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
Expires:Oct 31, 2018
Estimated average burden
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABSCommon Stock00282410011,27295,420SH DFND1,2095,4200
ABBVIE INCCommon Stock00287Y10911,035102,300SH DFND1,20102,3000
ACTIVISION BLIZZARD INCCommon Stock00507V1095,00764,700SH DFND1,2064,7000
ADOBE SYSTEMS INCORPORATEDCommon Stock00724F1016,44811,200SH DFND1,2011,2000
ADVANCED ENERGY INDUSTRIESCommon Stock0079731002362,688SH DFND1,202,6880
AIR PRODUCT & CHEMICALS INCCommon Stock0091581062611,020SH DFND1,201,0200
ALASKA AIR GROUP INCCommon Stock0116591098,497145,000SH DFND1,20145,0000
ALIBABA GROUP HOLDINGS LTDEquity Option01609W1027,40350,000SHCallDFND1,2050,0000
ALCOA CORPCommon Stock0138721061,46830,000SH DFND1,2030,0000
ALPHABET INCCommon Stock02079K30528,33910,600SH DFND1,2010,6000
AMAZON COM INCCommon Stock02313510626,5378,078SH DFND1,208,0780
APTIV PLCCommon StockG6095L1096,52543,800SH DFND1,2043,8000
APPLE INCCommon Stock03783310036,025254,597SH DFND1,20254,5970
ARCOSA INCCommon Stock0396531003,24664,700SH DFND1,2064,7000
BALLARD POWER SYSTEMS INCCommon Stock05858610842230,000SH DFND1,2030,0000
BARRICK GOLD CORPCommon Stock0679011084,973275,500SH DFND1,20275,5000
BOEING COCommon Stock0970231057,52234,200SH DFND1,2034,2000
BRISTOL-MYERS SQUIBB COCommon Stock1101221089,165154,900SH DFND1,20154,9000
BROOKS AUTOMATION INCCommon Stock1143401023373,290SH DFND1,203,2900
BRUNSWICK CORPCommon Stock1170431091731,812SH DFND1,201,8120
CBRE GROUP INCCommon Stock12504L10914,828152,300SH DFND1,20152,3000
CADENCE DESIGN SYS INCCommon Stock1273871087,07246,700SH DFND1,2046,7000
CAESARS ENTERTAINMENT INCCommon Stock12769G1003092,754SH DFND1,202,7540
CERENCE INCCommon Stock1567271092,13422,200SH DFND1,2022,2000
CHENIERE ENERGY INCCommon Stock16411R2083,26233,400SH DFND1,2033,4000
CITRIX SYSTEMS INCCommon Stock1773761008,10675,500SH DFND1,2075,5000
CLARIVATE PLCCommon StockG218101095,118233,700SH DFND1,20233,7000
COGNIZANT TECH SOLUTIONS-ACommon Stock1924461026,27184,500SH DFND1,2084,5000
COGNYTE SOFTWARE LTDCommon StockM25133105663,219SH DFND1,203,2190
DEERE & COCommon Stock2441991057,07021,100SH DFND1,2021,1000
DOLLAR TREE INCCommon Stock2567461086,70270,020SH DFND1,2070,0200
EOG RESOURCES INCCommon Stock26875P10117,571218,900SH DFND1,20218,9000
EQUINIX INCCommon Stock29444U7009,00711,400SH DFND1,2011,4000
FACEBOOK INCCommon Stock30303M10214,52642,800SH DFND1,2042,8000
FEDEX CORPCommon Stock31428X10689407SH DFND1,204070
FISERV INCCommon Stock3377381086,05455,800SH DFND1,2055,8000
FREEPORT-MCMORAN INC.Common Stock35671D8578,481260,710SH DFND1,20260,7100
FERRARI NVCommon StockN3167Y1035,26425,100SH DFND1,2025,1000
FIVERR INTERNATIONAL LTDCommon StockM4R82T1065,77031,587SH DFND1,2031,5870
GENERAC HOLDINGS INCCommon Stock368736104119292SH DFND1,202920
GENERAL MTRS COCommon Stock37045V1008,502161,300SH DFND1,20161,3000
GLOBAL X FDSGlobal X Uranium37954Y8711,42760,000SH DFND1,2060,0000
GOLDMAN SACHS GROUP INCCommon Stock38141G104110291SH DFND1,202910
HONEYWELL INTL INCCommon Stock4385161065,75327,100SH DFND1,2027,1000
IPG PHOTONICS CORPCommon Stock44980X1095,98837,800SH DFND1,2037,8000
INGERSOLL RAND INCCommon Stock45687V1069,185182,200SH DFND1,20182,2000
INTUITCommon Stock4612021038,68616,100SH DFND1,2016,1000
INVITAE CORPCommon Stock46185L1031,08038,000SH DFND1,2038,0000
IQVIA HOLDINGS INCCommon Stock46266C1053,66515,300SH DFND1,2015,3000
ISHARES CORES&P 500 ETF46428720017,41540,422SH DFND1,2040,4220
ISHARES TRRussell 1000 US46428759817,396111,150SH DFND1,20111,1500
JPMORGAN CHASE & COCommon Stock46625H10017,580107,400SH DFND1,20107,4000
KEYSIGHT TECHNOLOGIES INCCommon Stock49338L10358354SH DFND1,203540
KNOWBE4 INCCommon Stock49926T1041014,607SH DFND1,204,6070
LAUDER ESTEE COS INCCommon Stock51843910420,84569,500SH DFND1,2069,5000
LULULEMON ATHLETICA INCCommon Stock550021109189467SH DFND1,204670
MARVELL TECHNOLOGY GROUP LTDCommon Stock57387410410,832179,607SH DFND1,20179,6070
MCDONALDS CORPCommon Stock58013510110,12742,000SH DFND1,2042,0000
MERCK & CO INCCommon Stock58933Y1058,502113,200SH DFND1,20113,2000
MICROSOFT CORPCommon Stock59491810435,776126,900SH DFND1,20126,9000
MOODYS CORPCommon Stock61536910513,42337,800SH DFND1,2037,8000
MP MATERIALS CORPCommon Stock5533681017,007217,400SH DFND1,20217,4000
NABORS INDUSTRIES LTDCommon StockG6359F1371541,600SH DFND1,201,6000
NCINO INCCommon Stock63947U1076,35789,500SH DFND1,2089,5000
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP, INC.ADR6475811071,453708,900SH DFND1,20708,9000
NRG ENERGY INCCommon Stock62937750813,388327,900SH DFND1,20327,9000
NEXTERA ENERGY INCCommon Stock65339F10111,935152,000SH DFND1,20152,0000
NVIDIA CORPORATIONCommon Stock67066G10411,53555,680SH DFND1,2055,6800
OCCIDENTAL PETE CORPCommon Stock67459910559220,000SH DFND1,2020,0000
OCCIDENTAL PETE CORPWarrant674599162151,249SH DFND1,201,2490
OKTA INCCommon Stock679295105224942SH DFND1,209420
ORGANON & CO-W/ICommon Stock68622V10637011,280SH DFND1,2011,2800
PAYPAL HLDGS INCCommon Stock70450Y1037,02627,000SH DFND1,2027,0000
PINTEREST INCCommon Stock72352L1065,829114,400SH DFND1,20114,4000
RAYTHEON TECHNOLOGIESCommon Stock75513E1019,559111,200SH DFND1,20111,2000
ROCKWELL AUTOMATION INCCommon Stock7739031091,1764,000SH DFND1,204,0000
ROYAL CARIBBEAN GROUPCommon StockV7780T1037,88188,600SH DFND1,2088,6000
S&P GLOBAL INCCommon Stock78409V1048,37019,700SH DFND1,2019,7000
SABRE CORPCommon Stock78573M1048,863748,600SH DFND1,20748,6000
SALESFORCE.COM INCCommon Stock79466L302126463SH DFND1,204630
SCULPTOR CAPITAL MANAGEMENTCommon Stock811246107582,073SH DFND1,202,0730
SEA LTDADR81141R1003,84415,234SH DFND1,2015,2340
SERVICENOW INCCommon Stock81762P1027,52912,100SH DFND1,2012,1000
SHERWIN WILLIAMS CO.Common Stock82434810611,21740,100SH DFND1,2040,1000
SKYWORKS SOLUTIONS INCCommon Stock83088M1029896,000SH DFND1,206,0000
SNOWFLAKE INC.Common Stock8334451099983,300SH DFND1,203,3000
Sociedad quimica y Minera ChilADR83363510586016,000SH DFND1,2016,0000
SPLUNK INCCommon Stock8486371043,52824,379SH DFND1,2024,3790
STARBUCKS CORPCommon Stock85524410912,656114,735SH DFND1,20114,7350
STMICROELECTRONICS N.V.Common Stock8610121021,91143,800SH DFND1,2043,8000
T-MOBILE US INCCommon Stock8725901044,47835,050SH DFND1,2035,0500
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDADR8740391002282,041SH DFND1,202,0410
THERMO FISHER SCIENTIFIC INCCommon Stock88355610213,08322,900SH DFND1,2022,9000
UNITY SOFTWARE INCCommon Stock91332U1019,25473,300SH DFND1,2073,3000
UNUM GROUPCommon Stock91529Y1068,077322,300SH DFND1,20322,3000
VANECK VECTORS ETF TRUSTGOLD MINERS ETF92189F1063,536120,000SH DFND1,20120,0000
VANECK VECTORS ETF TRUSTOIL SVCS RTF92189H6074932,250SH DFND1,202,2500
VANECK VECTORS ETF TRUSTRARE EARTH/ST92189H8052,58024,999SH DFND1,2024,9990
VERINT SYSTEMS INCCommon Stock92343X100881,972SH DFND1,201,9720
VERISK ANALYTICS INCCommon Stock92345Y1069,69348,400SH DFND1,2048,4000
VERTEX PHARMACEUTICALS INCEquity Option92532F1005,80432,000SHCallDFND1,2032,0000
VERTIV HOLDINGS COCommon Stock92537N1087,278302,128SH DFND1,20302,1280
VIACOMCBS INCCommon Stock92556H2063,19680,900SH DFND1,2080,9000
VISA INCCommon Stock92826C8395,79626,020SH DFND1,2026,0200
VMWARE INC-CLASSCommon Stock9285634026,03740,600SH DFND1,2040,6000
WALMART INCCommon Stock93114210311,40181,800SH DFND1,2081,8000
WELLS FARGO & COCommon Stock94974610120,374439,000SH DFND1,20439,0000
XPO LOGISTICS INCCommon Stock9837931003394,263SH DFND1,204,2630
XOMETRY INCCommon Stock98423F1091602,780SH DFND1,202,7800