710 0 0
FORTIS INC COM 349553107   3,532,945 92,816 SH   DFND 1 92,816 0 0
FORTIVE CORP COM 34959J108   2,706,840 36,500 SH   DFND 1 36,500 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   2,890,440 46,500 SH   DFND 1 46,500 0 0
FOX CORP CL A COM 35137L105   3,378,118 108,273 SH   DFND 2 108,273 0 0
FREEPORT-MCMORAN INC CL B 35671D857   280,719 7,528 SH   DFND 2 7,528 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   696,194 32,321 SH   DFND 2 32,321 0 0
FRONTLINE PLC COM M46528101   3,380,400 180,000 SH   DFND 1 180,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   1,352,000 50,000 SH   DFND 1 50,000 0 0
GMS INC COM 36251C103   1,727,190 27,000 SH   DFND 1 27,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,865,720 128,623 SH   DFND 1 128,623 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   264,909 11,890 SH   DFND 2 11,890 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   2,149,680 8,000 SH   DFND 1 8,000 0 0
GSK PLC SPONSORED ADR 37733W204   1,961,524 54,111 SH   DFND 2 54,111 0 0
HEALTHCARE RLTY TR CL A COM 42226K105   3,435,750 225,000 SH   DFND 1 225,000 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   11,016,000 600,000 SH   DFND 1 600,000 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   612,500 50,000 SH Put DFND 1 50,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,421,187 139,389 SH   DFND 2 139,389 0 0
HIGHWOODS PPTYS INC COM 431284108   3,091,500 150,000 SH   DFND 1 150,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   11,638,950 77,500 SH   DFND 1 77,500 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   933,734 8,071 SH   DFND 2 8,071 0 0
HOST HOTELS & RESORTS INC COM 44107P104   17,677,000 1,100,000 SH   DFND 1 1,100,000 0 0
HUBBELL INC COM 443510607   971,571 3,100 SH   DFND 1 3,100 0 0
HUMANA INC COM 444859102   2,491,469 5,121 SH   DFND 2 5,121 0 0
HUMANA INC COM 444859102   10,216,920 21,000 SH Call DFND 2 21,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   2,634,726 253,339 SH   DFND 2 253,339 0 0
IMMUNOGEN INC COM 45253H101   2,270,188 143,049 SH   DFND 2 143,049 0 0
INDEPENDENCE RLTY TR INC COM 45378A106   8,301,300 590,000 SH   DFND 1 590,000 0 0
INTEL CORP COM 458140100   1,989,449 55,962 SH   DFND 1 55,962 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   325,219 2,956 SH   DFND 2 2,956 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   3,039,038 21,661 SH   DFND 1 21,661 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   6,064,000 200,000 SH Call DFND 1 200,000 0 0
INTERNATIONAL PAPER CO COM 460146103   410,849 11,583 SH   DFND 2 11,583 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   1,667,970 37,066 SH   DFND 2 37,066 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   7,167,105 50,583 SH   DFND 2 50,583 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   3,582,700 10,000 SH Call DFND 2 10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   7,069,600 40,000 SH   DFND 1 40,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   1,064,280 12,000 SH Call DFND 2 12,000 0 0
JABIL INC COM 466313103   3,618,268 28,515 SH   DFND 1 28,515 0 0
JBG SMITH PPTYS COM 46590V100   3,253,500 225,000 SH   DFND 1 225,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,010,990 19,000 SH   DFND 1 19,000 0 0
JPMORGAN CHASE & CO COM 46625H100   1,763,733 12,162 SH   DFND 2 12,162 0 0
JUNIPER NETWORKS INC COM 48203R104   3,366,369 121,136 SH   DFND 1 121,136 0 0
KENVUE INC COM 49177J102   4,016,000 200,000 SH   DFND 1 200,000 0 0
KEURIG DR PEPPER INC COM 49271V100   36,544,769 1,157,579 SH   DFND 1 1,157,579 0 0
KEYCORP COM 493267108   204,612 19,016 SH   DFND 2 19,016 0 0
KILROY RLTY CORP COM 49427F108   6,480,050 205,000 SH   DFND 1 205,000 0 0
KIMBERLY-CLARK CORP COM 494368103   4,834,000 40,000 SH   DFND 1 40,000 0 0
KIRBY CORP COM 497266106   5,382,000 65,000 SH   DFND 1 65,000 0 0
KITE RLTY GROUP TR COM NEW 49803T300   8,675,100 405,000 SH   DFND 1 405,000 0 0
KLAVIYO INC COM SER A 49845K101   1,035,000 30,000 SH   DFND 1 30,000 0 0
KOHLS CORP COM 500255104   1,048,000 50,000 SH   DFND 1 50,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   4,922,910 24,486 SH   DFND 2 24,486 0 0
LAM RESEARCH CORP COM 512807108   5,023,562 8,015 SH   DFND 1 8,015 0 0
LAMB WESTON HLDGS INC COM 513272104   8,896,594 96,221 SH   DFND 1 96,221 0 0
LANDCADIA HOLDINGS IV INC *W EXP 03/29/202 51477A112   70,000 500,000 SH   DFND 1 500,000 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   1,610,401 23,975 SH   DFND 2 23,975 0 0
LENNAR CORP CL A 526057104   4,001,000 35,650 SH   DFND 1 35,650 0 0
LENNOX INTL INC COM 526107107   10,297,100 27,500 SH   DFND 1 27,500 0 0
LESLIES INC COM 527064109   1,050,496 185,600 SH   DFND 1 185,600 0 0
LGI HOMES INC COM 50187T106   1,554,233 15,622 SH   DFND 1 15,622 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   1,184,012 19,005 SH   DFND 2 19,005 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   3,384,464 105,435 SH   DFND 2 105,435 0 0
LINCOLN ELEC HLDGS INC COM 533900106   5,134,113 28,242 SH   DFND 1 28,242 0 0
LOWES COS INC COM 548661107   3,294,264 15,850 SH   DFND 1 15,850 0 0
LPL FINL HLDGS INC COM 50212V100   205,330 864 SH   DFND 2 864 0 0
LULULEMON ATHLETICA INC COM 550021109   1,928,050 5,000 SH   DFND 1 5,000 0 0
LXP INDUSTRIAL TRUST COM 529043101   13,350,000 1,500,000 SH   DFND 1 1,500,000 0 0
MANPOWERGROUP INC WIS COM 56418H100   1,410,310 19,235 SH   DFND 2 19,235 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,965,600 10,000 SH   DFND 1 10,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   3,107,334 7,570 SH   DFND 1 7,570 0 0
MASCO CORP COM 574599106   1,396,755 26,132 SH   DFND 1 26,132 0 0
MATCH GROUP INC NEW COM 57667L107   8,233,534 210,200 SH Call DFND 2 210,200 0 0
MATSON INC COM 57686G105   3,225,859 36,360 SH   DFND 1 36,360 0 0
MCCORMICK & CO INC COM NON VTG 579780206   7,942,200 105,000 SH   DFND 1 105,000 0 0
MCDONALDS CORP COM 580135101   22,492,507 85,380 SH   DFND 1 85,380 0 0
MCKESSON CORP COM 58155Q103   6,400,557 14,719 SH   DFND 2 14,719 0 0
MDU RES GROUP INC COM 552690109   6,802,386 347,415 SH   DFND 1 347,415 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   1,978,000 200,000 SH   DFND 1 200,000 0 0
MERITAGE HOMES CORP COM 59001A102   2,974,077 24,300 SH   DFND 1 24,300 0 0
META PLATFORMS INC CL A 30303M102   4,540,976 15,126 SH   DFND 1 15,126 0 0
MICRON TECHNOLOGY INC COM 595112103   3,441,502 50,588 SH   DFND 1 50,588 0 0
MICROSOFT CORP COM 594918104   21,655,714 68,585 SH   DFND 2 68,585 0 0
MICROSOFT CORP COM 594918104   9,367,987 29,669 SH   DFND 1 29,669 0 0
MIDDLEBY CORP COM 596278101   1,256,064 9,813 SH   DFND 1 9,813 0 0
MOHAWK INDS INC COM 608190104   2,488,490 29,000 SH   DFND 1 29,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   26,218,411 412,304 SH   DFND 1 412,304 0 0
MONDELEZ INTL INC CL A 609207105   25,331,000 365,000 SH   DFND 1 365,000 0 0
NATIONAL INSTRS CORP COM 636518102   1,314,204 22,043 SH   DFND 2 22,043 0 0
NETSTREIT CORP COM 64119V303   5,453,000 350,000 SH   DFND 1 350,000 0 0
NEW JERSEY RES CORP COM 646025106   18,009,776 443,263 SH   DFND 1 443,263 0 0
NEXTGEN HEALTHCARE INC COM 65343C102   200,708 8,458 SH   DFND 2 8,458 0 0
NISOURCE INC COM 65473P105   16,728,598 677,820 SH   DFND 1 677,820 0 0
NNN REIT INC COM 637417106   7,068,000 200,000 SH   DFND 1 200,000 0 0
NUTRIEN LTD COM 67077M108   2,519,561 40,796 SH   DFND 2 40,796 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,263,706 23,848 SH   DFND 1 23,848 0 0
NVIDIA CORPORATION COM 67066G104   434,990 1,000 SH Call DFND 2 1,000 0 0
NVIDIA CORPORATION COM 67066G104   4,143,280 9,525 SH   DFND 1 9,525 0 0
ODDITY TECH LTD SHS CL A M7518J104   425,250 15,000 SH   DFND 1 15,000 0 0
O-I GLASS INC COM 67098H104   2,333,835 139,500 SH   DFND 1 139,500 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,368,366 25,480 SH   DFND 1 25,480 0 0
ORACLE CORP COM 68389X105   2,068,935 19,533 SH   DFND 1 19,533 0 0
ORACLE CORP COM 68389X105   11,310,561 106,784 SH   DFND 2 106,784 0 0
OSHKOSH CORP COM 688239201   1,031,789 10,812 SH   DFND 1 10,812 0 0
PARAMOUNT GROUP INC COM 69924R108   2,541,000 550,000 SH   DFND 1 550,000 0 0
PARKER-HANNIFIN CORP COM 701094104   7,899,076 20,279 SH   DFND 1 20,279 0 0
PENTAIR PLC SHS G7S00T104   7,145,745 110,359 SH   DFND 1 110,359 0 0
PHILIP MORRIS INTL INC COM 718172109   4,771,110 51,535 SH   DFND 2 51,535 0 0
PHILIP MORRIS INTL INC COM 718172109   51,156,097 552,561 SH   DFND 1 552,561 0 0
PINNACLE WEST CAP CORP COM 723484101   4,745,729 64,410 SH   DFND 1 64,410 0 0
PNC FINL SVCS GROUP INC COM 693475105   3,644,796 29,688 SH   DFND 2 29,688 0 0
PNM RES INC COM 69349H107   529,967 11,880 SH   DFND 2 11,880 0 0
POOL CORP COM 73278L105   4,821,238 13,539 SH   DFND 1 13,539 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   5,210,869 128,727 SH   DFND 1 128,727 0 0
POST HLDGS INC COM 737446104   19,720,200 230,000 SH   DFND 1 230,000 0 0
PPL CORP COM 69351T106   7,132,342 302,731 SH   DFND 1 302,731 0 0
PROCTER AND GAMBLE CO COM 742718109   28,296,840 194,000 SH   DFND 1 194,000 0 0
PROGRESSIVE CORP COM 743315103   5,630,367 40,419 SH   DFND 2 40,419 0 0
PVH CORPORATION COM 693656100   994,630 13,000 SH   DFND 1 13,000 0 0
QIAGEN NV SHS NEW N72482123   3,289,775 81,229 SH   DFND 2 81,229 0 0
QORVO INC COM 74736K101   2,449,569 25,658 SH   DFND 1 25,658 0 0
QUEST DIAGNOSTICS INC COM 74834L100   4,755,465 39,024 SH   DFND 2 39,024 0 0
REGENCY CTRS CORP COM 758849103   18,426,400 310,000 SH   DFND 1 310,000 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   4,128,000 240,000 SH Call DFND 2 240,000 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   8,027,437 40,559 SH   DFND 2 40,559 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   3,958,400 20,000 SH Put DFND 2 20,000 0 0
REVVITY INC COM 714046109   4,149,368 37,483 SH   DFND 2 37,483 0 0
RH COM 74967X103   925,260 3,500 SH   DFND 2 3,500 0 0
RH COM 74967X103   1,586,160 6,000 SH Call DFND 2 6,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   320,173 5,031 SH   DFND 2 5,031 0 0
ROCKET COS INC COM CL A 77311W101   301,654 36,877 SH   DFND 2 36,877 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,609,109 12,625 SH   DFND 1 12,625 0 0
ROIVANT SCIENCES LTD SHS G76279101   2,013,597 172,397 SH   DFND 2 172,397 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   2,082,000 25,000 SH   DFND 1 25,000 0 0
SAIA INC COM 78709Y105   2,352,832 5,902 SH   DFND 1 5,902 0 0
SALESFORCE INC COM 79466L302   6,302,402 31,080 SH   DFND 2 31,080 0 0
SCHWAB CHARLES CORP COM 808513105   2,086,200 38,000 SH Put DFND 2 38,000 0 0
SCHWAB CHARLES CORP COM 808513105   2,086,200 38,000 SH   DFND 2 38,000 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,086,813 38,559 SH   DFND 2 38,559 0 0
SCORPIO TANKERS INC SHS Y7542C130   3,247,200 60,000 SH   DFND 1 60,000 0 0
SEAGEN INC COM 81181C104   1,117,182 5,266 SH   DFND 2 5,266 0 0
SEAGEN INC COM 81181C104   3,712,625 17,500 SH Put DFND 2 17,500 0 0
SEALED AIR CORP NEW COM 81211K100   2,750,546 83,705 SH   DFND 1 83,705 0 0
SEMPRA COM 816851109   21,815,180 320,670 SH   DFND 1 320,670 0 0
SHERWIN WILLIAMS CO COM 824348106   3,175,628 12,451 SH   DFND 1 12,451 0 0
SILGAN HLDGS INC COM 827048109   1,514,713 35,136 SH   DFND 1 35,136 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   215,250 4,200 SH   DFND 2 4,200 0 0
SIMPLY GOOD FOODS CO COM 82900L102   4,889,068 141,630 SH   DFND 1 141,630 0 0
SMUCKER J M CO COM NEW 832696405   18,436,500 150,000 SH   DFND 1 150,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   336,002 5,631 SH   DFND 2 5,631 0 0
SONY GROUP CORP SPONSORED ADR 835699307   9,653,260 117,137 SH   DFND 2 117,137 0 0
SOUTHWEST AIRLS CO COM 844741108   4,044,529 149,410 SH   DFND 2 149,410 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   81,520,436 190,700 SH Put DFND 2 190,700 0 0
SPDR SER TR S&P REGL BKG 78464A698   4,665,542 111,696 SH   DFND 2 111,696 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   6,086,000 100,000 SH   DFND 1 100,000 0 0
SPIRE INC COM 84857L101   6,508,115 115,025 SH   DFND 1 115,025 0 0
SPLUNK INC COM 848637104   1,748,858 11,958 SH   DFND 2 11,958 0 0
SPX TECHNOLOGIES INC COM 78473E103   5,412,286 66,490 SH   DFND 1 66,490 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   2,448,855 56,739 SH   DFND 1 56,739 0 0
SUMMIT MATLS INC CL A 86614U100   1,245,600 40,000 SH   DFND 1 40,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101   3,740,000 400,000 SH   DFND 1 400,000 0 0
SYSCO CORP COM 871829107   12,645,405 191,452 SH   DFND 1 191,452 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,630,207 18,735 SH   DFND 2 18,735 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106   5,085,000 225,000 SH   DFND 1 225,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106   2,386,160 56,000 SH   DFND 1 56,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   2,081,597 31,592 SH   DFND 2 31,592 0 0
TEREX CORP NEW COM 880779103   2,304,800 40,000 SH   DFND 1 40,000 0 0
TJX COS INC NEW COM 872540109   3,110,800 35,000 SH   DFND 1 35,000 0 0
T-MOBILE US INC COM 872590104   6,762,454 48,286 SH   DFND 2 48,286 0 0
TOPBUILD CORP COM 89055F103   2,264,400 9,000 SH   DFND 1 9,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   533,910 21,739 SH   DFND 2 21,739 0 0
TREEHOUSE FOODS INC COM 89469A104   6,629,172 152,115 SH   DFND 1 152,115 0 0
TRI POINTE HOMES INC COM 87265H109   2,546,504 93,108 SH   DFND 1 93,108 0 0
TRICON RESIDENTIAL INC COM NPV 89612W102   4,625,000 625,000 SH   DFND 1 625,000 0 0
TRUIST FINL CORP COM 89832Q109   393,244 13,745 SH   DFND 2 13,745 0 0
TRUIST FINL CORP COM 89832Q109   2,288,800 80,000 SH Call DFND 2 80,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,449,250 75,000 SH   DFND 1 75,000 0 0
UDR INC COM 902653104   19,083,450 535,000 SH   DFND 1 535,000 0 0
UGI CORP NEW COM 902681105   8,677,739 377,293 SH   DFND 1 377,293 0 0
ULTA BEAUTY INC COM 90384S303   13,181,850 33,000 SH   DFND 1 33,000 0 0
UNITED RENTALS INC COM 911363109   6,668,550 15,000 SH   DFND 1 15,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   9,075,420 18,000 SH Call DFND 2 18,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,428,179 4,816 SH   DFND 2 4,816 0 0
URBAN EDGE PPTYS COM 91704F104   4,578,000 300,000 SH   DFND 1 300,000 0 0
URBAN OUTFITTERS INC COM 917047102   980,700 30,000 SH   DFND 1 30,000 0 0
V F CORP COM 918204108   1,795,979 101,640 SH   DFND 1 101,640 0 0
VALE S A SPONSORED ADS 91912E105   6,030,000 450,000 SH   DFND 2 450,000 0 0
VALE S A SPONSORED ADS 91912E105   105,515,620 7,874,300 SH Put DFND 2 7,874,300 0 0
VALE S A SPONSORED ADS 91912E105   60,180,740 4,491,100 SH Call DFND 2 4,491,100 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   4,036,500 150,000 SH   DFND 1 150,000 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742   9,236,933 99,130 SH   SOLE   99,130 0 0
VENTAS INC COM 92276F100   4,213,000 100,000 SH   DFND 1 100,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   3,701,345 10,644 SH   DFND 2 10,644 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,232,000 60,000 SH   DFND 1 60,000 0 0
VIATRIS INC COM 92556V106   5,916,000 600,000 SH Call DFND 2 600,000 0 0
VICI PPTYS INC COM 925652109   11,931,000 410,000 SH   DFND 1 410,000 0 0
VISA INC COM CL A 92826C839   15,995,586 69,543 SH   DFND 2 69,543 0 0
VMWARE INC CL A COM 928563402   5,125,586 30,788 SH   DFND 2 30,788 0 0
VMWARE INC CL A COM 928563402   5,310,712 31,900 SH Put DFND 2 31,900 0 0
VORNADO RLTY TR SH BEN INT 929042109   7,371,000 325,000 SH   DFND 1 325,000 0 0
VULCAN MATLS CO COM 929160109   4,646,460 23,000 SH   DFND 1 23,000 0 0
WATSCO INC COM 942622200   4,006,098 10,606 SH   DFND 1 10,606 0 0
WATSCO INC COM 942622200   2,908,444 7,700 SH   DFND 2 7,700 0 0
WELLS FARGO CO NEW COM 949746101   1,920,420 47,000 SH Call DFND 2 47,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   3,732,214 9,947 SH   DFND 2 9,947 0 0
WESTLAKE CORPORATION COM 960413102   267,791 2,148 SH   DFND 2 2,148 0 0
WESTROCK CO COM 96145D105   2,535,821 70,833 SH   DFND 2 70,833 0 0
WESTROCK CO COM 96145D105   2,864,000 80,000 SH   DFND 1 80,000 0 0
WHIRLPOOL CORP COM 963320106   1,871,800 14,000 SH   DFND 1 14,000 0 0
WP CAREY INC COM 92936U109   9,464,000 175,000 SH   DFND 1 175,000 0 0
WW INTL INC COM 98262P101   553,500 50,000 SH   DFND 1 50,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   6,189,060 89,000 SH   DFND 1 89,000 0 0
WYNN RESORTS LTD COM 983134107   4,620,500 50,000 SH   DFND 1 50,000 0 0
XCEL ENERGY INC COM 98389B100   31,971,789 558,752 SH   DFND 1 558,752 0 0