AT&T INC COM 00206R102 1243972 77992 SH DFND 1 77992 0 0 ALPHABET INC CAP STK CL C 02079K107 561059 4638 SH DFND 1 4638 0 0 ALTERYX INC COM CL A 02156B103 405286 8927 SH DFND 1 8927 0 0 BREAD FINANCIAL HOLDINGS INC COM 018581108 323568 10308 SH DFND 1 10308 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 253380 1334 SH DFND 1 1334 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 2680252 227140 SH DFND 1 227140 0 0 AMERICAN TOWER CORP NEW COM 03027X100 206740 1066 SH DFND 1 1066 0 0 AMAZON COM INC COM 023135106 6094460 46751 SH DFND 1 46751 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 452662 25232 SH DFND 1 25232 0 0 ADVANCED MICRO DEVICES INC COM 007903107 9150276 80329 SH DFND 1 80329 0 0 AFFIRM HLDGS INC COM CL A 00827B106 176234 11496 SH DFND 1 11496 0 0 ARK ETF TR INNOVATION ETF 00214Q104 257866 5842 SH DFND 1 5842 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 397549 813 SH DFND 1 813 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 28611138 343265 SH DFND 1 343265 0 0 ALIGN TECHNOLOGY INC COM 016255101 1279470 3618 SH DFND 1 3618 0 0 AGNICO EAGLE MINES LTD COM 008474108 318523 6373 SH DFND 1 6373 0 0 AIRBNB INC COM CL A 009066101 382814 2987 SH DFND 1 2987 0 0 HERBALIFE LTD COM SHS G4412G101 184274 13918 SH DFND 1 13918 0 0 MEDTRONIC PLC SHS G5960L103 227122 2578 SH DFND 1 2578 0 0 ZSCALER INC COM 98980G102 221352 1513 SH DFND 1 1513 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2559958 37713 SH DFND 1 37713 0 0 ALCON AG ORD SHS H01301128 204947 2496 SH DFND 1 2496 0 0 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 646621 11518 SH DFND 1 11518 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 277437 12744 SH DFND 1 12744 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 345977 5592 SH DFND 1 5592 0 0 WEIBO CORP SPONSORED ADR 948596101 1064978 81234 SH DFND 1 81234 0 0 WESTERN DIGITAL CORP. COM 958102105 2729405 71959 SH DFND 1 71959 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 4686624 373734 SH DFND 1 373734 0 0 WAYFAIR INC CL A 94419L101 1950170 29998 SH DFND 1 29998 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 484119 32513 SH DFND 1 32513 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 836226 16638 SH DFND 1 16638 0 0 WESTROCK CO COM 96145D105 500237 17208 SH DFND 1 17208 0 0 WORKHORSE GROUP INC COM NEW 98138J206 10128 11620 SH DFND 1 11620 0 0 BOSTON PROPERTIES INC COM 101121101 2044445 35500 SH DFND 2 35500 0 0 THE CIGNA GROUP COM 125523100 72956000 260000 SH DFND 2 260000 0 0 AT&T INC COM 00206R102 15950 1000 SH DFND 2 1000 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 4369365 38500 SH DFND 2 38500 0 0 DEERE & CO COM 244199105 5875255 14500 SH DFND 2 14500 0 0 ESSEX PPTY TR INC COM 297178105 1804110 7700 SH DFND 2 7700 0 0 CAMDEN PPTY TR SH BEN INT 133131102 2830620 26000 SH DFND 2 26000 0 0 CAMPBELL SOUP CO COM 134429109 2354065 51500 SH DFND 2 51500 0 0 WIX COM LTD SHS M98068105 381029 4870 SH DFND 1 4870 0 0 ELASTIC N V ORD SHS N14506104 565410 8818 SH DFND 1 8818 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 688599 4289 SH DFND 1 4289 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 1557060 12395 SH DFND 1 12395 0 0 STELLANTIS N.V SHS N82405106 512090 29169 SH DFND 1 29169 0 0 YANDEX N V SHS CLASS A N97284108 318192 16800 SH DFND 1 16800 0 0 FERRARI N V COM N3167Y103 252452 773 SH DFND 1 773 0 0 NXP SEMICONDUCTORS N V COM N6596X109 837551 4092 SH DFND 1 4092 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 295599 40054 SH DFND 1 40054 0 0 TERADYNE INC COM 880770102 2034556 18275 SH DFND 1 18275 0 0 TARGET CORP COM 87612E106 833080 6316 SH DFND 1 6316 0 0 TELADOC HEALTH INC COM 87918A105 1427212 56367 SH DFND 1 56367 0 0 TRIPADVISOR INC COM 896945201 2182946 132380 SH DFND 1 132380 0 0 TWILIO INC CL A 90138F102 711717 11187 SH DFND 1 11187 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 2030736 269686 SH DFND 1 269686 0 0 TILRAY BRANDS INC COM 88688T100 100940 64705 SH DFND 1 64705 0 0 SPLUNK INC COM 848637104 8781812 82777 SH DFND 1 82777 0 0 BLOCK INC CL A 852234103 1127163 16932 SH DFND 1 16932 0 0 SOFI TECHNOLOGIES INC COM 83406F102 953496 114328 SH DFND 1 114328 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 351876 3908 SH DFND 1 3908 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 656485 6505 SH DFND 1 6505 0 0 TAL EDUCATION GROUP SPONSORED ADS 874080104 829167 139122 SH DFND 1 139122 0 0 STEEL DYNAMICS INC COM 858119100 135836 1247 SH DFND 1 1247 0 0 SUNRUN INC COM 86771W105 6354695 355806 SH DFND 1 355806 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1920492 51640 SH DFND 1 51640 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 1780902 111936 SH DFND 1 111936 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 380215 2638 SH DFND 1 2638 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 361236 10130 SH DFND 1 10130 0 0 VISA INC COM CL A 92826C839 367619 1548 SH DFND 1 1548 0 0 VMWARE INC CL A COM 928563402 413827 2880 SH DFND 1 2880 0 0 VIATRIS INC COM 92556V106 837681 83936 SH DFND 1 83936 0 0 VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 628848 38112 SH DFND 1 38112 0 0 UNDER ARMOUR INC CL C 904311206 238876 35600 SH DFND 1 35600 0 0 UNION PAC CORP COM 907818108 202983 992 SH DFND 1 992 0 0 US BANCORP DEL COM NEW 902973304 324552 9823 SH DFND 1 9823 0 0 UNDER ARMOUR INC CL A 904311107 371823 51499 SH DFND 1 51499 0 0 UNITED STS OIL FD LP UNITS 91232N207 210541 3313 SH DFND 1 3313 0 0 UNITY SOFTWARE INC COM 91332U101 1134130 26120 SH DFND 1 26120 0 0 UNITED PARCEL SERVICE INC CL B 911312106 549760 3067 SH DFND 1 3067 0 0 UNITED STS NAT GAS FD LP UNIT PAR 912318300 760290 102465 SH DFND 1 102465 0 0 LAM RESEARCH CORP COM 512807108 22500100 35000 SH DFND 2 35000 0 0 NETAPP INC COM 64110D104 13599200 178000 SH DFND 2 178000 0 0 ILLINOIS TOOL WKS INC COM 452308109 13133400 52500 SH DFND 2 52500 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4377450 55000 SH DFND 2 55000 0 0 REALTY INCOME CORP COM 756109104 9536505 159500 SH DFND 2 159500 0 0 SPDR SER TR S&P REGL BKG 78464A698 6124500 150000 SH DFND 2 150000 0 0 POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201 40110 10500 SH DFND 2 10500 0 0 RAYMOND JAMES FINL INC COM 754730109 5447925 52500 SH DFND 2 52500 0 0 FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 1693475 17500 SH DFND 2 17500 0 0 FIFTH THIRD BANCORP COM 316773100 4875060 186000 SH DFND 2 186000 0 0 EVGO INC CL A COM 30052F100 40000 10000 SH DFND 2 10000 0 0 FMC CORP COM NEW 302491303 2921520 28000 SH DFND 2 28000 0 0 HOST HOTELS & RESORTS INC COM 44107P104 2962080 176000 SH DFND 2 176000 0 0 HUMANA INC COM 444859102 8048340 18000 SH DFND 2 18000 0 0 FRANKLIN RESOURCES INC COM 354613101 1041690 39000 SH DFND 2 39000 0 0 GILEAD SCIENCES INC COM 375558103 2697450 35000 SH DFND 2 35000 0 0 STEEL DYNAMICS INC COM 858119100 3921480 36000 SH DFND 2 36000 0 0 STRYKER CORPORATION COM 863667101 12203600 40000 SH DFND 2 40000 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 10113000 300000 SH DFND 2 300000 0 0 STATE STR CORP COM 857477103 17709560 242000 SH DFND 2 242000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 3010 240 SH DFND 2 240 0 0 WYNN RESORTS LTD COM 983134107 31683000 300000 SH DFND 2 300000 0 0 TILRAY BRANDS INC COM 88688T100 3037 1947 SH DFND 2 1947 0 0 VENTAS INC COM 92276F100 4703365 99500 SH DFND 2 99500 0 0 META PLATFORMS INC CL A 30303M102 8896667 31001 SH DFND 1 31001 0 0 FARFETCH LTD ORD SH CL A 30744W107 3538377 585824 SH DFND 1 585824 0 0 ETSY INC COM 29786A106 1383035 16346 SH DFND 1 16346 0 0 EXXON MOBIL CORP COM 30231G102 200558 1870 SH DFND 1 1870 0 0 GENERAL ELECTRIC CO COM NEW 369604301 1025779 9338 SH DFND 1 9338 0 0 GENERAL MTRS CO COM 37045V100 3520759 91306 SH DFND 1 91306 0 0 GAOTU TECHEDU INC SPONSORED ADS 36257Y109 62618 21667 SH DFND 1 21667 0 0 GAP INC COM 364760108 933239 104506 SH DFND 1 104506 0 0 DOORDASH INC CL A 25809K105 305604 3999 SH DFND 1 3999 0 0 DOW INC COM 260557103 308429 5791 SH DFND 1 5791 0 0 DOCUSIGN INC COM 256163106 417610 8174 SH DFND 1 8174 0 0 DOMINOS PIZZA INC COM 25754A201 381136 1131 SH DFND 1 1131 0 0 EBAY INC. COM 278642103 592500 13258 SH DFND 1 13258 0 0 ENPHASE ENERGY INC COM 29355A107 453871 2710 SH DFND 1 2710 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 1754258 66024 SH DFND 1 66024 0 0 ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 64285 21500 SH DFND 1 21500 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 248719 3125 SH DFND 1 3125 0 0 INVITAE CORP COM 46185L103 37747 33404 SH DFND 1 33404 0 0 INTEL CORP COM 458140100 7160206 214121 SH DFND 1 214121 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 304150 2273 SH DFND 1 2273 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 2040718 75054 SH DFND 1 75054 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2025076 51190 SH DFND 1 51190 0 0 IQIYI INC SPONSORED ADS 46267X108 387332 72534 SH DFND 1 72534 0 0 IROBOT CORP COM 462726100 1287634 28456 SH DFND 1 28456 0 0 GLOBAL X FDS GLOBAL X URANIUM 37954Y871 243496 11221 SH DFND 1 11221 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 196390 14356 SH DFND 1 14356 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 289014 155384 SH DFND 1 155384 0 0 GLOBAL PMTS INC COM 37940X102 527279 5352 SH DFND 1 5352 0 0 HUYA INC ADS REP SHS A 44852D108 220313 61540 SH DFND 1 61540 0 0 ILLUMINA INC COM 452327109 805832 4298 SH DFND 1 4298 0 0 HALLIBURTON CO COM 406216101 400730 12147 SH DFND 1 12147 0 0 HASBRO INC COM 418056107 256878 3966 SH DFND 1 3966 0 0 BEST BUY INC COM 086516101 405489 4948 SH DFND 1 4948 0 0 BILIBILI INC SPONS ADS REP Z 090040106 153416 10160 SH DFND 1 10160 0 0 BAOZUN INC SPONSORED ADR 06684L103 488368 122398 SH DFND 1 122398 0 0 BARRICK GOLD CORP COM 067901108 2108327 124532 SH DFND 1 124532 0 0 BIONTECH SE SPONSORED ADS 09075V102 776125 7191 SH DFND 1 7191 0 0 BLINK CHARGING CO COM 09354A100 459852 76770 SH DFND 1 76770 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 995346 11483 SH DFND 1 11483 0 0 BIOGEN INC COM 09062X103 203098 713 SH DFND 1 713 0 0 APPLE INC COM 037833100 596070 3073 SH DFND 1 3073 0 0 APPLIED MATLS INC COM 038222105 245140 1696 SH DFND 1 1696 0 0 ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 1873467 88832 SH DFND 1 88832 0 0 APA CORPORATION COM 03743Q108 1159969 33947 SH DFND 1 33947 0 0 BALLARD PWR SYS INC NEW COM 058586108 389396 89311 SH DFND 1 89311 0 0 BANK AMERICA CORP COM 060505104 687728 23971 SH DFND 1 23971 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 409384 5418 SH DFND 1 5418 0 0 BAIDU INC SPON ADR REP A 056752108 1363213 9957 SH DFND 1 9957 0 0 COUPANG INC CL A 22266T109 221624 12737 SH DFND 1 12737 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 4524771 30808 SH DFND 1 30808 0 0 CITIGROUP INC COM NEW 172967424 412887 8968 SH DFND 1 8968 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 611896 8552 SH DFND 1 8552 0 0 DISNEY WALT CO COM 254687106 2398686 26867 SH DFND 1 26867 0 0 DISH NETWORK CORPORATION CL A 25470M109 440561 66853 SH DFND 1 66853 0 0 DATADOG INC CL A COM 23804L103 801699 8149 SH DFND 1 8149 0 0 DIAMONDBACK ENERGY INC COM 25278X109 374113 2848 SH DFND 1 2848 0 0 CVS HEALTH CORP COM 126650100 938855 13581 SH DFND 1 13581 0 0 CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 274120 15400 SH DFND 1 15400 0 0 BLUEBIRD BIO INC COM 09609G100 557106 169333 SH DFND 1 169333 0 0 BOSTON PROPERTIES INC COM 101121101 70029 1216 SH DFND 1 1216 0 0 CHEWY INC CL A 16679L109 226282 5733 SH DFND 1 5733 0 0 CINEMARK HLDGS INC COM 17243V102 171435 10390 SH DFND 1 10390 0 0 CANOPY GROWTH CORP COM 138035100 19208 49517 SH DFND 1 49517 0 0 CARNIVAL CORP COMMON STOCK 143658300 1328268 70540 SH DFND 1 70540 0 0 PALO ALTO NETWORKS INC COM 697435105 223060 873 SH DFND 1 873 0 0 PAYPAL HLDGS INC COM 70450Y103 13330185 199763 SH DFND 1 199763 0 0 PAGERDUTY INC COM 69553P100 940316 41829 SH DFND 1 41829 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 450809 29407 SH DFND 1 29407 0 0 PINTEREST INC CL A 72352L106 1427968 52230 SH DFND 1 52230 0 0 PLUG POWER INC COM NEW 72919P202 1538603 148085 SH DFND 1 148085 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 570052 74129 SH DFND 1 74129 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 240607 3480 SH DFND 1 3480 0 0 GEN DIGITAL INC COM 668771108 1909222 102923 SH DFND 1 102923 0 0 NOVAVAX INC COM NEW 670002401 112230 15105 SH DFND 1 15105 0 0 NEWMONT CORP COM 651639106 4194715 98329 SH DFND 1 98329 0 0 NIKE INC CL B 654106103 281112 2547 SH DFND 1 2547 0 0 OSHKOSH CORP COM 688239201 1092419 12616 SH DFND 1 12616 0 0 OVERSTOCK COM INC DEL COM 690370101 399048 12252 SH DFND 1 12252 0 0 OCCIDENTAL PETE CORP COM 674599105 2786826 47395 SH DFND 1 47395 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 107024 26623 SH DFND 1 26623 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 4450 132 SH DFND 1 132 0 0 SHOPIFY INC CL A 82509L107 771453 11942 SH DFND 1 11942 0 0 SPDR SER TR S&P BIOTECH 78464A870 303014 3642 SH DFND 1 3642 0 0 SEA LTD SPONSORD ADS 81141R100 553586 9538 SH DFND 1 9538 0 0 SNOWFLAKE INC CL A 833445109 216983 1233 SH DFND 1 1233 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 392511 5405 SH DFND 1 5405 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 6714345 60659 SH DFND 1 60659 0 0 SNAP INC CL A 83304A106 324452 27403 SH DFND 1 27403 0 0 REALTY INCOME CORP COM 756109104 5740 96 SH DFND 1 96 0 0 RINGCENTRAL INC CL A 76680R206 733021 22396 SH DFND 1 22396 0 0 QUALCOMM INC COM 747525103 1041243 8747 SH DFND 1 8747 0 0 RH COM 74967X103 306519 930 SH DFND 1 930 0 0 SPDR GOLD TR GOLD SHS 78463V107 5120806 28725 SH DFND 1 28725 0 0 SPDR SER TR S&P RETAIL ETF 78464A714 583759 9157 SH DFND 1 9157 0 0 ROBLOX CORP CL A 771049103 1276865 31684 SH DFND 1 31684 0 0 ROKU INC COM CL A 77543R102 3837984 60006 SH DFND 1 60006 0 0 JD.COM INC SPON ADR CL A 47215P106 1118167 32762 SH DFND 1 32762 0 0 KINROSS GOLD CORP COM 496902404 8416942 1764558 SH DFND 1 1764558 0 0 JOYY INC ADS REPSTG COM A 46591M109 1243049 40477 SH DFND 1 40477 0 0 JPMORGAN CHASE & CO COM 46625H100 200416 1378 SH DFND 1 1378 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 1509615 56057 SH DFND 1 56057 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 422667 2159 SH DFND 1 2159 0 0 KOHLS CORP COM 500255104 464066 20133 SH DFND 1 20133 0 0 KRAFT HEINZ CO COM 500754106 730129 20567 SH DFND 1 20567 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 226817 12327 SH DFND 1 12327 0 0 ISHARES TR MSCI ACWI ETF 464288257 1028669 10722 SH DFND 1 10722 0 0 ISHARES TR 20 YR TR BD ETF 464287432 1392366 13526 SH DFND 1 13526 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 382030 5750 SH DFND 1 5750 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 202846 3277 SH DFND 1 3277 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 92972 15758 SH DFND 1 0 0 15758 ISHARES TR IBOXX HI YD ETF 464288513 778176 10366 SH DFND 1 10366 0 0 ISHARES SILVER TR ISHARES 46428Q109 200126 9580 SH DFND 1 9580 0 0 MICROSOFT CORP COM 594918104 441340 1296 SH DFND 1 1296 0 0 MICRON TECHNOLOGY INC COM 595112103 6147671 97412 SH DFND 1 97412 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 120389 13001 SH DFND 1 13001 0 0 MERCADOLIBRE INC COM 58733R102 259427 219 SH DFND 1 219 0 0 NETAPP INC COM 64110D104 363511 4758 SH DFND 1 4758 0 0 NETFLIX INC COM 64110L106 12882571 29246 SH DFND 1 29246 0 0 MONGODB INC CL A 60937P106 4246349 10332 SH DFND 1 10332 0 0 NIO INC SPON ADS 62914V106 2075540 214194 SH DFND 1 214194 0 0 LILLY ELI & CO COM 532457108 223234 476 SH DFND 1 476 0 0 LUCID GROUP INC COM 549498103 86352 12533 SH DFND 1 12533 0 0 LAS VEGAS SANDS CORP COM 517834107 802894 13843 SH DFND 1 13843 0 0 LAUDER ESTEE COS INC CL A 518439104 898439 4575 SH DFND 1 4575 0 0 MARVELL TECHNOLOGY INC COM 573874104 524928 8781 SH DFND 1 8781 0 0 MATCH GROUP INC NEW COM 57667L107 2085302 49828 SH DFND 1 49828 0 0 LYFT INC CL A COM 55087P104 1269409 132368 SH DFND 1 132368 0 0 MAGNITE INC COM 55955D100 162926 11936 SH DFND 1 11936 0 0