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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Amazon Com Inc COM 023135106 26,021 136,765 SH DFND 136,765 0 0
American Airl S GROUP INC COM 02376R102 1,411 133,728 SH DFND 133,728 0 0
Antero Resources Corp COM 03674X106 10,450 258,400 SH DFND 258,400 0 0
Applovin Corp COM CL A 03831W108 10,652 40,200 SH DFND 40,200 0 0
Ascendis Pharma A/S SPONSORED ADR 04351P101 24,738 158,720 SH DFND 158,720 0 0
Banco Macro Sa SPON ADR B 05961W105 32,606 431,815 SH DFND 431,815 0 0
Barclays Plc ADR 06738E204 58,634 3,817,305 SH DFND 3,817,305 0 0
Bridgebio Pharma Inc COM 10806X102 15,143 438,050 SH DFND 438,050 0 0
Brookfield Corp CL A LTD VT SH 11271J107 16,551 315,925 SH DFND 315,925 0 0
Caesars Entertainment Inc Ne COM 12769G100 38,711 1,548,420 SH DFND 1,548,420 0 0
Capital One Finl Corp COM 14040H105 35,442 197,670 SH DFND 197,670 0 0
Ccc Intelligent Solutions Hl COM 12510Q100 50,523 5,595,039 SH DFND 5,595,039 0 0
Coherent Corp COM 19247G107 144,301 2,222,070 SH DFND 2,222,070 0 0
Coupang Inc CL A 22266T109 204,007 9,302,634 SH DFND 9,302,634 0 0
Daktronics Inc COM 234264109 37,364 3,067,625 SH DFND 3,067,625 0 0
Delta Air Lines Inc Del COM NEW 247361702 15,048 345,135 SH DFND 345,135 0 0
Delta Air Lines Inc Del COM NEW 247361702 41,398 949,500 SH Call DFND 949,500 0 0
Docusign Inc COM 256163106 87,477 1,074,655 SH DFND 1,074,655 0 0
Eli Lilly & Co COM 532457108 78,321 94,830 SH DFND 94,830 0 0
Eqt Corp COM 26884L109 45,915 859,345 SH DFND 859,345 0 0
Expand Energy Corporation COM 165167735 10,876 97,700 SH DFND 97,700 0 0
Flex Ltd ORD Y2573F102 11,542 348,900 SH DFND 348,900 0 0
Flutter Entmt Plc SHS G3643J108 83,566 377,475 SH DFND 377,475 0 0
Freeport-Mcmoran Inc CL B 35671D857 38,545 1,018,105 SH DFND 1,018,105 0 0
Global X Fds GB MSCI AR ETF 37950E259 35,846 443,800 SH DFND 443,800 0 0
Grupo Financiero Galicia S.A SPONSORED ADR 399909100 20,779 381,481 SH DFND 381,481 0 0
Impinj Inc COM 453204109 9,839 108,475 SH DFND 108,475 0 0
Insmed Inc COM PAR $.01 457669307 104,445 1,369,050 SH DFND 1,369,050 0 0
Invivyd Inc COM 00534A102 346 571,425 SH DFND 571,425 0 0
Joby Aviation Inc COMMON STOCK G65163100 190 31,489 SH DFND 31,489 0 0
Kinder Morgan Inc Del COM 49456B101 47,192 1,654,115 SH DFND 1,654,115 0 0
Mercadolibre Inc COM 58733R102 104,810 53,725 SH DFND 53,725 0 0
Natera Inc COM 632307104 481,123 3,402,330 SH DFND 3,402,330 0 0
Newamsterdam Pharma Company ORDINARY SHARES N62509109 16,383 800,360 SH DFND 800,360 0 0
Philip Morris Intl Inc COM 718172109 175,439 1,105,268 SH DFND 1,105,268 0 0
Purecycle Technologies Inc COM 74623V103 23,285 3,364,842 SH DFND 3,364,842 0 0
Roku Inc COM CL A 77543R102 34,769 493,600 SH DFND 493,600 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103 18,645 219,477 SH DFND 219,477 0 0
Seagate Technology Hldngs Pl ORD SHS G7997R103 20,940 246,500 SH Call DFND 246,500 0 0
Springworks Therapeutics Inc COM 85205L107 27,181 615,929 SH DFND 615,929 0 0
Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100 99,397 598,780 SH DFND 598,780 0 0
Teck Resources Ltd CL B 878742204 15,721 431,545 SH DFND 431,545 0 0
Tesla Inc COM 88160R101 4,882 18,838 SH DFND 18,838 0 0
Teva Pharmaceutical Inds Ltd SPONSORED ADS 881624209 228,702 14,879,750 SH DFND 14,879,750 0 0
Twilio Inc CL A 90138F102 35,459 362,155 SH DFND 362,155 0 0
Ultragenyx Pharmaceutical In COM 90400D108 3,094 85,445 SH DFND 85,445 0 0
United Airls Hldgs Inc COM 910047109 25,458 368,685 SH DFND 368,685 0 0
United Airls Hldgs Inc COM 910047109 15,605 226,000 SH Call DFND 226,000 0 0
Verona Pharma Plc SPONSORED ADS 925050106 63,622 1,002,080 SH DFND 1,002,080 0 0
Wabtec COM 929740108 54,604 301,095 SH DFND 301,095 0 0
Woodward Inc COM 980745103 200,328 1,097,750 SH DFND 1,097,750 0 0
Ypf Sociedad Anonima SPON ADR CL D 984245100 72,722 2,075,390 SH DFND 2,075,390 0 0