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
GLOBAL X FDS GLOBAL X COPPER 37954Y830   2,037,579 52,152 SH   DFND   2,037,579 0 0
ISHARES TR MSCI EAFE ETF 464287465   1,955,554 23,927 SH   DFND   1,955,554 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   4,247,306 92,393 SH   DFND   4,247,306 0 0
ISHARES TR CORE S&P500 ETF 464287200   112,943,024 201,002 SH   DFND   112,943,024 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   1,124,326 5,636 SH   DFND   1,124,326 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,839,311 6,055 SH   DFND   2,839,311 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   2,106,823 12,162 SH   DFND   2,106,823 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   28,347,104 342,646 SH   DFND   28,347,104 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   174,342,844 311,666 SH   DFND   174,342,844 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   2,873,618 125,376 SH   DFND   2,873,618 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,515,946 16,222 SH   DFND   1,515,946 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   853,613 6,481 SH   DFND   853,613 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   3,871,087 18,748 SH   DFND   3,871,087 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   32,894,257 344,912 SH   DFND   32,894,257 0 0
SPDR SER TR S&P BIOTECH 78464A870   4,188,815 51,650 SH   DFND   4,188,815 0 0
APPLE INC COM 037833100   57,753,800 260,000 SH   DFND   57,753,800 0 0
ABBVIE INC COM 00287Y109   15,934,206 76,051 SH   DFND   15,934,206 0 0
AIRBNB INC COM CL A 009066101   2,139,051 17,906 SH   DFND   2,139,051 0 0
ABBOTT LABS COM 002824100   1,314,296 9,908 SH   DFND   1,314,296 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   1,228,960 25,598 SH   DFND   1,228,960 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   1,249,312 4,089 SH   DFND   1,249,312 0 0
AMERICAN ELEC PWR CO INC COM 025537101   27,317,500 250,000 SH   DFND   27,317,500 0 0
AERCAP HOLDINGS NV SHS N00985106   5,962,233 58,356 SH   DFND   5,962,233 0 0
AFLAC INC COM 001055102   1,297,698 11,671 SH   DFND   1,297,698 0 0
ALBEMARLE CORP COM 012653101   1,088,006 15,107 SH   DFND   1,088,006 0 0
AMCOR PLC ORD G0250X107   1,241,231 127,962 SH   DFND   1,241,231 0 0
AMAZON COM INC COM 023135106   2,285,593 12,013 SH   DFND   2,285,593 0 0
ANI PHARMACEUTICALS INC COM 00182C103   13,220,817 197,473 SH   DFND   13,220,817 0 0
SMITH A O CORP COM 831865209   1,160,336 17,753 SH   DFND   1,160,336 0 0
AIR PRODS & CHEMS INC COM 009158106   11,769,667 39,908 SH   DFND   11,769,667 0 0
ATMOS ENERGY CORP COM 049560105   47,533,505 307,501 SH   DFND   47,533,505 0 0
BALL CORP COM 058498106   40,097,024 770,060 SH   DFND   40,097,024 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   3,633,750 75,000 SH   DFND   3,633,750 0 0
BRIDGEBIO PHARMA INC COM 10806X102   3,255,630 94,175 SH   DFND   3,255,630 0 0
BECTON DICKINSON & CO COM 075887109   1,268,305 5,537 SH   DFND   1,268,305 0 0
BLOOM ENERGY CORP COM CL A 093712107   5,986,667 304,510 SH   DFND   5,986,667 0 0
FRANKLIN RESOURCES INC COM 354613101   1,216,639 63,202 SH   DFND   1,216,639 0 0
BROWN FORMAN CORP CL B 115637209   1,396,427 41,144 SH   DFND   1,396,427 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108   15,433,304 308,173 SH   DFND   15,433,304 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   157,642,012 2,584,719 SH   DFND   157,642,012 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   15,723,000 300,000 SH   DFND   15,723,000 0 0
BOX INC CL A 10316T104   19,039,015 616,948 SH   DFND   19,039,015 0 0
BROWN & BROWN INC COM 115236101   1,419,777 11,413 SH   DFND   1,419,777 0 0
BENTLEY SYS INC COM CL B 08265T208   4,599,121 116,907 SH   DFND   4,599,121 0 0
CARDINAL HEALTH INC COM 14149Y108   1,344,222 9,757 SH   DFND   1,344,222 0 0
CATERPILLAR INC COM 149123101   1,056,349 3,203 SH   DFND   1,056,349 0 0
CHUBB LIMITED COM H1467J104   1,541,659 5,105 SH   DFND   1,541,659 0 0
CROWN CASTLE INC COM 22822V101   135,499,000 1,300,000 SH   DFND   135,499,000 0 0
CHURCH & DWIGHT CO INC COM 171340102   1,318,438 11,976 SH   DFND   1,318,438 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   2,655,539 25,933 SH   DFND   2,655,539 0 0
CINCINNATI FINL CORP COM 172062101   1,313,379 8,891 SH   DFND   1,313,379 0 0
COLGATE PALMOLIVE CO COM 194162103   1,339,723 14,298 SH   DFND   1,339,723 0 0
CLOROX CO DEL COM 189054109   1,215,254 8,253 SH   DFND   1,215,254 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   31,546,680 183,166 SH   DFND   31,546,680 0 0
CENCORA INC COM 03073E105   14,321,635 51,500 SH   DFND   14,321,635 0 0
CINTAS CORP COM 172908105   1,326,285 6,453 SH   DFND   1,326,285 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   49,725,000 650,000 SH   DFND   49,725,000 0 0
CHEVRON CORP NEW COM 166764100   1,301,516 7,780 SH   DFND   1,301,516 0 0
DANAHER CORPORATION COM 235851102   23,946,255 116,811 SH   DFND   23,946,255 0 0
DOLLAR TREE INC COM 256746108   1,441,344 19,200 SH   DFND   1,441,344 0 0
DOVER CORP COM 260003108   1,130,501 6,435 SH   DFND   1,130,501 0 0
DARDEN RESTAURANTS INC COM 237194105   32,659,872 157,200 SH   DFND   32,659,872 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   3,620,485 279,143 SH   DFND   3,620,485 0 0
ECOLAB INC COM 278865100   1,291,177 5,093 SH   DFND   1,291,177 0 0
CONSOLIDATED EDISON INC COM 209115104   1,596,256 14,434 SH   DFND   1,596,256 0 0
EMERSON ELEC CO COM 291011104   1,038,510 9,472 SH   DFND   1,038,510 0 0
ESSEX PPTY TR INC COM 297178105   1,108,251 3,615 SH   DFND   1,108,251 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   335,568 18,051 SH   DFND   335,568 0 0
ENTERGY CORP NEW COM 29364G103   101,733,100 1,190,000 SH   DFND   101,733,100 0 0
EXPEDITORS INTL WASH INC COM 302130109   1,324,073 11,011 SH   DFND   1,324,073 0 0
FASTENAL CO COM 311900104   1,269,106 16,365 SH   DFND   1,269,106 0 0
FREEPORT-MCMORAN INC CL B 35671D857   136,509,303 3,605,634 SH   DFND   136,509,303 0 0
FEDEX CORP COM 31428X106   226,551,092 929,326 SH   DFND   226,551,092 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   176,745,380 2,366,703 SH   DFND   176,745,380 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   12,220,653 124,930 SH   DFND   12,220,653 0 0
GENERAL DYNAMICS CORP COM 369550108   1,256,866 4,611 SH   DFND   1,256,866 0 0
CORNING INC COM 219350105   2,010,200 43,910 SH   DFND   2,010,200 0 0
BARRICK GOLD CORP COM 067901108   50,249,834 2,584,868 SH   DFND   50,249,834 0 0
GENUINE PARTS CO COM 372460105   1,249,540 10,488 SH   DFND   1,249,540 0 0
GRANITE CONSTR INC COM 387328107   45,788,083 607,269 SH   DFND   45,788,083 0 0
GRAINGER W W INC COM 384802104   1,104,394 1,118 SH   DFND   1,104,394 0 0
HAEMONETICS CORP MASS COM 405024100   17,111,600 269,262 SH   DFND   17,111,600 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   23,875,979 374,173 SH   DFND   23,875,979 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100   22,149,242 757,498 SH   DFND   22,149,242 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   79,502,998 5,152,495 SH   DFND   79,502,998 0 0
HORMEL FOODS CORP COM 440452100   1,257,216 40,634 SH   DFND   1,257,216 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,480,522 5,954 SH   DFND   1,480,522 0 0
IMAX CORP COM 45245E109   18,721,385 710,489 SH   DFND   18,721,385 0 0
ILLINOIS TOOL WKS INC COM 452308109   1,165,647 4,700 SH   DFND   1,165,647 0 0
JOHNSON & JOHNSON COM 478160104   1,507,983 9,093 SH   DFND   1,507,983 0 0
KIMBERLY-CLARK CORP COM 494368103   1,412,813 9,934 SH   DFND   1,412,813 0 0
COCA COLA CO COM 191216100   1,515,766 21,164 SH   DFND   1,515,766 0 0
KENVUE INC COM 49177J102   1,430,263 59,644 SH   DFND   1,430,263 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   204,533,336 977,179 SH   DFND   204,533,336 0 0
LINDE PLC SHS G54950103   1,369,447 2,941 SH   DFND   1,369,447 0 0
LOWES COS INC COM 548661107   1,128,367 4,838 SH   DFND   1,128,367 0 0
LULULEMON ATHLETICA INC COM 550021109   6,234,397 22,025 SH   DFND   6,234,397 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   2,999,161 22,968 SH   DFND   2,999,161 0 0
MCDONALDS CORP COM 580135101   1,413,787 4,526 SH   DFND   1,413,787 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   85,693,155 1,770,154 SH   DFND   85,693,155 0 0
MEDTRONIC PLC SHS G5960L103   1,273,855 14,176 SH   DFND   1,273,855 0 0
MCCORMICK & CO INC COM NON VTG 579780206   1,317,042 16,001 SH   DFND   1,317,042 0 0
MKS INSTRS INC COM 55306N104   22,739,036 283,706 SH   DFND   22,739,036 0 0
MPLX LP COM UNIT REP LTD 55336V100   2,567,247 47,968 SH   DFND   2,567,247 0 0
MICROSOFT CORP COM 594918104   56,308,500 150,000 SH   DFND   56,308,500 0 0
MERITAGE HOMES CORP COM 59001A102   15,148,403 213,719 SH   DFND   15,148,403 0 0
NORDSON CORP COM 655663102   1,153,435 5,718 SH   DFND   1,153,435 0 0
NEXTERA ENERGY INC COM 65339F101   147,048,474 2,074,319 SH   DFND   147,048,474 0 0
CLOUDFLARE INC CL A COM 18915M107   29,080,556 258,058 SH   DFND   29,080,556 0 0
NUCOR CORP COM 670346105   1,204,483 10,009 SH   DFND   1,204,483 0 0
NVIDIA CORPORATION COM 67066G104   107,305,629 990,087 SH   DFND   107,305,629 0 0
REALTY INCOME CORP COM 756109104   1,316,537 22,695 SH   DFND   1,316,537 0 0
ORMAT TECHNOLOGIES INC COM 686688102   11,224,264 158,602 SH   DFND   11,224,264 0 0
PEPSICO INC COM 713448108   1,333,117 8,891 SH   DFND   1,333,117 0 0
PROCTER AND GAMBLE CO COM 742718109   1,350,749 7,926 SH   DFND   1,350,749 0 0
PENTAIR PLC SHS G7S00T104   1,052,472 12,031 SH   DFND   1,052,472 0 0
PPG INDS INC COM 693506107   1,069,006 9,776 SH   DFND   1,069,006 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   11,609,721 838,247 SH   DFND   11,609,721 0 0
PROGRESS SOFTWARE CORP COM 743312100   29,889,553 580,267 SH   DFND   29,889,553 0 0
QUALCOMM INC COM 747525103   3,272,200 21,302 SH   DFND   3,272,200 0 0
ROCKET LAB USA INC COM 773122106   14,044,221 785,471 SH   DFND   14,044,221 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,374,901 2,332 SH   DFND   1,374,901 0 0
RAPID7 INC COM 753422104   232,599 8,774 SH   DFND   232,599 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   2,614,769 161,605 SH   DFND   2,614,769 0 0
SHERWIN WILLIAMS CO COM 824348106   1,283,273 3,675 SH   DFND   1,283,273 0 0
SMUCKER J M CO COM NEW 832696405   1,387,055 11,714 SH   DFND   1,387,055 0 0
SNAP INC CL A 83304A106   360,176 41,352 SH   DFND   360,176 0 0
SNOWFLAKE INC CL A 833445109   64,075,229 438,391 SH   DFND   64,075,229 0 0
SOFI TECHNOLOGIES INC COM 83406F102   37,075,789 3,187,944 SH   DFND   37,075,789 0 0
S&P GLOBAL INC COM 78409V104   1,257,039 2,474 SH   DFND   1,257,039 0 0
SAREPTA THERAPEUTICS INC COM 803607100   14,503,988 227,264 SH   DFND   14,503,988 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   30,667,120 361,002 SH   DFND   30,667,120 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,147,203 14,922 SH   DFND   1,147,203 0 0
SYSCO CORP COM 871829107   1,259,246 16,781 SH   DFND   1,259,246 0 0
TARGET CORP COM 87612E106   1,018,971 9,764 SH   DFND   1,018,971 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   2,218,192 115,772 SH   DFND   2,218,192 0 0
PRICE T ROWE GROUP INC COM 74144T108   1,004,598 10,935 SH   DFND   1,004,598 0 0
TESLA INC COM 88160R101   110,143,000 425,000 SH   DFND   110,143,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   30,674,060 421,000 SH   DFND   30,674,060 0 0
UNITI GROUP INC COM 91325V108   3,425,708 679,704 SH   DFND   3,425,708 0 0
UPWORK INC COM 91688F104   142,154 10,893 SH   DFND   142,154 0 0
VERTEX INC CL A 92538J106   10,051,966 287,117 SH   DFND   10,051,966 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   314,503 4,356 SH   DFND   314,503 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   14,826,225 932,467 SH   DFND   14,826,225 0 0
WALMART INC COM 931142103   1,201,582 13,687 SH   DFND   1,201,582 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   829,028 3,703 SH   DFND   829,028 0 0
EXXON MOBIL CORP COM 30231G102   164,949,845 1,386,949 SH   DFND   164,949,845 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   1,259,549 17,074 SH   DFND   1,259,549 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,848,775 27,728 SH   DFND   2,848,775 0 0
AMERICAN EXPRESS CO COM 025816109   221,428 823 SH   DFND   221,428 0 0
CLEANSPARK INC COM NEW 18452B209   1,167,365 173,715 SH   DFND   1,167,365 0 0
DATADOG INC CL A COM 23804L103   15,526,365 156,500 SH   DFND   15,526,365 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107   1,200,000 500,000 SH   DFND   1,200,000 0 0
FLUENCE ENERGY INC COM CL A 34379V103   1,363,747 281,185 SH   DFND   1,363,747 0 0
HOME DEPOT INC COM 437076102   25,139,748 68,596 SH   DFND   25,139,748 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   1,785,558 877,424 SH   DFND   1,785,558 0 0
INTEL CORP COM 458140100   154,532,352 6,804,595 SH   DFND   154,532,352 0 0
IREN LIMITED ORDINARY SHARES Q4982L109   3,059,975 502,459 SH   DFND   3,059,975 0 0
LOCKHEED MARTIN CORP COM 539830109   8,934,200 20,000 SH   DFND   8,934,200 0 0
META PLATFORMS INC CL A 30303M102   2,101,985 3,647 SH   DFND   2,101,985 0 0
MICRON TECHNOLOGY INC COM 595112103   17,378,000 200,000 SH   DFND   17,378,000 0 0
NEWMONT CORP COM 651639106   3,388,146 70,177 SH   DFND   3,388,146 0 0
NRG ENERGY INC COM NEW 629377508   4,589,335 48,076 SH   DFND   4,589,335 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,581,333 63,439 SH   DFND   2,581,333 0 0
PINTEREST INC CL A 72352L106   1,898,595 61,245 SH   DFND   1,898,595 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   12,660,000 150,000 SH   DFND   12,660,000 0 0
RIOT PLATFORMS INC COM 767292105   70,107,514 9,846,561 SH   DFND   70,107,514 0 0
SCHWAB CHARLES CORP COM 808513105   29,096,206 371,694 SH   DFND   29,096,206 0 0
SOUTHERN CO COM 842587107   20,229,000 220,000 SH   DFND   20,229,000 0 0
TOAST INC CL A 888787108   320,721 9,669 SH   DFND   320,721 0 0
UNITEDHEALTH GROUP INC COM 91324P102   39,281,250 75,000 SH   DFND   39,281,250 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   5,929,406 119,376 SH   DFND   5,929,406 0 0
AMPHENOL CORP NEW CL A 032095101   5,279,995 80,500 SH   DFND   5,279,995 0 0
AVIS BUDGET GROUP COM 053774105   18,975,000 250,000 SH   DFND   18,975,000 0 0
CELANESE CORP DEL COM 150870103   28,388,860 500,068 SH   DFND   28,388,860 0 0
CELSIUS HLDGS INC COM NEW 15118V207   3,057,478 85,836 SH   DFND   3,057,478 0 0
CITIZENS FINL GROUP INC COM 174610105   13,929,800 340,000 SH   DFND   13,929,800 0 0
COSTAR GROUP INC COM 22160N109   586,402,860 7,401,273 SH   DFND   586,402,860 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   15,000,000 600,000 SH   DFND   15,000,000 0 0
ERIE INDTY CO CL A 29530P102   1,342,217 3,203 SH   DFND   1,342,217 0 0
EVERSOURCE ENERGY COM 30040W108   1,392,258 22,416 SH   DFND   1,392,258 0 0
EXELIXIS INC COM 30161Q104   1,838,874 49,807 SH   DFND   1,838,874 0 0
FACTSET RESH SYS INC COM 303075105   1,294,815 2,848 SH   DFND   1,294,815 0 0
ALPHABET INC CAP STK CL A 02079K305   23,196,000 150,000 SH   DFND   23,196,000 0 0
HP INC COM 40434L105   6,175,479 223,022 SH   DFND   6,175,479 0 0
LEIDOS HOLDINGS INC COM 525327102   1,463,964 10,849 SH   DFND   1,463,964 0 0
MARATHON PETE CORP COM 56585A102   3,710,724 25,470 SH   DFND   3,710,724 0 0
MERCK & CO INC COM 58933Y105   25,393,104 282,900 SH   DFND   25,393,104 0 0
PG&E CORP COM 69331C108   3,354,172 195,237 SH   DFND   3,354,172 0 0
POWELL INDS INC COM 739128106   429,402 2,521 SH   DFND   429,402 0 0
SL GREEN RLTY CORP COM 78440X887   478,679 8,296 SH   DFND   478,679 0 0
SEMLER SCIENTIFIC INC COM 81684M104   885,814 24,470 SH   DFND   885,814 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   8,538,987 351,833 SH   DFND   8,538,987 0 0
US BANCORP DEL COM NEW 902973304   33,228,407 787,030 SH   DFND   33,228,407 0 0
VOYA FINANCIAL INC COM 929089100   6,913,350 102,027 SH   DFND   6,913,350 0 0
VENTAS INC COM 92276F100   27,504,000 400,000 SH   DFND   27,504,000 0 0
WEC ENERGY GROUP INC COM 92939U106   6,538,800 60,000 SH   DFND   6,538,800 0 0
ZSCALER INC COM 98980G102   9,911,079 49,950 SH   DFND   9,911,079 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   197,031,008 311,666 SH Call DFND   197,031,008 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   68,285,880 311,666 SH Put DFND   68,285,880 0 0
CENCORA INC COM 03073E105   1,528,301 3,143,752 SH Put DFND   1,528,301 0 0
WESTERN DIGITAL CORP COM 958102105   30,099 3,143,752 SH Call DFND   30,099 0 0