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
AMAZON COM INC COM 023135106   7,207,704 56,700 SH   DFND 1 0 56,700 0
AMERICAN INTL GROUP INC COM NEW 026874784   6,848,224 113,007 SH   DFND 1 0 113,007 0
ANALOG DEVICES INC COM 032654105   8,859,554 50,600 SH   DFND 1 0 50,600 0
ARAMARK COM 03852U106   3,657,380 105,400 SH   DFND 1 0 105,400 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   3,168,396 30,800 SH   DFND 1 0 30,800 0
BAKER HUGHES COMPANY CL A 05722G100   727,592 20,600 SH   DFND 1 0 20,600 0
BANK AMERICA CORP COM 060505104   18,011,276 657,826 SH   DFND 1 0 657,826 0
BANK NEW YORK MELLON CORP COM 064058100   3,451,281 80,921 SH   DFND 1 0 80,921 0
BAXTER INTL INC COM 071813109   15,212,994 403,100 SH   DFND 1 0 403,100 0
BLACKROCK INC COM 09247X101   5,495,165 8,500 SH   DFND 1 0 8,500 0
BOSTON SCIENTIFIC CORP COM 101137107   16,145,870 305,793 SH   DFND 1 0 305,793 0
CANADIAN NAT RES LTD COM 136385101   5,371,150 82,900 SH   DFND 1 0 82,900 0
CANADIAN NATL RY CO COM 136375102   7,826,843 72,250 SH   DFND 1 0 72,250 0
CBOE GLOBAL MKTS INC COM 12503M108   9,341,358 59,800 SH   DFND 1 0 59,800 0
CENOVUS ENERGY INC COM 15135U109   36,273,723 1,738,971 SH   DFND 1 0 1,738,971 0
CHORD ENERGY CORPORATION COM NEW 674215207   10,226,617 63,100 SH   DFND 1 0 63,100 0
CHUBB LIMITED COM H1467J104   5,454,316 26,200 SH   DFND 1 0 26,200 0
CITIGROUP INC COM NEW 172967424   13,136,922 319,400 SH   DFND 1 0 319,400 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   9,294,775 148,764 SH   DFND 1 0 148,764 0
COLGATE PALMOLIVE CO COM 194162103   2,439,073 34,300 SH   DFND 1 0 34,300 0
COMERICA INC COM 200340107   2,805,498 67,521 SH   DFND 1 0 67,521 0
CRESCENT PT ENERGY CORP COM 22576C101   10,352,639 1,246,500 SH   DFND 1 0 1,246,500 0
DARLING INGREDIENTS INC COM 237266101   6,853,860 131,300 SH   DFND 1 0 131,300 0
DISCOVER FINL SVCS COM 254709108   14,140,702 163,231 SH   DFND 1 0 163,231 0
DRAFTKINGS INC NEW COM CL A 26142V105   14,510,976 492,900 SH   DFND 1 0 492,900 0
ENBRIDGE INC COM 29250N105   7,247,210 218,100 SH   DFND 1 0 218,100 0
EXXON MOBIL CORP COM 30231G102   12,659,721 107,669 SH   DFND 1 0 107,669 0
FIFTH THIRD BANCORP COM 316773100   6,210,409 245,180 SH   DFND 1 0 245,180 0
FIRST SOLAR INC COM 336433107   4,944,654 30,600 SH   DFND 1 0 30,600 0
FISERV INC COM 337738108   4,428,032 39,200 SH   DFND 1 0 39,200 0
FLUENCE ENERGY INC COM CL A 34379V103   2,551,890 111,000 SH   DFND 1 0 111,000 0
FORTIS INC COM 349553107   9,507,477 249,850 SH   DFND 1 0 249,850 0
GLOBAL PMTS INC COM 37940X102   3,923,260 34,000 SH   DFND 1 0 34,000 0
GOLDMAN SACHS GROUP INC COM 38141G104   8,542,248 26,400 SH   DFND 1 0 26,400 0
HUNTINGTON BANCSHARES INC COM 446150104   10,029,417 964,367 SH   DFND 1 0 964,367 0
IMPERIAL OIL LTD COM NEW 453038408   10,558,160 171,100 SH   DFND 1 0 171,100 0
INARI MED INC COM 45332Y109   11,327,607 173,205 SH   DFND 1 0 173,205 0
INSPIRE MED SYS INC COM 457730109   7,073,394 35,645 SH   DFND 1 0 35,645 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   17,737,804 464,462 SH   DFND 1 0 464,462 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   4,899,296 56,600 SH   DFND 1 0 56,600 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   6,579,196 59,800 SH   DFND 1 0 59,800 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   15,372,335 225,500 SH   DFND 1 0 225,500 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   4,702,532 90,800 SH   DFND 1 0 90,800 0
INVESCO QQQ TR UNIT SER 1 46090E103   895,675,000 2,500,000 SH Put DFND 1 0 2,500,000 0
ISHARES INC MSCI BRAZIL ETF 464286400   4,720,113 153,900 SH   DFND 1 0 153,900 0
ISHARES TR MSCI CHINA ETF 46429B671   2,813,850 65,000 SH   DFND 1 0 65,000 0
ISHARES TR RUSSELL 2000 ETF 464287655   12,751,791 72,150 SH   DFND 1 0 72,150 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   1,397,020 46,000 SH   DFND 1 0 46,000 0
KENVUE INC COM 49177J102   4,016,060 200,003 SH   DFND 1 0 200,003 0
KKR & CO INC COM 48251W104   5,685,680 92,300 SH   DFND 1 0 92,300 0
KOSMOS ENERGY LTD COM 500688106   11,037,127 1,349,282 SH   DFND 1 0 1,349,282 0
LAUDER ESTEE COS INC CL A 518439104   24,842,363 171,860 SH   DFND 1 0 171,860 0
LIVANOVA PLC SHS G5509L101   2,940,128 55,600 SH   DFND 1 0 55,600 0
LPL FINL HLDGS INC COM 50212V100   4,889,886 20,576 SH   DFND 1 0 20,576 0
M & T BK CORP COM 55261F104   10,090,710 79,800 SH   DFND 1 0 79,800 0
MAPLEBEAR INC COM 565394103   74,225 2,500 SH   DFND 1 0 2,500 0
MASTERCARD INCORPORATED CL A 57636Q104   6,374,151 16,100 SH   DFND 1 0 16,100 0
MCKESSON CORP COM 58155Q103   11,230,001 25,825 SH   DFND 1 0 25,825 0
MEDTRONIC PLC SHS G5960L103   20,753,019 264,842 SH   DFND 1 0 264,842 0
METLIFE INC COM 59156R108   7,133,994 113,400 SH   DFND 1 0 113,400 0
MICRON TECHNOLOGY INC COM 595112103   5,624,924 82,683 SH   DFND 1 0 82,683 0
MOLSON COORS BEVERAGE CO CL B 60871R209   26,567,266 417,790 SH   DFND 1 0 417,790 0
MOODYS CORP COM 615369105   5,090,337 16,100 SH   DFND 1 0 16,100 0
NVIDIA CORPORATION COM 67066G104   11,231,007 25,819 SH   DFND 1 0 25,819 0
NXP SEMICONDUCTORS N V COM N6596X109   3,978,408 19,900 SH   DFND 1 0 19,900 0
ON SEMICONDUCTOR CORP COM 682189105   3,622,169 38,969 SH   DFND 1 0 38,969 0
OPTION CARE HEALTH INC COM NEW 68404L201   20,773,585 642,151 SH   DFND 1 0 642,151 0
PACWEST BANCORP DEL COM 695263103   805,910 101,885 SH   DFND 1 0 101,885 0
PIONEER NAT RES CO COM 723787107   10,295,318 44,850 SH   DFND 1 0 44,850 0
PNC FINL SVCS GROUP INC COM 693475105   4,923,077 40,100 SH   DFND 1 0 40,100 0
PROCEPT BIOROBOTICS CORP COM 74276L105   13,329,752 406,271 SH   DFND 1 0 406,271 0
QIAGEN NV SHS NEW N72482123   18,968,742 468,364 SH   DFND 1 0 468,364 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   11,829,592 687,767 SH   DFND 1 0 687,767 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   4,036,282 27,800 SH   DFND 1 0 27,800 0
SCHWAB CHARLES CORP COM 808513105   5,072,760 92,400 SH   DFND 1 0 92,400 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,449,569 27,100 SH   DFND 1 0 27,100 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   11,273,075 26,371 SH   DFND 1 0 26,371 0
STATE STR CORP COM 857477103   5,283,144 78,900 SH   DFND 1 0 78,900 0
SUNRUN INC COM 86771W105   2,518,280 200,500 SH   DFND 1 0 200,500 0
TARGA RES CORP COM 87612G101   7,578,248 88,407 SH   DFND 1 0 88,407 0
TESLA INC COM 88160R101   1,826,606 7,300 SH   DFND 1 0 7,300 0
TOAST INC CL A 888787108   1,067,610 57,000 SH   DFND 1 0 57,000 0
TRAVELERS COMPANIES INC COM 89417E109   11,676,665 71,500 SH   DFND 1 0 71,500 0
UNUM GROUP COM 91529Y106   5,174,788 105,200 SH   DFND 1 0 105,200 0
VERMILION ENERGY INC COM 923725105   2,607,319 177,900 SH   DFND 1 0 177,900 0
VOYA FINANCIAL INC COM 929089100   1,455,255 21,900 SH   DFND 1 0 21,900 0
WARBY PARKER INC CL A COM 93403J106   3,776,815 286,992 SH   DFND 1 0 286,992 0
WEST FRASER TIMBER CO LTD COM 952845105   4,764,119 65,500 SH   DFND 1 0 65,500 0
WILLIAMS COS INC COM 969457100   4,989,489 148,100 SH   DFND 1 0 148,100 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   3,907,552 18,700 SH   DFND 1 0 18,700 0
WISDOMTREE INC COM 97717P104   3,041,500 434,500 SH   DFND 1 0 434,500 0