AES CORP COM 00130H105 695 30762 SH DFND 30762 0 0 AES CORP COM 00130H105 391531 17324384 SH DFND 1 17324384 0 0 AES CORP COM 00130H105 7084 313448 SH DFND 2 313448 0 0 ALPHABET INC CAP STK CL A 02079K305 24424 255351 SH DFND 1 255351 0 0 ALPHABET INC CAP STK CL C 02079K107 386771 4022576 SH DFND 1 4022576 0 0 ALPHABET INC CAP STK CL C 02079K107 307 3198 SH DFND 3198 0 0 ALPHABET INC CAP STK CL C 02079K107 2208 22966 SH DFND 2 22966 0 0 AMAZON COM INC COM 023135106 3080 27260 SH DFND 2 27260 0 0 AMAZON COM INC COM 023135106 29409 260254 SH DFND 1 260254 0 0 ARCONIC CORPORATION COM 03966V107 103558 6077362 SH DFND 1 6077362 0 0 BARRICK GOLD CORP COM 067901108 695 44838 SH DFND 44838 0 0 BARRICK GOLD CORP COM 067901108 201792 13018857 SH DFND 1 13018857 0 0 BORR DRILLING LTD SHS G1466R173 30176 9089021 SH DFND 1 9089021 0 0 BP PLC SPONSORED ADR 055622104 920 32213 SH DFND 1 32213 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 450715 12696206 SH DFND 1 12696206 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 129 3625 SH DFND 3625 0 0 BURFORD CAP LTD ORD SHS G17977110 298 39732 SH DFND 39732 0 0 BURFORD CAP LTD ORD SHS G17977110 22352 2980316 SH DFND 1 2980316 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 615 16009 SH DFND 16009 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 111306 2896340 SH DFND 1 2896340 0 0 CARMAX INC COM 143130102 1623 24588 SH DFND 2 24588 0 0 CHENIERE ENERGY INC COM NEW 16411R208 111 668 SH DFND 668 0 0 CHENIERE ENERGY INC COM NEW 16411R208 127897 770882 SH DFND 1 770882 0 0 CHESAPEAKE ENERGY CORP COM 165167735 294025 3120953 SH DFND 1 3120953 0 0 CHESAPEAKE ENERGY CORP COM 165167735 109 1160 SH DFND 1160 0 0 CHURCH & DWIGHT CO INC COM 171340102 9941 139153 SH DFND 1 139153 0 0 CHURCH & DWIGHT CO INC COM 171340102 1863 26071 SH DFND 2 26071 0 0 CINEMARK HLDGS INC COM 17243V102 70576 5827880 SH DFND 1 5827880 0 0 CINEMARK HLDGS INC COM 17243V102 337 27832 SH DFND 27832 0 0 COMCAST CORP NEW CL A 20030N101 4459 152021 SH DFND 2 152021 0 0 COMCAST CORP NEW CL A 20030N101 237401 8094125 SH DFND 1 8094125 0 0 CONSTELLATION ENERGY CORP COM 21037T109 290210 3488516 SH DFND 1 3488516 0 0 CONSTELLATION ENERGY CORP COM 21037T109 195 2346 SH DFND 2346 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C201 74 11149 SH DFND 1 11149 0 0 DOLLAR GEN CORP NEW COM 256677105 7095 29581 SH DFND 2 29581 0 0 DOLLAR GEN CORP NEW COM 256677105 300615 1253293 SH DFND 1 1253293 0 0 DUPONT DE NEMOURS INC COM 26614N102 528 10477 SH DFND 10477 0 0 DUPONT DE NEMOURS INC COM 26614N102 41456 822535 SH DFND 1 822535 0 0 ELEVANCE HEALTH INC COM 036752103 5341 11759 SH DFND 2 11759 0 0 ELEVANCE HEALTH INC COM 036752103 312931 688912 SH DFND 1 688912 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 748067 4246281 SH DFND 1 4246281 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 330 1874 SH DFND 1874 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 10728 60894 SH DFND 2 60894 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 40898 651758 SH DFND 1 651758 0 0 GLOBAL PMTS INC COM 37940X102 9438 87344 SH DFND 2 87344 0 0 GLOBAL PMTS INC COM 37940X102 611415 5658629 SH DFND 1 5658629 0 0 GOLAR LNG LTD SHS G9456A100 223618 8973433 SH DFND 1 8973433 0 0 GOLAR LNG LTD SHS G9456A100 350 14058 SH DFND 14058 0 0 GOLD FIELDS LTD SPONSORED ADR 38059T106 112853 13949630 SH DFND 1 13949630 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 7757 221243 SH DFND 2 221243 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 63 1809 SH DFND 1809 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 483622 13794136 SH DFND 1 13794136 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 102 26438 SH DFND 26438 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 11220 2906684 SH DFND 1 2906684 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 14702 121890 SH DFND 1 121890 0 0 HOWMET AEROSPACE INC COM 443201108 411792 13313676 SH DFND 1 13313676 0 0 HOWMET AEROSPACE INC COM 443201108 6482 209575 SH DFND 2 209575 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 3081 48207 SH DFND 2 48207 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 227617 3561529 SH DFND 1 3561529 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 135112 26133917 SH DFND 1 26133917 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 599 115811 SH DFND 115811 0 0 KB FINL GROUP INC SPONSORED ADR 48241A105 65 2158 SH DFND 2158 0 0 KB FINL GROUP INC SPONSORED ADR 48241A105 17626 584806 SH DFND 1 584806 0 0 KINDER MORGAN INC DEL COM 49456B101 412111 24766257 SH DFND 1 24766257 0 0 KINDER MORGAN INC DEL COM 49456B101 2218 133287 SH DFND 133287 0 0 KINDER MORGAN INC DEL COM 49456B101 7847 471554 SH DFND 2 471554 0 0 LOCKHEED MARTIN CORP COM 539830109 75610 195734 SH DFND 1 195734 0 0 MASTEC INC COM 576323109 373 5872 SH DFND 5872 0 0 MASTEC INC COM 576323109 20477 322477 SH DFND 1 322477 0 0 MGM RESORTS INTERNATIONAL COM 552953101 954 32106 SH DFND 2 32106 0 0 MGM RESORTS INTERNATIONAL COM 552953101 81356 2737402 SH DFND 1 2737402 0 0 MICRON TECHNOLOGY INC COM 595112103 166 3305 SH DFND 3305 0 0 MICRON TECHNOLOGY INC COM 595112103 13415 267767 SH DFND 1 267767 0 0 MICROSOFT CORP COM 594918104 31010 133147 SH DFND 1 133147 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 259138 1157019 SH DFND 1 1157019 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 9233 41226 SH DFND 2 41226 0 0 NETEASE INC SPONSORED ADS 64110W102 274618 3632510 SH DFND 1 3632510 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 22607 32142 SH DFND 1 32142 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 4092 5818 SH DFND 2 5818 0 0 PAYPAL HLDGS INC COM 70450Y103 1886 21908 SH DFND 2 21908 0 0 PORTILLOS INC COM CL A 73642K106 102 5199 SH DFND 5199 0 0 PORTILLOS INC COM CL A 73642K106 59731 3033571 SH DFND 1 3033571 0 0 PROGRESSIVE CORP COM 743315103 9834 84626 SH DFND 2 84626 0 0 PROGRESSIVE CORP COM 743315103 466177 4011501 SH DFND 1 4011501 0 0 S&P GLOBAL INC COM 78409V104 18260 59800 SH DFND 1 59800 0 0 SALESFORCE INC COM 79466L302 19032 132315 SH DFND 1 132315 0 0 SCHLUMBERGER LTD COM STK 806857108 417604 11632421 SH DFND 1 11632421 0 0 SCHLUMBERGER LTD COM STK 806857108 1552 43234 SH DFND 43234 0 0 SCHLUMBERGER LTD COM STK 806857108 2135 59477 SH DFND 2 59477 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 7107 98680 SH DFND 2 98680 0 0 SHELL PLC SPON ADS 780259305 556858 11190867 SH DFND 1 11190867 0 0 SHELL PLC SPON ADS 780259305 1641 32973 SH DFND 32973 0 0 SIMON PPTY GROUP INC NEW COM 828806109 34222 381299 SH DFND 1 381299 0 0 SIMON PPTY GROUP INC NEW COM 828806109 414 4609 SH DFND 4609 0 0 SOUTHWEST AIRLS CO COM 844741108 29242 948194 SH DFND 1 948194 0 0 SOUTHWEST AIRLS CO COM 844741108 349 11326 SH DFND 11326 0 0 SPDR GOLD TR GOLD SHS 78463V107 3746 24222 SH DFND 24222 0 0 SPDR GOLD TR GOLD SHS 78463V107 146473 947004 SH DFND 1 947004 0 0 SPLUNK INC COM 848637104 681 9060 SH DFND 2 9060 0 0 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 437 79514 SH DFND 1 79514 0 0 SUNRUN INC COM 86771W105 331984 12032777 SH DFND 1 12032777 0 0 SUNRUN INC COM 86771W105 5029 182285 SH DFND 2 182285 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 413294 6028209 SH DFND 1 6028209 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 659 9615 SH DFND 9615 0 0 TECK RESOURCES LTD CL B 878742204 362113 11907688 SH DFND 1 11907688 0 0 TECK RESOURCES LTD CL B 878742204 243 7978 SH DFND 7978 0 0 TENARIS S A SPONSORED ADS 88031M109 81 3145 SH DFND 3145 0 0 TENARIS S A SPONSORED ADS 88031M109 6409 248033 SH DFND 1 248033 0 0 TEXAS INSTRS INC COM 882508104 97 625 SH DFND 625 0 0 TEXAS INSTRS INC COM 882508104 22472 145189 SH DFND 1 145189 0 0 TWITTER INC COM 90184L102 778 17750 SH DFND 2 17750 0 0 TWITTER INC COM 90184L102 13060 297894 SH DFND 1 297894 0 0 UNITEDHEALTH GROUP INC COM 91324P102 6537 12943 SH DFND 2 12943 0 0 UNITEDHEALTH GROUP INC COM 91324P102 377782 748023 SH DFND 1 748023 0 0 VALARIS LIMITED CL A G9460G101 162979 3330172 SH DFND 1 3330172 0 0 VALARIS LIMITED CL A G9460G101 299 6107 SH DFND 6107 0 0 VALE S A SPONSORED ADS 91912E105 275908 20713813 SH DFND 1 20713813 0 0 VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 82 9780 SH DFND 9780 0 0 VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 56516 6720045 SH DFND 1 6720045 0 0 VISA INC COM CL A 92826C839 28631 161163 SH DFND 1 161163 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 2603 80450 SH DFND 2 80450 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 117 3629 SH DFND 3629 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 32571 1006506 SH DFND 1 1006506 0 0 WIX COM LTD SHS M98068105 6786 86746 SH DFND 1 86746 0 0 XP INC CL A G98239109 105 5535 SH DFND 5535 0 0 XP INC CL A G98239109 33751 1775458 SH DFND 1 1775458 0 0 XPO LOGISTICS INC COM 983793100 441952 9927047 SH DFND 1 9927047 0 0 XPO LOGISTICS INC COM 983793100 7596 170624 SH DFND 2 170624 0 0 YANDEX N V SHS CLASS A N97284108 0 3056164 SH DFND 1 3056164 0 0 YOUDAO INC SPONSORED ADS 98741T104 29 7393 SH DFND 7393 0 0 YOUDAO INC SPONSORED ADS 98741T104 59654 15179124 SH DFND 1 15179124 0 0