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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
23ANDME HOLDING CO Class A Common Stock 90138Q108 471 123,000 SH   DFND 1,2 0 123,000 0
ABBOTT LABORATORIES Common Stock 002824100 7,814 66,020 SH   DFND 1,2 0 66,020 0
ABBVIE INC Common Stock 00287Y109 11,477 70,800 SH   DFND 1,2 0 70,800 0
ACCENTURE PLC Class A Common Stock G1151C101 4,182 12,400 SH   DFND 1,2 0 12,400 0
ADOBE SYSTEMS INCORPORATED Common Stock 00724F101 3,463 7,600 SH   DFND 1,2 0 7,600 0
AIR PRODUCT & CHEMICALS INC Common Stock 009158106 6,520 26,091 SH   DFND 1,2 0 26,091 0
ALASKA AIR GROUP INC Common Stock 011659109 5,842 100,700 SH   DFND 1,2 0 100,700 0
ALCOA CORP Common Stock 013872106 2,701 30,000 SH   DFND 1,2 0 30,000 0
ALLEGHENY TECHNOLOGIES INC Common Stock 01741R102 183 6,828 SH   DFND 1,2 0 6,828 0
ALPHABET INC Class A Common Stock 02079K305 20,304 7,300 SH   DFND 1,2 0 7,300 0
AMAZON COM INC Common Stock 023135106 20,072 6,157 SH   DFND 1,2 0 6,157 0
AMBARELLA INC Common Stock G037AX101 567 5,400 SH   DFND 1,2 0 5,400 0
AMERICAN TOWER CORP Common Stock 03027X100 1,507 6,000 SH   DFND 1,2 0 6,000 0
APPLE COMPUTER INC Common Stock 037833100 30,644 175,500 SH   DFND 1,2 0 175,500 0
APTIV PLC Common Stock G6095L109 3,627 30,300 SH   DFND 1,2 0 30,300 0
ARCONIC CORP Common Stock 03966V107 692 27,000 SH   DFND 1,2 0 27,000 0
ARCOSA INC Common Stock 039653100 3,429 59,900 SH   DFND 1,2 0 59,900 0
AUTODESK INC Common Stock 052769106 113 529 SH   DFND 1,2 0 529 0
BALLARD POWER SYSTEMS INC Common Stock 058586108 349 30,000 SH   DFND 1,2 0 30,000 0
BARRICK GOLD CORP Common Stock 067901108 11,046 450,300 SH   DFND 1,2 0 450,300 0
BOEING CO Common Stock 097023105 9,173 47,900 SH   DFND 1,2 0 47,900 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108 7,843 107,400 SH   DFND 1,2 0 107,400 0
BRUNSWICK CORP Common Stock 117043109 147 1,812 SH   DFND 1,2 0 1,812 0
CADENCE DESIGN SYS INC Common Stock 127387108 7,746 47,100 SH   DFND 1,2 0 47,100 0
CAESARS ENTERTAINMENT INC Common Stock 12769G100 213 2,754 SH   DFND 1,2 0 2,754 0
CBRE GROUP INC Class A Common Stock 12504L109 9,665 105,600 SH   DFND 1,2 0 105,600 0
CERENCE INC Common Stock 156727109 1,603 44,400 SH   DFND 1,2 0 44,400 0
CF INDUSTRIES HOLDING INC Common Stock 125269100 424 4,110 SH   DFND 1,2 0 4,110 0
CHENIERE ENERGY INC Common Stock 16411R208 11,979 86,400 SH   DFND 1,2 0 86,400 0
CLOUDFLARE INC Class A Common Stock 18915M107 7,050 58,900 SH   DFND 1,2 0 58,900 0
COGNIZANT TECH SOLUTIONS Class A Common Stock 192446102 5,299 59,100 SH   DFND 1,2 0 59,100 0
CROCS INC Common Stock 227046109 256 3,352 SH   DFND 1,2 0 3,352 0
DEERE & CO Common Stock 244199105 6,024 14,500 SH   DFND 1,2 0 14,500 0
DOLLAR TREE INC Common Stock 256746108 7,738 48,320 SH   DFND 1,2 0 48,320 0
DUCK CREEK TECHNOLOGIES INC Common Stock 264120106 199 9,000 SH   DFND 1,2 0 9,000 0
ELASTIC NV Common Stock N14506104 129 1,453 SH   DFND 1,2 0 1,453 0
ENETI INC Common Stock Y2294C107 72 11,296 SH   DFND 1,2 0 11,296 0
ENPHASE ENERGY INC Common Stock 29355A107 908 4,500 SH   DFND 1,2 0 4,500 0
EOG RESOURCES INC Common Stock 26875P101 24,275 203,600 SH   DFND 1,2 0 203,600 0
EQUINIX INC Common Stock 29444U700 5,785 7,800 SH   DFND 1,2 0 7,800 0
ESTEE LAUDER COMPANIES Class A Common Stock 518439104 17,183 63,100 SH   DFND 1,2 0 63,100 0
FAIR ISAAC CORP Common Stock 303250104 1,399 3,000 SH   DFND 1,2 0 3,000 0
FEDEX CORP Common Stock 31428X106 94 407 SH   DFND 1,2 0 407 0
FERRARI NV Common Stock N3167Y103 6,063 27,800 SH   DFND 1,2 0 27,800 0
FINANCIAL SELECT SECTOR SPDR Common Stock 81369Y605 325 8,487 SH   DFND 1,2 0 8,487 0
FISERV INC Common Stock 337738108 3,914 38,600 SH   DFND 1,2 0 38,600 0
FIVERR INTERNATIONAL LTD Common Stock M4R82T106 128 1,687 SH   DFND 1,2 0 1,687 0
FREEPORT-MCMORAN INC. Common Stock 35671D857 11,923 239,700 SH   DFND 1,2 0 239,700 0
GENERAC HOLDINGS INC Common Stock 368736104 221 745 SH   DFND 1,2 0 745 0
GLOBAL X FDS Global X Uranium 37954Y871 1,308 50,000 SH   DFND 1,2 0 50,000 0
GOLDMAN SACHS GROUP INC Common Stock 38141G104 198 601 SH   DFND 1,2 0 601 0
GXO LOGISTICS INC Common Stock 36262G101 635 8,907 SH   DFND 1,2 0 8,907 0
HEXCEL CORP Common Stock 428291108 981 16,500 SH   DFND 1,2 0 16,500 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106 3,639 18,700 SH   DFND 1,2 0 18,700 0
INGERSOLL-RAND INC Common Stock 45687V106 6,359 126,300 SH   DFND 1,2 0 126,300 0
INTUIT Common Stock 461202103 5,337 11,100 SH   DFND 1,2 0 11,100 0
INVITAE CORP Common Stock 46266C105 303 38,000 SH   DFND 1,2 0 38,000 0
IQVIA HOLDINGS INC Common Stock 464287200 2,451 10,600 SH   DFND 1,2 0 10,600 0
ISHARES CORE S&P 500 ETF 464287200 1,592 3,510 SH   DFND 1,2 0 3,510 0
JPMORGAN CHASE & CO Common Stock 46625H100 10,142 74,400 SH   DFND 1,2 0 74,400 0
KEYSIGHT TECHNOLOGIES INC Common Stock 49338L103 727 4,600 SH   DFND 1,2 0 4,600 0
KNOWBE4 INC Class A Common Stock 49926T104 337 14,648 SH   DFND 1,2 0 14,648 0
LEMONADE INC Common Stock 52567D107 427 16,200 SH   DFND 1,2 0 16,200 0
LIVENT CORP Common Stock 53814L108 313 12,000 SH   DFND 1,2 0 12,000 0
LOGITECH INTERNATIONAL SA Ordinary Shares H50430232 531 7,200 SH   DFND 1,2 0 7,200 0
MARVELL TECHNOLOGY GROUP LTD Common Stock 573874104 8,872 123,717 SH   DFND 1,2 0 123,717 0
MAXCYTE INC Common Stock 57777K106 68 9,729 SH   DFND 1,2 0 9,729 0
MC DONALD'S Common Stock 580135101 7,171 29,000 SH   DFND 1,2 0 29,000 0
MERCK & CO INC Common Stock 58933Y105 6,433 78,400 SH   DFND 1,2 0 78,400 0
META PLATFORMS INC. Common Stock 30303M102 11,229 50,500 SH   DFND 1,2 0 50,500 0
MICROSOFT CORP Common Stock 594918104 27,304 88,561 SH   DFND 1,2 0 88,561 0
MOLSON COORS BREWING CO Class A Common Stock 60871R209 5,258 98,500 SH   DFND 1,2 0 98,500 0
MOODYS CORP Common Stock 615369105 8,806 26,100 SH   DFND 1,2 0 26,100 0
MP MATERIALS CORP Common Stock 553368101 11,554 201,500 SH   DFND 1,2 0 201,500 0
NABORS INDUSTRIES LTD Common Stock G6359F137 244 1,600 SH   DFND 1,2 0 1,600 0
NCINO INC Common Stock 63947U107 2,545 62,100 SH   DFND 1,2 0 62,100 0
NETFLIX INC Common Stock 64110L106 4,645 12,400 SH   DFND 1,2 0 12,400 0
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP, INC. ADR 647581107 921 801,000 SH   DFND 1,2 0 801,000 0
NEXTERA ENERGY INC Common Stock 65339F101 11,910 140,600 SH   DFND 1,2 0 140,600 0
NOKIA CORP ADR 654902204 549 100,500 SH   DFND 1,2 0 100,500 0
NRG ENERGY INC Common Stock 629377508 11,642 303,500 SH   DFND 1,2 0 303,500 0
NUTRIEN LTD Common Stock 67077M108 474 4,560 SH   DFND 1,2 0 4,560 0
NVENT ELECTRIC PLC-W/I Common Stock G6700G107 668 19,200 SH   DFND 1,2 0 19,200 0
NVIDIA CORPORATION Common Stock 67066G104 10,500 38,480 SH   DFND 1,2 0 38,480 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105 567 10,000 SH   DFND 1,2 0 10,000 0
OCCIDENTAL PETROLEUM CORP Warrant 674599162 44 1,249 SH   DFND 1,2 0 1,249 0
OKTA INC Common Stock 679295105 213 1,411 SH   DFND 1,2 0 1,411 0
ORGANON & CO-W/I Common Stock 68622V106 5,473 156,680 SH   DFND 1,2 0 156,680 0
PALO ALTO NETWORKS INC Common Stock 697435105 7,719 12,400 SH   DFND 1,2 0 12,400 0
PAN AMERICAN SILVER CORP Common Stock 697900108 7,958 291,500 SH   DFND 1,2 0 291,500 0
PAYPAL HLDGS INC Common Stock 70450Y103 6,695 57,890 SH   DFND 1,2 0 57,890 0
PAYSAFE LTD Common Stock G6964L107 478 141,000 SH   DFND 1,2 0 141,000 0
PINTEREST INC Class A Common Stock 72352L106 8,820 358,400 SH   DFND 1,2 0 358,400 0
PLUG POWER INC Common Stock 72919P202 572 20,000 SH   DFND 1,2 0 20,000 0
PUBMATIC INC-CLASS A Common Stock 74467Q103 1,349 51,645 SH   DFND 1,2 0 51,645 0
RAYMOND JAMES FINANCIAL INC Common Stock 754730109 5,023 45,700 SH   DFND 1,2 0 45,700 0
RAYTHEON TECHNOLOGIES Common Stock 75513E101 10,204 103,000 SH   DFND 1,2 0 103,000 0
ROCKWELL AUTOMATION INC Common Stock 773903109 1,670 5,965 SH   DFND 1,2 0 5,965 0
ROYAL CARIBBEAN CRUISES LTD Common Stock V7780T103 5,144 61,400 SH   DFND 1,2 0 61,400 0
S&P GLOBAL INC Common Stock 78409V104 5,578 13,600 SH   DFND 1,2 0 13,600 0
SABRE CORP Common Stock 78573M104 5,947 520,288 SH   DFND 1,2 0 520,288 0
SALESFORCE.COM INC Common Stock 79466L302 191 898 SH   DFND 1,2 0 898 0
SEA LTD ADR 81141R100 7,623 63,634 SH   DFND 1,2 0 63,634 0
SERVICENOW INC Common Stock 81762P102 4,622 8,300 SH   DFND 1,2 0 8,300 0
SHERWIN WILLIAMS CO. Common Stock 824348106 6,914 27,700 SH   DFND 1,2 0 27,700 0
SILVERGATE CAPITAL CORP-CL A Common Stock 82837P408 734 4,877 SH   DFND 1,2 0 4,877 0
SKYWORKS SOLUTIONS INC Common Stock 83088M102 800 6,000 SH   DFND 1,2 0 6,000 0
SMARTSHEET INC Class A Common Stock 83200N103 87 1,591 SH   DFND 1,2 0 1,591 0
SNOWFLAKE INC. Class A Common Stock 833445109 756 3,300 SH   DFND 1,2 0 3,300 0
Sociedad quimica y Minera Chil ADR 833635105 1,370 16,000 SH   DFND 1,2 0 16,000 0
SPLUNK INC Common Stock 848637104 7,757 52,200 SH   DFND 1,2 0 52,200 0
STARBUCKS CORP Common Stock 855244109 7,161 78,720 SH   DFND 1,2 0 78,720 0
STELLANTIS NV Common Stock N82405106 3,965 243,700 SH   DFND 1,2 0 243,700 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 874039100 213 2,041 SH   DFND 1,2 0 2,041 0
TASKUS INC Class A Common Stock 87652V109 274 7,125 SH   DFND 1,2 0 7,125 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102 9,332 15,800 SH   DFND 1,2 0 15,800 0
T-MOBILE US INC Common Stock 872590104 2,747 21,400 SH   DFND 1,2 0 21,400 0
UNITY SOFTWARE INC Common Stock 91332U101 7,222 72,800 SH   DFND 1,2 0 72,800 0
UNUM GROUP Common Stock 91529Y106 7,058 224,000 SH   DFND 1,2 0 224,000 0
UPSTART HOLDINGS INC Common Stock 91680M107 115 1,050 SH   DFND 1,2 0 1,050 0
VANECK VECTORS ETF TRUST GOLD MINERS ETF 92189F106 4,602 120,000 SH   DFND 1,2 0 120,000 0
VANECK VECTORS ETF TRUST OIL SVCS RTF 92189H607 636 2,250 SH   DFND 1,2 0 2,250 0
VANECK VECTORS ETF TRUST RARE EARTH/ST 92189H805 2,957 24,999 SH   DFND 1,2 0 24,999 0
VERINT SYSTEMS INC Common Stock 92343X100 186 3,595 SH   DFND 1,2 0 3,595 0
VERISK ANALYTICS INC Common Stock 92345Y106 7,169 33,400 SH   DFND 1,2 0 33,400 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100 5,741 22,000 SH   DFND 1,2 0 22,000 0
VERTIV HOLDINGS CO Common Stock 92537N108 6,749 482,036 SH   DFND 1,2 0 482,036 0
VISA INC Class A Common Stock 92826C839 3,974 17,920 SH   DFND 1,2 0 17,920 0
VMWARE INC Class A Common Stock 928563402 3,223 28,300 SH   DFND 1,2 0 28,300 0
WAL-MART STORES INC Common Stock 931142103 8,429 56,600 SH   DFND 1,2 0 56,600 0
WALT DISNEY CO. Common Stock 254687106 4,650 33,900 SH   DFND 1,2 0 33,900 0
WELLS FARGO & CO Common Stock 949746101 14,756 304,500 SH   DFND 1,2 0 304,500 0
XOMETRY INC Class A Common Stock 98423F109 286 7,776 SH   DFND 1,2 0 7,776 0
ZSCALER INC Common Stock 98980G102 7,721 32,000 SH   DFND 1,2 0 32,000 0