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
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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
Abbott Laboratories Common Stock 002824100   1,131,100 10,000 SH   DFND   0 10,000 0
AbbVie Inc. Common Stock 00287Y109   1,279,440 7,200 SH   DFND   0 7,200 0
Advanced Micro Devices, Inc. Common Stock 007903107   1,328,690 11,000 SH   DFND   0 11,000 0
AeroVironment, Inc. Common Stock 008073108   1,415,788 9,200 SH   DFND   0 9,200 0
Alcoa Corporation Common Stock 013872106   1,889,000 50,000 SH   DFND   0 50,000 0
Alphabet Inc. Class A Common Stock 02079K305   6,795,870 35,900 SH   DFND   0 35,900 0
Amazon.com, Inc. Common Stock 023135106   5,791,896 26,400 SH   DFND   0 26,400 0
Apple Inc. Common Stock 037833100   13,773,100 55,000 SH   DFND   0 55,000 0
Arcosa, Inc. Common Stock 039653100   1,431,752 14,800 SH   DFND   0 14,800 0
Arista Networks, Inc. Common Stock 040413106   3,183,264 28,800 SH   DFND   0 28,800 0
ATI Inc. Common Stock 01741R102   159,616 2,900 SH   DFND   0 2,900 0
Autodesk, Inc. Call 052769906   4,729,120 16,000 SH Call DFND   0 16,000 0
Avantor, Inc. Common Stock 05352A100   859,656 40,800 SH   DFND   0 40,800 0
Axon Enterprise, Inc. Common Stock 05464C101   1,366,936 2,300 SH   DFND   0 2,300 0
Baker Hughes Company Class A Common Stock 05722G100   1,927,940 47,000 SH   DFND   0 47,000 0
Ballard Power Systems, Inc. Common Shares 058586108   49,800 30,000 SH   DFND   0 30,000 0
Barrick Gold Corporation Common Stock 067901108   3,225,550 208,100 SH   DFND   0 208,100 0
BellRing Brands, Inc Common Stock 07831C103   1,160,236 15,400 SH   DFND   0 15,400 0
Broadcom Inc. Common Stock 11135F101   4,173,120 18,000 SH   DFND   0 18,000 0
BWX Technologies, Inc. Common Stock 05605H100   1,314,402 11,800 SH   DFND   0 11,800 0
Cadence Design Systems, Inc. Common Shares 127387108   1,442,208 4,800 SH   DFND   0 4,800 0
CCC Intelligent Solutions Holdings Inc. Common Stock 12510Q100   1,504,959 128,300 SH   DFND   0 128,300 0
Cheniere Energy, Inc. Common Stock 16411R208   3,437,920 16,000 SH   DFND   0 16,000 0
Chevron Corporation Call 166764900   4,345,200 30,000 SH Call DFND   0 30,000 0
Constellation Brands, Inc. Class A Common Stock 21036P108   3,355,650 15,000 SH   DFND   0 15,000 0
Curtiss-Wright Corporation Common Stock 231561101   1,987,272 5,600 SH   DFND   0 5,600 0
Dell Technologies Inc. Class C Common Stock 24703L202   1,843,840 16,000 SH   DFND   0 16,000 0
DexCom, Inc. Call 252131907   3,888,500 50,000 SH Call DFND   0 50,000 0
e.l.f. Beauty, Inc. Common Stock 26856L103   3,402,405 27,100 SH   DFND   0 27,100 0
e.l.f. Beauty, Inc. Call 26856L903   2,511,000 20,000 SH Call DFND   0 20,000 0
Equinix, Inc. Common Stock 29444U700   754,312 800 SH   DFND   0 800 0
Fair Isaac Corporation Common Stock 303250104   2,787,302 1,400 SH   DFND   0 1,400 0
Ferrari N.V. Common Shares N3167Y103   12,745,200 30,000 SH   DFND   0 30,000 0
First Citizens BancShares, Inc. Class A Common Stock 31946M103   2,113,020 1,000 SH   DFND   0 1,000 0
Fiserv, Inc. Common Stock 337738108   801,138 3,900 SH   DFND   0 3,900 0
Flowserve Corporation Common Stock 34354P105   3,456,952 60,100 SH   DFND   0 60,100 0
Freeport-McMoRan, Inc. Common Stock 35671D857   1,142,400 30,000 SH   DFND   0 30,000 0
FTAI Aviation Ltd. Ordinary shares G3730V105   1,440,400 10,000 SH   DFND   0 10,000 0
GE Aerospace Common stock 369604301   1,017,419 6,100 SH   DFND   0 6,100 0
Global X Uranium Exchange Traded Products 37954Y871   1,874,600 70,000 SH   DFND   0 70,000 0
Golar LNG Limited Common Shares G9456A100   2,116,000 50,000 SH   DFND   0 50,000 0
HubSpot, Inc. Call 443573900   2,787,080 4,000 SH Call DFND   0 4,000 0
Illumina, Inc. Common Stock 452327109   1,603,560 12,000 SH   DFND   0 12,000 0
Ingersoll Rand Inc. Common Stock 45687V106   2,270,546 25,100 SH   DFND   0 25,100 0
Intuit Inc. Common Stock 461202103   691,350 1,100 SH   DFND   0 1,100 0
JPMorgan Chase & Co Common Stock 46625H100   1,821,796 7,600 SH   DFND   0 7,600 0
Marvell Technology, Inc. Common Stock 573874104   1,336,445 12,100 SH   DFND   0 12,100 0
MasTec, Inc. Call 576323909   2,042,100 15,000 SH Call DFND   0 15,000 0
Merck & Company, Inc. Common Stock 58933Y105   805,788 8,100 SH   DFND   0 8,100 0
Meta Platforms, Inc. Class A Common Stock 30303M102   8,372,793 14,300 SH   DFND   0 14,300 0
MetLife, Inc. Common Stock 59156R108   1,056,252 12,900 SH   DFND   0 12,900 0
Microsoft Corporation Common Stock 594918104   7,502,700 17,800 SH   DFND   0 17,800 0
Motorola Solutions, Inc. Common Stock 620076307   6,471,220 14,000 SH   DFND   0 14,000 0
NVIDIA Corporation Common Stock 67066G104   14,973,335 111,500 SH   DFND   0 111,500 0
NVR, Inc. Common Stock 62944T105   2,453,670 300 SH   DFND   0 300 0
Occidental Petroleum Corporation Warrant 674599162   61,713 1,249 SH   DFND   0 1,249 0
Owens Corning Common Stock 690742101   1,532,880 9,000 SH   DFND   0 9,000 0
Palo Alto Networks, Inc. Common Stock 697435105   2,583,832 14,200 SH   DFND   0 14,200 0
Pan American Silver Corp. Common Stock 697900108   604,578 29,900 SH   DFND   0 29,900 0
Pure Storage, Inc. Class A Common Stock 74624M102   1,443,605 23,500 SH   DFND   0 23,500 0
Quanta Services, Inc. Common Stock 74762E102   1,675,065 5,300 SH   DFND   0 5,300 0
RTX Corporation Common Stock 75513E101   5,323,120 46,000 SH   DFND   0 46,000 0
ServiceNow, Inc. Common Stock 81762P102   848,096 800 SH   DFND   0 800 0
Targa Resources Corp. Common Stock 87612G101   3,962,700 22,200 SH   DFND   0 22,200 0
Tesla, Inc. Common Stock 88160R101   2,544,192 6,300 SH   DFND   0 6,300 0
The Estee Lauder Companies Inc. Class A Common Stock 518439104   629,832 8,400 SH   DFND   0 8,400 0
The Progressive Corporation Common Shares 743315103   1,317,855 5,500 SH   DFND   0 5,500 0
The Williams Companies, Inc. Call 969457900   5,412,000 100,000 SH Call DFND   0 100,000 0
Thermo Fisher Scientific Inc. Common Stock 883556102   832,368 1,600 SH   DFND   0 1,600 0
T-Mobile US, Inc. Common Stock 872590104   1,655,475 7,500 SH   DFND   0 7,500 0
Trane Technologies plc Ordinary Shares G8994E103   1,662,075 4,500 SH   DFND   0 4,500 0
Truist Financial Corporation Common Stock 89832Q109   5,066,784 116,800 SH   DFND   0 116,800 0
VanEck Gold Miners ETF Exchange Traded Products 92189F106   4,747,400 140,000 SH   DFND   0 140,000 0
VanEck Junior Gold Miners ETF Exchange Traded Products 92189F791   3,847,500 90,000 SH   DFND   0 90,000 0
Vaneck Rare Earth/Strategic Metals ETF Exchange Traded Products 92189H805   1,166,360 29,899 SH   DFND   0 29,899 0
Vertex Pharmaceuticals Incorporated Common Stock 92532F100   2,577,280 6,400 SH   DFND   0 6,400 0
Vertiv Holdings Co Class A Common Stock 92537N108   4,817,064 42,400 SH   DFND   0 42,400 0
Visa Inc. Class A Common Stock 92826C839   632,080 2,000 SH   DFND   0 2,000 0
Walmart Inc. Common Stock 931142103   1,761,825 19,500 SH   DFND   0 19,500 0
Watsco, Inc. Common stock 942622200   1,421,670 3,000 SH   DFND   0 3,000 0
Wells Fargo & Company Common Stock 949746101   2,191,488 31,200 SH   DFND   0 31,200 0