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
ABBOTT LABORATORIES Common Stock 002824100   6,732,323 61,320 SH   DFND   0 61,320 0
ABBVIE INC Common Stock 00287Y109   10,633,938 65,800 SH   DFND   0 65,800 0
ADOBE INC Common Stock 00724F101   2,355,710 7,000 SH   DFND   0 7,000 0
AIR PRODUCT & CHEMICALS INC Common Stock 009158106   6,041,896 19,600 SH   DFND   0 19,600 0
ALASKA AIR GROUP INC Common Stock 011659109   4,027,772 93,800 SH   DFND   0 93,800 0
ALCOA CORP Common Stock 013872106   2,273,500 50,000 SH   DFND   0 50,000 0
ALIBABA GROUP HOLDING-SP ADR 01609W102   24,049,627 273,012 SH   DFND   0 273,012 0
ALLEGHENY TECHNOLOGIES INC Common Stock 01741R102   797,262 26,700 SH   DFND   0 26,700 0
ALPHABET INC Class A Common Stock 02079K305   11,902,227 134,900 SH   DFND   0 134,900 0
AMAZON COM INC Common Stock 023135106   7,887,600 93,900 SH   DFND   0 93,900 0
AMBARELLA INC Common Stock G037AX101   444,042 5,400 SH   DFND   0 5,400 0
AMERICAN TOWER CORP Common Stock 03027X100   1,271,160 6,000 SH   DFND   0 6,000 0
APPLE COMPUTER INC Common Stock 037833100   21,217,569 163,300 SH   DFND   0 163,300 0
ARCONIC CORP Common Stock 03966V107   571,320 27,000 SH   DFND   0 27,000 0
ARCOSA INC Common Stock 039653100   3,021,304 55,600 SH   DFND   0 55,600 0
BAIDU INC - SPON ADR Common Stock 056752108   4,895,464 42,800 SH   DFND   0 42,800 0
BAKER HUGHES CO Common Stock 05722G100   7,943,570 269,000 SH   DFND   0 269,000 0
BALLARD POWER SYSTEMS INC Common Stock 058586108   239,500 50,000 SH   DFND   0 50,000 0
BARRICK GOLD CORP Common Stock 067901108   7,279,166 423,700 SH   DFND   0 423,700 0
BRISTOL-MYERS SQUIBB CO Common Stock 110122108   7,173,415 99,700 SH   DFND   0 99,700 0
CADENCE DESIGN SYS INC Common Stock 127387108   7,052,096 43,900 SH   DFND   0 43,900 0
CBRE GROUP INC Class A Common Stock 12504L109   7,549,776 98,100 SH   DFND   0 98,100 0
CF INDUSTRIES HOLDING INC Common Stock 125269100   19,962,360 234,300 SH   DFND   0 234,300 0
CHEGG INC Common Stock 163092109   3,621,191 143,300 SH   DFND   0 143,300 0
CHENIERE ENERGY INC Common Stock 16411R208   21,714,208 144,800 SH   DFND   0 144,800 0
COGNIZANT TECH SOLUTIONS Class A Common Stock 192446102   3,168,326 55,400 SH   DFND   0 55,400 0
DEERE & CO Common Stock 244199105   5,745,384 13,400 SH   DFND   0 13,400 0
DEXCOM INC Common Stock 252131107   14,834,440 131,000 SH   DFND   0 131,000 0
DOLLAR TREE INC Common Stock 256746108   6,353,485 44,920 SH   DFND   0 44,920 0
ENPHASE ENERGY INC Common Stock 29355A107   1,192,320 4,500 SH   DFND   0 4,500 0
EOG RESOURCES INC Common Stock 26875P101   24,518,136 189,300 SH   DFND   0 189,300 0
EQUINIX INC Common Stock 29444U700   4,716,216 7,200 SH   DFND   0 7,200 0
ESTEE LAUDER COMPANIES Class A Common Stock 518439104   24,786,189 99,900 SH   DFND   0 99,900 0
FAIR ISAAC CORP Common Stock 303250104   1,795,740 3,000 SH   DFND   0 3,000 0
FISERV INC Common Stock 337738108   3,618,306 35,800 SH   DFND   0 35,800 0
FREEPORT-MCMORAN INC. Common Stock 35671D857   1,520,000 40,000 SH   DFND   0 40,000 0
GENERAC HOLDINGS INC Common Stock 368736104   5,677,224 56,400 SH   DFND   0 56,400 0
GLOBAL X URANIUM ETF Exchange Traded Products 37954Y871   1,204,800 60,000 SH   DFND   0 60,000 0
GOLAR LNG LTD Common Stock G9456A100   5,164,214 226,600 SH   DFND   0 226,600 0
HEXCEL CORP Common Stock 428291108   971,025 16,500 SH   DFND   0 16,500 0
HONEYWELL INTERNATIONAL INC Common Stock 438516106   3,707,390 17,300 SH   DFND   0 17,300 0
ILLUMINA INC Common Stock 452327109   10,049,340 49,700 SH   DFND   0 49,700 0
INGERSOLL-RAND INC Common Stock 45687V106   6,134,150 117,400 SH   DFND   0 117,400 0
INTUIT INC Common Stock 461202103   3,970,044 10,200 SH   DFND   0 10,200 0
ISHARES CORE S&P 500 ETF Exchange Traded Products 464287200   12,652,420 32,931 SH   DFND   0 32,931 0
JFROG LTD Common Stock M6191J100   42,660 2,000 SH   DFND   0 2,000 0
JPMORGAN CHASE & CO Common Stock 46625H100   9,266,310 69,100 SH   DFND   0 69,100 0
KEYSIGHT TECHNOLOGIES IN Common Stock 49338L103   786,922 4,600 SH   DFND   0 4,600 0
LINDE PLC EUR Common Stock G5494J103   14,050,234 43,100 SH   DFND   0 43,100 0
LIVENT CORP Common Stock 53814L108   596,100 30,000 SH   DFND   0 30,000 0
MARVELL TECHNOLOGY GROUP LTD Common Stock 573874104   4,066,992 109,800 SH   DFND   0 109,800 0
MC DONALD'S Common Stock 580135101   7,088,957 26,900 SH   DFND   0 26,900 0
MCKESSON CORP Common Stock 58155Q103   5,176,656 13,800 SH   DFND   0 13,800 0
MERCK & CO INC Common Stock 58933Y105   8,077,160 72,800 SH   DFND   0 72,800 0
MICROSOFT Common Stock 594918104   23,166,612 96,600 SH   DFND   0 96,600 0
MOLSON COORS BREWING CO Class A Common Stock 60871R209   4,719,232 91,600 SH   DFND   0 91,600 0
MOODY'S CORP Common Stock 615369105   11,339,834 40,700 SH   DFND   0 40,700 0
MOTOROLA SOLUTIONS INC Common Stock 620076307   11,571,179 44,900 SH   DFND   0 44,900 0
MP MATERIALS CORP Common Stock 553368101   7,674,908 316,100 SH   DFND   0 316,100 0
NCINO INC Common Stock 63947X101   1,528,232 57,800 SH   DFND   0 57,800 0
NEXTERA ENERGY INC Common Stock 65339F101   10,926,520 130,700 SH   DFND   0 130,700 0
NIO INC ADR 62914V106   487,500 50,000 SH   DFND   0 50,000 0
NRG ENERGY INC Common Stock 629377508   4,489,802 141,100 SH   DFND   0 141,100 0
NVENT ELECTRIC PLC-W/I Common Stock G6700G107   738,624 19,200 SH   DFND   0 19,200 0
NVIDIA Corp ETD Equity Option 67066G904   8,461,506 57,900 SH Call DFND   0 57,900 0
OCCIDENTAL PETROLEUM CORP Common Stock 674599105   629,900 10,000 SH   DFND   0 10,000 0
OCCIDENTAL PETROLEUM CORP WARRANT Right 674599162   51,496 1,249 SH   DFND   0 1,249 0
ONEOK INC Common Stock 682680103   748,980 11,400 SH   DFND   0 11,400 0
ORGANON & CO-W/I Common Stock 68622V106   6,105,498 218,600 SH   DFND   0 218,600 0
PALO ALTO NETWORKS INC Common Stock 697435105   4,814,130 34,500 SH   DFND   0 34,500 0
PAN AMERICAN SILVER CORP Common Stock 697900108   4,429,774 271,100 SH   DFND   0 271,100 0
PINTEREST INC- CLASS A Common Stock 72352L106   444,008 18,287 SH   DFND   0 18,287 0
PLUG POWER INC Common Stock 72919P202   494,800 40,000 SH   DFND   0 40,000 0
Figs Inc ETD Equity Option 30260D953   2,019,000 300,000 SH Put DFND   0 300,000 0
RAYMOND JAMES FINANCIAL INC Common Stock 754730109   4,530,440 42,400 SH   DFND   0 42,400 0
RAYTHEON TECHNOLOGIES Common Stock 75513E101   9,678,228 95,900 SH   DFND   0 95,900 0
S&P GLOBAL INC Common Stock 78409V104   4,220,244 12,600 SH   DFND   0 12,600 0
SEA LTD ADR 81141R100   3,028,146 58,200 SH   DFND   0 58,200 0
SERVICENOW INC Common Stock 81762P102   2,989,679 7,700 SH   DFND   0 7,700 0
SHOALS TECHNOLOGIES GROUP Class A Common Stock 82489W107   1,894,656 76,800 SH   DFND   0 76,800 0
SNOWFLAKE INC Class A Common Stock 833445109   473,682 3,300 SH   DFND   0 3,300 0
SPLUNK INC Common Stock 848637104   4,175,365 48,500 SH   DFND   0 48,500 0
STELLANTIS NV Common Stock N82405106   1,802,059 127,300 SH   DFND   0 127,300 0
T-MOBILE US INC Common Stock 872590104   2,772,000 19,800 SH   DFND   0 19,800 0
TARGET CORP Common Stock 87612E106   4,366,872 29,300 SH   DFND   0 29,300 0
TESLA INC Common Stock 88160R101   3,683,082 29,900 SH   DFND   0 29,900 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   8,040,074 14,600 SH   DFND   0 14,600 0
TRONOX HOLDINGS PLC Class A Common Stock G9087Q102   822,600 60,000 SH   DFND   0 60,000 0
UNITY SOFTWARE INC Common Stock 91332U101   17,745,813 620,700 SH   DFND   0 620,700 0
UNUM GROUP Common Stock 91529Y106   13,437,325 327,500 SH   DFND   0 327,500 0
VANECK VECTORS GOLD MINERS ETF Common Stock 92189F106   3,439,200 120,000 SH   DFND   0 120,000 0
VANECK VECTORS RARE EARTH/ST Exchange Traded Products 92189H805   1,903,924 24,999 SH   DFND   0 24,999 0
VENTYX BIOSCIENCES INC Common Stock 92332V107   233,039 7,107 SH   DFND   0 7,107 0
VERISK ANALYTICS INC Common Stock 92345Y106   5,469,020 31,000 SH   DFND   0 31,000 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100   16,662,606 57,700 SH   DFND   0 57,700 0
VERTIV HOLDINGS CO Common Stock 92537N108   10,729,930 785,500 SH   DFND   0 785,500 0
VISA INC-CLASS A SHARES Common Stock 92826C839   3,452,971 16,620 SH   DFND   0 16,620 0
WAL-MART STORES INC Common Stock 931142103   8,308,894 58,600 SH   DFND   0 58,600 0
WALT DISNEY CO. Common Stock 254687106   5,473,440 63,000 SH   DFND   0 63,000 0
WELLS FARGO & CO Common Stock 949746101   11,689,199 283,100 SH   DFND   0 283,100 0