BALLARD PWR SYS INC NEW COM 058586108 362236 98702 SH DFND 1 98702 0 0 BANK AMERICA CORP COM 060505104 365304 13342 SH DFND 1 13342 0 0 APPLIED MATLS INC COM 038222105 212659 1536 SH DFND 1 1536 0 0 BAIDU INC SPON ADR REP A 056752108 1168442 8697 SH DFND 1 8697 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 350300 1000 SH DFND 1 1000 0 0 BEST BUY INC COM 086516101 628009 9040 SH DFND 1 9040 0 0 BAOZUN INC SPONSORED ADR 06684L103 397107 128099 SH DFND 1 128099 0 0 BARRICK GOLD CORP COM 067901108 154143 10594 SH DFND 1 10594 0 0 ALTERYX INC COM CL A 02156B103 526642 13973 SH DFND 1 13973 0 0 AMAZON COM INC COM 023135106 3646437 28685 SH DFND 1 28685 0 0 ALIGN TECHNOLOGY INC COM 016255101 1140981 3737 SH DFND 1 3737 0 0 BREAD FINANCIAL HOLDINGS INC COM 018581108 400277 11704 SH DFND 1 11704 0 0 AMERICAN EXPRESS CO COM 025816109 350746 2351 SH DFND 1 2351 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 259910 4700 SH DFND 1 4700 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 636644 49699 SH DFND 1 49699 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 1020967 61467 SH DFND 1 61467 0 0 CHEVRON CORP NEW COM 166764100 224433 1331 SH DFND 1 1331 0 0 CITIGROUP INC COM NEW 172967424 2288514 55641 SH DFND 1 55641 0 0 CANOPY GROWTH CORP COM 138035100 38762 49517 SH DFND 1 49517 0 0 CARNIVAL CORP COMMON STOCK 143658300 951002 69315 SH DFND 1 69315 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 2502331 14950 SH DFND 1 14950 0 0 DANAHER CORPORATION COM 235851102 441122 1778 SH DFND 1 1778 0 0 COHERENT CORP COM 19247G107 347942 10660 SH DFND 1 10660 0 0 COUPANG INC CL A 22266T109 338470 19910 SH DFND 1 19910 0 0 BIOGEN INC COM 09062X103 319463 1243 SH DFND 1 1243 0 0 BIONTECH SE SPONSORED ADS 09075V102 706812 6506 SH DFND 1 6506 0 0 BEYOND MEAT INC COM 08862E109 143857 14954 SH DFND 1 14954 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 709698 8021 SH DFND 1 8021 0 0 CAMECO CORP COM 13321L108 332302 8383 SH DFND 1 8383 0 0 CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 286149 19519 SH DFND 1 19519 0 0 BLUEBIRD BIO INC COM 09609G100 557156 183275 SH DFND 1 183275 0 0 CVS HEALTH CORP COM 126650100 2165467 31015 SH DFND 1 31015 0 0 ADOBE INC COM 00724F101 578227 1134 SH DFND 1 1134 0 0 ADVANCED MICRO DEVICES INC COM 007903107 8801289 85599 SH DFND 1 85599 0 0 AT&T INC COM 00206R102 524453 34917 SH DFND 1 34917 0 0 ARK ETF TR INNOVATION ETF 00214Q104 231752 5842 SH DFND 1 5842 0 0 ALCOA CORP COM 013872106 353486 12164 SH DFND 1 12164 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19970150 230230 SH DFND 1 230230 0 0 AIRBNB INC COM CL A 009066101 226534 1651 SH DFND 1 1651 0 0 ALBEMARLE CORP COM 012653101 409796 2410 SH DFND 1 2410 0 0 POLESTAR AUTOMOTIVE HLDG UK ADS A 731105201 44616 16900 SH DFND 2 16900 0 0 REALTY INCOME CORP COM 756109104 8839380 177000 SH DFND 2 177000 0 0 NIKOLA CORP COM 654110105 62800 40000 SH DFND 2 40000 0 0 NUCOR CORP COM 670346105 9537350 61000 SH DFND 2 61000 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 31636500 350000 SH DFND 2 350000 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 737685 4500 SH DFND 2 4500 0 0 REPUBLIC SVCS INC COM 760759100 5272870 37000 SH DFND 2 37000 0 0 SPDR SER TR S&P REGL BKG 78464A698 18796500 450000 SH DFND 2 450000 0 0 FMC CORP COM NEW 302491303 1540310 23000 SH DFND 2 23000 0 0 FIFTH THIRD BANCORP COM 316773100 4838030 191000 SH DFND 2 191000 0 0 ESSEX PPTY TR INC COM 297178105 3393440 16000 SH DFND 2 16000 0 0 EVGO INC CL A COM 30052F100 33800 10000 SH DFND 2 10000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 28661600 80000 SH DFND 2 80000 0 0 ISHARES TR MSCI ACWI ETF 464288257 120081000 1300000 SH DFND 2 1300000 0 0 HOST HOTELS & RESORTS INC COM 44107P104 2860460 178000 SH DFND 2 178000 0 0 ILLINOIS TOOL WKS INC COM 452308109 11630655 50500 SH DFND 2 50500 0 0 STRYKER CORPORATION COM 863667101 21588330 79000 SH DFND 2 79000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 19118000 220000 SH DFND 2 220000 0 0 STATE STR CORP COM 857477103 5959440 89000 SH DFND 2 89000 0 0 STEEL DYNAMICS INC COM 858119100 3109380 29000 SH DFND 2 29000 0 0 ZOETIS INC CL A 98978V103 17398000 100000 SH DFND 2 100000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 2606 240 SH DFND 2 240 0 0 WYNN RESORTS LTD COM 983134107 41584500 450000 SH DFND 2 450000 0 0 ANGLOGOLD ASHANTI PLC COM SHS G0378L100 1314734 83211 SH DFND 1 83211 0 0 BUNGE LIMITED COM G16962105 526528 4864 SH DFND 1 4864 0 0 ZSCALER INC COM 98980G102 222183 1428 SH DFND 1 1428 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2192409 31347 SH DFND 1 31347 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 647959 9825 SH DFND 1 9825 0 0 ALCON AG ORD SHS H01301128 222087 2882 SH DFND 1 2882 0 0 HERBALIFE LTD COM SHS G4412G101 162340 11604 SH DFND 1 11604 0 0 MEDTRONIC PLC SHS G5960L103 277629 3543 SH DFND 1 3543 0 0 WEIBO CORP SPONSORED ADR 948596101 1180340 94126 SH DFND 1 94126 0 0 WESTERN DIGITAL CORP. COM 958102105 1977878 43346 SH DFND 1 43346 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 4695419 432359 SH DFND 1 432359 0 0 WAYFAIR INC CL A 94419L101 1557800 25719 SH DFND 1 25719 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 223975 14275 SH DFND 1 14275 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 752316 16298 SH DFND 1 16298 0 0 WESTROCK CO COM 96145D105 658792 18402 SH DFND 1 18402 0 0 WORKHORSE GROUP INC COM NEW 98138J206 4815 11620 SH DFND 1 11620 0 0 AIR PRODS & CHEMS INC COM 009158106 15020200 53000 SH DFND 2 53000 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 3903900 39000 SH DFND 2 39000 0 0 AT&T INC COM 00206R102 15020 1000 SH DFND 2 1000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 66935820 651000 SH DFND 2 651000 0 0 CAMDEN PPTY TR SH BEN INT 133131102 2459080 26000 SH DFND 2 26000 0 0 DEERE & CO COM 244199105 7547600 20000 SH DFND 2 20000 0 0 AVALONBAY CMNTYS INC COM 053484101 6010900 35000 SH DFND 2 35000 0 0 BOEING CO COM 097023105 19168000 100000 SH DFND 2 100000 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 436492 3275 SH DFND 1 3275 0 0 WIX COM LTD SHS M98068105 373534 4069 SH DFND 1 4069 0 0 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 484674 10678 SH DFND 1 10678 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 242012 1565 SH DFND 1 1565 0 0 STELLANTIS N.V SHS N82405106 990876 51443 SH DFND 1 51443 0 0 YANDEX N V SHS CLASS A N97284108 318192 16800 SH DFND 1 16800 0 0 FERRARI N V COM N3167Y103 393186 1329 SH DFND 1 1329 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1151939 5762 SH DFND 1 5762 0 0 ISHARES TR MSCI INDIA ETF 46429B598 258952 5856 SH DFND 1 5856 0 0 ISHARES TR MSCI CHINA ETF 46429B671 370043 8548 SH DFND 1 8548 0 0 ISHARES TR IBOXX HI YD ETF 464288513 644313 8740 SH DFND 1 8740 0 0 ISHARES SILVER TR ISHARES 46428Q109 301012 14799 SH DFND 1 14799 0 0 JOYY INC ADS REPSTG COM A 46591M109 571764 15003 SH DFND 1 15003 0 0 JPMORGAN CHASE & CO COM 46625H100 304832 2102 SH DFND 1 2102 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 257860 4277 SH DFND 1 4277 0 0 ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 121566 22638 SH DFND 1 0 0 22638 IROBOT CORP COM 462726100 917749 24215 SH DFND 1 24215 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 205130 7732 SH DFND 1 7732 0 0 INVITAE CORP COM 46185L103 20216 33404 SH DFND 1 33404 0 0 IQIYI INC SPONSORED ADS 46267X108 403995 85231 SH DFND 1 85231 0 0 ISHARES TR MSCI AC ASIA ETF 464288182 365125 5750 SH DFND 1 5750 0 0 ISHARES TR MSCI ACWI ETF 464288257 1017825 11019 SH DFND 1 11019 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2276583 59989 SH DFND 1 59989 0 0 ISHARES TR 20 YR TR BD ETF 464287432 246558 2780 SH DFND 1 2780 0 0 MATCH GROUP INC NEW COM 57667L107 503203 12845 SH DFND 1 12845 0 0 MERCK & CO INC COM 58933Y105 296805 2883 SH DFND 1 2883 0 0 LYFT INC CL A COM 55087P104 1308973 124191 SH DFND 1 124191 0 0 MACYS INC COM 55616P104 340219 29304 SH DFND 1 29304 0 0 MONGODB INC CL A 60937P106 3622192 10473 SH DFND 1 10473 0 0 MOSAIC CO NEW COM 61945C103 297082 8345 SH DFND 1 8345 0 0 MICRON TECHNOLOGY INC COM 595112103 1254949 18447 SH DFND 1 18447 0 0 MODERNA INC COM 60770K107 874350 8465 SH DFND 1 8465 0 0 KOHLS CORP COM 500255104 469273 22389 SH DFND 1 22389 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 780346 28511 SH DFND 1 28511 0 0 JD.COM INC SPON ADR CL A 47215P106 7175156 246315 SH DFND 1 246315 0 0 KINROSS GOLD CORP COM 496902404 3021670 662647 SH DFND 1 662647 0 0 ELI LILLY & CO COM 532457108 407682 759 SH DFND 1 759 0 0 LUCID GROUP INC COM 549498103 79339 14193 SH DFND 1 14193 0 0 LAS VEGAS SANDS CORP COM 517834107 468531 10221 SH DFND 1 10221 0 0 LAUDER ESTEE COS INC CL A 518439104 253830 1756 SH DFND 1 1756 0 0 EDISON INTL COM 281020107 236008 3729 SH DFND 1 3729 0 0 ELECTRONIC ARTS INC COM 285512109 1940126 16114 SH DFND 1 16114 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 765263 25994 SH DFND 1 25994 0 0 ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 78475 21500 SH DFND 1 21500 0 0 META PLATFORMS INC CL A 30303M102 8130888 27084 SH DFND 1 27084 0 0 FARFETCH LTD ORD SH CL A 30744W107 1481030 708627 SH DFND 1 708627 0 0 ETSY INC COM 29786A106 1121819 17371 SH DFND 1 17371 0 0 EXXON MOBIL CORP COM 30231G102 513707 4369 SH DFND 1 4369 0 0 DISCOVER FINL SVCS COM 254709108 295495 3411 SH DFND 1 3411 0 0 DISH NETWORK CORPORATION CL A 25470M109 419717 71624 SH DFND 1 71624 0 0 DATADOG INC CL A COM 23804L103 1062200 11661 SH DFND 1 11661 0 0 DISNEY WALT CO COM 254687106 2177814 26870 SH DFND 1 26870 0 0 DOMINOS PIZZA INC COM 25754A201 246592 651 SH DFND 1 651 0 0 DOORDASH INC CL A 25809K105 204635 2575 SH DFND 1 2575 0 0 DOCUSIGN INC COM 256163106 375438 8939 SH DFND 1 8939 0 0 DOMINION ENERGY INC COM 25746U109 293527 6571 SH DFND 1 6571 0 0 HALLIBURTON CO COM 406216101 395037 9754 SH DFND 1 9754 0 0 HASBRO INC COM 418056107 246239 3723 SH DFND 1 3723 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 309333 956 SH DFND 1 956 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 152678 12283 SH DFND 1 12283 0 0 INTEL CORP COM 458140100 3858242 108530 SH DFND 1 108530 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2290419 16165 SH DFND 1 16165 0 0 HUYA INC ADS REP SHS A 44852D108 156532 55117 SH DFND 1 55117 0 0 ILLUMINA INC COM 452327109 849626 6189 SH DFND 1 6189 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 153234 13994 SH DFND 1 13994 0 0 GAOTU TECHEDU INC SPONSORED ADS 36257Y109 35013 12686 SH DFND 1 12686 0 0 FORTINET INC COM 34959E109 581343 9907 SH DFND 1 9907 0 0 FUTU HLDGS LTD SPON ADS CL A 36118L106 482482 8346 SH DFND 1 8346 0 0 GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 147982 81758 SH DFND 1 81758 0 0 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 399651 7244 SH DFND 1 7244 0 0 GENERAL ELECTRIC CO COM NEW 369604301 997714 9025 SH DFND 1 9025 0 0 GENERAL MTRS CO COM 37045V100 2883161 87448 SH DFND 1 87448 0 0 SUNPOWER CORP COM 867652406 104705 16970 SH DFND 1 16970 0 0 SUNRUN INC COM 86771W105 5268769 419488 SH DFND 1 419488 0 0 STEEL DYNAMICS INC COM 858119100 145498 1357 SH DFND 1 1357 0 0 STRYKER CORPORATION COM 863667101 30606 112 SH DFND 1 112 0 0 TAL EDUCATION GROUP SPONSORED ADS 874080104 1226707 134655 SH DFND 1 134655 0 0 TARGET CORP COM 87612E106 1254527 11346 SH DFND 1 11346 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2491249 28668 SH DFND 1 28668 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 206373 1470 SH DFND 1 1470 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 485654 8139 SH DFND 1 8139 0 0 SOFI TECHNOLOGIES INC COM 83406F102 1322481 165517 SH DFND 1 165517 0 0 SNAP INC CL A 83304A106 471321 52898 SH DFND 1 52898 0 0 SNOWFLAKE INC CL A 833445109 220753 1445 SH DFND 1 1445 0 0 SPLUNK INC COM 848637104 1020240 6976 SH DFND 1 6976 0 0 BLOCK INC CL A 852234103 742683 16780 SH DFND 1 16780 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 691583 5340 SH DFND 1 5340 0 0 SONY GROUP CORP SPONSORED ADR 835699307 657302 7976 SH DFND 1 7976 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 790831 29388 SH DFND 1 29388 0 0 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 430818 13367 SH DFND 1 13367 0 0 UNITED STS NAT GAS FD LP UNIT PAR 912318300 836552 122482 SH DFND 1 122482 0 0 UNITY SOFTWARE INC COM 91332U101 901019 28704 SH DFND 1 28704 0 0 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 247803 15478 SH DFND 1 15478 0 0 VMWARE INC CL A COM 928563402 377244 2266 SH DFND 1 2266 0 0 PARAMOUNT GLOBAL CLASS B COM 92556H206 1461635 113305 SH DFND 1 113305 0 0 VIATRIS INC COM 92556V106 836513 84839 SH DFND 1 84839 0 0 TWILIO INC CL A 90138F102 598411 10224 SH DFND 1 10224 0 0 US BANCORP DEL COM NEW 902973304 352816 10672 SH DFND 1 10672 0 0 TELADOC HEALTH INC COM 87918A105 724806 38989 SH DFND 1 38989 0 0 TRIPADVISOR INC COM 896945201 582538 35135 SH DFND 1 35135 0 0 UNION PAC CORP COM 907818108 225826 1109 SH DFND 1 1109 0 0 UNITED PARCEL SERVICE INC CL B 911312106 252665 1621 SH DFND 1 1621 0 0 UNDER ARMOUR INC CL A 904311107 158084 23078 SH DFND 1 23078 0 0 UNDER ARMOUR INC CL C 904311206 244992 38400 SH DFND 1 38400 0 0 PAYCOM SOFTWARE INC COM 70432V102 216750 836 SH DFND 1 836 0 0 PAYPAL HLDGS INC COM 70450Y103 8080400 138221 SH DFND 1 138221 0 0 OPENDOOR TECHNOLOGIES INC COM 683712103 268689 101776 SH DFND 1 101776 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 646256 40391 SH DFND 1 40391 0 0 PINTEREST INC CL A 72352L106 1752247 64826 SH DFND 1 64826 0 0 PLUG POWER INC COM NEW 72919P202 1150663 151403 SH DFND 1 151403 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 206303 40852 SH DFND 1 40852 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 415523 4237 SH DFND 1 4237 0 0 NETFLIX INC COM 64110L106 11009683 29157 SH DFND 1 29157 0 0 NEWMONT CORP COM 651639106 9864320 266964 SH DFND 1 266964 0 0 NIO INC SPON ADS 62914V106 1447232 160092 SH DFND 1 160092 0 0 NETAPP INC COM 64110D104 242133 3191 SH DFND 1 3191 0 0 NOVAVAX INC COM NEW 670002401 98623 13622 SH DFND 1 13622 0 0 NUCOR CORP COM 670346105 1407 9 SH DFND 1 9 0 0 NIKE INC CL B 654106103 641706 6711 SH DFND 1 6711 0 0 GEN DIGITAL INC COM 668771108 2855833 161529 SH DFND 1 161529 0 0 SEA LTD SPONSORD ADS 81141R100 450707 10255 SH DFND 1 10255 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 69510 769 SH DFND 1 769 0 0 SPDR SER TR S&P RETAIL ETF 78464A714 437827 7194 SH DFND 1 7194 0 0 SPDR SER TR S&P BIOTECH 78464A870 1087779 14897 SH DFND 1 14897 0 0 SHOPIFY INC CL A 82509L107 487256 8929 SH DFND 1 8929 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 9408641 95432 SH DFND 1 95432 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 77211 471 SH DFND 1 471 0 0 SERVICENOW INC COM 81762P102 264388 473 SH DFND 1 473 0 0 RTX CORPORATION COM 75513E101 253190 3518 SH DFND 1 3518 0 0 REALTY INCOME CORP COM 756109104 4794 96 SH DFND 1 96 0 0 QUALCOMM INC COM 747525103 1515636 13647 SH DFND 1 13647 0 0 RH COM 74967X103 355300 1344 SH DFND 1 1344 0 0 ROKU INC COM CL A 77543R102 3412321 48340 SH DFND 1 48340 0 0 SPDR GOLD TR GOLD SHS 78463V107 7269651 42401 SH DFND 1 42401 0 0 RINGCENTRAL INC CL A 76680R206 646082 21805 SH DFND 1 21805 0 0 ROBLOX CORP CL A 771049103 1126515 38899 SH DFND 1 38899 0 0