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
GLOBAL X FDS GLOBAL X COPPER 37954Y830 897,030 19,934 SH DFND 897,030 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,573,264 17,600 SH DFND 1,573,264 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 1,074,675 20,643 SH DFND 1,074,675 0 0
ISHARES TR CORE S&P500 ETF 464287200 45,902,516 73,929 SH DFND 45,902,516 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,753,510 8,126 SH DFND 1,753,510 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,574,932 2,855 SH DFND 1,574,932 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 214,284,495 2,586,103 SH DFND 214,284,495 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 16,029,500 25,944 SH DFND 16,029,500 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 263,675 6,794 SH DFND 263,675 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 4,155,605 48,999 SH DFND 4,155,605 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 260,074 3,869 SH DFND 260,074 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78468R556 716,683 5,697 SH DFND 716,683 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 15,924,540 166,279 SH DFND 15,924,540 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 270,130 1,173 SH DFND 270,130 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 5,346,497 64,470 SH DFND 5,346,497 0 0
ABBVIE INC COM 00287Y109 268,592 1,447 SH DFND 268,592 0 0
AIRBNB INC COM CL A 009066101 643,305 4,861 SH DFND 643,305 0 0
ABBOTT LABS COM 002824100 258,691 1,902 SH DFND 258,691 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 278,942 5,285 SH DFND 278,942 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 264,299 857 SH DFND 264,299 0 0
AMERICAN ELEC PWR CO INC COM 025537101 25,940,000 250,000 SH DFND 25,940,000 0 0
AFLAC INC COM 001055102 236,441 2,242 SH DFND 236,441 0 0
ALBEMARLE CORP COM 012653101 302,069 4,820 SH DFND 302,069 0 0
AMCOR PLC ORD G0250X107 237,607 25,855 SH DFND 237,607 0 0
ANI PHARMACEUTICALS INC COM 00182C103 13,887,158 212,830 SH DFND 13,887,158 0 0
SMITH A O CORP COM 831865209 249,100 3,799 SH DFND 249,100 0 0
AIR PRODS & CHEMS INC COM 009158106 282,342 1,001 SH DFND 282,342 0 0
BALL CORP COM 058498106 43,192,665 770,060 SH DFND 43,192,665 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 4,146,000 75,000 SH DFND 4,146,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102 4,148,389 96,072 SH DFND 4,148,389 0 0
BECTON DICKINSON & CO COM 075887109 230,298 1,337 SH DFND 230,298 0 0
BLOOM ENERGY CORP COM CL A 093712107 9,460,121 395,490 SH DFND 9,460,121 0 0
FRANKLIN RESOURCES INC COM 354613101 393,620 16,504 SH DFND 393,620 0 0
BREAD FINANCIAL HOLDINGS INC COM 018581108 18,619,920 325,979 SH DFND 18,619,920 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 18,555,000 300,000 SH DFND 18,555,000 0 0
BOX INC CL A 10316T104 24,269,174 710,248 SH DFND 24,269,174 0 0
BROWN & BROWN INC COM 115236101 243,027 2,192 SH DFND 243,027 0 0
BENTLEY SYS INC COM CL B 08265T208 5,350,694 99,142 SH DFND 5,350,694 0 0
CARDINAL HEALTH INC COM 14149Y108 328,608 1,956 SH DFND 328,608 0 0
CATERPILLAR INC COM 149123101 313,285 807 SH DFND 313,285 0 0
CHUBB LIMITED COM H1467J104 262,197 905 SH DFND 262,197 0 0
CHURCH & DWIGHT CO INC COM 171340102 237,776 2,474 SH DFND 237,776 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 274,225 2,858 SH DFND 274,225 0 0
CINCINNATI FINL CORP COM 172062101 305,882 2,054 SH DFND 305,882 0 0
COLGATE PALMOLIVE CO COM 194162103 255,793 2,814 SH DFND 255,793 0 0
CLOROX CO DEL COM 189054109 223,090 1,858 SH DFND 223,090 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 46,526,847 132,748 SH DFND 46,526,847 0 0
CINTAS CORP COM 172908105 264,992 1,189 SH DFND 264,992 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 50,719,500 650,000 SH DFND 50,719,500 0 0
CHEVRON CORP NEW COM 166764100 272,920 1,906 SH DFND 272,920 0 0
DOVER CORP COM 260003108 279,059 1,523 SH DFND 279,059 0 0
DARDEN RESTAURANTS INC COM 237194105 34,264,884 157,200 SH DFND 34,264,884 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 3,017,099 304,143 SH DFND 3,017,099 0 0
ECOLAB INC COM 278865100 268,632 997 SH DFND 268,632 0 0
CONSOLIDATED EDISON INC COM 209115104 224,383 2,236 SH DFND 224,383 0 0
EMERSON ELEC CO COM 291011104 370,524 2,779 SH DFND 370,524 0 0
EXPEDITORS INTL WASH INC COM 302130109 289,053 2,530 SH DFND 289,053 0 0
FASTENAL CO COM 311900104 272,244 6,482 SH DFND 272,244 0 0
FEDEX CORP COM 31428X106 122,137,527 537,317 SH DFND 122,137,527 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 251,635,786 3,090,969 SH DFND 251,635,786 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 9,706,268 102,182 SH DFND 9,706,268 0 0
GENERAL DYNAMICS CORP COM 369550108 277,952 953 SH DFND 277,952 0 0
GENUINE PARTS CO COM 372460105 284,472 2,345 SH DFND 284,472 0 0
GRANITE CONSTR INC COM 387328107 25,831,576 276,244 SH DFND 25,831,576 0 0
GRAINGER W W INC COM 384802104 297,509 286 SH DFND 297,509 0 0
HAEMONETICS CORP MASS COM 405024100 17,609,005 236,014 SH DFND 17,609,005 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 20,669,263 397,333 SH DFND 20,669,263 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100 21,061,678 784,128 SH DFND 21,061,678 0 0
HORMEL FOODS CORP COM 440452100 255,159 8,435 SH DFND 255,159 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 323,374 1,097 SH DFND 323,374 0 0
IMAX CORP COM 45245E109 18,517,600 662,289 SH DFND 18,517,600 0 0
ILLINOIS TOOL WKS INC COM 452308109 271,233 1,097 SH DFND 271,233 0 0
JOHNSON & JOHNSON COM 478160104 254,634 1,667 SH DFND 254,634 0 0
KIMBERLY-CLARK CORP COM 494368103 239,018 1,854 SH DFND 239,018 0 0
COCA COLA CO COM 191216100 267,081 3,775 SH DFND 267,081 0 0
KENVUE INC COM 49177J102 285,506 13,641 SH DFND 285,506 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 146,382,448 583,569 SH DFND 146,382,448 0 0
LINDE PLC SHS G54950103 291,361 621 SH DFND 291,361 0 0
LOWES COS INC COM 548661107 304,184 1,371 SH DFND 304,184 0 0
MASTERCARD INCORPORATED CL A 57636Q104 241,634 430 SH DFND 241,634 0 0
MCDONALDS CORP COM 580135101 280,775 961 SH DFND 280,775 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 11,084,331 157,515 SH DFND 11,084,331 0 0
MEDTRONIC PLC SHS G5960L103 269,965 3,097 SH DFND 269,965 0 0
MCCORMICK & CO INC COM NON VTG 579780206 309,573 4,083 SH DFND 309,573 0 0
MKS INC. COM 55306N104 29,619,812 298,106 SH DFND 29,619,812 0 0
MICROSOFT CORP COM 594918104 74,611,500 150,000 SH DFND 74,611,500 0 0
MERITAGE HOMES CORP COM 59001A102 8,156,745 121,797 SH DFND 8,156,745 0 0
NORDSON CORP COM 655663102 296,045 1,381 SH DFND 296,045 0 0
NEXTERA ENERGY INC COM 65339F101 35,164,076 506,541 SH DFND 35,164,076 0 0
CLOUDFLARE INC CL A COM 18915M107 29,967,473 153,028 SH DFND 29,967,473 0 0
NUCOR CORP COM 670346105 309,082 2,386 SH DFND 309,082 0 0
REALTY INCOME CORP COM 756109104 18,215,130 316,180 SH DFND 18,215,130 0 0
ORMAT TECHNOLOGIES INC COM 686688102 13,619,544 162,602 SH DFND 13,619,544 0 0
PEPSICO INC COM 713448108 140,207,994 1,061,860 SH DFND 140,207,994 0 0
PROCTER AND GAMBLE CO COM 742718109 234,678 1,473 SH DFND 234,678 0 0
PENTAIR PLC SHS G7S00T104 313,524 3,054 SH DFND 313,524 0 0
PPG INDS INC COM 693506107 298,480 2,624 SH DFND 298,480 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 10,729,114 787,747 SH DFND 10,729,114 0 0
PROGRESS SOFTWARE CORP COM 743312100 49,027,013 767,967 SH DFND 49,027,013 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1,687,602 122,824 SH DFND 1,687,602 0 0
ROCKET LAB CORP COM 773121108 38,176,641 1,067,281 SH DFND 38,176,641 0 0
ROPER TECHNOLOGIES INC COM 776696106 269,816 476 SH DFND 269,816 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,190,662 156,405 SH DFND 3,190,662 0 0
SHERWIN WILLIAMS CO COM 824348106 261,297 761 SH DFND 261,297 0 0
SMUCKER J M CO COM NEW 832696405 215,254 2,192 SH DFND 215,254 0 0
SNAP INC CL A 83304A106 237,689 27,352 SH DFND 237,689 0 0
SNOWFLAKE INC CL A 833445109 46,944,708 209,790 SH DFND 46,944,708 0 0
SOFI TECHNOLOGIES INC COM 83406F102 17,784,687 976,644 SH DFND 17,784,687 0 0
S&P GLOBAL INC COM 78409V104 301,610 572 SH DFND 301,610 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 45,489,641 315,178 SH DFND 45,489,641 0 0
STANLEY BLACK & DECKER INC COM 854502101 307,179 4,534 SH DFND 307,179 0 0
SYSCO CORP COM 871829107 259,410 3,425 SH DFND 259,410 0 0
TARGET CORP COM 87612E106 262,409 2,660 SH DFND 262,409 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 2,586,151 138,742 SH DFND 2,586,151 0 0
PRICE T ROWE GROUP INC COM 74144T108 299,440 3,103 SH DFND 299,440 0 0
UNITI GROUP INC COM 91325V108 2,461,985 569,904 SH DFND 2,461,985 0 0
VERTEX INC CL A 92538J106 12,551,593 355,217 SH DFND 12,551,593 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 12,471,628 785,367 SH DFND 12,471,628 0 0
WESTERN DIGITAL CORP COM 958102105 10,590,345 165,500 SH DFND 10,590,345 0 0
WALMART INC COM 931142103 284,931 2,914 SH DFND 284,931 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 249,651 1,141 SH DFND 249,651 0 0
EXXON MOBIL CORP COM 30231G102 280,819 2,605 SH DFND 280,819 0 0
CLEANSPARK INC COM NEW 18452B209 3,327,916 301,715 SH DFND 3,327,916 0 0
DATADOG INC CL A COM 23804L103 23,897,307 177,900 SH DFND 23,897,307 0 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 1,790,000 500,000 SH DFND 1,790,000 0 0
FLUENCE ENERGY INC COM CL A 34379V103 1,414,703 210,835 SH DFND 1,414,703 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 2,809,103 789,074 SH DFND 2,809,103 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 6,216,320 426,652 SH DFND 6,216,320 0 0
RIOT PLATFORMS INC COM 767292105 106,353,645 9,411,827 SH DFND 106,353,645 0 0
SOUTHERN CO COM 842587107 85,741,671 933,700 SH DFND 85,741,671 0 0
UNITEDHEALTH GROUP INC COM 91324P102 23,397,750 75,000 SH DFND 23,397,750 0 0
AVIS BUDGET GROUP COM 053774105 42,262,500 250,000 SH DFND 42,262,500 0 0
CELANESE CORP DEL COM 150870103 69,054,883 1,248,055 SH DFND 69,054,883 0 0
COSTAR GROUP INC COM 22160N109 470,930,297 5,857,342 SH DFND 470,930,297 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 17,034,000 600,000 SH DFND 17,034,000 0 0
ERIE INDTY CO CL A 29530P102 266,682 769 SH DFND 266,682 0 0
EVERSOURCE ENERGY COM 30040W108 272,294 4,280 SH DFND 272,294 0 0
FACTSET RESH SYS INC COM 303075105 250,924 561 SH DFND 250,924 0 0
ALPHABET INC CAP STK CL A 02079K305 26,434,500 150,000 SH DFND 26,434,500 0 0
SEMLER SCIENTIFIC INC COM 81684M104 1,037,070 26,770 SH DFND 1,037,070 0 0
WEC ENERGY GROUP INC COM 92939U106 4,069,010 39,050 SH DFND 4,069,010 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 193,248,630 2,609,000 SH DFND 193,248,630 0 0
SOUTHWEST AIRLS CO COM 844741108 24,330,000 750,000 SH DFND 24,330,000 0 0
PROLOGIS INC. COM 74340W103 47,304,000 450,000 SH DFND 47,304,000 0 0
SPDR S&P 500 ETF TRUST Class Title 78462F103 194,190,368 25,944 SH Call DFND 194,190,368 0 0
SPDR S&P 500 ETF TRUST Class Title 78462F103 25,920,436 25,944 SH Put DFND 25,920,436 0 0
CENCORA INC Class Title 03073E105 288 1,299,106 SH Put DFND 288 0 0
WESTERN DIGITAL CORP Class Title 958102105 128,775 165,500 SH Call DFND 128,775 0 0
BENTLEY SYSTEMS INCORPORATED Class Title 08265T208 2,708,421 99,142 SH Call DFND 2,708,421 0 0
COINBASE GLOBAL INC Class Title 19260Q107 13,563,397 132,748 SH Call DFND 13,563,397 0 0
COINBASE GLOBAL INC Class Title 19260Q107 829,022 132,748 SH Put DFND 829,022 0 0
RIVIAN AUTOMOTIVE INC Class Title 76954A103 895,620 122,824 SH Call DFND 895,620 0 0
CLEANSPARK INC Class Title 18452B209 5,141,325 301,715 SH Call DFND 5,141,325 0 0
LIVE NATION ENTERTAINMENT INC Class Title 538034109 6,875,870 1,682,092 SH Call DFND 6,875,870 0 0
CLOUDFLARE INC Class Title 18915M107 2,103,504 153,028 SH Call DFND 2,103,504 0 0
PROGRESS SOFTWARE CORPORATION Class Title 743312100 4,296 767,967 SH Put DFND 4,296 0 0
AMEREN CORP Class Title 023608102 97,459 582,399 SH Put DFND 97,459 0 0
DOMINION ENERGY INC Class Title 25746U109 252,151 2,206,335 SH Put DFND 252,151 0 0
GE HEALTHCARE TECHNOLOGIES INC Class Title 36266G107 197,600 2,609,000 SH Call DFND 197,600 0 0
REALTY INCOME CORP Class Title 756109104 11,888 316,180 SH Put DFND 11,888 0 0
PPL CORPORATION Class Title 69351T106 77,747 2,756,339 SH Put DFND 77,747 0 0
SOUTHERN CO Class Title 842587107 159,054 933,700 SH Put DFND 159,054 0 0
BOX INC Class Title 10316T104 77,221 710,248 SH Put DFND 77,221 0 0
HAEMONETICS CORP-MASS Class Title 405024100 837,324 236,014 SH Call DFND 837,324 0 0
HAEMONETICS CORP-MASS Class Title 405024100 45,156 236,014 SH Put DFND 45,156 0 0
IMAX CORP Class Title 45245E109 79,205 662,289 SH Put DFND 79,205 0 0
MERITAGE HOMES CORPORATION Class Title 59001A102 860,998 121,797 SH Call DFND 860,998 0 0
MERITAGE HOMES CORPORATION Class Title 59001A102 462,787 121,797 SH Put DFND 462,787 0 0
NEXTERA ENERGY INC Class Title 65339F101 1,722,150 506,541 SH Call DFND 1,722,150 0 0
NEXTERA ENERGY INC Class Title 65339F101 83,868 506,541 SH Put DFND 83,868 0 0