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
ADVANCED MICRO DEVICES INC COM 007903107   14,475,298 80,200 SH   DFND 1 0 80,200 0
AMERICAN INTL GROUP INC COM NEW 026874784   7,198,284 92,085 SH   DFND 1 0 92,085 0
APOLLO GLOBAL MGMT INC COM 03769M106   5,859,320 52,106 SH   DFND 1 0 52,106 0
ARAMARK COM 03852U106   20,888,474 642,327 SH   DFND 1 0 642,327 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   1,849,619 13,909 SH   DFND 1 0 13,909 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   9,898,794 10,200 SH   DFND 1 0 10,200 0
BAKER HUGHES COMPANY CL A 05722G100   9,451,657 282,139 SH   DFND 1 0 282,139 0
BANK AMERICA CORP COM 060505104   21,446,869 565,582 SH   DFND 1 0 565,582 0
BANK NEW YORK MELLON CORP COM 064058100   3,699,204 64,200 SH   DFND 1 0 64,200 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   8,769,526 506,909 SH   DFND 1 0 506,909 0
BAXTER INTL INC COM 071813109   8,972,707 209,937 SH   DFND 1 0 209,937 0
BBB FOODS INC CL A COM G0896C103   1,380,976 58,073 SH   DFND 1 0 58,073 0
BECTON DICKINSON & CO COM 075887109   16,964,430 68,557 SH   DFND 1 0 68,557 0
BIO-TECHNE CORP COM 09073M104   4,030,602 57,261 SH   DFND 1 0 57,261 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105   4,216,044 171,800 SH   DFND 1 0 171,800 0
BROWN FORMAN CORP CL B 115637209   11,898,410 230,500 SH   DFND 1 0 230,500 0
BRUKER CORP COM 116794108   8,646,050 92,038 SH   DFND 1 0 92,038 0
CANADIAN NAT RES LTD COM 136385101   9,163,071 120,114 SH   DFND 1 0 120,114 0
CANADIAN SOLAR INC COM 136635109   5,472,611 276,954 SH   DFND 1 0 276,954 0
CARLYLE GROUP INC COM 14316J108   5,319,594 113,400 SH   DFND 1 0 113,400 0
CELESTICA INC SUB VTG SHS 15101Q108   2,507,189 55,800 SH   DFND 1 0 55,800 0
CENOVUS ENERGY INC COM 15135U109   6,203,709 310,300 SH   DFND 1 0 310,300 0
CHEVRON CORP NEW COM 166764100   17,803,010 112,863 SH   DFND 1 0 112,863 0
CHORD ENERGY CORPORATION COM NEW 674215207   15,979,394 89,651 SH   DFND 1 0 89,651 0
CHUBB LIMITED COM H1467J104   14,796,323 57,100 SH   DFND 1 0 57,100 0
CITIGROUP INC COM NEW 172967424   4,812,564 76,100 SH   DFND 1 0 76,100 0
CITIZENS FINL GROUP INC COM 174610105   5,777,368 159,200 SH   DFND 1 0 159,200 0
COOPER COS INC COM 216648501   16,309,898 160,752 SH   DFND 1 0 160,752 0
COREBRIDGE FINL INC COM 21871X109   8,809,940 306,646 SH   DFND 1 0 306,646 0
CRESCENT PT ENERGY CORP COM 22576C101   8,419,638 1,029,278 SH   DFND 1 0 1,029,278 0
CRH PLC ORD G25508105   7,056,068 81,800 SH   DFND 1 0 81,800 0
DISCOVER FINL SVCS COM 254709108   24,199,345 184,601 SH   DFND 1 0 184,601 0
ENBRIDGE INC COM 29250N105   9,144,453 253,037 SH   DFND 1 0 253,037 0
EXXON MOBIL CORP COM 30231G102   20,458,240 176,000 SH   DFND 1 0 176,000 0
FIRST HORIZON CORPORATION COM 320517105   13,205,500 857,500 SH   DFND 1 0 857,500 0
FIRST SOLAR INC COM 336433107   10,590,174 62,738 SH   DFND 1 0 62,738 0
FISERV INC COM 337738108   8,790,100 55,000 SH   DFND 1 0 55,000 0
GLAUKOS CORP COM 377322102   3,630,165 38,500 SH   DFND 1 0 38,500 0
HUNTINGTON BANCSHARES INC COM 446150104   6,317,383 452,859 SH   DFND 1 0 452,859 0
ICON PLC SHS G4705A100   5,274,415 15,700 SH   DFND 1 0 15,700 0
IDEXX LABS INC COM 45168D104   2,969,615 5,500 SH   DFND 1 0 5,500 0
IMPERIAL OIL LTD COM NEW 453038408   4,627,216 67,083 SH   DFND 1 0 67,083 0
INARI MED INC COM 45332Y109   19,539,135 407,235 SH   DFND 1 0 407,235 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   17,003,061 479,635 SH   DFND 1 0 479,635 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   1,999,609 17,900 SH   DFND 1 0 17,900 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   8,589,375 62,500 SH   DFND 1 0 62,500 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   35,970,821 418,314 SH   DFND 1 0 418,314 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   15,230,709 335,700 SH   DFND 1 0 335,700 0
INVESCO LTD SHS G491BT108   8,057,763 485,700 SH   DFND 1 0 485,700 0
INVESCO QQQ TR UNIT SER 1 46090E103   47,026,431 105,913 SH   DFND 1 0 105,913 0
ISHARES TR IBOXX HI YD ETF 464288513   38,865,000 500,000 SH   DFND 1 0 500,000 0
ISHARES TR IBOXX HI YD ETF 464288513   38,865,000 500,000 SH Put DFND 1 0 500,000 0
ISHARES TR MSCI SAUDI ARBIA 46434V423   6,394,368 144,800 SH   DFND 1 0 144,800 0
ISHARES TR RUSSELL 2000 ETF 464287655   22,964,760 109,200 SH   DFND 1 0 109,200 0
KEYCORP COM 493267108   12,763,413 807,300 SH   DFND 1 0 807,300 0
KKR & CO INC COM 48251W104   22,635,428 225,049 SH   DFND 1 0 225,049 0
KLA CORP COM NEW 482480100   13,482,401 19,300 SH   DFND 1 0 19,300 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   19,076,974 2,200,343 SH   DFND 1 0 2,200,343 0
MASTERCARD INCORPORATED CL A 57636Q104   6,404,881 13,300 SH   DFND 1 0 13,300 0
MCKESSON CORP COM 58155Q103   13,433,598 25,023 SH   DFND 1 0 25,023 0
MEDPACE HLDGS INC COM 58506Q109   4,486,065 11,100 SH   DFND 1 0 11,100 0
MEDTRONIC PLC SHS G5960L103   15,803,084 181,332 SH   DFND 1 0 181,332 0
MERIT MED SYS INC COM 589889104   4,249,575 56,100 SH   DFND 1 0 56,100 0
METLIFE INC COM 59156R108   8,626,404 116,400 SH   DFND 1 0 116,400 0
MICROSOFT CORP COM 594918104   31,276,325 74,340 SH   DFND 1 0 74,340 0
MOODYS CORP COM 615369105   8,214,327 20,900 SH   DFND 1 0 20,900 0
NASDAQ INC COM 631103108   4,858,700 77,000 SH   DFND 1 0 77,000 0
NEXTERA ENERGY INC COM 65339F101   6,972,581 109,100 SH   DFND 1 0 109,100 0
NVIDIA CORPORATION COM 67066G104   22,408,288 24,800 SH   DFND 1 0 24,800 0
NXP SEMICONDUCTORS N V COM N6596X109   12,016,845 48,500 SH   DFND 1 0 48,500 0
OCCIDENTAL PETE CORP COM 674599105   25,616,848 394,166 SH   DFND 1 0 394,166 0
OPTION CARE HEALTH INC COM NEW 68404L201   6,245,148 186,200 SH   DFND 1 0 186,200 0
OVINTIV INC COM 69047Q102   13,525,140 260,600 SH   DFND 1 0 260,600 0
PNC FINL SVCS GROUP INC COM 693475105   9,663,680 59,800 SH   DFND 1 0 59,800 0
PROCEPT BIOROBOTICS CORP COM 74276L105   15,835,700 320,431 SH   DFND 1 0 320,431 0
QIAGEN NV SHS NEW N72482149   19,747,800 459,358 SH   DFND 1 0 459,358 0
QUANTA SVCS INC COM 74762E102   3,013,680 11,600 SH   DFND 1 0 11,600 0
REGIONS FINANCIAL CORP NEW COM 7591EP100   3,170,728 150,700 SH   DFND 1 0 150,700 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   11,173,153 57,928 SH   DFND 1 0 57,928 0
RXSIGHT INC COM 78349D107   4,418,446 85,662 SH   DFND 1 0 85,662 0
SCHLUMBERGER LTD COM STK 806857108   12,014,352 219,200 SH   DFND 1 0 219,200 0
SCHWAB CHARLES CORP COM 808513105   6,119,964 84,600 SH   DFND 1 0 84,600 0
SELECT SECTOR SPDR TR INDL 81369Y704   3,149,000 25,000 SH Put DFND 1 0 25,000 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   4,634,890 70,600 SH   DFND 1 0 70,600 0
SHOCKWAVE MED INC COM 82489T104   23,354,184 71,720 SH   DFND 1 0 71,720 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   6,169,655 15,511 SH   DFND 1 0 15,511 0
SPDR SER TR S&P REGL BKG 78464A698   5,028,000 100,000 SH Put DFND 1 0 100,000 0
STATE STR CORP COM 857477103   8,195,920 106,000 SH   DFND 1 0 106,000 0
SUNCOR ENERGY INC NEW COM 867224107   3,004,198 81,400 SH   DFND 1 0 81,400 0
SUNRUN INC COM 86771W105   13,503,411 1,024,538 SH   DFND 1 0 1,024,538 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,105,043 59,574 SH   DFND 1 0 59,574 0
TEXAS INSTRS INC COM 882508104   12,476,746 71,619 SH   DFND 1 0 71,619 0
TPG INC COM CL A 872657101   7,330,130 163,985 SH   DFND 1 0 163,985 0
TRUIST FINL CORP COM 89832Q109   10,309,820 264,490 SH   DFND 1 0 264,490 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   6,639,791 98,601 SH   DFND 1 0 98,601 0
VOYA FINANCIAL INC COM 929089100   547,008 7,400 SH   DFND 1 0 7,400 0
WILLIAMS COS INC COM 969457100   6,074,488 155,876 SH   DFND 1 0 155,876 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   6,105,000 22,200 SH   DFND 1 0 22,200 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   749,232 17,200 SH   DFND 1 0 17,200 0
ZIONS BANCORPORATION N A COM 989701107   512,120 11,800 SH   DFND 1 0 11,800 0